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IRON WORKERS LOCAL 451 ANNUITY FUND 401k Plan overview

Plan NameIRON WORKERS LOCAL 451 ANNUITY FUND
Plan identification number 001

IRON WORKERS LOCAL 451 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

IRON WORKERS LOCAL 451 JOINT BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS LOCAL 451 JOINT BOARD OF TRUSTEES
Employer identification number (EIN):510264123
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL 451 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01JEFFREY HENDRICKSON MICHAEL BLOOM2018-03-21
0012015-07-01JEFFREY HENDRICKSON
0012014-07-01JEFFREY HENDRICKSON MICHAEL BLOOM2016-02-18
0012013-07-01JEFFREY HENDRICKSON MICHAEL BLOOM2015-02-20
0012012-07-01JEFFREY HENDRICKSON MICHAEL BLOOM2014-03-04
0012011-07-01JEFFREY HENDRICKSON MICHAEL BLOOM2013-04-10
0012010-07-01JEFFREY HENDRICKSON MICHAEL BLOOM2012-03-23
0012009-07-01JEFFREY HENDRICKSON MICHAEL BLOOM2011-03-10

Plan Statistics for IRON WORKERS LOCAL 451 ANNUITY FUND

401k plan membership statisitcs for IRON WORKERS LOCAL 451 ANNUITY FUND

Measure Date Value
2021: IRON WORKERS LOCAL 451 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-07-01830
Total number of active participants reported on line 7a of the Form 55002021-07-01193
Number of retired or separated participants receiving benefits2021-07-0110
Number of other retired or separated participants entitled to future benefits2021-07-01616
Total of all active and inactive participants2021-07-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01819
Number of participants with account balances2021-07-01819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Number of employers contributing to the scheme2021-07-0148
2020: IRON WORKERS LOCAL 451 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01828
Total number of active participants reported on line 7a of the Form 55002020-07-01284
Number of retired or separated participants receiving benefits2020-07-0118
Number of other retired or separated participants entitled to future benefits2020-07-01528
Total of all active and inactive participants2020-07-01830
Total participants2020-07-01830
Number of participants with account balances2020-07-01830
Number of employers contributing to the scheme2020-07-0147
2019: IRON WORKERS LOCAL 451 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01877
Total number of active participants reported on line 7a of the Form 55002019-07-01283
Number of retired or separated participants receiving benefits2019-07-017
Number of other retired or separated participants entitled to future benefits2019-07-01538
Total of all active and inactive participants2019-07-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01828
Number of participants with account balances2019-07-01828
Number of employers contributing to the scheme2019-07-0148
2018: IRON WORKERS LOCAL 451 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01951
Total number of active participants reported on line 7a of the Form 55002018-07-01310
Number of retired or separated participants receiving benefits2018-07-017
Number of other retired or separated participants entitled to future benefits2018-07-01560
Total of all active and inactive participants2018-07-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01877
Number of participants with account balances2018-07-01877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Number of employers contributing to the scheme2018-07-0148
2017: IRON WORKERS LOCAL 451 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01972
Total number of active participants reported on line 7a of the Form 55002017-07-01392
Number of retired or separated participants receiving benefits2017-07-017
Number of other retired or separated participants entitled to future benefits2017-07-01552
Total of all active and inactive participants2017-07-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01951
Number of participants with account balances2017-07-01951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-0158
2016: IRON WORKERS LOCAL 451 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01694
Total number of active participants reported on line 7a of the Form 55002016-07-01320
Number of retired or separated participants receiving benefits2016-07-017
Number of other retired or separated participants entitled to future benefits2016-07-01645
Total of all active and inactive participants2016-07-01972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01972
Number of participants with account balances2016-07-01972
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
Number of employers contributing to the scheme2016-07-0164
2015: IRON WORKERS LOCAL 451 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01614
Total number of active participants reported on line 7a of the Form 55002015-07-01322
Number of retired or separated participants receiving benefits2015-07-017
Number of other retired or separated participants entitled to future benefits2015-07-01365
Total of all active and inactive participants2015-07-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01694
Number of participants with account balances2015-07-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
Number of employers contributing to the scheme2015-07-0150
2014: IRON WORKERS LOCAL 451 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01620
Total number of active participants reported on line 7a of the Form 55002014-07-01614
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01614
Number of participants with account balances2014-07-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
Number of employers contributing to the scheme2014-07-0150
2013: IRON WORKERS LOCAL 451 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01694
Total number of active participants reported on line 7a of the Form 55002013-07-01620
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01620
Number of participants with account balances2013-07-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
Number of employers contributing to the scheme2013-07-0119
2012: IRON WORKERS LOCAL 451 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01759
Total number of active participants reported on line 7a of the Form 55002012-07-01694
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01694
Number of participants with account balances2012-07-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
Number of employers contributing to the scheme2012-07-0119
2011: IRON WORKERS LOCAL 451 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01874
Total number of active participants reported on line 7a of the Form 55002011-07-01759
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01759
Number of participants with account balances2011-07-01759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
Number of employers contributing to the scheme2011-07-0119
2010: IRON WORKERS LOCAL 451 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-07-01927
Total number of active participants reported on line 7a of the Form 55002010-07-01874
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01874
Number of participants with account balances2010-07-01874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
Number of employers contributing to the scheme2010-07-0119
2009: IRON WORKERS LOCAL 451 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01952
Total number of active participants reported on line 7a of the Form 55002009-07-01927
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01927
Number of participants with account balances2009-07-01927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on IRON WORKERS LOCAL 451 ANNUITY FUND

Measure Date Value
2022 : IRON WORKERS LOCAL 451 ANNUITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-7,437,170
Total unrealized appreciation/depreciation of assets2022-06-30$-7,437,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$28,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$167,346
Total income from all sources (including contributions)2022-06-30$-2,560,290
Total loss/gain on sale of assets2022-06-30$2,902,100
Total of all expenses incurred2022-06-30$1,854,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,509,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,424,220
Value of total assets at end of year2022-06-30$30,124,321
Value of total assets at beginning of year2022-06-30$34,677,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$344,022
Total interest from all sources2022-06-30$343,428
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$204,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$29,005
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Participant contributions at end of year2022-06-30$187,141
Participant contributions at beginning of year2022-06-30$180,408
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$133,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$113,455
Other income not declared elsewhere2022-06-30$2,187
Administrative expenses (other) incurred2022-06-30$29,579
Liabilities. Value of operating payables at end of year2022-06-30$28,423
Liabilities. Value of operating payables at beginning of year2022-06-30$167,346
Total non interest bearing cash at end of year2022-06-30$215,574
Total non interest bearing cash at beginning of year2022-06-30$256,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-4,414,294
Value of net assets at end of year (total assets less liabilities)2022-06-30$30,095,898
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$34,510,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$184,966
Interest on participant loans2022-06-30$7,951
Income. Interest from US Government securities2022-06-30$334,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$1,272,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$333,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$333,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$811
Asset value of US Government securities at end of year2022-06-30$12,124,335
Asset value of US Government securities at beginning of year2022-06-30$10,627,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,424,220
Employer contributions (assets) at end of year2022-06-30$65,388
Employer contributions (assets) at beginning of year2022-06-30$142,367
Income. Dividends from common stock2022-06-30$204,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,509,982
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$3,762,605
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$3,608,357
Contract administrator fees2022-06-30$100,472
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$12,363,027
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$19,415,219
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$2,902,100
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2022-06-30232247478
2021 : IRON WORKERS LOCAL 451 ANNUITY FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$3,843,041
Total unrealized appreciation/depreciation of assets2021-06-30$3,843,041
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$167,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$263,012
Total income from all sources (including contributions)2021-06-30$7,989,960
Total loss/gain on sale of assets2021-06-30$2,067,492
Total of all expenses incurred2021-06-30$3,317,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$3,014,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,509,781
Value of total assets at end of year2021-06-30$34,677,538
Value of total assets at beginning of year2021-06-30$30,101,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$302,869
Total interest from all sources2021-06-30$342,750
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$226,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$31,911
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$1,509,781
Amount contributed by the employer to the plan for this plan year2021-06-30$1,509,781
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$180,408
Participant contributions at beginning of year2021-06-30$146,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$113,455
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$113,360
Administrative expenses (other) incurred2021-06-30$12,412
Liabilities. Value of operating payables at end of year2021-06-30$167,346
Liabilities. Value of operating payables at beginning of year2021-06-30$263,012
Total non interest bearing cash at end of year2021-06-30$256,605
Total non interest bearing cash at beginning of year2021-06-30$111,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,672,162
Value of net assets at end of year (total assets less liabilities)2021-06-30$34,510,192
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$29,838,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$168,186
Interest on participant loans2021-06-30$7,758
Income. Interest from US Government securities2021-06-30$220,958
Income. Interest from corporate debt instruments2021-06-30$113,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$333,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$38,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$38,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$37
Asset value of US Government securities at end of year2021-06-30$10,627,810
Asset value of US Government securities at beginning of year2021-06-30$11,148,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,509,781
Employer contributions (assets) at end of year2021-06-30$142,367
Employer contributions (assets) at beginning of year2021-06-30$55,154
Income. Dividends from common stock2021-06-30$226,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$3,014,929
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$3,608,357
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$3,683,841
Contract administrator fees2021-06-30$90,360
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$19,415,219
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$14,802,932
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$10,124,589
Aggregate carrying amount (costs) on sale of assets2021-06-30$8,057,097
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2021-06-30232247478
2020 : IRON WORKERS LOCAL 451 ANNUITY FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$1,064,705
Total unrealized appreciation/depreciation of assets2020-06-30$1,064,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$263,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$11,057
Total income from all sources (including contributions)2020-06-30$3,597,824
Total loss/gain on sale of assets2020-06-30$375,814
Total of all expenses incurred2020-06-30$2,651,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,360,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,576,240
Value of total assets at end of year2020-06-30$30,101,042
Value of total assets at beginning of year2020-06-30$28,903,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$291,379
Total interest from all sources2020-06-30$357,792
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$223,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$29,000
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Participant contributions at end of year2020-06-30$146,670
Participant contributions at beginning of year2020-06-30$135,597
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$113,360
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$110,207
Administrative expenses (other) incurred2020-06-30$17,725
Liabilities. Value of operating payables at end of year2020-06-30$263,012
Liabilities. Value of operating payables at beginning of year2020-06-30$11,057
Total non interest bearing cash at end of year2020-06-30$111,858
Total non interest bearing cash at beginning of year2020-06-30$69,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$945,966
Value of net assets at end of year (total assets less liabilities)2020-06-30$29,838,030
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$28,892,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$157,545
Interest on participant loans2020-06-30$5,089
Income. Interest from US Government securities2020-06-30$229,140
Income. Interest from corporate debt instruments2020-06-30$114,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$38,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$58,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$58,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$9,377
Asset value of US Government securities at end of year2020-06-30$11,148,460
Asset value of US Government securities at beginning of year2020-06-30$10,937,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,576,240
Employer contributions (assets) at end of year2020-06-30$55,154
Employer contributions (assets) at beginning of year2020-06-30$78,793
Income. Dividends from common stock2020-06-30$223,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,360,479
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$3,683,841
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$2,834,419
Contract administrator fees2020-06-30$87,109
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$14,802,932
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$14,677,822
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$10,515,756
Aggregate carrying amount (costs) on sale of assets2020-06-30$10,139,942
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30FISCHER FORWART, P.C.
Accountancy firm EIN2020-06-30232247478
2019 : IRON WORKERS LOCAL 451 ANNUITY FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$-647,873
Total unrealized appreciation/depreciation of assets2019-06-30$-647,873
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$11,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$7,017
Total income from all sources (including contributions)2019-06-30$3,677,707
Total loss/gain on sale of assets2019-06-30$2,469,245
Total of all expenses incurred2019-06-30$1,951,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,661,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,293,945
Value of total assets at end of year2019-06-30$28,903,121
Value of total assets at beginning of year2019-06-30$27,172,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$289,298
Total interest from all sources2019-06-30$354,221
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$208,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$110,618
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$1,293,945
Amount contributed by the employer to the plan for this plan year2019-06-30$1,293,945
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$135,597
Participant contributions at beginning of year2019-06-30$92,623
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$110,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$95,423
Administrative expenses (other) incurred2019-06-30$27,011
Liabilities. Value of operating payables at end of year2019-06-30$11,057
Liabilities. Value of operating payables at beginning of year2019-06-30$7,017
Total non interest bearing cash at end of year2019-06-30$69,921
Total non interest bearing cash at beginning of year2019-06-30$514,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,726,632
Value of net assets at end of year (total assets less liabilities)2019-06-30$28,892,064
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$27,165,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$151,669
Interest on participant loans2019-06-30$2,739
Income. Interest from US Government securities2019-06-30$234,754
Income. Interest from corporate debt instruments2019-06-30$98,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$58,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,312,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,312,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$18,460
Asset value of US Government securities at end of year2019-06-30$10,937,930
Asset value of US Government securities at beginning of year2019-06-30$7,977,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,293,945
Employer contributions (assets) at end of year2019-06-30$78,793
Employer contributions (assets) at beginning of year2019-06-30$151,603
Income. Dividends from common stock2019-06-30$208,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,661,777
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$2,834,419
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$2,959,113
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$14,677,822
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$14,070,002
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$11,215,447
Aggregate carrying amount (costs) on sale of assets2019-06-30$8,746,202
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2019-06-30232247478
2018 : IRON WORKERS LOCAL 451 ANNUITY FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-61,241
Total unrealized appreciation/depreciation of assets2018-06-30$-61,241
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$7,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$19,477
Total income from all sources (including contributions)2018-06-30$3,897,522
Total loss/gain on sale of assets2018-06-30$1,715,827
Total of all expenses incurred2018-06-30$3,092,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,808,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,722,428
Value of total assets at end of year2018-06-30$27,172,449
Value of total assets at beginning of year2018-06-30$26,379,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$283,766
Total interest from all sources2018-06-30$293,330
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$227,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$107,524
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$1,722,428
Amount contributed by the employer to the plan for this plan year2018-06-30$1,722,428
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$92,623
Participant contributions at beginning of year2018-06-30$116,151
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$95,423
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$84,683
Administrative expenses (other) incurred2018-06-30$25,267
Liabilities. Value of operating payables at end of year2018-06-30$7,017
Liabilities. Value of operating payables at beginning of year2018-06-30$19,477
Total non interest bearing cash at end of year2018-06-30$514,392
Total non interest bearing cash at beginning of year2018-06-30$468,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$805,198
Value of net assets at end of year (total assets less liabilities)2018-06-30$27,165,432
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$26,360,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$150,975
Interest on participant loans2018-06-30$3,346
Income. Interest from US Government securities2018-06-30$205,680
Income. Interest from corporate debt instruments2018-06-30$76,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,312,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$225,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$225,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$8,230
Asset value of US Government securities at end of year2018-06-30$7,977,125
Asset value of US Government securities at beginning of year2018-06-30$7,624,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,722,428
Employer contributions (assets) at end of year2018-06-30$151,603
Employer contributions (assets) at beginning of year2018-06-30$113,154
Income. Dividends from common stock2018-06-30$227,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,808,558
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$2,959,113
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$3,430,196
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$14,070,002
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$14,317,066
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$13,999,715
Aggregate carrying amount (costs) on sale of assets2018-06-30$12,283,888
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30FISCHER DORWART, P.C..
Accountancy firm EIN2018-06-30232247478
2017 : IRON WORKERS LOCAL 451 ANNUITY FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$824,169
Total unrealized appreciation/depreciation of assets2017-06-30$824,169
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$19,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$14,011
Total income from all sources (including contributions)2017-06-30$4,568,094
Total loss/gain on sale of assets2017-06-30$639,741
Total of all expenses incurred2017-06-30$3,428,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,150,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,553,508
Value of total assets at end of year2017-06-30$26,379,711
Value of total assets at beginning of year2017-06-30$25,234,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$277,801
Total interest from all sources2017-06-30$310,726
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$239,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$26,677
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Participant contributions at end of year2017-06-30$116,151
Participant contributions at beginning of year2017-06-30$134,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$84,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$92,041
Administrative expenses (other) incurred2017-06-30$26,251
Liabilities. Value of operating payables at end of year2017-06-30$19,477
Liabilities. Value of operating payables at beginning of year2017-06-30$14,011
Total non interest bearing cash at end of year2017-06-30$468,470
Total non interest bearing cash at beginning of year2017-06-30$229,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$1,139,755
Value of net assets at end of year (total assets less liabilities)2017-06-30$26,360,234
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$25,220,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$147,545
Interest on participant loans2017-06-30$4,201
Income. Interest from US Government securities2017-06-30$209,525
Income. Interest from corporate debt instruments2017-06-30$94,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$225,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$337,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$337,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$2,743
Asset value of US Government securities at end of year2017-06-30$7,624,970
Asset value of US Government securities at beginning of year2017-06-30$8,054,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,553,508
Employer contributions (assets) at end of year2017-06-30$113,154
Employer contributions (assets) at beginning of year2017-06-30$152,261
Income. Dividends from common stock2017-06-30$239,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,150,538
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$3,430,196
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$3,898,056
Contract administrator fees2017-06-30$77,328
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$14,317,066
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$12,336,090
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$16,245,406
Aggregate carrying amount (costs) on sale of assets2017-06-30$15,605,665
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2017-06-30232247478
2016 : IRON WORKERS LOCAL 451 ANNUITY FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-917,776
Total unrealized appreciation/depreciation of assets2016-06-30$-917,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$14,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$6,250
Total income from all sources (including contributions)2016-06-30$1,745,259
Total loss/gain on sale of assets2016-06-30$655,023
Total of all expenses incurred2016-06-30$1,812,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,541,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,422,696
Value of total assets at end of year2016-06-30$25,234,490
Value of total assets at beginning of year2016-06-30$25,293,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$270,546
Total interest from all sources2016-06-30$366,052
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$219,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$32,050
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$1,422,696
Amount contributed by the employer to the plan for this plan year2016-06-30$1,422,696
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$134,547
Participant contributions at beginning of year2016-06-30$135,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$92,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$97,540
Administrative expenses (other) incurred2016-06-30$21,628
Liabilities. Value of operating payables at end of year2016-06-30$14,011
Liabilities. Value of operating payables at beginning of year2016-06-30$6,250
Total non interest bearing cash at end of year2016-06-30$229,448
Total non interest bearing cash at beginning of year2016-06-30$254,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-67,209
Value of net assets at end of year (total assets less liabilities)2016-06-30$25,220,479
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$25,287,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$142,516
Interest on participant loans2016-06-30$4,379
Income. Interest from US Government securities2016-06-30$245,002
Income. Interest from corporate debt instruments2016-06-30$116,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$337,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$828,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$828,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$136
Asset value of US Government securities at end of year2016-06-30$8,054,088
Asset value of US Government securities at beginning of year2016-06-30$7,521,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,422,696
Employer contributions (assets) at end of year2016-06-30$152,261
Employer contributions (assets) at beginning of year2016-06-30$61,400
Income. Dividends from common stock2016-06-30$219,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,541,922
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$3,898,056
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$2,483,944
Contract administrator fees2016-06-30$74,352
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$12,336,090
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$13,911,074
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$18,562,099
Aggregate carrying amount (costs) on sale of assets2016-06-30$17,907,076
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2016-06-30232247478
2015 : IRON WORKERS LOCAL 451 ANNUITY FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-472,441
Total unrealized appreciation/depreciation of assets2015-06-30$-472,441
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$6,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$11,482
Total income from all sources (including contributions)2015-06-30$3,098,670
Total loss/gain on sale of assets2015-06-30$1,493,651
Total of all expenses incurred2015-06-30$1,641,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,414,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,555,919
Value of total assets at end of year2015-06-30$25,293,938
Value of total assets at beginning of year2015-06-30$23,842,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$227,708
Total interest from all sources2015-06-30$304,191
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$217,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$34,198
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$1,555,919
Amount contributed by the employer to the plan for this plan year2015-06-30$1,555,919
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$135,882
Participant contributions at beginning of year2015-06-30$197,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$97,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$85,914
Administrative expenses (other) incurred2015-06-30$17,404
Liabilities. Value of operating payables at end of year2015-06-30$6,250
Liabilities. Value of operating payables at beginning of year2015-06-30$11,482
Total non interest bearing cash at end of year2015-06-30$254,329
Total non interest bearing cash at beginning of year2015-06-30$332,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,456,739
Value of net assets at end of year (total assets less liabilities)2015-06-30$25,287,688
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$23,830,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$104,610
Interest on participant loans2015-06-30$4,971
Income. Interest from US Government securities2015-06-30$224,429
Income. Interest from corporate debt instruments2015-06-30$74,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$828,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$683,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$683,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$658
Asset value of US Government securities at end of year2015-06-30$7,521,268
Asset value of US Government securities at beginning of year2015-06-30$6,687,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,555,919
Employer contributions (assets) at end of year2015-06-30$61,400
Employer contributions (assets) at beginning of year2015-06-30$170,436
Income. Dividends from common stock2015-06-30$217,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,414,223
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$2,483,944
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$2,454,554
Contract administrator fees2015-06-30$71,496
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$13,911,074
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$13,229,504
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$17,739,691
Aggregate carrying amount (costs) on sale of assets2015-06-30$16,246,040
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2015-06-30232247478
2014 : IRON WORKERS LOCAL 451 ANNUITY FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$1,990,348
Total unrealized appreciation/depreciation of assets2014-06-30$1,990,348
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$11,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$24,496
Total income from all sources (including contributions)2014-06-30$4,033,026
Total loss/gain on sale of assets2014-06-30$578,959
Total of all expenses incurred2014-06-30$2,228,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,977,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$973,673
Value of total assets at end of year2014-06-30$23,842,431
Value of total assets at beginning of year2014-06-30$22,050,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$251,356
Total interest from all sources2014-06-30$293,811
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$196,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$30,317
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$972,422
Amount contributed by the employer to the plan for this plan year2014-06-30$972,422
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,251
Participant contributions at end of year2014-06-30$197,818
Participant contributions at beginning of year2014-06-30$154,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$85,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$80,227
Administrative expenses (other) incurred2014-06-30$13,704
Liabilities. Value of operating payables at end of year2014-06-30$11,482
Liabilities. Value of operating payables at beginning of year2014-06-30$24,496
Total non interest bearing cash at end of year2014-06-30$332,378
Total non interest bearing cash at beginning of year2014-06-30$145,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,804,660
Value of net assets at end of year (total assets less liabilities)2014-06-30$23,830,949
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$22,026,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$138,592
Interest on participant loans2014-06-30$4,509
Income. Interest from US Government securities2014-06-30$5,376
Income. Interest from corporate debt instruments2014-06-30$283,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$683,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$3,658,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$3,658,007
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$20
Asset value of US Government securities at end of year2014-06-30$6,687,894
Asset value of US Government securities at beginning of year2014-06-30$5,738,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$972,422
Employer contributions (assets) at end of year2014-06-30$170,436
Employer contributions (assets) at beginning of year2014-06-30$60,110
Income. Dividends from common stock2014-06-30$196,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,977,010
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$2,454,554
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$2,080,720
Contract administrator fees2014-06-30$68,743
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$13,229,504
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$10,129,485
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$3,862
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$18,123,640
Aggregate carrying amount (costs) on sale of assets2014-06-30$17,544,681
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2014-06-30232247478
2013 : IRON WORKERS LOCAL 451 ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$1,051,998
Total unrealized appreciation/depreciation of assets2013-06-30$1,051,998
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$24,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$5,805
Total income from all sources (including contributions)2013-06-30$2,456,810
Total loss/gain on sale of assets2013-06-30$-67,674
Total of all expenses incurred2013-06-30$3,158,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,897,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$907,594
Value of total assets at end of year2013-06-30$22,050,785
Value of total assets at beginning of year2013-06-30$22,733,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$260,991
Total interest from all sources2013-06-30$361,538
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$203,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$37,961
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$870,630
Amount contributed by the employer to the plan for this plan year2013-06-30$870,630
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$36,964
Participant contributions at end of year2013-06-30$154,746
Participant contributions at beginning of year2013-06-30$101,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$80,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$126,803
Administrative expenses (other) incurred2013-06-30$19,276
Liabilities. Value of operating payables at end of year2013-06-30$24,496
Liabilities. Value of operating payables at beginning of year2013-06-30$5,805
Total non interest bearing cash at end of year2013-06-30$145,129
Total non interest bearing cash at beginning of year2013-06-30$480,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-701,384
Value of net assets at end of year (total assets less liabilities)2013-06-30$22,026,289
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$22,727,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$137,698
Interest on participant loans2013-06-30$3,122
Income. Interest from US Government securities2013-06-30$273,989
Income. Interest from corporate debt instruments2013-06-30$84,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$3,658,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$176,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$176,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$232
Asset value of US Government securities at end of year2013-06-30$5,738,499
Asset value of US Government securities at beginning of year2013-06-30$10,294,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$870,630
Employer contributions (assets) at end of year2013-06-30$60,110
Employer contributions (assets) at beginning of year2013-06-30$104,587
Income. Dividends from common stock2013-06-30$203,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,897,203
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$2,080,720
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$1,975,156
Contract administrator fees2013-06-30$66,056
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$10,129,485
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$9,468,213
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$3,862
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$6,228
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$18,297,056
Aggregate carrying amount (costs) on sale of assets2013-06-30$18,364,730
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2013-06-30232247478
2012 : IRON WORKERS LOCAL 451 ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$966,115
Total unrealized appreciation/depreciation of assets2012-06-30$966,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$5,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$5,344
Total income from all sources (including contributions)2012-06-30$2,338,313
Total loss/gain on sale of assets2012-06-30$-314,378
Total of all expenses incurred2012-06-30$1,576,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,320,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,107,344
Value of total assets at end of year2012-06-30$22,733,478
Value of total assets at beginning of year2012-06-30$21,971,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$256,621
Total interest from all sources2012-06-30$406,482
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$172,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$33,312
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$1,107,344
Amount contributed by the employer to the plan for this plan year2012-06-30$1,107,344
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$101,304
Participant contributions at beginning of year2012-06-30$36,173
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$126,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$103,086
Administrative expenses (other) incurred2012-06-30$22,252
Liabilities. Value of operating payables at end of year2012-06-30$5,805
Liabilities. Value of operating payables at beginning of year2012-06-30$5,344
Total non interest bearing cash at end of year2012-06-30$480,279
Total non interest bearing cash at beginning of year2012-06-30$123,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$761,318
Value of net assets at end of year (total assets less liabilities)2012-06-30$22,727,673
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$21,966,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$137,057
Interest on participant loans2012-06-30$1,298
Income. Interest from US Government securities2012-06-30$319,113
Income. Interest from corporate debt instruments2012-06-30$85,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$176,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$23,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$23,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$751
Asset value of US Government securities at end of year2012-06-30$10,294,130
Asset value of US Government securities at beginning of year2012-06-30$9,487,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,107,344
Employer contributions (assets) at end of year2012-06-30$104,587
Employer contributions (assets) at beginning of year2012-06-30$59,479
Income. Dividends from common stock2012-06-30$172,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,320,374
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$1,975,156
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$1,940,815
Contract administrator fees2012-06-30$64,000
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$9,468,213
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$10,188,391
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$6,228
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$9,314
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$13,115,518
Aggregate carrying amount (costs) on sale of assets2012-06-30$13,429,896
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2012-06-30232247478
2011 : IRON WORKERS LOCAL 451 ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$1,952,476
Total unrealized appreciation/depreciation of assets2011-06-30$1,952,476
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$5,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$12,339
Total income from all sources (including contributions)2011-06-30$4,512,403
Total loss/gain on sale of assets2011-06-30$620,368
Total of all expenses incurred2011-06-30$1,899,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,672,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,376,385
Value of total assets at end of year2011-06-30$21,971,699
Value of total assets at beginning of year2011-06-30$19,365,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$227,156
Total interest from all sources2011-06-30$392,946
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$170,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$35,281
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$1,376,385
Amount contributed by the employer to the plan for this plan year2011-06-30$1,376,385
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$36,173
Participant contributions at beginning of year2011-06-30$38,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$103,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$117,647
Administrative expenses (other) incurred2011-06-30$59,077
Liabilities. Value of operating payables at end of year2011-06-30$5,344
Liabilities. Value of operating payables at beginning of year2011-06-30$12,339
Total non interest bearing cash at end of year2011-06-30$123,728
Total non interest bearing cash at beginning of year2011-06-30$82,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,613,009
Value of net assets at end of year (total assets less liabilities)2011-06-30$21,966,355
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$19,353,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$132,798
Interest on participant loans2011-06-30$1,306
Income. Interest from US Government securities2011-06-30$284,148
Income. Interest from corporate debt instruments2011-06-30$107,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$23,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$582,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$582,889
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$209
Asset value of US Government securities at end of year2011-06-30$9,487,453
Asset value of US Government securities at beginning of year2011-06-30$10,064,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,376,385
Employer contributions (assets) at end of year2011-06-30$59,479
Employer contributions (assets) at beginning of year2011-06-30$79,541
Income. Dividends from common stock2011-06-30$170,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,672,238
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$1,940,815
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$2,147,221
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$10,188,391
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$6,248,489
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$9,314
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$4,983
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$9,486,977
Aggregate carrying amount (costs) on sale of assets2011-06-30$8,866,609
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2011-06-30232247478
2010 : IRON WORKERS LOCAL 451 ANNUITY FUND 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$955,376
Amount contributed by the employer to the plan for this plan year2010-06-30$955,376

Form 5500 Responses for IRON WORKERS LOCAL 451 ANNUITY FUND

2021: IRON WORKERS LOCAL 451 ANNUITY FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS LOCAL 451 ANNUITY FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS LOCAL 451 ANNUITY FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS LOCAL 451 ANNUITY FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS LOCAL 451 ANNUITY FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS LOCAL 451 ANNUITY FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS LOCAL 451 ANNUITY FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCAL 451 ANNUITY FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCAL 451 ANNUITY FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCAL 451 ANNUITY FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCAL 451 ANNUITY FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: IRON WORKERS LOCAL 451 ANNUITY FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL 451 ANNUITY FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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