401k Plan data: I.A.M. NATIONAL 401K PLAN plan

I.A.M. NATIONAL 401K PLAN 401k Plan overview

Plan Name	I.A.M. NATIONAL 401K PLAN
Plan identification number	003

I.A.M. NATIONAL 401K PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1. Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND

Employer identification number (EIN): 516031295

NAIC Classification: 333510

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.M. NATIONAL 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01
003 2012-01-01 ROBERT ROACH, JR.
003 2011-01-01 ROBERT ROACH, JR.
003 2009-01-01 WARREN L MART

Plan Statistics for I.A.M. NATIONAL 401K PLAN

401k plan membership statisitcs for I.A.M. NATIONAL 401K PLAN

Measure Date Value
2013: I.A.M. NATIONAL 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 24,235
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21,169
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,586
Total of all active and inactive participants 2013-01-01 22,758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22,758
Number of participants with account balances 2013-01-01 16,384
Number of employers contributing to the scheme 2013-01-01 248
2012: I.A.M. NATIONAL 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23,010
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 22,943
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,287
Total of all active and inactive participants 2012-01-01 24,235
Total participants 2012-01-01 24,235
Number of participants with account balances 2012-01-01 15,488
Number of employers contributing to the scheme 2012-01-01 220
2011: I.A.M. NATIONAL 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19,798
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21,983
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,022
Total of all active and inactive participants 2011-01-01 23,010
Total participants 2011-01-01 23,010
Number of participants with account balances 2011-01-01 12,329
Number of employers contributing to the scheme 2011-01-01 222
2009: I.A.M. NATIONAL 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 22,991
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22,997
Number of retired or separated participants receiving benefits 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 347
Total of all active and inactive participants 2009-01-01 23,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 23,352
Number of participants with account balances 2009-01-01 7,119
Number of employers contributing to the scheme 2009-01-01 237

Measure	Date	Value
2013: I.A.M. NATIONAL 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	24,235
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21,169
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,586
Total of all active and inactive participants	2013-01-01	22,758
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22,758
Number of participants with account balances	2013-01-01	16,384
Number of employers contributing to the scheme	2013-01-01	248
2012: I.A.M. NATIONAL 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23,010
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	22,943
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,287
Total of all active and inactive participants	2012-01-01	24,235
Total participants	2012-01-01	24,235
Number of participants with account balances	2012-01-01	15,488
Number of employers contributing to the scheme	2012-01-01	220
2011: I.A.M. NATIONAL 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19,798
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21,983
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,022
Total of all active and inactive participants	2011-01-01	23,010
Total participants	2011-01-01	23,010
Number of participants with account balances	2011-01-01	12,329
Number of employers contributing to the scheme	2011-01-01	222
2009: I.A.M. NATIONAL 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	22,991
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22,997
Number of retired or separated participants receiving benefits	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	347
Total of all active and inactive participants	2009-01-01	23,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	23,352
Number of participants with account balances	2009-01-01	7,119
Number of employers contributing to the scheme	2009-01-01	237

Financial Data on I.A.M. NATIONAL 401K PLAN

Measure	Date	Value
2013 : I.A.M. NATIONAL 401K PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$117,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$63,709
Total income from all sources (including contributions)	2013-12-31	$89,247,653
Total of all expenses incurred	2013-12-31	$18,574,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$18,127,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$41,227,201
Value of total assets at end of year	2013-12-31	$336,162,079
Value of total assets at beginning of year	2013-12-31	$265,435,380
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$447,215
Total interest from all sources	2013-12-31	$1,528,542
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$180,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$180,213
Administrative expenses professional fees incurred	2013-12-31	$97,581
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$38,376,942
Participant contributions at end of year	2013-12-31	$11,879,926
Participant contributions at beginning of year	2013-12-31	$9,663,353
Participant contributions at end of year	2013-12-31	$570,829
Participant contributions at beginning of year	2013-12-31	$566,912
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$818,247
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$706,648
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$860,629
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,297
Other income not declared elsewhere	2013-12-31	$431,805
Administrative expenses (other) incurred	2013-12-31	$349,634
Liabilities. Value of operating payables at end of year	2013-12-31	$117,489
Liabilities. Value of operating payables at beginning of year	2013-12-31	$63,709
Total non interest bearing cash at end of year	2013-12-31	$941,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$70,672,919
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$336,044,590
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$265,371,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$48,178,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$36,959,359
Value of interest in pooled separate accounts at end of year	2013-12-31	$217,508,269
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$166,085,716
Interest on participant loans	2013-12-31	$420,484
Interest earned on other investments	2013-12-31	$1,108,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,020,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,020,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$56,264,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$50,432,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$10,590,236
Net investment gain/loss from pooled separate accounts	2013-12-31	$35,289,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,989,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$18,127,519
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	CALIBRE CPA GROUP PLLC
Accountancy firm EIN	2013-12-31	470900880
2012 : I.A.M. NATIONAL 401K PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$50,208
Total unrealized appreciation/depreciation of assets	2012-12-31	$50,208
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$63,709
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$29,922
Total income from all sources (including contributions)	2012-12-31	$65,618,267
Total of all expenses incurred	2012-12-31	$12,622,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$12,400,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$39,514,845
Value of total assets at end of year	2012-12-31	$265,435,380
Value of total assets at beginning of year	2012-12-31	$212,405,374
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$221,949
Total interest from all sources	2012-12-31	$1,512,357
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,468,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,468,018
Administrative expenses professional fees incurred	2012-12-31	$56,006
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$34,575,584
Participant contributions at end of year	2012-12-31	$9,663,353
Participant contributions at beginning of year	2012-12-31	$8,123,383
Participant contributions at end of year	2012-12-31	$566,912
Participant contributions at beginning of year	2012-12-31	$440,038
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$706,648
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$625,006
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,041,867
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,297
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$54
Other income not declared elsewhere	2012-12-31	$269,779
Administrative expenses (other) incurred	2012-12-31	$165,943
Liabilities. Value of operating payables at end of year	2012-12-31	$63,709
Liabilities. Value of operating payables at beginning of year	2012-12-31	$29,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$52,996,219
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$265,371,671
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$212,375,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$36,959,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$29,776,039
Value of interest in pooled separate accounts at end of year	2012-12-31	$166,085,716
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$127,920,321
Interest on participant loans	2012-12-31	$355,633
Interest earned on other investments	2012-12-31	$1,156,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,020,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$774,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$774,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$50,432,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$44,746,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,359,162
Net investment gain/loss from pooled separate accounts	2012-12-31	$19,443,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$2,897,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$12,400,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	SALTER & COMPANY, LLC
Accountancy firm EIN	2012-12-31	208078757
2011 : I.A.M. NATIONAL 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$13,132
Total unrealized appreciation/depreciation of assets	2011-12-31	$13,132
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$29,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$81,196
Total income from all sources (including contributions)	2011-12-31	$47,066,385
Total of all expenses incurred	2011-12-31	$10,100,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$9,929,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$49,208,942
Value of total assets at end of year	2011-12-31	$212,405,374
Value of total assets at beginning of year	2011-12-31	$175,491,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$171,560
Total interest from all sources	2011-12-31	$1,433,620
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$335,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$335,226
Administrative expenses professional fees incurred	2011-12-31	$31,128
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$32,368,913
Participant contributions at end of year	2011-12-31	$8,123,383
Participant contributions at beginning of year	2011-12-31	$5,958,678
Participant contributions at end of year	2011-12-31	$440,038
Participant contributions at beginning of year	2011-12-31	$268,689
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$625,006
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$565,128
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$14,493,679
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$54
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2,458
Other income not declared elsewhere	2011-12-31	$206,092
Administrative expenses (other) incurred	2011-12-31	$140,432
Liabilities. Value of operating payables at end of year	2011-12-31	$29,922
Liabilities. Value of operating payables at beginning of year	2011-12-31	$81,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$36,965,549
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$212,375,452
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$175,409,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$29,776,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$24,662,009
Value of interest in pooled separate accounts at end of year	2011-12-31	$127,920,321
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$108,179,840
Interest on participant loans	2011-12-31	$309,817
Interest earned on other investments	2011-12-31	$1,123,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$774,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$587,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$587,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$44,746,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$35,267,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-1,078,425
Net investment gain/loss from pooled separate accounts	2011-12-31	$-3,052,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$2,346,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$9,929,276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	SALTER & COMPANY, LLC
Accountancy firm EIN	2011-12-31	208078757
2010 : I.A.M. NATIONAL 401K PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$3,207
Total unrealized appreciation/depreciation of assets	2010-12-31	$3,207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$81,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$15,640
Total income from all sources (including contributions)	2010-12-31	$78,006,168
Total of all expenses incurred	2010-12-31	$7,997,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$7,794,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$62,070,514
Value of total assets at end of year	2010-12-31	$175,491,099
Value of total assets at beginning of year	2010-12-31	$105,416,835
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$203,391
Total interest from all sources	2010-12-31	$1,080,145
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$113,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$113,615
Administrative expenses professional fees incurred	2010-12-31	$62,656
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$27,252,104
Participant contributions at end of year	2010-12-31	$5,958,678
Participant contributions at beginning of year	2010-12-31	$4,433,165
Participant contributions at end of year	2010-12-31	$268,689
Participant contributions at beginning of year	2010-12-31	$294,599
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$565,128
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$358,530
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$34,818,410
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$446,072
Other income not declared elsewhere	2010-12-31	$356,729
Administrative expenses (other) incurred	2010-12-31	$140,735
Liabilities. Value of operating payables at end of year	2010-12-31	$81,196
Liabilities. Value of operating payables at beginning of year	2010-12-31	$15,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$70,008,708
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$175,409,903
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$105,401,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$24,662,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$14,043,096
Value of interest in pooled separate accounts at end of year	2010-12-31	$108,179,840
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$62,767,336
Interest on participant loans	2010-12-31	$215,466
Interest earned on other investments	2010-12-31	$864,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$587,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$525,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$525,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$35,267,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$22,548,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,289,304
Net investment gain/loss from pooled separate accounts	2010-12-31	$11,092,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$7,794,069
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	SALTER & COMPANY, LLC
Accountancy firm EIN	2010-12-31	208078757
2009 : I.A.M. NATIONAL 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for I.A.M. NATIONAL 401K PLAN

2013: I.A.M. NATIONAL 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: I.A.M. NATIONAL 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: I.A.M. NATIONAL 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: I.A.M. NATIONAL 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

I.A.M. NATIONAL 401K PLAN [EIN = 320443423]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
Employer identification number (EIN):	516031295
NAIC Classification:	333510

Plan id#	Filing Submission Date	Name of Administrator
003	2013-01-01
003	2012-01-01	ROBERT ROACH, JR.
003	2011-01-01	ROBERT ROACH, JR.
003	2009-01-01	WARREN L MART