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IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 401k Plan overview

Plan NameIRONWORKERS LOCAL UNION 16 ANNUITY PLAN
Plan identification number 001

IRONWORKERS LOCAL UNION 16 ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

TRUSTEES LOCAL UNION 16 ANNUITY PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES LOCAL UNION 16 ANNUITY PLAN
Employer identification number (EIN):526135151
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRONWORKERS LOCAL UNION 16 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOHN P CEFALU
0012011-01-01JOHN P CEFALU
0012009-01-01JOHN P CEFALU

Plan Statistics for IRONWORKERS LOCAL UNION 16 ANNUITY PLAN

401k plan membership statisitcs for IRONWORKERS LOCAL UNION 16 ANNUITY PLAN

Measure Date Value
2017: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01967
Total number of active participants reported on line 7a of the Form 55002017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Number of employers contributing to the scheme2017-01-010
2016: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,011
Total number of active participants reported on line 7a of the Form 55002016-01-01457
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01507
Total of all active and inactive participants2016-01-01967
Total participants2016-01-01967
Number of participants with account balances2016-01-01967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01104
Number of employers contributing to the scheme2016-01-0154
2015: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,081
Total number of active participants reported on line 7a of the Form 55002015-01-01435
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01573
Total of all active and inactive participants2015-01-011,011
Total participants2015-01-011,011
Number of participants with account balances2015-01-011,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0172
Number of employers contributing to the scheme2015-01-0163
2014: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,072
Total number of active participants reported on line 7a of the Form 55002014-01-01544
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01534
Total of all active and inactive participants2014-01-011,081
Total participants2014-01-011,081
Number of participants with account balances2014-01-011,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0175
Number of employers contributing to the scheme2014-01-0172
2013: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,132
Total number of active participants reported on line 7a of the Form 55002013-01-01511
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01558
Total of all active and inactive participants2013-01-011,072
Total participants2013-01-011,072
Number of participants with account balances2013-01-011,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0178
Number of employers contributing to the scheme2013-01-0178
2012: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,261
Total number of active participants reported on line 7a of the Form 55002012-01-01550
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01579
Total of all active and inactive participants2012-01-011,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,132
Number of participants with account balances2012-01-011,132
Number of employers contributing to the scheme2012-01-0188
2011: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,451
Total number of active participants reported on line 7a of the Form 55002011-01-01446
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01811
Total of all active and inactive participants2011-01-011,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,261
Number of participants with account balances2011-01-011,261
Number of employers contributing to the scheme2011-01-0173
2009: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,008
Total number of active participants reported on line 7a of the Form 55002009-01-011,799
Total of all active and inactive participants2009-01-011,799
Total participants2009-01-011,799
Number of participants with account balances2009-01-012,256
Number of employers contributing to the scheme2009-01-0166

Financial Data on IRONWORKERS LOCAL UNION 16 ANNUITY PLAN

Measure Date Value
2017 : IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2017 401k financial data
Total transfer of assets from this plan2017-12-31$29,626,893
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,110
Total income from all sources (including contributions)2017-12-31$5,255,437
Total of all expenses incurred2017-12-31$4,014,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,836,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$790,922
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$28,388,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$177,990
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$352,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$352,329
Administrative expenses professional fees incurred2017-12-31$29,969
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$9,874
Other income not declared elsewhere2017-12-31$25,888
Administrative expenses (other) incurred2017-12-31$20,643
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$3,110
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$325,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,241,139
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,385,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$70,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,976,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,086,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$790,922
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$77,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,836,308
Contract administrator fees2017-12-31$56,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2017-12-31208078757
2016 : IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,446
Total income from all sources (including contributions)2016-12-31$2,626,008
Total of all expenses incurred2016-12-31$4,410,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,232,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$713,605
Value of total assets at end of year2016-12-31$28,388,864
Value of total assets at beginning of year2016-12-31$30,176,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$178,009
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$353,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$353,556
Administrative expenses professional fees incurred2016-12-31$32,351
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$9,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$477
Other income not declared elsewhere2016-12-31$69,351
Administrative expenses (other) incurred2016-12-31$22,528
Liabilities. Value of operating payables at end of year2016-12-31$3,110
Liabilities. Value of operating payables at beginning of year2016-12-31$4,969
Total non interest bearing cash at end of year2016-12-31$325,637
Total non interest bearing cash at beginning of year2016-12-31$321,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,784,823
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,385,754
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,170,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$71,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,976,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,773,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,489,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$713,605
Employer contributions (assets) at end of year2016-12-31$77,034
Employer contributions (assets) at beginning of year2016-12-31$77,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,232,822
Contract administrator fees2016-12-31$51,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2016-12-31208078757
2015 : IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,845
Total income from all sources (including contributions)2015-12-31$883,807
Total of all expenses incurred2015-12-31$3,483,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,303,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$678,611
Value of total assets at end of year2015-12-31$30,176,023
Value of total assets at beginning of year2015-12-31$32,791,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$180,728
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$390,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$390,755
Administrative expenses professional fees incurred2015-12-31$35,913
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$18,966
Other income not declared elsewhere2015-12-31$111,326
Administrative expenses (other) incurred2015-12-31$15,719
Liabilities. Value of operating payables at end of year2015-12-31$4,969
Liabilities. Value of operating payables at beginning of year2015-12-31$1,879
Total non interest bearing cash at end of year2015-12-31$321,761
Total non interest bearing cash at beginning of year2015-12-31$325,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,600,153
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,170,577
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,770,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$78,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,773,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,398,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-296,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$678,611
Employer contributions (assets) at end of year2015-12-31$77,804
Employer contributions (assets) at beginning of year2015-12-31$64,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,303,232
Contract administrator fees2015-12-31$50,304
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$3,336
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2015-12-31208078757
2014 : IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,250
Total income from all sources (including contributions)2014-12-31$2,658,052
Total of all expenses incurred2014-12-31$3,509,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,326,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$893,963
Value of total assets at end of year2014-12-31$32,791,575
Value of total assets at beginning of year2014-12-31$33,629,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$182,977
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$400,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$400,168
Administrative expenses professional fees incurred2014-12-31$34,173
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$18,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,177
Other income not declared elsewhere2014-12-31$24,125
Administrative expenses (other) incurred2014-12-31$16,485
Liabilities. Value of operating payables at end of year2014-12-31$1,879
Liabilities. Value of operating payables at beginning of year2014-12-31$1,073
Total non interest bearing cash at end of year2014-12-31$325,287
Total non interest bearing cash at beginning of year2014-12-31$281,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-851,244
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,770,730
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,621,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$82,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$32,398,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$33,289,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,339,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$893,963
Employer contributions (assets) at end of year2014-12-31$64,248
Employer contributions (assets) at beginning of year2014-12-31$54,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,326,319
Contract administrator fees2014-12-31$49,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$3,336
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$3,496
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2014-12-31208078757
2013 : IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,697
Total income from all sources (including contributions)2013-12-31$6,445,953
Total of all expenses incurred2013-12-31$4,348,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,178,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$830,105
Value of total assets at end of year2013-12-31$33,629,224
Value of total assets at beginning of year2013-12-31$31,528,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$170,340
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$373,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$373,612
Administrative expenses professional fees incurred2013-12-31$28,941
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$556
Other income not declared elsewhere2013-12-31$69,232
Administrative expenses (other) incurred2013-12-31$14,653
Liabilities. Value of operating payables at end of year2013-12-31$1,073
Liabilities. Value of operating payables at beginning of year2013-12-31$3,141
Total non interest bearing cash at end of year2013-12-31$281,615
Total non interest bearing cash at beginning of year2013-12-31$275,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,097,513
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,621,974
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,524,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$78,362
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$33,289,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,153,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,173,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$830,105
Employer contributions (assets) at end of year2013-12-31$54,495
Employer contributions (assets) at beginning of year2013-12-31$93,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,178,100
Contract administrator fees2013-12-31$48,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$3,496
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$5,700
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2013-12-31208078757
2012 : IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,697
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,031
Total income from all sources (including contributions)2012-12-31$5,190,175
Total of all expenses incurred2012-12-31$4,733,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,554,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,000,199
Value of total assets at end of year2012-12-31$31,528,158
Value of total assets at beginning of year2012-12-31$31,072,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$178,417
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$464,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$464,690
Administrative expenses professional fees incurred2012-12-31$33,350
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,186
Other income not declared elsewhere2012-12-31$85,500
Administrative expenses (other) incurred2012-12-31$18,052
Liabilities. Value of operating payables at end of year2012-12-31$3,141
Liabilities. Value of operating payables at beginning of year2012-12-31$3,845
Total non interest bearing cash at end of year2012-12-31$275,414
Total non interest bearing cash at beginning of year2012-12-31$283,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$457,011
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,524,461
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,067,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$78,631
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,153,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$30,635,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,639,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,000,199
Employer contributions (assets) at end of year2012-12-31$93,496
Employer contributions (assets) at beginning of year2012-12-31$149,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,554,747
Contract administrator fees2012-12-31$48,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$5,700
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$3,938
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2012-12-31208078757
2011 : IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,395
Total income from all sources (including contributions)2011-12-31$1,233,625
Total of all expenses incurred2011-12-31$3,847,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,673,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,727,113
Value of total assets at end of year2011-12-31$31,072,481
Value of total assets at beginning of year2011-12-31$33,684,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$174,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$468,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$468,040
Administrative expenses professional fees incurred2011-12-31$32,654
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$43,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,186
Other income not declared elsewhere2011-12-31$97,691
Administrative expenses (other) incurred2011-12-31$12,506
Liabilities. Value of operating payables at end of year2011-12-31$3,845
Liabilities. Value of operating payables at beginning of year2011-12-31$3,395
Total non interest bearing cash at end of year2011-12-31$283,333
Total non interest bearing cash at beginning of year2011-12-31$217,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,613,507
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,067,450
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,680,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$80,456
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$30,635,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$33,319,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,059,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,727,113
Employer contributions (assets) at end of year2011-12-31$149,557
Employer contributions (assets) at beginning of year2011-12-31$100,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,673,132
Contract administrator fees2011-12-31$48,384
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$3,938
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$3,255
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2011-12-31208078757
2010 : IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,723
Total income from all sources (including contributions)2010-12-31$5,950,469
Total of all expenses incurred2010-12-31$5,519,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,347,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,725,975
Value of total assets at end of year2010-12-31$33,684,352
Value of total assets at beginning of year2010-12-31$33,260,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$172,091
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$519,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$519,548
Administrative expenses professional fees incurred2010-12-31$32,905
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$43,960
Participant contributions at beginning of year2010-12-31$43,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,896
Other income not declared elsewhere2010-12-31$114,316
Administrative expenses (other) incurred2010-12-31$10,483
Liabilities. Value of operating payables at end of year2010-12-31$3,395
Liabilities. Value of operating payables at beginning of year2010-12-31$5,827
Total non interest bearing cash at end of year2010-12-31$217,506
Total non interest bearing cash at beginning of year2010-12-31$181,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$431,143
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,680,957
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,249,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$80,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$33,319,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,870,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,590,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,725,975
Employer contributions (assets) at end of year2010-12-31$100,464
Employer contributions (assets) at beginning of year2010-12-31$161,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,347,235
Contract administrator fees2010-12-31$48,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$3,255
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$3,716
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2010-12-31208078757

Form 5500 Responses for IRONWORKERS LOCAL UNION 16 ANNUITY PLAN

2017: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IRONWORKERS LOCAL UNION 16 ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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