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I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 401k Plan overview

Plan NameI.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND
Plan identification number 001

I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 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

I.U.O.E. 132 ANNUITY & SAVINGS FD has sponsored the creation of one or more 401k plans.

Company Name:I.U.O.E. 132 ANNUITY & SAVINGS FD
Employer identification number (EIN):550712315
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01JERRY MOORE2023-09-07 CHARLES PARKER2023-09-11
0012021-06-01JERRY MOORE2023-01-27 CHARLES PARKER2023-01-27
0012020-06-01JERRY MOORE2021-12-20 CHARLES PARKER2021-12-21
0012019-06-01JERRY MOORE2020-12-23 CHARLES PARKER2020-12-23
0012018-06-01JERRY MOORE2020-02-03 CHARLES PARKER2020-02-03
0012017-06-01
0012016-06-01
0012015-06-01
0012014-06-01
0012013-06-01
0012012-06-01JERRY MOORE
0012011-06-01JERRY MOORE TOMMY PLYMALE2012-10-23
0012009-06-01JERRY MOORE TOMMY PLYMALE2011-03-21
0012009-06-01JERRY MOORE TOMMY PLYMALE2011-03-18
0012009-06-01JERRY MOORE TOMMY PLYMALE2011-03-08
0012009-06-01JERRY MOORE TOMMY PLYMALE2011-03-07

Plan Statistics for I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND

401k plan membership statisitcs for I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND

Measure Date Value
2022: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2022 401k membership
Total participants, beginning-of-year2022-06-0110,557
Total number of active participants reported on line 7a of the Form 55002022-06-017,765
Number of retired or separated participants receiving benefits2022-06-0111
Number of other retired or separated participants entitled to future benefits2022-06-012,023
Total of all active and inactive participants2022-06-019,799
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-010
Total participants2022-06-019,799
Number of participants with account balances2022-06-019,799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-010
Number of employers contributing to the scheme2022-06-01203
2021: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2021 401k membership
Total participants, beginning-of-year2021-06-0111,668
Total number of active participants reported on line 7a of the Form 55002021-06-018,453
Number of retired or separated participants receiving benefits2021-06-0110
Number of other retired or separated participants entitled to future benefits2021-06-012,094
Total of all active and inactive participants2021-06-0110,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-010
Total participants2021-06-0110,557
Number of participants with account balances2021-06-0110,557
Number of employers contributing to the scheme2021-06-01202
2020: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2020 401k membership
Total participants, beginning-of-year2020-06-0112,504
Total number of active participants reported on line 7a of the Form 55002020-06-019,512
Number of retired or separated participants receiving benefits2020-06-0110
Number of other retired or separated participants entitled to future benefits2020-06-012,146
Total of all active and inactive participants2020-06-0111,668
Total participants2020-06-0111,668
Number of participants with account balances2020-06-0111,668
Number of employers contributing to the scheme2020-06-01204
2019: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2019 401k membership
Total participants, beginning-of-year2019-06-0112,786
Total number of active participants reported on line 7a of the Form 55002019-06-019,962
Number of retired or separated participants receiving benefits2019-06-0110
Number of other retired or separated participants entitled to future benefits2019-06-012,532
Total of all active and inactive participants2019-06-0112,504
Total participants2019-06-0112,504
Number of participants with account balances2019-06-0112,504
Number of employers contributing to the scheme2019-06-01224
2018: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2018 401k membership
Total participants, beginning-of-year2018-06-018,398
Total number of active participants reported on line 7a of the Form 55002018-06-019,528
Number of retired or separated participants receiving benefits2018-06-0111
Number of other retired or separated participants entitled to future benefits2018-06-013,247
Total of all active and inactive participants2018-06-0112,786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-0112,786
Number of participants with account balances2018-06-0112,786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
Number of employers contributing to the scheme2018-06-01253
2017: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2017 401k membership
Total participants, beginning-of-year2017-06-016,670
Total number of active participants reported on line 7a of the Form 55002017-06-014,313
Number of other retired or separated participants entitled to future benefits2017-06-012,998
Total of all active and inactive participants2017-06-017,311
Total participants2017-06-017,311
Number of participants with account balances2017-06-017,954
Number of employers contributing to the scheme2017-06-01225
2016: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2016 401k membership
Total participants, beginning-of-year2016-06-016,731
Total number of active participants reported on line 7a of the Form 55002016-06-014,313
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-012,357
Total of all active and inactive participants2016-06-016,670
Total participants2016-06-016,670
Number of participants with account balances2016-06-016,670
Number of employers contributing to the scheme2016-06-01231
2015: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2015 401k membership
Total participants, beginning-of-year2015-06-017,492
Total number of active participants reported on line 7a of the Form 55002015-06-015,043
Number of other retired or separated participants entitled to future benefits2015-06-011,688
Total of all active and inactive participants2015-06-016,731
Total participants2015-06-016,731
Number of participants with account balances2015-06-016,731
Number of employers contributing to the scheme2015-06-01259
2014: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2014 401k membership
Total participants, beginning-of-year2014-06-016,023
Total number of active participants reported on line 7a of the Form 55002014-06-016,578
Number of other retired or separated participants entitled to future benefits2014-06-01914
Total of all active and inactive participants2014-06-017,492
Total participants2014-06-017,492
Number of employers contributing to the scheme2014-06-01272
2013: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2013 401k membership
Total participants, beginning-of-year2013-06-015,092
Total number of active participants reported on line 7a of the Form 55002013-06-015,283
Number of other retired or separated participants entitled to future benefits2013-06-01740
Total of all active and inactive participants2013-06-016,023
Total participants2013-06-016,023
Number of employers contributing to the scheme2013-06-01269
2012: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2012 401k membership
Total participants, beginning-of-year2012-06-013,702
Total number of active participants reported on line 7a of the Form 55002012-06-014,466
Number of other retired or separated participants entitled to future benefits2012-06-01626
Total of all active and inactive participants2012-06-015,092
Total participants2012-06-015,092
Number of employers contributing to the scheme2012-06-01257
2011: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2011 401k membership
Total participants, beginning-of-year2011-06-012,644
Total number of active participants reported on line 7a of the Form 55002011-06-013,124
Number of other retired or separated participants entitled to future benefits2011-06-01578
Total of all active and inactive participants2011-06-013,702
Total participants2011-06-013,702
Number of participants with account balances2011-06-013,702
Number of employers contributing to the scheme2011-06-01315
2009: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2009 401k membership
Total participants, beginning-of-year2009-06-012,584
Total number of active participants reported on line 7a of the Form 55002009-06-012,325
Number of retired or separated participants receiving benefits2009-06-01145
Total of all active and inactive participants2009-06-012,470
Total participants2009-06-012,470
Number of employers contributing to the scheme2009-06-01248

Financial Data on I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND

Measure Date Value
2023 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$36,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$35,084
Total income from all sources (including contributions)2023-05-31$8,064,806
Total of all expenses incurred2023-05-31$10,769,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$10,262,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$6,899,336
Value of total assets at end of year2023-05-31$85,908,036
Value of total assets at beginning of year2023-05-31$88,611,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$507,439
Total interest from all sources2023-05-31$5,424
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$1,109,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$1,109,042
Administrative expenses professional fees incurred2023-05-31$30,742
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$1,000,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Administrative expenses (other) incurred2023-05-31$42,295
Liabilities. Value of operating payables at end of year2023-05-31$36,551
Liabilities. Value of operating payables at beginning of year2023-05-31$35,084
Total non interest bearing cash at end of year2023-05-31$1,018
Total non interest bearing cash at beginning of year2023-05-31$1,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$-2,705,102
Value of net assets at end of year (total assets less liabilities)2023-05-31$85,871,485
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$88,576,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Investment advisory and management fees2023-05-31$24,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$84,557,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$87,034,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-05-31$559,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-05-31$607,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-05-31$607,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-05-31$5,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$51,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31Yes
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$6,899,336
Employer contributions (assets) at end of year2023-05-31$772,030
Employer contributions (assets) at beginning of year2023-05-31$949,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$10,262,469
Contract administrator fees2023-05-31$409,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2023-05-31$17,664
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-05-31$18,819
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2023-05-31550756523
2022 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$35,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$43,895
Total income from all sources (including contributions)2022-05-31$4,256,575
Total of all expenses incurred2022-05-31$18,862,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$18,283,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$7,824,604
Value of total assets at end of year2022-05-31$88,611,671
Value of total assets at beginning of year2022-05-31$103,226,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$578,613
Total interest from all sources2022-05-31$545
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$1,151,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$1,151,854
Administrative expenses professional fees incurred2022-05-31$25,010
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$1,000,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Administrative expenses (other) incurred2022-05-31$44,159
Liabilities. Value of operating payables at end of year2022-05-31$35,084
Liabilities. Value of operating payables at beginning of year2022-05-31$43,895
Total non interest bearing cash at end of year2022-05-31$1,951
Total non interest bearing cash at beginning of year2022-05-31$-3,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-14,605,848
Value of net assets at end of year (total assets less liabilities)2022-05-31$88,576,587
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$103,182,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$21,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$87,034,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$101,861,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$607,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$788,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$788,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-4,720,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31Yes
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$7,824,604
Employer contributions (assets) at end of year2022-05-31$949,048
Employer contributions (assets) at beginning of year2022-05-31$559,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$18,283,810
Contract administrator fees2022-05-31$487,944
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2022-05-31$18,819
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-05-31$20,203
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2022-05-31550756523
2021 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$43,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$52,034
Total income from all sources (including contributions)2021-05-31$25,494,311
Total of all expenses incurred2021-05-31$15,556,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$14,954,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$7,267,304
Value of total assets at end of year2021-05-31$103,226,330
Value of total assets at beginning of year2021-05-31$93,297,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$602,008
Total interest from all sources2021-05-31$1,123
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$2,014,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$2,014,946
Administrative expenses professional fees incurred2021-05-31$21,503
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$1,000,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$963
Administrative expenses (other) incurred2021-05-31$53,473
Liabilities. Value of operating payables at end of year2021-05-31$43,895
Liabilities. Value of operating payables at beginning of year2021-05-31$52,034
Total non interest bearing cash at end of year2021-05-31$-3,813
Total non interest bearing cash at beginning of year2021-05-31$-3,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$9,937,384
Value of net assets at end of year (total assets less liabilities)2021-05-31$103,182,435
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$93,245,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$101,861,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$92,154,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$788,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$471,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$471,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$1,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$16,210,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31Yes
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$7,266,341
Employer contributions (assets) at end of year2021-05-31$559,546
Employer contributions (assets) at beginning of year2021-05-31$657,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$14,954,919
Contract administrator fees2021-05-31$507,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2021-05-31$20,203
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-05-31$16,987
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2021-05-31550756523
2020 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$52,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$80,504
Total income from all sources (including contributions)2020-05-31$16,700,784
Total of all expenses incurred2020-05-31$9,119,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$8,456,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$12,615,265
Value of total assets at end of year2020-05-31$93,297,085
Value of total assets at beginning of year2020-05-31$85,744,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$662,722
Total interest from all sources2020-05-31$12,493
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$1,746,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$1,746,333
Administrative expenses professional fees incurred2020-05-31$18,190
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$1,000,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$4,263
Administrative expenses (other) incurred2020-05-31$41,662
Liabilities. Value of operating payables at end of year2020-05-31$52,034
Liabilities. Value of operating payables at beginning of year2020-05-31$80,504
Total non interest bearing cash at end of year2020-05-31$-3,324
Total non interest bearing cash at beginning of year2020-05-31$2,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$7,581,335
Value of net assets at end of year (total assets less liabilities)2020-05-31$93,245,051
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$85,663,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$92,154,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$82,511,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$471,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$1,026,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$1,026,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$12,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$2,326,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31Yes
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$12,611,002
Employer contributions (assets) at end of year2020-05-31$657,602
Employer contributions (assets) at beginning of year2020-05-31$2,188,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$8,456,727
Contract administrator fees2020-05-31$582,870
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2020-05-31$16,987
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-05-31$14,303
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2020-05-31550756523
2019 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$80,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$94,840
Total income from all sources (including contributions)2019-05-31$31,577,331
Total of all expenses incurred2019-05-31$7,748,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$7,246,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$30,287,082
Value of total assets at end of year2019-05-31$85,744,220
Value of total assets at beginning of year2019-05-31$61,929,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$502,487
Total interest from all sources2019-05-31$15,402
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$1,851,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$1,851,487
Administrative expenses professional fees incurred2019-05-31$17,321
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$1,000,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Assets. Other investments not covered elsewhere at beginning of year2019-05-31$37,657
Administrative expenses (other) incurred2019-05-31$46,597
Liabilities. Value of operating payables at end of year2019-05-31$80,504
Liabilities. Value of operating payables at beginning of year2019-05-31$94,840
Total non interest bearing cash at end of year2019-05-31$2,762
Total non interest bearing cash at beginning of year2019-05-31$61,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$23,828,778
Value of net assets at end of year (total assets less liabilities)2019-05-31$85,663,716
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$61,834,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$74,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$82,511,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$58,354,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$1,026,949
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$1,023,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$1,023,691
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$15,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-576,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31Yes
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$30,287,082
Employer contributions (assets) at end of year2019-05-31$2,188,779
Employer contributions (assets) at beginning of year2019-05-31$2,439,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$7,246,066
Contract administrator fees2019-05-31$364,322
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2019-05-31$14,303
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-05-31$12,960
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2019-05-31550756523
2018 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$94,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$22,412
Total income from all sources (including contributions)2018-05-31$15,216,138
Total of all expenses incurred2018-05-31$7,045,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$6,712,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$12,854,706
Value of total assets at end of year2018-05-31$61,929,778
Value of total assets at beginning of year2018-05-31$53,686,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$333,070
Total interest from all sources2018-05-31$787
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$1,029,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$1,029,115
Administrative expenses professional fees incurred2018-05-31$13,900
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Assets. Other investments not covered elsewhere at end of year2018-05-31$37,657
Assets. Other investments not covered elsewhere at beginning of year2018-05-31$35,734
Administrative expenses (other) incurred2018-05-31$20,095
Liabilities. Value of operating payables at end of year2018-05-31$94,840
Liabilities. Value of operating payables at beginning of year2018-05-31$22,412
Total non interest bearing cash at end of year2018-05-31$61,760
Total non interest bearing cash at beginning of year2018-05-31$22,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$8,170,954
Value of net assets at end of year (total assets less liabilities)2018-05-31$61,834,938
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$53,663,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$95,832
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$26,568,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$19,900,025
Value of interest in common/collective trusts at end of year2018-05-31$31,785,691
Value of interest in common/collective trusts at beginning of year2018-05-31$32,185,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$1,023,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$651,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$651,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$787
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$1,331,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31Yes
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$12,854,706
Employer contributions (assets) at end of year2018-05-31$2,439,603
Employer contributions (assets) at beginning of year2018-05-31$885,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$6,712,114
Contract administrator fees2018-05-31$203,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2018-05-31$12,960
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-05-31$7,226
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31HARRIS, HARDIN & COMPANY, A. C.
Accountancy firm EIN2018-05-31550756523
2017 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$22,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$148,276
Total income from all sources (including contributions)2017-05-31$8,821,043
Total of all expenses incurred2017-05-31$7,505,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$7,187,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$6,229,133
Value of total assets at end of year2017-05-31$53,686,396
Value of total assets at beginning of year2017-05-31$52,496,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$318,096
Total interest from all sources2017-05-31$67
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$808,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$808,451
Administrative expenses professional fees incurred2017-05-31$11,778
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Assets. Other investments not covered elsewhere at end of year2017-05-31$35,734
Assets. Other investments not covered elsewhere at beginning of year2017-05-31$37,891
Administrative expenses (other) incurred2017-05-31$19,030
Liabilities. Value of operating payables at end of year2017-05-31$22,412
Liabilities. Value of operating payables at beginning of year2017-05-31$148,276
Total non interest bearing cash at end of year2017-05-31$22,109
Total non interest bearing cash at beginning of year2017-05-31$-8,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$1,315,327
Value of net assets at end of year (total assets less liabilities)2017-05-31$53,663,984
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$52,348,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$103,560
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$19,900,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$15,656,544
Value of interest in common/collective trusts at end of year2017-05-31$32,185,083
Value of interest in common/collective trusts at beginning of year2017-05-31$35,570,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$651,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$608,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$608,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$1,783,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31Yes
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$6,229,133
Employer contributions (assets) at end of year2017-05-31$885,023
Employer contributions (assets) at beginning of year2017-05-31$625,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$7,187,620
Contract administrator fees2017-05-31$183,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2017-05-31$7,226
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-05-31$7,052
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2017-05-31550756523
2016 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$148,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$33,569
Total income from all sources (including contributions)2016-05-31$8,716,526
Total of all expenses incurred2016-05-31$7,178,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$6,865,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$8,565,095
Value of total assets at end of year2016-05-31$52,496,932
Value of total assets at beginning of year2016-05-31$50,844,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$313,021
Total interest from all sources2016-05-31$140
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$819,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$819,455
Administrative expenses professional fees incurred2016-05-31$12,031
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Assets. Other investments not covered elsewhere at end of year2016-05-31$37,891
Assets. Other investments not covered elsewhere at beginning of year2016-05-31$38,371
Administrative expenses (other) incurred2016-05-31$26,685
Liabilities. Value of operating payables at end of year2016-05-31$148,276
Liabilities. Value of operating payables at beginning of year2016-05-31$33,569
Total non interest bearing cash at end of year2016-05-31$-8,064
Total non interest bearing cash at beginning of year2016-05-31$173,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$1,537,976
Value of net assets at end of year (total assets less liabilities)2016-05-31$52,348,656
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$50,810,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$104,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$15,656,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$11,369,869
Value of interest in common/collective trusts at end of year2016-05-31$35,570,256
Value of interest in common/collective trusts at beginning of year2016-05-31$37,775,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$608,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$309,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$309,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-668,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31Yes
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$8,565,095
Employer contributions (assets) at end of year2016-05-31$625,021
Employer contributions (assets) at beginning of year2016-05-31$1,169,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$6,865,529
Contract administrator fees2016-05-31$170,245
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2016-05-31$7,052
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-05-31$8,298
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2016-05-31550756523
2015 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$33,569
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$60,099
Total income from all sources (including contributions)2015-05-31$10,789,898
Total of all expenses incurred2015-05-31$6,038,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$5,685,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$9,889,595
Value of total assets at end of year2015-05-31$50,844,249
Value of total assets at beginning of year2015-05-31$46,119,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$353,456
Total interest from all sources2015-05-31$60
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$620,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$620,847
Administrative expenses professional fees incurred2015-05-31$14,302
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Assets. Other investments not covered elsewhere at end of year2015-05-31$38,371
Assets. Other investments not covered elsewhere at beginning of year2015-05-31$38,949
Administrative expenses (other) incurred2015-05-31$29,609
Liabilities. Value of operating payables at end of year2015-05-31$33,569
Liabilities. Value of operating payables at beginning of year2015-05-31$60,099
Total non interest bearing cash at end of year2015-05-31$173,262
Total non interest bearing cash at beginning of year2015-05-31$1,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$4,751,041
Value of net assets at end of year (total assets less liabilities)2015-05-31$50,810,680
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$46,059,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$100,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$11,369,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$5,219,552
Value of interest in common/collective trusts at end of year2015-05-31$37,775,155
Value of interest in common/collective trusts at beginning of year2015-05-31$38,960,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$309,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$868,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$868,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$279,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$9,889,595
Employer contributions (assets) at end of year2015-05-31$1,169,515
Employer contributions (assets) at beginning of year2015-05-31$1,025,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$5,685,401
Contract administrator fees2015-05-31$208,813
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2015-05-31$8,298
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-05-31$5,747
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2015-05-31550756523
2014 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$60,099
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$13,136
Total income from all sources (including contributions)2014-05-31$11,223,440
Total of all expenses incurred2014-05-31$5,325,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$4,989,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$10,385,873
Value of total assets at end of year2014-05-31$46,119,738
Value of total assets at beginning of year2014-05-31$40,174,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$335,582
Total interest from all sources2014-05-31$67
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$376,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$376,603
Administrative expenses professional fees incurred2014-05-31$12,184
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Assets. Other investments not covered elsewhere at end of year2014-05-31$38,949
Assets. Other investments not covered elsewhere at beginning of year2014-05-31$32,343
Administrative expenses (other) incurred2014-05-31$53,415
Liabilities. Value of operating payables at end of year2014-05-31$60,099
Liabilities. Value of operating payables at beginning of year2014-05-31$13,136
Total non interest bearing cash at end of year2014-05-31$1,212
Total non interest bearing cash at beginning of year2014-05-31$28,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$5,898,087
Value of net assets at end of year (total assets less liabilities)2014-05-31$46,059,639
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$40,161,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$89,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$5,219,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$3,778,280
Value of interest in common/collective trusts at end of year2014-05-31$38,960,147
Value of interest in common/collective trusts at beginning of year2014-05-31$34,564,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$868,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$716,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$716,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$460,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31Yes
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$10,385,873
Employer contributions (assets) at end of year2014-05-31$1,025,639
Employer contributions (assets) at beginning of year2014-05-31$1,049,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$4,989,771
Contract administrator fees2014-05-31$180,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$5,747
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$5,531
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2014-05-31550756523
2013 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$13,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$4,867
Total income from all sources (including contributions)2013-05-31$10,879,585
Total of all expenses incurred2013-05-31$4,326,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$4,054,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$9,880,482
Value of total assets at end of year2013-05-31$40,174,688
Value of total assets at beginning of year2013-05-31$33,613,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$271,833
Total interest from all sources2013-05-31$67
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$463,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$463,556
Administrative expenses professional fees incurred2013-05-31$11,901
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Participant contributions at end of year2013-05-31$716,675
Participant contributions at beginning of year2013-05-31$868,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$32,343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$32,926
Administrative expenses (other) incurred2013-05-31$20,325
Liabilities. Value of operating payables at end of year2013-05-31$13,136
Liabilities. Value of operating payables at beginning of year2013-05-31$4,867
Total non interest bearing cash at end of year2013-05-31$28,303
Total non interest bearing cash at beginning of year2013-05-31$6,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$6,553,243
Value of net assets at end of year (total assets less liabilities)2013-05-31$40,161,552
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$33,608,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$91,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$3,778,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$2,902,513
Value of interest in common/collective trusts at end of year2013-05-31$34,564,063
Value of interest in common/collective trusts at beginning of year2013-05-31$28,522,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$535,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31Yes
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$9,880,482
Employer contributions (assets) at end of year2013-05-31$1,049,493
Employer contributions (assets) at beginning of year2013-05-31$1,276,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$4,054,509
Contract administrator fees2013-05-31$147,757
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-05-31No
Assets. Value of buildings and other operty used in plan operation at end of year2013-05-31$5,531
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-05-31$4,597
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2013-05-31550756523
2012 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$4,867
Total income from all sources (including contributions)2012-05-31$8,661,757
Total of all expenses incurred2012-05-31$4,679,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$4,445,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$8,409,692
Value of total assets at end of year2012-05-31$33,613,175
Value of total assets at beginning of year2012-05-31$29,625,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$234,052
Total interest from all sources2012-05-31$53
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$482,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$482,766
Administrative expenses professional fees incurred2012-05-31$12,724
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Administrative expenses (other) incurred2012-05-31$19,658
Liabilities. Value of operating payables at end of year2012-05-31$4,867
Total non interest bearing cash at end of year2012-05-31$39,764
Total non interest bearing cash at beginning of year2012-05-31$30,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$3,982,546
Value of net assets at end of year (total assets less liabilities)2012-05-31$33,608,308
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$29,625,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$201,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$31,424,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$28,462,597
Value of interest in common/collective trusts at end of year2012-05-31$28,522,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$868,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$498,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$498,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$53
Net investment gain or loss from common/collective trusts2012-05-31$-230,754
Net gain/loss from 103.12 investment entities2012-05-31$-230,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31Yes
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$8,409,692
Employer contributions (assets) at end of year2012-05-31$1,276,084
Employer contributions (assets) at beginning of year2012-05-31$631,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$4,445,159
Assets. Value of buildings and other operty used in plan operation at end of year2012-05-31$4,597
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-05-31$3,991
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31HARRIS, HARDIN & COMPANY, CPAS
Accountancy firm EIN2012-05-31550756523
2011 : I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2011 401k financial data
Total income from all sources (including contributions)2011-05-31$7,071,692
Total of all expenses incurred2011-05-31$5,128,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$4,931,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$6,011,515
Value of total assets at end of year2011-05-31$29,625,762
Value of total assets at beginning of year2011-05-31$27,682,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$197,448
Total interest from all sources2011-05-31$40
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$561,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$561,478
Administrative expenses professional fees incurred2011-05-31$13,815
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Administrative expenses (other) incurred2011-05-31$16,052
Total non interest bearing cash at end of year2011-05-31$30,159
Total non interest bearing cash at beginning of year2011-05-31$32,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$1,942,869
Value of net assets at end of year (total assets less liabilities)2011-05-31$29,625,762
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$27,682,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$167,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$28,462,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$26,690,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$498,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$439,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$439,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$498,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31Yes
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$6,011,515
Employer contributions (assets) at end of year2011-05-31$631,015
Employer contributions (assets) at beginning of year2011-05-31$516,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$4,931,375
Assets. Value of buildings and other operty used in plan operation at end of year2011-05-31$3,991
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-05-31$3,784
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31HARRIS, HARDIN & COMPANY, CPAS
Accountancy firm EIN2011-05-31550756523

Form 5500 Responses for I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND

2022: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2022 form 5500 responses
2022-06-01Type of plan entityMulti-employer plan
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement - TrustYes
2021: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: I.U.O.E. LOCAL #132 ANNUITY & SAVINGS FUND 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Submission has been amendedYes
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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