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IRONWORKERS LOCAL 597 PENSION PLAN 401k Plan overview

Plan NameIRONWORKERS LOCAL 597 PENSION PLAN
Plan identification number 001

IRONWORKERS LOCAL 597 PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES IRONWORKERS LOCAL 597 PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES IRONWORKERS LOCAL 597 PENSION PLAN
Employer identification number (EIN):596195918
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRONWORKERS LOCAL 597 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SCOTT ROY2023-09-25 CLARENCE PITTMAN2023-09-25
0012021-01-01SCOTT ROY2022-07-25 CLARENCE PITTMAN2022-07-25
0012020-01-01BILL BRADLEY2021-08-25 JODY CREWS2021-08-25
0012019-01-01BILL BRADLEY2020-09-23 JODY CREWS2020-09-23
0012018-01-01BILL BRADLEY2019-07-30 JODY CREWS2019-07-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BILL BRADLEY
0012011-01-01BILL BRADLEY
0012010-01-01MARK WOOD
0012009-01-01MARK WOOD

Plan Statistics for IRONWORKERS LOCAL 597 PENSION PLAN

401k plan membership statisitcs for IRONWORKERS LOCAL 597 PENSION PLAN

Measure Date Value
2022: IRONWORKERS LOCAL 597 PENSION PLAN 2022 401k membership
Current value of assets2022-12-3130,473,569
Acturial value of assets for funding standard account2022-12-3127,556,919
Accrued liabiliy under entry age normal method2022-12-3124,751,060
Normal cost under entry age normal method2022-12-31588,194
Accrued liability under unit credit cost method2022-12-3122,419,369
RPA 94 current liability2022-12-3140,859,279
Expected increase in current liability due to benefits accruing during the plan year2022-12-311,840,300
Expected plan disbursements for the plan year2022-12-311,651,619
Current value of assets2022-12-3130,473,569
Number of retired participants and beneficiaries receiving payment2022-12-31208
Current liability for retired participants and beneficiaries receiving payment2022-12-3120,033,570
Number of terminated vested participants2022-12-3164
Current liability for terminated vested participants2022-12-316,503,234
Current liability for active participants non vested benefits2022-12-311,585,195
Current liability for active participants vested benefits2022-12-3112,737,280
Total number of active articipats2022-12-31184
Current liability for active participants2022-12-3114,322,475
Total participant count with liabilities2022-12-31456
Total current liabilitoes for participants with libailities2022-12-3140,859,279
Total employer contributions in plan year2022-12-311,060,633
Prior year funding deficiency2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-31840,177
Prior year credit balance2022-12-313,979,405
Total participants, beginning-of-year2022-01-01573
Total number of active participants reported on line 7a of the Form 55002022-01-01247
Number of retired or separated participants receiving benefits2022-01-01176
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0143
Total participants2022-01-01547
Number of employers contributing to the scheme2022-01-0122
2021: IRONWORKERS LOCAL 597 PENSION PLAN 2021 401k membership
Current value of assets2021-12-3127,603,394
Acturial value of assets for funding standard account2021-12-3125,245,545
Accrued liabiliy under entry age normal method2021-12-3123,460,385
Normal cost under entry age normal method2021-12-31447,194
Accrued liability under unit credit cost method2021-12-3121,115,417
RPA 94 current liability2021-12-3137,483,679
Expected increase in current liability due to benefits accruing during the plan year2021-12-311,361,316
Expected plan disbursements for the plan year2021-12-311,611,460
Current value of assets2021-12-3127,603,394
Number of retired participants and beneficiaries receiving payment2021-12-31210
Current liability for retired participants and beneficiaries receiving payment2021-12-3119,837,836
Number of terminated vested participants2021-12-3164
Current liability for terminated vested participants2021-12-316,198,060
Current liability for active participants non vested benefits2021-12-311,098,951
Current liability for active participants vested benefits2021-12-3110,348,832
Total number of active articipats2021-12-31147
Current liability for active participants2021-12-3111,447,783
Total participant count with liabilities2021-12-31421
Total current liabilitoes for participants with libailities2021-12-3137,483,679
Total employer contributions in plan year2021-12-311,130,764
Total employee contributions in plan year2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-31776,492
Prior year credit balance2021-12-313,402,411
Total participants, beginning-of-year2021-01-01498
Total number of active participants reported on line 7a of the Form 55002021-01-01284
Number of retired or separated participants receiving benefits2021-01-01177
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0139
Total participants2021-01-01573
Number of employers contributing to the scheme2021-01-0122
2020: IRONWORKERS LOCAL 597 PENSION PLAN 2020 401k membership
Current value of assets2020-12-3124,635,234
Acturial value of assets for funding standard account2020-12-3123,499,583
Accrued liabiliy under entry age normal method2020-12-3122,733,431
Normal cost under entry age normal method2020-12-31587,109
Accrued liability under unit credit cost method2020-12-3120,463,187
RPA 94 current liability2020-12-3133,703,488
Expected increase in current liability due to benefits accruing during the plan year2020-12-311,244,560
Expected plan disbursements for the plan year2020-12-311,558,217
Current value of assets2020-12-3124,635,234
Number of retired participants and beneficiaries receiving payment2020-12-31207
Current liability for retired participants and beneficiaries receiving payment2020-12-3118,683,234
Number of terminated vested participants2020-12-3162
Current liability for terminated vested participants2020-12-315,403,049
Current liability for active participants non vested benefits2020-12-31903,950
Current liability for active participants vested benefits2020-12-318,713,255
Total number of active articipats2020-12-31204
Current liability for active participants2020-12-319,617,205
Total participant count with liabilities2020-12-31473
Total current liabilitoes for participants with libailities2020-12-3133,703,488
Total employer contributions in plan year2020-12-31932,772
Employer’s normal cost for plan year as of valuation date2020-12-311,216,744
Prior year credit balance2020-12-313,494,823
Total participants, beginning-of-year2020-01-01512
Total number of active participants reported on line 7a of the Form 55002020-01-01208
Number of retired or separated participants receiving benefits2020-01-01176
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0137
Total participants2020-01-01498
Number of employers contributing to the scheme2020-01-0123
2019: IRONWORKERS LOCAL 597 PENSION PLAN 2019 401k membership
Current value of assets2019-12-3121,101,084
Acturial value of assets for funding standard account2019-12-3122,682,198
Accrued liabiliy under entry age normal method2019-12-3122,118,898
Normal cost under entry age normal method2019-12-31464,996
Accrued liability under unit credit cost method2019-12-3120,161,180
RPA 94 current liability2019-12-3132,697,842
Expected increase in current liability due to benefits accruing during the plan year2019-12-311,116,774
Expected plan disbursements for the plan year2019-12-311,492,903
Current value of assets2019-12-3121,101,084
Number of retired participants and beneficiaries receiving payment2019-12-31215
Current liability for retired participants and beneficiaries receiving payment2019-12-3117,767,296
Number of terminated vested participants2019-12-3165
Current liability for terminated vested participants2019-12-314,894,758
Current liability for active participants non vested benefits2019-12-31629,700
Current liability for active participants vested benefits2019-12-319,406,088
Total number of active articipats2019-12-31152
Current liability for active participants2019-12-3110,035,788
Total participant count with liabilities2019-12-31432
Total current liabilitoes for participants with libailities2019-12-3132,697,842
Total employer contributions in plan year2019-12-31950,339
Employer’s normal cost for plan year as of valuation date2019-12-311,073,136
Prior year credit balance2019-12-313,420,599
Total participants, beginning-of-year2019-01-01539
Total number of active participants reported on line 7a of the Form 55002019-01-01321
Number of retired or separated participants receiving benefits2019-01-01177
Number of other retired or separated participants entitled to future benefits2019-01-0183
Total of all active and inactive participants2019-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0138
Total participants2019-01-01619
Number of employers contributing to the scheme2019-01-0122
2018: IRONWORKERS LOCAL 597 PENSION PLAN 2018 401k membership
Current value of assets2018-12-3123,005,635
Acturial value of assets for funding standard account2018-12-3122,653,462
Accrued liabiliy under entry age normal method2018-12-3121,619,088
Normal cost under entry age normal method2018-12-31423,408
Accrued liability under unit credit cost method2018-12-3119,738,551
RPA 94 current liability2018-12-3131,332,067
Expected increase in current liability due to benefits accruing during the plan year2018-12-311,046,055
Expected plan disbursements for the plan year2018-12-311,476,932
Current value of assets2018-12-3123,005,635
Number of retired participants and beneficiaries receiving payment2018-12-31221
Current liability for retired participants and beneficiaries receiving payment2018-12-3117,842,659
Number of terminated vested participants2018-12-3162
Current liability for terminated vested participants2018-12-314,453,867
Current liability for active participants non vested benefits2018-12-31498,063
Current liability for active participants vested benefits2018-12-318,537,478
Total number of active articipats2018-12-31136
Current liability for active participants2018-12-319,035,541
Total participant count with liabilities2018-12-31419
Total current liabilitoes for participants with libailities2018-12-3131,332,067
Total employer contributions in plan year2018-12-31776,473
Employer’s normal cost for plan year as of valuation date2018-12-31904,988
Prior year credit balance2018-12-313,351,165
Total participants, beginning-of-year2018-01-01551
Total number of active participants reported on line 7a of the Form 55002018-01-01238
Number of retired or separated participants receiving benefits2018-01-01184
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0137
Total participants2018-01-01539
Number of employers contributing to the scheme2018-01-0123
2017: IRONWORKERS LOCAL 597 PENSION PLAN 2017 401k membership
Current value of assets2017-12-3121,238,256
Acturial value of assets for funding standard account2017-12-3121,692,863
Accrued liabiliy under entry age normal method2017-12-3121,734,000
Normal cost under entry age normal method2017-12-31492,123
Accrued liability under unit credit cost method2017-12-3119,656,858
RPA 94 current liability2017-12-3130,681,046
Expected increase in current liability due to benefits accruing during the plan year2017-12-311,125,949
Expected plan disbursements for the plan year2017-12-311,480,007
Current value of assets2017-12-3121,238,256
Number of retired participants and beneficiaries receiving payment2017-12-31229
Current liability for retired participants and beneficiaries receiving payment2017-12-3117,524,848
Number of terminated vested participants2017-12-3155
Current liability for terminated vested participants2017-12-313,597,630
Current liability for active participants non vested benefits2017-12-31610,319
Current liability for active participants vested benefits2017-12-318,948,249
Total number of active articipats2017-12-31164
Current liability for active participants2017-12-319,558,568
Total participant count with liabilities2017-12-31448
Total current liabilitoes for participants with libailities2017-12-3130,681,046
Total employer contributions in plan year2017-12-31784,337
Employer’s normal cost for plan year as of valuation date2017-12-311,301,599
Prior year credit balance2017-12-313,675,282
Total participants, beginning-of-year2017-01-01535
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-01187
Number of other retired or separated participants entitled to future benefits2017-01-0177
Total of all active and inactive participants2017-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0136
Total participants2017-01-01487
Number of employers contributing to the scheme2017-01-0122
2016: IRONWORKERS LOCAL 597 PENSION PLAN 2016 401k membership
Current value of assets2016-12-3119,915,979
Acturial value of assets for funding standard account2016-12-3120,737,886
Accrued liabiliy under entry age normal method2016-12-3120,905,157
Normal cost under entry age normal method2016-12-31430,821
Accrued liability under unit credit cost method2016-12-3119,203,565
RPA 94 current liability2016-12-3129,122,095
Expected increase in current liability due to benefits accruing during the plan year2016-12-31937,616
Expected plan disbursements for the plan year2016-12-311,433,688
Current value of assets2016-12-3119,915,979
Number of retired participants and beneficiaries receiving payment2016-12-31228
Current liability for retired participants and beneficiaries receiving payment2016-12-3116,318,278
Number of terminated vested participants2016-12-3160
Current liability for terminated vested participants2016-12-313,675,858
Current liability for active participants non vested benefits2016-12-31436,237
Current liability for active participants vested benefits2016-12-318,691,722
Total number of active articipats2016-12-31136
Current liability for active participants2016-12-319,127,959
Total participant count with liabilities2016-12-31424
Total current liabilitoes for participants with libailities2016-12-3129,122,095
Total employer contributions in plan year2016-12-31893,536
Employer’s normal cost for plan year as of valuation date2016-12-311,257,811
Prior year credit balance2016-12-313,828,840
Total participants, beginning-of-year2016-01-01535
Total number of active participants reported on line 7a of the Form 55002016-01-01251
Number of retired or separated participants receiving benefits2016-01-01190
Number of other retired or separated participants entitled to future benefits2016-01-0184
Total of all active and inactive participants2016-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0138
Total participants2016-01-01563
Number of employers contributing to the scheme2016-01-0121
2015: IRONWORKERS LOCAL 597 PENSION PLAN 2015 401k membership
Current value of assets2015-12-3121,198,655
Acturial value of assets for funding standard account2015-12-3120,248,939
Accrued liabiliy under entry age normal method2015-12-3120,860,552
Normal cost under entry age normal method2015-12-31455,950
Accrued liability under unit credit cost method2015-12-3119,259,901
RPA 94 current liability2015-12-3128,582,666
Expected increase in current liability due to benefits accruing during the plan year2015-12-31899,489
Expected plan disbursements for the plan year2015-12-311,392,843
Current value of assets2015-12-3121,198,655
Number of retired participants and beneficiaries receiving payment2015-12-31231
Current liability for retired participants and beneficiaries receiving payment2015-12-3116,527,492
Number of terminated vested participants2015-12-3160
Current liability for terminated vested participants2015-12-313,532,861
Current liability for active participants non vested benefits2015-12-31679,584
Current liability for active participants vested benefits2015-12-317,842,729
Total number of active articipats2015-12-31121
Current liability for active participants2015-12-318,522,313
Total participant count with liabilities2015-12-31412
Total current liabilitoes for participants with libailities2015-12-3128,582,666
Total employer contributions in plan year2015-12-31717,064
Employer’s normal cost for plan year as of valuation date2015-12-311,103,903
Prior year credit balance2015-12-313,989,046
Total participants, beginning-of-year2015-01-01486
Total number of active participants reported on line 7a of the Form 55002015-01-01229
Number of retired or separated participants receiving benefits2015-01-01188
Number of other retired or separated participants entitled to future benefits2015-01-0182
Total of all active and inactive participants2015-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0136
Total participants2015-01-01535
Number of employers contributing to the scheme2015-01-0119
2014: IRONWORKERS LOCAL 597 PENSION PLAN 2014 401k membership
Current value of assets2014-12-3120,771,853
Acturial value of assets for funding standard account2014-12-3119,275,229
Accrued liability for plan using immediate gains methods2014-12-3118,997,002
Accrued liability under unit credit cost method2014-12-3117,394,972
RPA 94 current liability2014-12-3127,319,030
Expected increase in current liability due to benefits accruing during the plan year2014-12-31924,513
Expected plan disbursements for the plan year2014-12-311,327,704
Current value of assets2014-12-3120,771,853
Number of retired participants and beneficiaries receiving payment2014-12-31223
Current liability for retired participants and beneficiaries receiving payment2014-12-3115,781,948
Number of terminated vested participants2014-12-3158
Current liability for terminated vested participants2014-12-313,294,567
Current liability for active participants non vested benefits2014-12-31619,456
Current liability for active participants vested benefits2014-12-317,623,059
Total number of active articipats2014-12-31125
Current liability for active participants2014-12-318,242,515
Total participant count with liabilities2014-12-31406
Total current liabilitoes for participants with libailities2014-12-3127,319,030
Total employer contributions in plan year2014-12-31686,967
Employer’s normal cost for plan year as of valuation date2014-12-31440,886
Prior year credit balance2014-12-314,335,570
Amortization credits as of valuation date2014-12-31643,890
Total participants, beginning-of-year2014-01-01401
Total number of active participants reported on line 7a of the Form 55002014-01-01202
Number of retired or separated participants receiving benefits2014-01-01186
Number of other retired or separated participants entitled to future benefits2014-01-0158
Total of all active and inactive participants2014-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0140
Total participants2014-01-01486
Number of employers contributing to the scheme2014-01-0121
2013: IRONWORKERS LOCAL 597 PENSION PLAN 2013 401k membership
Current value of assets2013-12-3118,529,170
Acturial value of assets for funding standard account2013-12-3118,150,941
Accrued liability for plan using immediate gains methods2013-12-3118,732,525
Accrued liability under unit credit cost method2013-12-3116,947,229
RPA 94 current liability2013-12-3126,162,834
Expected increase in current liability due to benefits accruing during the plan year2013-12-31982,852
Expected plan disbursements for the plan year2013-12-311,299,398
Current value of assets2013-12-3118,529,170
Number of retired participants and beneficiaries receiving payment2013-12-31205
Current liability for retired participants and beneficiaries receiving payment2013-12-3114,139,678
Number of terminated vested participants2013-12-3156
Current liability for terminated vested participants2013-12-313,014,996
Current liability for active participants non vested benefits2013-12-31660,843
Current liability for active participants vested benefits2013-12-318,347,317
Total number of active articipats2013-12-31144
Current liability for active participants2013-12-319,008,160
Total participant count with liabilities2013-12-31405
Total current liabilitoes for participants with libailities2013-12-3126,162,834
Total employer contributions in plan year2013-12-31621,318
Employer’s normal cost for plan year as of valuation date2013-12-31477,683
Prior year credit balance2013-12-314,810,039
Amortization credits as of valuation date2013-12-31593,536
Total participants, beginning-of-year2013-01-01400
Total number of active participants reported on line 7a of the Form 55002013-01-01125
Number of retired or separated participants receiving benefits2013-01-01182
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0133
Total participants2013-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
Number of employers contributing to the scheme2013-01-0121
2012: IRONWORKERS LOCAL 597 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01423
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-01168
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0133
Total participants2012-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0131
Number of employers contributing to the scheme2012-01-0119
2011: IRONWORKERS LOCAL 597 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01416
Total number of active participants reported on line 7a of the Form 55002011-01-01161
Number of retired or separated participants receiving benefits2011-01-01162
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0143
Total participants2011-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0150
Number of employers contributing to the scheme2011-01-0134
2010: IRONWORKERS LOCAL 597 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01447
Total number of active participants reported on line 7a of the Form 55002010-01-01170
Number of retired or separated participants receiving benefits2010-01-01163
Number of other retired or separated participants entitled to future benefits2010-01-0153
Total of all active and inactive participants2010-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0130
Total participants2010-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0129
Number of employers contributing to the scheme2010-01-0121
2009: IRONWORKERS LOCAL 597 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01616
Total number of active participants reported on line 7a of the Form 55002009-01-01217
Number of retired or separated participants receiving benefits2009-01-01155
Number of other retired or separated participants entitled to future benefits2009-01-0147
Total of all active and inactive participants2009-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0128
Total participants2009-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0150
Number of employers contributing to the scheme2009-01-0127

Financial Data on IRONWORKERS LOCAL 597 PENSION PLAN

Measure Date Value
2022 : IRONWORKERS LOCAL 597 PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-699,212
Total unrealized appreciation/depreciation of assets2022-12-31$-699,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$22,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$30,224
Total income from all sources (including contributions)2022-12-31$-3,192,814
Total loss/gain on sale of assets2022-12-31$353,731
Total of all expenses incurred2022-12-31$1,745,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,509,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,060,633
Value of total assets at end of year2022-12-31$25,558,243
Value of total assets at beginning of year2022-12-31$30,503,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$235,982
Total interest from all sources2022-12-31$148,801
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$587,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$587,712
Administrative expenses professional fees incurred2022-12-31$87,881
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$223,451
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$301,814
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$47,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$33,635
Administrative expenses (other) incurred2022-12-31$42,336
Liabilities. Value of operating payables at end of year2022-12-31$22,721
Liabilities. Value of operating payables at beginning of year2022-12-31$30,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,938,047
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,535,522
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,473,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$57,656
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,724,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,727,624
Income. Interest from US Government securities2022-12-31$95,867
Income. Interest from corporate debt instruments2022-12-31$52,048
Value of interest in common/collective trusts at end of year2022-12-31$2,144,201
Value of interest in common/collective trusts at beginning of year2022-12-31$2,049,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$279,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$354,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$354,443
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$886
Asset value of US Government securities at end of year2022-12-31$3,113,032
Asset value of US Government securities at beginning of year2022-12-31$2,981,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,781,277
Net investment gain or loss from common/collective trusts2022-12-31$136,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,060,633
Employer contributions (assets) at end of year2022-12-31$110,368
Employer contributions (assets) at beginning of year2022-12-31$130,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,509,251
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$1,915,831
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$2,925,491
Contract administrator fees2022-12-31$48,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$24,162,005
Aggregate carrying amount (costs) on sale of assets2022-12-31$23,808,274
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2022-12-31650140643
2021 : IRONWORKERS LOCAL 597 PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-135,261
Total unrealized appreciation/depreciation of assets2021-12-31$-135,261
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$30,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,885
Total income from all sources (including contributions)2021-12-31$4,584,243
Total loss/gain on sale of assets2021-12-31$1,038,313
Total of all expenses incurred2021-12-31$1,714,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,481,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,130,764
Value of total assets at end of year2021-12-31$30,503,793
Value of total assets at beginning of year2021-12-31$27,623,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$232,808
Total interest from all sources2021-12-31$106,664
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$694,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$694,417
Administrative expenses professional fees incurred2021-12-31$95,233
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$301,814
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$358,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$33,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$33,120
Administrative expenses (other) incurred2021-12-31$31,415
Liabilities. Value of operating payables at end of year2021-12-31$30,224
Liabilities. Value of operating payables at beginning of year2021-12-31$19,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,870,175
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,473,569
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,603,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$60,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,727,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,559,730
Interest earned on other investments2021-12-31$5,031
Income. Interest from US Government securities2021-12-31$43,810
Income. Interest from corporate debt instruments2021-12-31$57,269
Value of interest in common/collective trusts at end of year2021-12-31$2,049,279
Value of interest in common/collective trusts at beginning of year2021-12-31$1,753,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$354,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$273,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$273,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$554
Asset value of US Government securities at end of year2021-12-31$2,981,249
Asset value of US Government securities at beginning of year2021-12-31$2,294,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,443,301
Net investment gain or loss from common/collective trusts2021-12-31$306,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,130,764
Employer contributions (assets) at end of year2021-12-31$130,258
Employer contributions (assets) at beginning of year2021-12-31$133,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,481,260
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$2,925,491
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$2,217,167
Contract administrator fees2021-12-31$45,496
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$35,659,649
Aggregate carrying amount (costs) on sale of assets2021-12-31$34,621,336
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31STEVEN D. EISENBERG CPA,P.A.
Accountancy firm EIN2021-12-31650140643
2020 : IRONWORKERS LOCAL 597 PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-1,614
Total unrealized appreciation/depreciation of assets2020-12-31$-1,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$19,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$20,656
Total income from all sources (including contributions)2020-12-31$4,649,350
Total loss/gain on sale of assets2020-12-31$393,555
Total of all expenses incurred2020-12-31$1,681,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,482,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$932,772
Value of total assets at end of year2020-12-31$27,623,279
Value of total assets at beginning of year2020-12-31$24,655,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$198,326
Total interest from all sources2020-12-31$114,291
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$394,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$394,406
Administrative expenses professional fees incurred2020-12-31$65,605
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$358,425
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$151,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$33,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$29,921
Administrative expenses (other) incurred2020-12-31$36,433
Liabilities. Value of operating payables at end of year2020-12-31$19,885
Liabilities. Value of operating payables at beginning of year2020-12-31$20,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,968,160
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,603,394
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,635,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$52,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,559,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,701,234
Interest earned on other investments2020-12-31$2,608
Income. Interest from US Government securities2020-12-31$51,338
Income. Interest from corporate debt instruments2020-12-31$59,246
Value of interest in common/collective trusts at end of year2020-12-31$1,753,036
Value of interest in common/collective trusts at beginning of year2020-12-31$1,774,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$273,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$471,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$471,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,099
Asset value of US Government securities at end of year2020-12-31$2,294,962
Asset value of US Government securities at beginning of year2020-12-31$2,512,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,812,741
Net investment gain or loss from common/collective trusts2020-12-31$3,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$932,772
Employer contributions (assets) at end of year2020-12-31$133,658
Employer contributions (assets) at beginning of year2020-12-31$83,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,482,864
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$2,217,167
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,931,330
Contract administrator fees2020-12-31$43,592
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$29,106,208
Aggregate carrying amount (costs) on sale of assets2020-12-31$28,712,653
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2020-12-31650140643
2019 : IRONWORKERS LOCAL 597 PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$162,309
Total unrealized appreciation/depreciation of assets2019-12-31$162,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$27,569
Total income from all sources (including contributions)2019-12-31$5,128,532
Total loss/gain on sale of assets2019-12-31$1,247,525
Total of all expenses incurred2019-12-31$1,594,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,393,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$950,339
Value of total assets at end of year2019-12-31$24,655,890
Value of total assets at beginning of year2019-12-31$21,128,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$201,246
Total interest from all sources2019-12-31$137,445
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$518,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$518,749
Administrative expenses professional fees incurred2019-12-31$71,118
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$151,361
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$157,197
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$29,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$33,874
Administrative expenses (other) incurred2019-12-31$32,881
Liabilities. Value of operating payables at end of year2019-12-31$20,656
Liabilities. Value of operating payables at beginning of year2019-12-31$27,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,534,150
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,635,234
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,101,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$51,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,701,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,132,279
Interest earned on other investments2019-12-31$4,418
Income. Interest from US Government securities2019-12-31$67,326
Income. Interest from corporate debt instruments2019-12-31$59,163
Value of interest in common/collective trusts at end of year2019-12-31$1,774,025
Value of interest in common/collective trusts at beginning of year2019-12-31$1,420,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$471,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$226,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$226,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,538
Asset value of US Government securities at end of year2019-12-31$2,512,685
Asset value of US Government securities at beginning of year2019-12-31$1,710,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,058,234
Net investment gain or loss from common/collective trusts2019-12-31$53,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$950,339
Employer contributions (assets) at end of year2019-12-31$83,459
Employer contributions (assets) at beginning of year2019-12-31$81,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,393,136
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,931,330
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$2,366,571
Contract administrator fees2019-12-31$45,346
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$27,684,929
Aggregate carrying amount (costs) on sale of assets2019-12-31$26,437,404
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31STEVEN D. EISENBERG CPA, P.A
Accountancy firm EIN2019-12-31650140643
2018 : IRONWORKERS LOCAL 597 PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-35,425
Total unrealized appreciation/depreciation of assets2018-12-31$-35,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$27,569
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$37,220
Total income from all sources (including contributions)2018-12-31$-154,547
Total loss/gain on sale of assets2018-12-31$492,051
Total of all expenses incurred2018-12-31$1,750,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,546,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$776,473
Value of total assets at end of year2018-12-31$21,128,653
Value of total assets at beginning of year2018-12-31$23,042,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$203,950
Total interest from all sources2018-12-31$152,289
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$872,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$872,582
Administrative expenses professional fees incurred2018-12-31$66,065
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$157,197
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$304,020
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$33,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$30,472
Administrative expenses (other) incurred2018-12-31$39,926
Liabilities. Value of operating payables at end of year2018-12-31$27,569
Liabilities. Value of operating payables at beginning of year2018-12-31$37,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,904,551
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,101,084
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,005,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$50,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,132,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,790,641
Income. Interest from US Government securities2018-12-31$84,777
Income. Interest from corporate debt instruments2018-12-31$63,200
Value of interest in common/collective trusts at end of year2018-12-31$1,420,094
Value of interest in common/collective trusts at beginning of year2018-12-31$1,324,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$226,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$189,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$189,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,312
Asset value of US Government securities at end of year2018-12-31$1,710,912
Asset value of US Government securities at beginning of year2018-12-31$1,765,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,508,302
Net investment gain or loss from common/collective trusts2018-12-31$95,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$776,473
Employer contributions (assets) at end of year2018-12-31$81,237
Employer contributions (assets) at beginning of year2018-12-31$60,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,546,054
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$2,366,571
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$2,578,281
Contract administrator fees2018-12-31$47,386
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$25,011,984
Aggregate carrying amount (costs) on sale of assets2018-12-31$24,519,933
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31STEVVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2018-12-31650140643
2017 : IRONWORKERS LOCAL 597 PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$42,920
Total unrealized appreciation/depreciation of assets2017-12-31$42,920
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$37,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,054
Total income from all sources (including contributions)2017-12-31$3,346,165
Total loss/gain on sale of assets2017-12-31$-4,024
Total of all expenses incurred2017-12-31$1,578,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,379,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$784,337
Value of total assets at end of year2017-12-31$23,042,855
Value of total assets at beginning of year2017-12-31$21,256,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$199,701
Total interest from all sources2017-12-31$126,765
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$674,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$674,637
Administrative expenses professional fees incurred2017-12-31$65,088
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$304,020
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$726,495
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$30,472
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$59,069
Administrative expenses (other) incurred2017-12-31$34,419
Liabilities. Value of operating payables at end of year2017-12-31$37,220
Liabilities. Value of operating payables at beginning of year2017-12-31$18,054
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$1,767,379
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,005,635
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,238,256
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$53,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,790,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,901,229
Interest earned on other investments2017-12-31$17,829
Income. Interest from US Government securities2017-12-31$41,297
Income. Interest from corporate debt instruments2017-12-31$66,160
Value of interest in common/collective trusts at end of year2017-12-31$1,324,309
Value of interest in common/collective trusts at beginning of year2017-12-31$1,676,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$189,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$574,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$574,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,479
Asset value of US Government securities at end of year2017-12-31$1,765,035
Asset value of US Government securities at beginning of year2017-12-31$1,801,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,686,413
Net investment gain or loss from common/collective trusts2017-12-31$35,117
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$784,337
Employer contributions (assets) at end of year2017-12-31$60,485
Employer contributions (assets) at beginning of year2017-12-31$72,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,379,085
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$2,578,281
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,444,924
Contract administrator fees2017-12-31$47,055
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 investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$8,212,860
Aggregate carrying amount (costs) on sale of assets2017-12-31$8,216,884
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2017-12-31650140643
2016 : IRONWORKERS LOCAL 597 PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-594,194
Total unrealized appreciation/depreciation of assets2016-12-31$-594,194
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,892
Total income from all sources (including contributions)2016-12-31$2,897,882
Total loss/gain on sale of assets2016-12-31$488,385
Total of all expenses incurred2016-12-31$1,575,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,382,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$893,536
Value of total assets at end of year2016-12-31$21,256,310
Value of total assets at beginning of year2016-12-31$19,940,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$193,219
Total interest from all sources2016-12-31$116,629
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$612,280
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$608,146
Administrative expenses professional fees incurred2016-12-31$67,198
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$726,495
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$715,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$59,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$142,710
Administrative expenses (other) incurred2016-12-31$33,177
Liabilities. Value of operating payables at end of year2016-12-31$18,054
Liabilities. Value of operating payables at beginning of year2016-12-31$24,892
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$1,322,277
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,238,256
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,915,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$46,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,901,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,098,835
Interest earned on other investments2016-12-31$3,003
Income. Interest from US Government securities2016-12-31$43,870
Income. Interest from corporate debt instruments2016-12-31$60,454
Value of interest in common/collective trusts at end of year2016-12-31$1,676,486
Value of interest in common/collective trusts at beginning of year2016-12-31$790,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$574,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,359,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,359,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$9,302
Asset value of US Government securities at end of year2016-12-31$1,801,520
Asset value of US Government securities at beginning of year2016-12-31$1,747,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,291,304
Net investment gain or loss from common/collective trusts2016-12-31$89,942
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$893,536
Employer contributions (assets) at end of year2016-12-31$72,343
Employer contributions (assets) at beginning of year2016-12-31$90,918
Income. Dividends from common stock2016-12-31$4,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,382,386
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,444,924
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,562,698
Contract administrator fees2016-12-31$46,299
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
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,433,482
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
Aggregate proceeds on sale of assets2016-12-31$20,178,213
Aggregate carrying amount (costs) on sale of assets2016-12-31$19,689,828
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2016-12-31650140643
2015 : IRONWORKERS LOCAL 597 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-351,357
Total unrealized appreciation/depreciation of assets2015-12-31$-351,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$25,869
Total income from all sources (including contributions)2015-12-31$273,856
Total loss/gain on sale of assets2015-12-31$475,273
Total of all expenses incurred2015-12-31$1,556,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,330,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$717,064
Value of total assets at end of year2015-12-31$19,940,871
Value of total assets at beginning of year2015-12-31$21,224,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$225,954
Total interest from all sources2015-12-31$164,733
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$621,045
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$469,252
Administrative expenses professional fees incurred2015-12-31$64,640
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$715,097
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,637,302
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$142,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$231,373
Administrative expenses (other) incurred2015-12-31$38,848
Liabilities. Value of operating payables at end of year2015-12-31$24,892
Liabilities. Value of operating payables at beginning of year2015-12-31$25,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,282,676
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,915,979
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,198,655
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$77,410
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,098,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,872,702
Interest earned on other investments2015-12-31$37,048
Income. Interest from US Government securities2015-12-31$42,927
Income. Interest from corporate debt instruments2015-12-31$67,157
Value of interest in common/collective trusts at end of year2015-12-31$790,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,359,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,253,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,253,618
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$17,601
Asset value of US Government securities at end of year2015-12-31$1,747,301
Asset value of US Government securities at beginning of year2015-12-31$1,422,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,397,529
Net investment gain or loss from common/collective trusts2015-12-31$44,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$717,064
Employer contributions (assets) at end of year2015-12-31$90,918
Employer contributions (assets) at beginning of year2015-12-31$71,032
Income. Dividends from common stock2015-12-31$151,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,330,578
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,562,698
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,198,151
Contract administrator fees2015-12-31$45,056
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. Corporate common stocks other than exployer securities at end of year2015-12-31$2,433,482
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,537,535
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
Aggregate proceeds on sale of assets2015-12-31$13,889,708
Aggregate carrying amount (costs) on sale of assets2015-12-31$13,414,435
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 name2015-12-31STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2015-12-31650140643
2014 : IRONWORKERS LOCAL 597 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$98,255
Total unrealized appreciation/depreciation of assets2014-12-31$98,255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$44,387
Total income from all sources (including contributions)2014-12-31$1,965,405
Total loss/gain on sale of assets2014-12-31$569,692
Total of all expenses incurred2014-12-31$1,538,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,311,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$686,967
Value of total assets at end of year2014-12-31$21,224,524
Value of total assets at beginning of year2014-12-31$20,816,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$227,530
Total interest from all sources2014-12-31$131,508
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$768,033
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$712,981
Administrative expenses professional fees incurred2014-12-31$63,246
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$4
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,637,302
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$848,081
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$231,373
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$100,693
Administrative expenses (other) incurred2014-12-31$32,237
Liabilities. Value of operating payables at end of year2014-12-31$25,869
Liabilities. Value of operating payables at beginning of year2014-12-31$44,387
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$426,802
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,198,655
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,771,853
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$80,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,872,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,875,876
Interest earned on other investments2014-12-31$3,329
Income. Interest from US Government securities2014-12-31$29,029
Income. Interest from corporate debt instruments2014-12-31$82,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,253,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,221,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,221,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16,428
Asset value of US Government securities at end of year2014-12-31$1,422,811
Asset value of US Government securities at beginning of year2014-12-31$1,352,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-289,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$686,967
Employer contributions (assets) at end of year2014-12-31$71,032
Employer contributions (assets) at beginning of year2014-12-31$95,790
Income. Dividends from common stock2014-12-31$55,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,311,073
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,198,151
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,831,609
Contract administrator fees2014-12-31$51,850
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. Corporate common stocks other than exployer securities at end of year2014-12-31$2,537,535
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,489,809
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
Aggregate proceeds on sale of assets2014-12-31$27,930,517
Aggregate carrying amount (costs) on sale of assets2014-12-31$27,360,825
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 name2014-12-31STEVEN D EISENBERG CPA, P.A
Accountancy firm EIN2014-12-31650140643
2013 : IRONWORKERS LOCAL 597 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$123,131
Total unrealized appreciation/depreciation of assets2013-12-31$123,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$44,387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$32,107
Total income from all sources (including contributions)2013-12-31$3,733,320
Total loss/gain on sale of assets2013-12-31$1,153,559
Total of all expenses incurred2013-12-31$1,490,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,249,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$621,318
Value of total assets at end of year2013-12-31$20,816,240
Value of total assets at beginning of year2013-12-31$18,561,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$241,456
Total interest from all sources2013-12-31$115,300
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$528,540
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$455,301
Administrative expenses professional fees incurred2013-12-31$67,268
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$848,081
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$347,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$100,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$64,390
Administrative expenses (other) incurred2013-12-31$29,638
Liabilities. Value of operating payables at end of year2013-12-31$44,387
Liabilities. Value of operating payables at beginning of year2013-12-31$32,107
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$2,242,683
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,771,853
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,529,170
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$89,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,875,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,662,555
Interest earned on other investments2013-12-31$4,465
Income. Interest from US Government securities2013-12-31$35,958
Income. Interest from corporate debt instruments2013-12-31$55,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,221,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,419,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,419,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$19,343
Asset value of US Government securities at end of year2013-12-31$1,352,994
Asset value of US Government securities at beginning of year2013-12-31$1,330,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,191,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$621,318
Employer contributions (assets) at end of year2013-12-31$95,790
Employer contributions (assets) at beginning of year2013-12-31$91,240
Income. Dividends from common stock2013-12-31$73,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,249,181
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,831,609
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,582,797
Contract administrator fees2013-12-31$54,765
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. Corporate common stocks other than exployer securities at end of year2013-12-31$2,489,809
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,063,259
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
Aggregate proceeds on sale of assets2013-12-31$19,799,742
Aggregate carrying amount (costs) on sale of assets2013-12-31$18,646,183
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 name2013-12-31STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN2013-12-31650140643
2012 : IRONWORKERS LOCAL 597 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$167,933
Total unrealized appreciation/depreciation of assets2012-12-31$167,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,807
Total income from all sources (including contributions)2012-12-31$2,982,936
Total loss/gain on sale of assets2012-12-31$585,519
Total of all expenses incurred2012-12-31$1,407,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,126,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$808,569
Value of total assets at end of year2012-12-31$18,561,277
Value of total assets at beginning of year2012-12-31$16,982,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$280,827
Total interest from all sources2012-12-31$154,538
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$337,331
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$212,114
Administrative expenses professional fees incurred2012-12-31$108,631
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$347,710
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$497,367
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$64,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$59,326
Administrative expenses (other) incurred2012-12-31$27,506
Liabilities. Value of operating payables at end of year2012-12-31$32,107
Liabilities. Value of operating payables at beginning of year2012-12-31$28,807
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$1,575,233
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,529,170
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,953,937
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$94,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,662,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,052,581
Interest earned on other investments2012-12-31$3,582
Income. Interest from US Government securities2012-12-31$60,604
Income. Interest from corporate debt instruments2012-12-31$74,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,419,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$193,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$193,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$15,440
Asset value of US Government securities at end of year2012-12-31$1,330,067
Asset value of US Government securities at beginning of year2012-12-31$3,491,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$929,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$808,569
Employer contributions (assets) at end of year2012-12-31$91,240
Employer contributions (assets) at beginning of year2012-12-31$84,095
Income. Dividends from common stock2012-12-31$125,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,126,876
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,582,797
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,140,996
Contract administrator fees2012-12-31$50,061
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. Corporate common stocks other than exployer securities at end of year2012-12-31$4,063,259
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,463,931
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
Aggregate proceeds on sale of assets2012-12-31$22,415,849
Aggregate carrying amount (costs) on sale of assets2012-12-31$21,830,330
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31STEVEN D. EISENBERG CPA,P.A.
Accountancy firm EIN2012-12-31650140643
2011 : IRONWORKERS LOCAL 597 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-450,248
Total unrealized appreciation/depreciation of assets2011-12-31$-450,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$31,942
Total income from all sources (including contributions)2011-12-31$604,244
Total loss/gain on sale of assets2011-12-31$557,479
Total of all expenses incurred2011-12-31$1,305,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,059,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$842,835
Value of total assets at end of year2011-12-31$16,982,744
Value of total assets at beginning of year2011-12-31$17,687,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$246,701
Total interest from all sources2011-12-31$178,664
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$264,027
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$160,403
Administrative expenses professional fees incurred2011-12-31$82,156
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$497,367
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$574,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$59,326
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$53,556
Administrative expenses (other) incurred2011-12-31$19,475
Liabilities. Value of operating payables at end of year2011-12-31$28,807
Liabilities. Value of operating payables at beginning of year2011-12-31$31,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-701,507
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,953,937
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,655,444
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$101,057
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,052,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,591,906
Income. Interest from US Government securities2011-12-31$96,124
Income. Interest from corporate debt instruments2011-12-31$79,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$193,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$243,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$243,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,277
Asset value of US Government securities at end of year2011-12-31$3,491,167
Asset value of US Government securities at beginning of year2011-12-31$4,002,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-788,513
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$842,835
Employer contributions (assets) at end of year2011-12-31$84,095
Employer contributions (assets) at beginning of year2011-12-31$92,659
Income. Dividends from common stock2011-12-31$103,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,059,050
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,140,996
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,555,382
Contract administrator fees2011-12-31$44,013
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. Corporate common stocks other than exployer securities at end of year2011-12-31$4,463,931
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$5,573,906
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
Aggregate proceeds on sale of assets2011-12-31$30,742,744
Aggregate carrying amount (costs) on sale of assets2011-12-31$30,185,265
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 name2011-12-31STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN2011-12-31650140643
2010 : IRONWORKERS LOCAL 597 PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$351,728
Total unrealized appreciation/depreciation of assets2010-12-31$351,728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$31,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$34,403
Total income from all sources (including contributions)2010-12-31$2,722,035
Total loss/gain on sale of assets2010-12-31$270,516
Total of all expenses incurred2010-12-31$1,261,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,011,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$869,898
Value of total assets at end of year2010-12-31$17,687,386
Value of total assets at beginning of year2010-12-31$16,229,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$250,469
Total interest from all sources2010-12-31$245,235
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$170,499
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$112,921
Administrative expenses professional fees incurred2010-12-31$72,794
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$574,158
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$731,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$53,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$53,995
Administrative expenses (other) incurred2010-12-31$27,074
Liabilities. Value of operating payables at end of year2010-12-31$31,942
Liabilities. Value of operating payables at beginning of year2010-12-31$34,403
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$1,460,223
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,655,444
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,195,221
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$108,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,591,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,273,852
Income. Interest from US Government securities2010-12-31$115,127
Income. Interest from corporate debt instruments2010-12-31$125,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$243,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$138,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$138,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,264
Asset value of US Government securities at end of year2010-12-31$4,002,676
Asset value of US Government securities at beginning of year2010-12-31$3,587,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$814,159
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$869,898
Employer contributions (assets) at end of year2010-12-31$92,659
Employer contributions (assets) at beginning of year2010-12-31$101,715
Income. Dividends from common stock2010-12-31$57,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,011,343
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,555,382
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,982,614
Contract administrator fees2010-12-31$42,389
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. Corporate common stocks other than exployer securities at end of year2010-12-31$5,573,906
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,359,083
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
Aggregate proceeds on sale of assets2010-12-31$54,284,095
Aggregate carrying amount (costs) on sale of assets2010-12-31$54,013,579
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 name2010-12-31STEVEN D EISENBERG CPA, PA
Accountancy firm EIN2010-12-31650140643

Form 5500 Responses for IRONWORKERS LOCAL 597 PENSION PLAN

2022: IRONWORKERS LOCAL 597 PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IRONWORKERS LOCAL 597 PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRONWORKERS LOCAL 597 PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRONWORKERS LOCAL 597 PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRONWORKERS LOCAL 597 PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRONWORKERS LOCAL 597 PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRONWORKERS LOCAL 597 PENSION 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 597 PENSION 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 597 PENSION 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 597 PENSION 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 597 PENSION 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 597 PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IRONWORKERS LOCAL 597 PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IRONWORKERS LOCAL 597 PENSION 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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