401k Plan data: IRON WORKERS LOCAL #397 ANNUITY FUND plan

IRON WORKERS LOCAL #397 ANNUITY FUND 401k Plan overview

Plan Name	IRON WORKERS LOCAL #397 ANNUITY FUND
Plan identification number	002

IRON WORKERS LOCAL #397 ANNUITY FUND Benefits

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

401k Sponsoring company profile

TRUSTEES OF IRON WORKERS LOCAL 397 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name: TRUSTEES OF IRON WORKERS LOCAL 397 ANNUITY FUND

Employer identification number (EIN): 597139874

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL #397 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 TRAVIS PHELPS 2023-09-21 PRESTON TAYLOR 2023-09-21
002 2021-01-01 TRAVIS PHELPS 2022-06-30 PRESTON TAYLOR 2022-06-30
002 2020-01-01 TRAVIS PHELPS 2021-07-01 PRESTON TAYLOR 2021-07-01
002 2019-01-01 JASON COUCH 2020-07-03 PRESTON TAYLOR 2020-07-03
002 2018-01-01 KEVIN BARBER 2019-07-24 PRESTON TAYLOR 2019-07-24
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 GREGORY J JARRELL
002 2011-01-01 RICHARD F. GALLO
002 2009-01-01 GREGORY JARRELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	TRAVIS PHELPS	2023-09-21	PRESTON TAYLOR	2023-09-21
002	2021-01-01	TRAVIS PHELPS	2022-06-30	PRESTON TAYLOR	2022-06-30
002	2020-01-01	TRAVIS PHELPS	2021-07-01	PRESTON TAYLOR	2021-07-01
002	2019-01-01	JASON COUCH	2020-07-03	PRESTON TAYLOR	2020-07-03
002	2018-01-01	KEVIN BARBER	2019-07-24	PRESTON TAYLOR	2019-07-24
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	GREGORY J JARRELL
002	2011-01-01	RICHARD F. GALLO
002	2009-01-01	GREGORY JARRELL

Plan Statistics for IRON WORKERS LOCAL #397 ANNUITY FUND

401k plan membership statisitcs for IRON WORKERS LOCAL #397 ANNUITY FUND

Measure Date Value
2022: IRON WORKERS LOCAL #397 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,558
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,596
Total of all active and inactive participants 2022-01-01 1,596
Total participants 2022-01-01 1,596
Number of participants with account balances 2022-01-01 1,596
Number of employers contributing to the scheme 2022-01-01 40
2021: IRON WORKERS LOCAL #397 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,530
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,558
Total of all active and inactive participants 2021-01-01 1,558
Total participants 2021-01-01 1,558
Number of participants with account balances 2021-01-01 1,558
Number of employers contributing to the scheme 2021-01-01 42
2020: IRON WORKERS LOCAL #397 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,492
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,530
Total of all active and inactive participants 2020-01-01 1,530
Total participants 2020-01-01 1,530
Number of participants with account balances 2020-01-01 1,530
Number of employers contributing to the scheme 2020-01-01 52
2019: IRON WORKERS LOCAL #397 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,453
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,492
Total of all active and inactive participants 2019-01-01 1,492
Total participants 2019-01-01 1,492
Number of participants with account balances 2019-01-01 1,492
Number of employers contributing to the scheme 2019-01-01 43
2018: IRON WORKERS LOCAL #397 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,441
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,453
Total of all active and inactive participants 2018-01-01 1,453
Total participants 2018-01-01 1,453
Number of employers contributing to the scheme 2018-01-01 35
2017: IRON WORKERS LOCAL #397 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,354
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,441
Total of all active and inactive participants 2017-01-01 1,441
Total participants 2017-01-01 1,441
Number of employers contributing to the scheme 2017-01-01 36
2016: IRON WORKERS LOCAL #397 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,390
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,354
Total of all active and inactive participants 2016-01-01 1,354
Total participants 2016-01-01 1,354
Number of employers contributing to the scheme 2016-01-01 34
2015: IRON WORKERS LOCAL #397 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,390
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,374
Total of all active and inactive participants 2015-01-01 1,374
Total participants 2015-01-01 1,374
Number of employers contributing to the scheme 2015-01-01 36
2014: IRON WORKERS LOCAL #397 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,414
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,390
Total of all active and inactive participants 2014-01-01 1,390
Total participants 2014-01-01 1,390
Number of employers contributing to the scheme 2014-01-01 41
2013: IRON WORKERS LOCAL #397 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,426
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,414
Total of all active and inactive participants 2013-01-01 1,414
Total participants 2013-01-01 1,414
Number of employers contributing to the scheme 2013-01-01 33
2012: IRON WORKERS LOCAL #397 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,455
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,426
Total of all active and inactive participants 2012-01-01 1,426
Total participants 2012-01-01 1,426
Number of employers contributing to the scheme 2012-01-01 39
2011: IRON WORKERS LOCAL #397 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,488
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,455
Total of all active and inactive participants 2011-01-01 1,455
Total participants 2011-01-01 1,455
Number of employers contributing to the scheme 2011-01-01 38
2009: IRON WORKERS LOCAL #397 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,596
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,565
Total of all active and inactive participants 2009-01-01 1,565
Total participants 2009-01-01 1,565
Number of employers contributing to the scheme 2009-01-01 45

Measure	Date	Value
2022: IRON WORKERS LOCAL #397 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,558
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,596
Total of all active and inactive participants	2022-01-01	1,596
Total participants	2022-01-01	1,596
Number of participants with account balances	2022-01-01	1,596
Number of employers contributing to the scheme	2022-01-01	40
2021: IRON WORKERS LOCAL #397 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,530
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,558
Total of all active and inactive participants	2021-01-01	1,558
Total participants	2021-01-01	1,558
Number of participants with account balances	2021-01-01	1,558
Number of employers contributing to the scheme	2021-01-01	42
2020: IRON WORKERS LOCAL #397 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,492
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,530
Total of all active and inactive participants	2020-01-01	1,530
Total participants	2020-01-01	1,530
Number of participants with account balances	2020-01-01	1,530
Number of employers contributing to the scheme	2020-01-01	52
2019: IRON WORKERS LOCAL #397 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,453
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,492
Total of all active and inactive participants	2019-01-01	1,492
Total participants	2019-01-01	1,492
Number of participants with account balances	2019-01-01	1,492
Number of employers contributing to the scheme	2019-01-01	43
2018: IRON WORKERS LOCAL #397 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,441
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,453
Total of all active and inactive participants	2018-01-01	1,453
Total participants	2018-01-01	1,453
Number of employers contributing to the scheme	2018-01-01	35
2017: IRON WORKERS LOCAL #397 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,354
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,441
Total of all active and inactive participants	2017-01-01	1,441
Total participants	2017-01-01	1,441
Number of employers contributing to the scheme	2017-01-01	36
2016: IRON WORKERS LOCAL #397 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,390
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,354
Total of all active and inactive participants	2016-01-01	1,354
Total participants	2016-01-01	1,354
Number of employers contributing to the scheme	2016-01-01	34
2015: IRON WORKERS LOCAL #397 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,390
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,374
Total of all active and inactive participants	2015-01-01	1,374
Total participants	2015-01-01	1,374
Number of employers contributing to the scheme	2015-01-01	36
2014: IRON WORKERS LOCAL #397 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,414
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,390
Total of all active and inactive participants	2014-01-01	1,390
Total participants	2014-01-01	1,390
Number of employers contributing to the scheme	2014-01-01	41
2013: IRON WORKERS LOCAL #397 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,426
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,414
Total of all active and inactive participants	2013-01-01	1,414
Total participants	2013-01-01	1,414
Number of employers contributing to the scheme	2013-01-01	33
2012: IRON WORKERS LOCAL #397 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,455
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,426
Total of all active and inactive participants	2012-01-01	1,426
Total participants	2012-01-01	1,426
Number of employers contributing to the scheme	2012-01-01	39
2011: IRON WORKERS LOCAL #397 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,488
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,455
Total of all active and inactive participants	2011-01-01	1,455
Total participants	2011-01-01	1,455
Number of employers contributing to the scheme	2011-01-01	38
2009: IRON WORKERS LOCAL #397 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,596
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,565
Total of all active and inactive participants	2009-01-01	1,565
Total participants	2009-01-01	1,565
Number of employers contributing to the scheme	2009-01-01	45

Financial Data on IRON WORKERS LOCAL #397 ANNUITY FUND

Measure	Date	Value
2022 : IRON WORKERS LOCAL #397 ANNUITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$22,645
Total unrealized appreciation/depreciation of assets	2022-12-31	$22,645
Total income from all sources (including contributions)	2022-12-31	$-1,733,046
Total loss/gain on sale of assets	2022-12-31	$-156,302
Total of all expenses incurred	2022-12-31	$3,494,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,405,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,155,876
Value of total assets at end of year	2022-12-31	$28,317,696
Value of total assets at beginning of year	2022-12-31	$33,545,507
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$88,850
Total interest from all sources	2022-12-31	$111,224
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$617,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$617,059
Administrative expenses professional fees incurred	2022-12-31	$18,530
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,272,646
Administrative expenses (other) incurred	2022-12-31	$8,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,227,811
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$28,317,696
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,545,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$29,016
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,724,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$29,303,455
Interest earned on other investments	2022-12-31	$111,224
Value of interest in common/collective trusts at end of year	2022-12-31	$3,085,644
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,836,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$235,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,405,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,405,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,695,209
Net investment gain or loss from common/collective trusts	2022-12-31	$211,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,155,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,405,915
Contract administrator fees	2022-12-31	$32,440
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$28,082,349
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$28,238,651
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN	2022-12-31	650140643
2021 : IRON WORKERS LOCAL #397 ANNUITY FUND 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$5,484,835
Total loss/gain on sale of assets	2021-12-31	$3,036,676
Total of all expenses incurred	2021-12-31	$2,116,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,034,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,882,359
Value of total assets at end of year	2021-12-31	$33,545,507
Value of total assets at beginning of year	2021-12-31	$30,176,973
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$81,924
Total interest from all sources	2021-12-31	$37,154
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$554,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$554,804
Administrative expenses professional fees incurred	2021-12-31	$18,180
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$1,882,359
Amount contributed by the employer to the plan for this plan year	2021-12-31	$1,882,359
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Administrative expenses (other) incurred	2021-12-31	$13,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,368,534
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,545,507
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$30,176,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$25,633
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$29,303,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$27,680,336
Interest earned on other investments	2021-12-31	$37,154
Value of interest in common/collective trusts at end of year	2021-12-31	$2,836,651
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,422,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,405,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$74,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$74,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-415,221
Net investment gain or loss from common/collective trusts	2021-12-31	$389,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,882,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,034,377
Contract administrator fees	2021-12-31	$24,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$4,666,716
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$1,630,040
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	STEVEN D. EISENBERG CPA, PA
Accountancy firm EIN	2021-12-31	650140643
2020 : IRON WORKERS LOCAL #397 ANNUITY FUND 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$5,211,374
Total loss/gain on sale of assets	2020-12-31	$87,648
Total of all expenses incurred	2020-12-31	$1,806,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,723,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,518,969
Value of total assets at end of year	2020-12-31	$30,176,973
Value of total assets at beginning of year	2020-12-31	$26,772,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$82,997
Total interest from all sources	2020-12-31	$36,075
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$762,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$762,966
Administrative expenses professional fees incurred	2020-12-31	$18,326
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$1,518,969
Amount contributed by the employer to the plan for this plan year	2020-12-31	$1,518,969
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$11,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,404,412
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$30,176,973
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$26,772,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$28,059
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$27,680,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,046,745
Interest earned on other investments	2020-12-31	$36,075
Value of interest in common/collective trusts at end of year	2020-12-31	$2,422,240
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,402,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$74,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$322,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$322,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,531,421
Net investment gain or loss from common/collective trusts	2020-12-31	$274,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,518,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,723,965
Contract administrator fees	2020-12-31	$24,920
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$154,009
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$66,361
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN	2020-12-31	650140643
2019 : IRON WORKERS LOCAL #397 ANNUITY FUND 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$5,680,463
Total income from all sources (including contributions)	2019-12-31	$5,680,463
Total of all expenses incurred	2019-12-31	$1,230,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,151,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,151,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,645,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,645,458
Value of total assets at end of year	2019-12-31	$26,772,561
Value of total assets at end of year	2019-12-31	$26,772,561
Value of total assets at beginning of year	2019-12-31	$22,322,929
Value of total assets at beginning of year	2019-12-31	$22,322,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$79,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$79,750
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$617,882
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$617,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$617,882
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$617,882
Administrative expenses professional fees incurred	2019-12-31	$19,065
Administrative expenses professional fees incurred	2019-12-31	$19,065
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$1,645,458
Amount contributed by the employer to the plan for this plan year	2019-12-31	$1,645,458
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Administrative expenses (other) incurred	2019-12-31	$7,931
Administrative expenses (other) incurred	2019-12-31	$7,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,449,632
Value of net income/loss	2019-12-31	$4,449,632
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,772,561
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,772,561
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,322,929
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,322,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$27,339
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,046,745
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,046,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$19,719,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$19,719,405
Value of interest in common/collective trusts at end of year	2019-12-31	$2,402,986
Value of interest in common/collective trusts at end of year	2019-12-31	$2,402,986
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,309,613
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,309,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$322,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$322,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$293,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$293,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$293,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$293,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,368,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,368,439
Net investment gain or loss from common/collective trusts	2019-12-31	$48,684
Net investment gain or loss from common/collective trusts	2019-12-31	$48,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,645,458
Contributions received in cash from employer	2019-12-31	$1,645,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,151,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,151,081
Contract administrator fees	2019-12-31	$25,415
Contract administrator fees	2019-12-31	$25,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	STEVEN D. EISENBERG CPA, P.A.
Accountancy firm name	2019-12-31	STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN	2019-12-31	650140643
Accountancy firm EIN	2019-12-31	650140643
2018 : IRON WORKERS LOCAL #397 ANNUITY FUND 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$886,630
Total loss/gain on sale of assets	2018-12-31	$351,953
Total of all expenses incurred	2018-12-31	$1,423,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,342,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,513,406
Value of total assets at end of year	2018-12-31	$22,322,929
Value of total assets at beginning of year	2018-12-31	$22,860,175
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$81,861
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$519,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$519,452
Administrative expenses professional fees incurred	2018-12-31	$18,786
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$1,513,406
Amount contributed by the employer to the plan for this plan year	2018-12-31	$1,513,406
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$11,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-537,246
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,322,929
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,860,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$26,324
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$19,719,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,584,065
Value of interest in common/collective trusts at end of year	2018-12-31	$2,309,613
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,160,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$293,911
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$115,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$115,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,604,483
Net investment gain or loss from common/collective trusts	2018-12-31	$106,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,513,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,342,015
Contract administrator fees	2018-12-31	$25,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$6,905,297
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$6,553,344
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	STEVEN D. EISENBERG CPA, PA
Accountancy firm EIN	2018-12-31	650140643
2017 : IRON WORKERS LOCAL #397 ANNUITY FUND 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$4,236,392
Total of all expenses incurred	2017-12-31	$1,977,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,881,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,532,774
Value of total assets at end of year	2017-12-31	$22,860,175
Value of total assets at beginning of year	2017-12-31	$20,601,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$95,859
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$445,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$445,913
Administrative expenses professional fees incurred	2017-12-31	$23,418
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$1,532,774
Amount contributed by the employer to the plan for this plan year	2017-12-31	$1,532,774
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Administrative expenses (other) incurred	2017-12-31	$18,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,259,142
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$22,860,175
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,601,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$28,538
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$20,584,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$18,405,317
Value of interest in common/collective trusts at end of year	2017-12-31	$2,160,304
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,052,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$115,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$143,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$143,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,188,466
Net investment gain or loss from common/collective trusts	2017-12-31	$69,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,532,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,881,391
Contract administrator fees	2017-12-31	$25,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	STEVEN D. EISENBERG CPA, P.A
Accountancy firm EIN	2017-12-31	650140643
2016 : IRON WORKERS LOCAL #397 ANNUITY FUND 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,704,628
Total of all expenses incurred	2016-12-31	$1,253,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,192,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,401,959
Value of total assets at end of year	2016-12-31	$20,601,033
Value of total assets at beginning of year	2016-12-31	$19,149,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$60,428
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$444,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$444,039
Administrative expenses professional fees incurred	2016-12-31	$19,095
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$1,401,959
Amount contributed by the employer to the plan for this plan year	2016-12-31	$1,401,959
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Administrative expenses (other) incurred	2016-12-31	$7,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,451,601
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,601,033
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,149,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$15,680
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$18,405,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,008,176
Value of interest in common/collective trusts at end of year	2016-12-31	$2,052,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$143,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$141,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$141,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$834,020
Net investment gain or loss from common/collective trusts	2016-12-31	$24,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,401,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,192,599
Contract administrator fees	2016-12-31	$18,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN	2016-12-31	650140643
2015 : IRON WORKERS LOCAL #397 ANNUITY FUND 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,180,948
Total of all expenses incurred	2015-12-31	$770,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$716,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,127,140
Value of total assets at end of year	2015-12-31	$19,149,432
Value of total assets at beginning of year	2015-12-31	$18,739,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$54,395
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$589,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$589,793
Administrative expenses professional fees incurred	2015-12-31	$15,625
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$1,127,140
Amount contributed by the employer to the plan for this plan year	2015-12-31	$1,127,140
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$9,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$410,208
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,149,432
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,739,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$9,775
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$19,008,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,554,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$141,256
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$184,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$184,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-535,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,127,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$716,345
Contract administrator fees	2015-12-31	$19,232
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN	2015-12-31	650140643
2014 : IRON WORKERS LOCAL #397 ANNUITY FUND 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,446,123
Total of all expenses incurred	2014-12-31	$1,291,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,240,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,243,878
Value of total assets at end of year	2014-12-31	$18,739,224
Value of total assets at beginning of year	2014-12-31	$17,584,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$50,083
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$585,204
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$585,204
Administrative expenses professional fees incurred	2014-12-31	$12,953
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$1,243,878
Amount contributed by the employer to the plan for this plan year	2014-12-31	$1,243,878
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$11,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,155,093
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,739,224
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,584,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$6,580
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$18,554,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$17,446,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$184,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$137,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$137,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$617,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,243,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,240,947
Contract administrator fees	2014-12-31	$18,763
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN	2014-12-31	650140643
2013 : IRON WORKERS LOCAL #397 ANNUITY FUND 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,596,840
Total of all expenses incurred	2013-12-31	$999,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$952,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,394,123
Value of total assets at end of year	2013-12-31	$17,584,131
Value of total assets at beginning of year	2013-12-31	$14,986,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$47,309
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$415,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$415,831
Administrative expenses professional fees incurred	2013-12-31	$14,626
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$1,394,123
Amount contributed by the employer to the plan for this plan year	2013-12-31	$1,394,123
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Administrative expenses (other) incurred	2013-12-31	$6,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,597,193
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,584,131
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,986,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$6,580
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$17,446,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$14,746,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$137,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$240,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$240,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,786,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,394,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$952,338
Contract administrator fees	2013-12-31	$19,349
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN	2013-12-31	650140643
2012 : IRON WORKERS LOCAL #397 ANNUITY FUND 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,925,576
Total of all expenses incurred	2012-12-31	$1,023,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$971,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,291,800
Value of total assets at end of year	2012-12-31	$14,986,938
Value of total assets at beginning of year	2012-12-31	$13,084,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$51,764
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$537,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$537,077
Administrative expenses professional fees incurred	2012-12-31	$13,208
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$1,291,800
Amount contributed by the employer to the plan for this plan year	2012-12-31	$1,291,800
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Administrative expenses (other) incurred	2012-12-31	$13,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,902,209
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,986,938
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,084,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$6,325
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$14,746,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,963,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$240,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$121,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$121,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,096,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,291,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$971,603
Contract administrator fees	2012-12-31	$18,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN	2012-12-31	650140643
2011 : IRON WORKERS LOCAL #397 ANNUITY FUND 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$2,118,058
Total of all expenses incurred	2011-12-31	$1,489,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,442,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,989,598
Value of total assets at end of year	2011-12-31	$13,084,729
Value of total assets at beginning of year	2011-12-31	$12,455,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$46,622
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$399,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$399,916
Administrative expenses professional fees incurred	2011-12-31	$13,307
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$1,989,598
Amount contributed by the employer to the plan for this plan year	2011-12-31	$1,989,598
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$9,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$628,831
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,084,729
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,455,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$2,780
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,963,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$12,334,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$121,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$121,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$121,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-271,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,989,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,442,605
Contract administrator fees	2011-12-31	$20,731
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN	2011-12-31	650140643
2010 : IRON WORKERS LOCAL #397 ANNUITY FUND 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$2,487,593
Total of all expenses incurred	2010-12-31	$1,755,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,709,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,598,153
Value of total assets at end of year	2010-12-31	$12,455,898
Value of total assets at beginning of year	2010-12-31	$11,188,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$45,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$12,697
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$1,598,153
Amount contributed by the employer to the plan for this plan year	2010-12-31	$1,598,153
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Administrative expenses (other) incurred	2010-12-31	$12,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$731,806
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,455,898
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,188,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$2,085
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$12,334,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,944,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$121,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$243,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$243,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$889,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,598,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,709,814
Contract administrator fees	2010-12-31	$18,993
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	STEVEN D EISENBERG CPA PA
Accountancy firm EIN	2010-12-31	650140643
2009 : IRON WORKERS LOCAL #397 ANNUITY FUND 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$1,697,979
Amount contributed by the employer to the plan for this plan year	2009-12-31	$1,697,979

Form 5500 Responses for IRON WORKERS LOCAL #397 ANNUITY FUND

2022: IRON WORKERS LOCAL #397 ANNUITY FUND 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: IRON WORKERS LOCAL #397 ANNUITY FUND 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IRON WORKERS LOCAL #397 ANNUITY FUND 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IRON WORKERS LOCAL #397 ANNUITY FUND 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IRON WORKERS LOCAL #397 ANNUITY FUND 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IRON WORKERS LOCAL #397 ANNUITY FUND 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IRON WORKERS LOCAL #397 ANNUITY FUND 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IRON WORKERS LOCAL #397 ANNUITY FUND 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IRON WORKERS LOCAL #397 ANNUITY FUND 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IRON WORKERS LOCAL #397 ANNUITY FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IRON WORKERS LOCAL #397 ANNUITY FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IRON WORKERS LOCAL #397 ANNUITY FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: IRON WORKERS LOCAL #397 ANNUITY FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRUSTEES OF IRON WORKERS LOCAL 397 ANNUITY FUND
Employer identification number (EIN):	597139874
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds