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IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 401k Plan overview

Plan NameIRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN
Plan identification number 006

IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25
Employer identification number (EIN):621628470
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062017-05-01PATRICK BAKER PATRICK BAKER2019-02-15
0062016-05-01DENNIS KRAMER
0062015-05-01DENNIS KRAMER
0062014-05-01DENNIS KRAMER
0062013-05-01DENNIS KRAMER
0062012-05-01DENNIS KRAMER
0062011-05-01DENNIS KRAMER
0062009-05-01DENNIS KRAMER

Plan Statistics for IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN

401k plan membership statisitcs for IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN

Measure Date Value
2017: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-011
Total number of active participants reported on line 7a of the Form 55002017-05-010
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-010
Number of participants with account balances2017-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-010
Number of employers contributing to the scheme2017-05-010
2016: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-011
Total number of active participants reported on line 7a of the Form 55002016-05-010
Number of retired or separated participants receiving benefits2016-05-011
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-011
Number of participants with account balances2016-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-010
Number of employers contributing to the scheme2016-05-010
2015: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-011
Total number of active participants reported on line 7a of the Form 55002015-05-010
Number of retired or separated participants receiving benefits2015-05-011
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-011
Number of participants with account balances2015-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-010
Number of employers contributing to the scheme2015-05-010
2014: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-011
Total number of active participants reported on line 7a of the Form 55002014-05-010
Number of retired or separated participants receiving benefits2014-05-011
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-011
Number of participants with account balances2014-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-010
Number of employers contributing to the scheme2014-05-010
2013: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-011
Total number of active participants reported on line 7a of the Form 55002013-05-010
Number of retired or separated participants receiving benefits2013-05-011
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-011
Number of participants with account balances2013-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-010
Number of employers contributing to the scheme2013-05-010
2012: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-011
Total number of active participants reported on line 7a of the Form 55002012-05-010
Number of retired or separated participants receiving benefits2012-05-011
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-011
Number of participants with account balances2012-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-05-010
Number of employers contributing to the scheme2012-05-010
2011: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-012
Total number of active participants reported on line 7a of the Form 55002011-05-010
Number of retired or separated participants receiving benefits2011-05-011
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-011
Number of participants with account balances2011-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-010
Number of employers contributing to the scheme2011-05-010
2009: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-012
Total number of active participants reported on line 7a of the Form 55002009-05-012
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-012
Number of participants with account balances2009-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-010
Number of employers contributing to the scheme2009-05-010

Financial Data on IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN

Measure Date Value
2018 : IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2018 401k financial data
Total income from all sources2018-04-30$7,683
Expenses. Total of all expenses incurred2018-04-30$7,716
Benefits paid (including direct rollovers)2018-04-30$1,653
Total plan assets at end of year2018-04-30$0
Total plan assets at beginning of year2018-04-30$33
Value of fidelity bond covering the plan2018-04-30$100,000
Expenses. Other expenses not covered elsewhere2018-04-30$3,663
Net income (gross income less expenses)2018-04-30$-33
Net plan assets at end of year (total assets less liabilities)2018-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2018-04-30$33
Total contributions received or receivable from employer(s)2018-04-30$7,683
Expenses. Administrative service providers (salaries,fees and commissions)2018-04-30$2,400
2017 : IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2017 401k financial data
Total income from all sources2017-04-30$7,409
Expenses. Total of all expenses incurred2017-04-30$7,409
Benefits paid (including direct rollovers)2017-04-30$3,846
Total plan assets at end of year2017-04-30$33
Total plan assets at beginning of year2017-04-30$33
Value of fidelity bond covering the plan2017-04-30$100,000
Expenses. Other expenses not covered elsewhere2017-04-30$1,163
Net income (gross income less expenses)2017-04-30$0
Net plan assets at end of year (total assets less liabilities)2017-04-30$33
Net plan assets at beginning of year (total assets less liabilities)2017-04-30$33
Total contributions received or receivable from employer(s)2017-04-30$7,409
Expenses. Administrative service providers (salaries,fees and commissions)2017-04-30$2,400
2016 : IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-04-30$6,897
Expenses. Total of all expenses incurred2016-04-30$6,894
Benefits paid (including direct rollovers)2016-04-30$4,665
Total plan assets at end of year2016-04-30$33
Total plan assets at beginning of year2016-04-30$30
Value of fidelity bond covering the plan2016-04-30$100,000
Expenses. Other expenses not covered elsewhere2016-04-30$29
Net income (gross income less expenses)2016-04-30$3
Net plan assets at end of year (total assets less liabilities)2016-04-30$33
Net plan assets at beginning of year (total assets less liabilities)2016-04-30$30
Total contributions received or receivable from employer(s)2016-04-30$6,897
Expenses. Administrative service providers (salaries,fees and commissions)2016-04-30$2,200
2015 : IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-04-30$6,773
Expenses. Total of all expenses incurred2015-04-30$6,773
Benefits paid (including direct rollovers)2015-04-30$4,733
Total plan assets at end of year2015-04-30$30
Total plan assets at beginning of year2015-04-30$30
Value of fidelity bond covering the plan2015-04-30$100,000
Expenses. Other expenses not covered elsewhere2015-04-30$40
Net income (gross income less expenses)2015-04-30$0
Net plan assets at end of year (total assets less liabilities)2015-04-30$30
Net plan assets at beginning of year (total assets less liabilities)2015-04-30$30
Total contributions received or receivable from employer(s)2015-04-30$6,773
Expenses. Administrative service providers (salaries,fees and commissions)2015-04-30$2,000
2014 : IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-04-30$9,422
Expenses. Total of all expenses incurred2014-04-30$9,422
Benefits paid (including direct rollovers)2014-04-30$6,111
Total plan assets at end of year2014-04-30$30
Total plan assets at beginning of year2014-04-30$30
Value of fidelity bond covering the plan2014-04-30$100,000
Expenses. Other expenses not covered elsewhere2014-04-30$1,311
Net income (gross income less expenses)2014-04-30$0
Net plan assets at end of year (total assets less liabilities)2014-04-30$30
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$30
Total contributions received or receivable from employer(s)2014-04-30$9,422
Expenses. Administrative service providers (salaries,fees and commissions)2014-04-30$2,000
2013 : IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-04-30$9,610
Expenses. Total of all expenses incurred2013-04-30$9,610
Benefits paid (including direct rollovers)2013-04-30$8,174
Total plan assets at end of year2013-04-30$30
Total plan assets at beginning of year2013-04-30$30
Value of fidelity bond covering the plan2013-04-30$100,000
Expenses. Other expenses not covered elsewhere2013-04-30$36
Net income (gross income less expenses)2013-04-30$0
Net plan assets at end of year (total assets less liabilities)2013-04-30$30
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$30
Total contributions received or receivable from employer(s)2013-04-30$9,610
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$1,400
2012 : IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-04-30$10,271
Expenses. Total of all expenses incurred2012-04-30$10,271
Benefits paid (including direct rollovers)2012-04-30$10,238
Total plan assets at end of year2012-04-30$30
Total plan assets at beginning of year2012-04-30$30
Value of fidelity bond covering the plan2012-04-30$500,000
Expenses. Other expenses not covered elsewhere2012-04-30$33
Net income (gross income less expenses)2012-04-30$0
Net plan assets at end of year (total assets less liabilities)2012-04-30$30
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$30
Total contributions received or receivable from employer(s)2012-04-30$10,271
2011 : IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-04-30$12,906
Expenses. Total of all expenses incurred2011-04-30$12,902
Benefits paid (including direct rollovers)2011-04-30$11,071
Total plan assets at end of year2011-04-30$30
Total plan assets at beginning of year2011-04-30$26
Value of fidelity bond covering the plan2011-04-30$500,000
Expenses. Other expenses not covered elsewhere2011-04-30$531
Net income (gross income less expenses)2011-04-30$4
Net plan assets at end of year (total assets less liabilities)2011-04-30$30
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$26
Total contributions received or receivable from employer(s)2011-04-30$12,906
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$1,300

Form 5500 Responses for IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN

2017: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingYes
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS' LOCAL NO. 25 EXCESS BENEFIT PLAN 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

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