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I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 401k Plan overview

Plan NameI.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN
Plan identification number 001

I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

I.A.T.S.E. LOCAL UNION NO 51 has sponsored the creation of one or more 401k plans.

Company Name:I.A.T.S.E. LOCAL UNION NO 51
Employer identification number (EIN):741389651
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DERWOOD J. FREITAG2023-10-13 JAMES M. CAPFER2023-10-13
0012021-01-01DERWOOD J. FREITAG2022-10-11 JONATHAN R. LOWE2022-10-11
0012020-01-01DERWOOD J. FREITAG2021-10-11 JONATHAN R. LOWE2021-10-11
0012019-01-01DERWOOD J. FREITAG2020-10-12 JONATHAN R. LOWE2020-10-12
0012018-01-01DERWOOD J. FREITAG2019-10-07 JONATHAN R. LOWE2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DERWOOD J. FREITAG
0012011-01-01DERWOOD J. FREITAG
0012010-01-01DERWOOD J. FREITAG
0012009-01-01DERWOOD J. FREITAG

Plan Statistics for I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN

401k plan membership statisitcs for I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2022: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,567
Total number of active participants reported on line 7a of the Form 55002022-01-01398
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01261
Total of all active and inactive participants2022-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01665
Number of participants with account balances2022-01-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
Number of employers contributing to the scheme2022-01-010
2021: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,539
Total number of active participants reported on line 7a of the Form 55002021-01-012,564
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-012,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-012,567
Number of participants with account balances2021-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0121
2020: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,518
Total number of active participants reported on line 7a of the Form 55002020-01-012,537
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-012,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,539
Number of participants with account balances2020-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-018
2019: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,312
Total number of active participants reported on line 7a of the Form 55002019-01-012,516
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-012,518
Total participants2019-01-012,518
Number of participants with account balances2019-01-01800
Number of employers contributing to the scheme2019-01-018
2018: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,292
Total number of active participants reported on line 7a of the Form 55002018-01-012,308
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-012,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,310
Number of participants with account balances2018-01-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-018
2017: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,247
Total number of active participants reported on line 7a of the Form 55002017-01-012,289
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-012,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-012,292
Number of participants with account balances2017-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-010
2016: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,179
Total number of active participants reported on line 7a of the Form 55002016-01-012,245
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-012,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,247
Number of participants with account balances2016-01-01690
Number of employers contributing to the scheme2016-01-018
2015: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,104
Total number of active participants reported on line 7a of the Form 55002015-01-012,175
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-012,179
Number of participants with account balances2015-01-01698
Number of employers contributing to the scheme2015-01-018
2014: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,971
Total number of active participants reported on line 7a of the Form 55002014-01-012,103
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-012,104
Total participants2014-01-012,104
Number of participants with account balances2014-01-01727
Number of employers contributing to the scheme2014-01-018
2013: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,795
Total number of active participants reported on line 7a of the Form 55002013-01-011,970
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-011,971
Total participants2013-01-011,971
Number of participants with account balances2013-01-01692
Number of employers contributing to the scheme2013-01-018
2012: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,732
Total number of active participants reported on line 7a of the Form 55002012-01-011,794
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-011,795
Total participants2012-01-011,795
Number of participants with account balances2012-01-01544
Number of employers contributing to the scheme2012-01-018
2011: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,687
Total number of active participants reported on line 7a of the Form 55002011-01-011,729
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-011,732
Total participants2011-01-011,732
Number of participants with account balances2011-01-01547
Number of employers contributing to the scheme2011-01-0122
2010: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,628
Total number of active participants reported on line 7a of the Form 55002010-01-011,686
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-011,687
Total participants2010-01-011,687
Number of participants with account balances2010-01-01544
Number of employers contributing to the scheme2010-01-0116
2009: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,602
Total number of active participants reported on line 7a of the Form 55002009-01-011,626
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-011,627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,628
Number of participants with account balances2009-01-01549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0116

Financial Data on I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2022 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,912,747
Total unrealized appreciation/depreciation of assets2022-12-31$-2,912,747
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$54,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$60
Total income from all sources (including contributions)2022-12-31$-1,511,983
Total of all expenses incurred2022-12-31$943,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$860,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,075,676
Value of total assets at end of year2022-12-31$16,398,726
Value of total assets at beginning of year2022-12-31$18,798,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$82,380
Total interest from all sources2022-12-31$325,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$130,334
Participant contributions at end of year2022-12-31$10,932
Participant contributions at beginning of year2022-12-31$11,045
Administrative expenses (other) incurred2022-12-31$56,039
Liabilities. Value of operating payables at end of year2022-12-31$54,981
Liabilities. Value of operating payables at beginning of year2022-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,455,139
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,343,745
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,798,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$26,341
Value of interest in pooled separate accounts at end of year2022-12-31$7,296,650
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,109,526
Interest earned on other investments2022-12-31$325,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$87,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$33,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$33,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,871,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,536,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$945,342
Employer contributions (assets) at end of year2022-12-31$132,214
Employer contributions (assets) at beginning of year2022-12-31$108,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$860,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31FRIERSON, SOLA, SIMONTON & KUTAC, P
Accountancy firm EIN2022-12-31461379281
2021 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,426,279
Total unrealized appreciation/depreciation of assets2021-12-31$1,426,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$60
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$67
Total income from all sources (including contributions)2021-12-31$2,192,438
Total of all expenses incurred2021-12-31$1,532,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,447,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$534,961
Value of total assets at end of year2021-12-31$18,798,944
Value of total assets at beginning of year2021-12-31$18,138,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$84,786
Total interest from all sources2021-12-31$231,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$63,765
Participant contributions at end of year2021-12-31$11,045
Participant contributions at beginning of year2021-12-31$2,820
Administrative expenses (other) incurred2021-12-31$54,194
Liabilities. Value of operating payables at end of year2021-12-31$60
Liabilities. Value of operating payables at beginning of year2021-12-31$67
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$660,273
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,798,884
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,138,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$30,592
Value of interest in pooled separate accounts at end of year2021-12-31$11,109,526
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,378,240
Interest earned on other investments2021-12-31$231,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$33,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$31,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$31,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,536,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,708,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$471,196
Employer contributions (assets) at end of year2021-12-31$108,026
Employer contributions (assets) at beginning of year2021-12-31$17,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,447,379
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31FRIERSON, SOLA, SIMONTON & KUTAC, P
Accountancy firm EIN2021-12-31461379281
2020 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,444,401
Total unrealized appreciation/depreciation of assets2020-12-31$2,444,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$67
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,705
Total income from all sources (including contributions)2020-12-31$3,131,181
Total of all expenses incurred2020-12-31$3,662,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,580,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$446,806
Value of total assets at end of year2020-12-31$18,138,678
Value of total assets at beginning of year2020-12-31$18,675,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$81,966
Total interest from all sources2020-12-31$239,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$64,155
Participant contributions at end of year2020-12-31$2,820
Participant contributions at beginning of year2020-12-31$18,185
Administrative expenses (other) incurred2020-12-31$52,583
Liabilities. Value of operating payables at end of year2020-12-31$67
Liabilities. Value of operating payables at beginning of year2020-12-31$5,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-531,256
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,138,611
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,669,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$29,383
Value of interest in pooled separate accounts at end of year2020-12-31$10,378,240
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,897,735
Interest earned on other investments2020-12-31$239,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$31,874
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$33,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$33,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,708,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,636,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$382,651
Employer contributions (assets) at end of year2020-12-31$17,415
Employer contributions (assets) at beginning of year2020-12-31$89,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,580,471
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FRIERSON, SOLA, SIMONTON & KUTAC, P
Accountancy firm EIN2020-12-31461379281
2019 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,010,581
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,010,581
Total unrealized appreciation/depreciation of assets2019-12-31$2,010,581
Total unrealized appreciation/depreciation of assets2019-12-31$2,010,581
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$72,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$72,919
Total income from all sources (including contributions)2019-12-31$4,093,857
Total income from all sources (including contributions)2019-12-31$4,093,857
Total of all expenses incurred2019-12-31$1,226,065
Total of all expenses incurred2019-12-31$1,226,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,142,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,142,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,834,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,834,361
Value of total assets at end of year2019-12-31$18,675,572
Value of total assets at end of year2019-12-31$18,675,572
Value of total assets at beginning of year2019-12-31$15,874,994
Value of total assets at beginning of year2019-12-31$15,874,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,335
Total interest from all sources2019-12-31$248,915
Total interest from all sources2019-12-31$248,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$846,613
Contributions received from participants2019-12-31$846,613
Participant contributions at end of year2019-12-31$18,185
Participant contributions at end of year2019-12-31$18,185
Participant contributions at beginning of year2019-12-31$20,138
Participant contributions at beginning of year2019-12-31$20,138
Administrative expenses (other) incurred2019-12-31$53,672
Administrative expenses (other) incurred2019-12-31$53,672
Liabilities. Value of operating payables at end of year2019-12-31$5,705
Liabilities. Value of operating payables at end of year2019-12-31$5,705
Liabilities. Value of operating payables at beginning of year2019-12-31$72,919
Liabilities. Value of operating payables at beginning of year2019-12-31$72,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,867,792
Value of net income/loss2019-12-31$2,867,792
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,669,867
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,669,867
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,802,075
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,802,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,663
Investment advisory and management fees2019-12-31$29,663
Value of interest in pooled separate accounts at end of year2019-12-31$9,897,735
Value of interest in pooled separate accounts at end of year2019-12-31$9,897,735
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,281,004
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,281,004
Interest earned on other investments2019-12-31$248,915
Interest earned on other investments2019-12-31$248,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$33,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$33,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$100,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$100,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$100,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$100,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,636,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,636,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,334,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,334,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$987,748
Contributions received in cash from employer2019-12-31$987,748
Employer contributions (assets) at end of year2019-12-31$89,350
Employer contributions (assets) at end of year2019-12-31$89,350
Employer contributions (assets) at beginning of year2019-12-31$138,445
Employer contributions (assets) at beginning of year2019-12-31$138,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,142,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,142,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FRIERSON, SOLA, SIMONTON & KUTAC, P
Accountancy firm name2019-12-31FRIERSON, SOLA, SIMONTON & KUTAC, P
Accountancy firm EIN2019-12-31461379281
Accountancy firm EIN2019-12-31461379281
2018 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-390,889
Total unrealized appreciation/depreciation of assets2018-12-31$-390,889
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$72,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,105
Total income from all sources (including contributions)2018-12-31$847,493
Total of all expenses incurred2018-12-31$1,582,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,504,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$994,549
Value of total assets at end of year2018-12-31$15,874,994
Value of total assets at beginning of year2018-12-31$16,538,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$78,071
Total interest from all sources2018-12-31$243,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$134,369
Participant contributions at end of year2018-12-31$20,138
Participant contributions at beginning of year2018-12-31$9,692
Administrative expenses (other) incurred2018-12-31$50,069
Liabilities. Value of operating payables at end of year2018-12-31$72,919
Liabilities. Value of operating payables at beginning of year2018-12-31$2,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-734,785
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,802,075
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,536,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$28,002
Value of interest in pooled separate accounts at end of year2018-12-31$7,281,004
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,165,335
Interest earned on other investments2018-12-31$243,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$100,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$29,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$29,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,334,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,270,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$860,180
Employer contributions (assets) at end of year2018-12-31$138,445
Employer contributions (assets) at beginning of year2018-12-31$63,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,504,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FRIERSON, SOLA, SIMONTON & KUTAC, P
Accountancy firm EIN2018-12-31461379281
2017 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,403,236
Total unrealized appreciation/depreciation of assets2017-12-31$1,403,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,561
Total income from all sources (including contributions)2017-12-31$2,737,230
Total of all expenses incurred2017-12-31$1,357,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,286,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,081,479
Value of total assets at end of year2017-12-31$16,538,965
Value of total assets at beginning of year2017-12-31$15,158,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,669
Total interest from all sources2017-12-31$252,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$143,134
Participant contributions at end of year2017-12-31$9,692
Participant contributions at beginning of year2017-12-31$10,603
Administrative expenses (other) incurred2017-12-31$44,731
Liabilities. Value of operating payables at end of year2017-12-31$2,105
Liabilities. Value of operating payables at beginning of year2017-12-31$1,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,379,580
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,536,860
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,157,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$25,938
Value of interest in pooled separate accounts at end of year2017-12-31$8,165,335
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,468,829
Interest earned on other investments2017-12-31$252,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$29,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$23,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$23,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,270,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,594,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$938,345
Employer contributions (assets) at end of year2017-12-31$63,286
Employer contributions (assets) at beginning of year2017-12-31$61,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,286,981
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FRIERSON, SOLA, SIMONTON & KUTAC, P
Accountancy firm EIN2017-12-31461379281
2016 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$331,310
Total unrealized appreciation/depreciation of assets2016-12-31$331,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$74,450
Total income from all sources (including contributions)2016-12-31$1,783,781
Total of all expenses incurred2016-12-31$1,603,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,531,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,195,132
Value of total assets at end of year2016-12-31$15,158,841
Value of total assets at beginning of year2016-12-31$15,051,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$72,107
Total interest from all sources2016-12-31$257,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$170,890
Participant contributions at end of year2016-12-31$10,603
Participant contributions at beginning of year2016-12-31$6,455
Administrative expenses (other) incurred2016-12-31$47,202
Liabilities. Value of operating payables at end of year2016-12-31$1,561
Liabilities. Value of operating payables at beginning of year2016-12-31$74,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$180,039
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,157,280
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,977,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$24,905
Value of interest in pooled separate accounts at end of year2016-12-31$6,468,829
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,290,475
Interest earned on other investments2016-12-31$257,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$23,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$94,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$94,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,594,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,605,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,024,242
Employer contributions (assets) at end of year2016-12-31$61,312
Employer contributions (assets) at beginning of year2016-12-31$54,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,531,635
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FRIERSON, SOLA, SIMONTON & KUTAC, P
Accountancy firm EIN2016-12-31461379281
2015 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-120,925
Total unrealized appreciation/depreciation of assets2015-12-31$-120,925
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$74,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,233,854
Total income from all sources (including contributions)2015-12-31$1,177,987
Total of all expenses incurred2015-12-31$1,119,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,041,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,058,492
Value of total assets at end of year2015-12-31$15,051,691
Value of total assets at beginning of year2015-12-31$16,152,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$77,497
Total interest from all sources2015-12-31$240,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$210,568
Participant contributions at end of year2015-12-31$6,455
Participant contributions at beginning of year2015-12-31$7,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,228,764
Administrative expenses (other) incurred2015-12-31$52,498
Liabilities. Value of operating payables at end of year2015-12-31$74,450
Liabilities. Value of operating payables at beginning of year2015-12-31$5,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$58,743
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,977,241
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,918,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$24,999
Value of interest in pooled separate accounts at end of year2015-12-31$6,290,475
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,516,617
Interest earned on other investments2015-12-31$240,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$94,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$25,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$25,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,605,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,542,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$847,924
Employer contributions (assets) at end of year2015-12-31$54,704
Employer contributions (assets) at beginning of year2015-12-31$59,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,041,747
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FRIERSON, SOLA, SIMONTON & KUTAC, P
Accountancy firm EIN2015-12-31461379281
2014 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$330,485
Total unrealized appreciation/depreciation of assets2014-12-31$330,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,233,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,053,715
Total income from all sources (including contributions)2014-12-31$1,534,575
Total of all expenses incurred2014-12-31$1,433,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,361,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$950,743
Value of total assets at end of year2014-12-31$16,152,352
Value of total assets at beginning of year2014-12-31$15,871,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,233
Total interest from all sources2014-12-31$253,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$15,674
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$127,150
Participant contributions at end of year2014-12-31$7,937
Participant contributions at beginning of year2014-12-31$4,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,228,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,053,715
Administrative expenses (other) incurred2014-12-31$31,532
Liabilities. Value of operating payables at end of year2014-12-31$5,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$100,768
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,918,498
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,817,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$6,516,617
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,404,486
Interest earned on other investments2014-12-31$253,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$25,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$23,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$23,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,542,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,413,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$823,593
Employer contributions (assets) at end of year2014-12-31$59,429
Employer contributions (assets) at beginning of year2014-12-31$24,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,361,574
Contract administrator fees2014-12-31$25,027
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FRIERSON SOLA SIMONTON & KUTAC, PLL
Accountancy firm EIN2014-12-31461379281
2013 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,169,782
Total unrealized appreciation/depreciation of assets2013-12-31$1,169,782
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,053,715
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,301,538
Total income from all sources (including contributions)2013-12-31$2,444,859
Total of all expenses incurred2013-12-31$905,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$836,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,012,670
Value of total assets at end of year2013-12-31$15,871,445
Value of total assets at beginning of year2013-12-31$14,580,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,662
Total interest from all sources2013-12-31$262,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$13,870
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$158,743
Participant contributions at end of year2013-12-31$4,981
Participant contributions at beginning of year2013-12-31$2,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,053,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,299,926
Administrative expenses (other) incurred2013-12-31$32,754
Liabilities. Value of operating payables at beginning of year2013-12-31$1,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,539,068
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,817,730
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,278,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$6,404,486
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,542,575
Interest earned on other investments2013-12-31$262,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$23,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$45,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$45,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,413,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,963,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$853,927
Employer contributions (assets) at end of year2013-12-31$24,955
Employer contributions (assets) at beginning of year2013-12-31$26,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$836,129
Contract administrator fees2013-12-31$23,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FRIERSON SOLA SIMONTON & KUTAC PLLC
Accountancy firm EIN2013-12-31461379281
2012 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$873,320
Total unrealized appreciation/depreciation of assets2012-12-31$873,320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,612
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,556
Total income from all sources (including contributions)2012-12-31$2,189,410
Total of all expenses incurred2012-12-31$1,023,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$958,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,061,614
Value of total assets at end of year2012-12-31$14,580,200
Value of total assets at beginning of year2012-12-31$13,414,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$65,684
Total interest from all sources2012-12-31$254,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$13,520
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$347,513
Participant contributions at end of year2012-12-31$2,263
Participant contributions at beginning of year2012-12-31$5,191
Administrative expenses (other) incurred2012-12-31$31,140
Liabilities. Value of operating payables at end of year2012-12-31$1,612
Liabilities. Value of operating payables at beginning of year2012-12-31$1,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,165,613
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,578,588
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,412,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$4,542,575
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,023,038
Interest earned on other investments2012-12-31$254,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$45,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$23,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$23,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,963,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,335,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$714,101
Employer contributions (assets) at end of year2012-12-31$26,720
Employer contributions (assets) at beginning of year2012-12-31$27,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$958,113
Contract administrator fees2012-12-31$21,024
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FRIERSON, SOLA, SIMONTON & KUTAC
Accountancy firm EIN2012-12-31461379281
2011 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$239,345
Total unrealized appreciation/depreciation of assets2011-12-31$239,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,556
Total income from all sources (including contributions)2011-12-31$1,354,244
Total of all expenses incurred2011-12-31$1,134,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,068,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$868,063
Value of total assets at end of year2011-12-31$13,414,531
Value of total assets at beginning of year2011-12-31$13,193,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,735
Total interest from all sources2011-12-31$246,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$13,010
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$227,525
Participant contributions at end of year2011-12-31$5,191
Participant contributions at beginning of year2011-12-31$2,947
Administrative expenses (other) incurred2011-12-31$31,113
Liabilities. Value of operating payables at end of year2011-12-31$1,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$219,886
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,412,975
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,193,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$4,023,038
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,749,758
Interest earned on other investments2011-12-31$246,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$23,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$22,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$22,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,335,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,395,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$640,538
Employer contributions (assets) at end of year2011-12-31$27,978
Employer contributions (assets) at beginning of year2011-12-31$22,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,068,623
Contract administrator fees2011-12-31$21,612
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SIMONTON & KUTAC, LLP
Accountancy firm EIN2011-12-31760523829
2010 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$705,970
Total unrealized appreciation/depreciation of assets2010-12-31$705,970
Total income from all sources (including contributions)2010-12-31$1,720,249
Total of all expenses incurred2010-12-31$574,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$512,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$768,305
Value of total assets at end of year2010-12-31$13,193,089
Value of total assets at beginning of year2010-12-31$11,435,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,684
Total interest from all sources2010-12-31$245,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$11,521
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$150,249
Participant contributions at end of year2010-12-31$2,947
Participant contributions at beginning of year2010-12-31$3,875
Administrative expenses (other) incurred2010-12-31$31,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,145,557
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,193,089
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,435,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,749,758
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,182,450
Interest earned on other investments2010-12-31$245,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$22,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$19,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$19,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,395,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,205,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$618,056
Employer contributions (assets) at end of year2010-12-31$22,987
Employer contributions (assets) at beginning of year2010-12-31$23,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$512,008
Contract administrator fees2010-12-31$19,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SIMONTON & KUTAC, LLP
Accountancy firm EIN2010-12-31760523829
2009 : I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN

2022: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: I.A.T.S.E. LOCAL UNION NO. 51 DEFINED CONTRIBUTION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7503
Policy instance 1
Insurance contract or identification numberSF 7503
Number of Individuals Covered644
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,254
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,254
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7503
Policy instance 1
Insurance contract or identification numberSF 7503
Number of Individuals Covered2567
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,971
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,971
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7503
Policy instance 1
Insurance contract or identification numberSF 7503
Number of Individuals Covered2539
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,940
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,940
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7503
Policy instance 1
Insurance contract or identification numberSF 7503
Number of Individuals Covered2518
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,298
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,298
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7503
Policy instance 1
Insurance contract or identification numberSF 7503
Number of Individuals Covered2310
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,032
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,032
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7503
Policy instance 1
Insurance contract or identification numberSF 7503
Number of Individuals Covered2292
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $20,596
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,806
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7503
Policy instance 1
Insurance contract or identification numberSF 7503
Number of Individuals Covered2179
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $22,338
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,169
Insurance broker organization code?4
Insurance broker nameWILLIAM THOMAS SUTTON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7503
Policy instance 1
Insurance contract or identification numberSF 7503
Number of Individuals Covered2104
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,252
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,126
Insurance broker organization code?4
Insurance broker nameWILLIAM THOMAS SUTTON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7503
Policy instance 1
Insurance contract or identification numberSF 7503
Number of Individuals Covered1971
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21,428
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,714
Insurance broker organization code?4
Insurance broker nameWILLIAM THOMAS SUTTON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7503
Policy instance 1
Insurance contract or identification numberSF 7503
Number of Individuals Covered1795
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,996
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,998
Insurance broker organization code?4
Insurance broker nameWILLIAM THOMAS SUTTON
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7503
Policy instance 1
Insurance contract or identification numberSF 7503
Number of Individuals Covered1732
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,010
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 7503
Policy instance 1
Insurance contract or identification numberSF 7503
Number of Individuals Covered1687
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $19,088
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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