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TEXAS IRON WORKERS' PENSION PLAN 401k Plan overview

Plan NameTEXAS IRON WORKERS' PENSION PLAN
Plan identification number 001

TEXAS IRON WORKERS' PENSION PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, TEXAS IRON WORKERS PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, TEXAS IRON WORKERS PENSION PLAN
Employer identification number (EIN):741905198
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS IRON WORKERS' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01MARK FRITTS2023-07-17 KEITH COLVIN2023-07-21
0012021-04-01MARK FRITTS2022-10-17 KEITH COLVIN2022-10-17
0012020-04-01KEITH COLVIN2022-01-12 RICHARD DEE2022-01-12
0012020-04-01KEITH COLVIN2022-01-12 RICHARD DEE2022-01-12
0012019-04-01
0012019-04-01
0012018-04-01RICHARD DEE2019-10-15 KEITH COLVIN2019-10-15
0012018-04-01RICHARD DEE2019-10-15 KEITH COLVIN2019-10-15
0012017-04-01
0012016-04-01
0012015-04-01
0012014-04-01
0012014-04-01
0012014-04-01
0012013-04-01
0012012-04-01RON SMITHERMAN
0012011-04-01RONNIE SMITHERMAN
0012010-04-01MIKE GRAVETTE
0012009-04-01MICHAEL GRAVETTE
0012009-04-01MICHAEL GRAVETTE

Plan Statistics for TEXAS IRON WORKERS' PENSION PLAN

401k plan membership statisitcs for TEXAS IRON WORKERS' PENSION PLAN

Measure Date Value
2023: TEXAS IRON WORKERS' PENSION PLAN 2023 401k membership
Current value of assets2023-03-31264,543,637
Acturial value of assets for funding standard account2023-03-31242,889,332
Accrued liability for plan using immediate gains methods2023-03-31247,551,559
Accrued liability under unit credit cost method2023-03-31234,879,081
RPA 94 current liability2023-03-31443,573,379
Expected increase in current liability due to benefits accruing during the plan year2023-03-319,310,005
Expected release from RPA 94 current liability for plan year2023-03-3121,034,677
Expected plan disbursements for the plan year2023-03-3121,034,667
Current value of assets2023-03-31264,543,637
Number of retired participants and beneficiaries receiving payment2023-03-312,209
Current liability for retired participants and beneficiaries receiving payment2023-03-31254,249,023
Number of terminated vested participants2023-03-31914
Current liability for terminated vested participants2023-03-3177,780,139
Current liability for active participants non vested benefits2023-03-3122,235,744
Current liability for active participants vested benefits2023-03-3189,308,473
Total number of active articipats2023-03-311,602
Current liability for active participants2023-03-31111,544,217
Total participant count with liabilities2023-03-314,725
Total current liabilitoes for participants with libailities2023-03-31443,573,379
Total employer contributions in plan year2023-03-318,259,071
Employer’s normal cost for plan year as of valuation date2023-03-312,578,117
Prior year credit balance2023-03-3129,448,655
Amortization credits as of valuation date2023-03-313,824,659
2022: TEXAS IRON WORKERS' PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-014,725
Total number of active participants reported on line 7a of the Form 55002022-04-011,443
Number of retired or separated participants receiving benefits2022-04-011,810
Number of other retired or separated participants entitled to future benefits2022-04-01960
Total of all active and inactive participants2022-04-014,213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-01369
Total participants2022-04-014,582
Number of employers contributing to the scheme2022-04-01197
Current value of assets2022-03-31263,317,623
Acturial value of assets for funding standard account2022-03-31234,329,630
Accrued liability for plan using immediate gains methods2022-03-31239,392,947
Accrued liability under unit credit cost method2022-03-31230,652,569
RPA 94 current liability2022-03-31421,586,662
Expected increase in current liability due to benefits accruing during the plan year2022-03-316,127,804
Expected release from RPA 94 current liability for plan year2022-03-3121,369,012
Expected plan disbursements for the plan year2022-03-3122,219,012
Current value of assets2022-03-31263,317,623
Number of retired participants and beneficiaries receiving payment2022-03-312,296
Current liability for retired participants and beneficiaries receiving payment2022-03-31261,734,230
Number of terminated vested participants2022-03-31880
Current liability for terminated vested participants2022-03-3171,570,802
Current liability for active participants non vested benefits2022-03-3116,128,777
Current liability for active participants vested benefits2022-03-3172,152,853
Total number of active articipats2022-03-311,543
Current liability for active participants2022-03-3188,281,630
Total participant count with liabilities2022-03-314,719
Total current liabilitoes for participants with libailities2022-03-31421,586,662
Total employer contributions in plan year2022-03-316,320,850
Employer’s normal cost for plan year as of valuation date2022-03-311,980,048
Prior year credit balance2022-03-3132,173,377
Amortization credits as of valuation date2022-03-313,067,203
2021: TEXAS IRON WORKERS' PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-014,764
Total number of active participants reported on line 7a of the Form 55002021-04-011,602
Number of retired or separated participants receiving benefits2021-04-011,859
Number of other retired or separated participants entitled to future benefits2021-04-01914
Total of all active and inactive participants2021-04-014,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-01350
Total participants2021-04-014,725
Number of employers contributing to the scheme2021-04-01194
Current value of assets2021-03-31205,115,699
Acturial value of assets for funding standard account2021-03-31227,270,203
Accrued liability for plan using immediate gains methods2021-03-31242,348,495
Accrued liability under unit credit cost method2021-03-31233,794,164
RPA 94 current liability2021-03-31405,637,337
Expected increase in current liability due to benefits accruing during the plan year2021-03-315,647,468
Expected release from RPA 94 current liability for plan year2021-03-3121,663,852
Expected plan disbursements for the plan year2021-03-3122,513,852
Current value of assets2021-03-31205,115,699
Number of retired participants and beneficiaries receiving payment2021-03-312,372
Current liability for retired participants and beneficiaries receiving payment2021-03-31261,077,126
Number of terminated vested participants2021-03-31828
Current liability for terminated vested participants2021-03-3159,855,302
Current liability for active participants non vested benefits2021-03-3115,385,368
Current liability for active participants vested benefits2021-03-3169,319,541
Total number of active articipats2021-03-311,581
Current liability for active participants2021-03-3184,704,909
Total participant count with liabilities2021-03-314,781
Total current liabilitoes for participants with libailities2021-03-31405,637,337
Total employer contributions in plan year2021-03-316,302,012
Employer’s normal cost for plan year as of valuation date2021-03-311,989,330
Prior year credit balance2021-03-3134,592,297
Amortization credits as of valuation date2021-03-313,226,575
2020: TEXAS IRON WORKERS' PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-014,764
Total number of active participants reported on line 7a of the Form 55002020-04-011,581
Number of retired or separated participants receiving benefits2020-04-011,988
Number of other retired or separated participants entitled to future benefits2020-04-01828
Total of all active and inactive participants2020-04-014,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-01367
Total participants2020-04-014,764
Number of employers contributing to the scheme2020-04-01194
Current value of assets2020-03-31229,926,484
Acturial value of assets for funding standard account2020-03-31234,784,071
Accrued liability for plan using immediate gains methods2020-03-31244,935,641
Accrued liability under unit credit cost method2020-03-31236,083,692
RPA 94 current liability2020-03-31396,615,010
Expected increase in current liability due to benefits accruing during the plan year2020-03-315,343,476
Expected release from RPA 94 current liability for plan year2020-03-3122,086,425
Expected plan disbursements for the plan year2020-03-3122,936,425
Current value of assets2020-03-31229,926,484
Number of retired participants and beneficiaries receiving payment2020-03-312,415
Current liability for retired participants and beneficiaries receiving payment2020-03-31265,333,448
Number of terminated vested participants2020-03-31792
Current liability for terminated vested participants2020-03-3155,232,825
Current liability for active participants non vested benefits2020-03-3113,501,826
Current liability for active participants vested benefits2020-03-3162,546,911
Total number of active articipats2020-03-311,543
Current liability for active participants2020-03-3176,048,737
Total participant count with liabilities2020-03-314,750
Total current liabilitoes for participants with libailities2020-03-31396,615,010
Total employer contributions in plan year2020-03-316,590,431
Employer’s normal cost for plan year as of valuation date2020-03-312,003,728
Prior year credit balance2020-03-3134,336,032
Amortization credits as of valuation date2020-03-316,463,006
2019: TEXAS IRON WORKERS' PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-014,750
Total number of active participants reported on line 7a of the Form 55002019-04-011,581
Number of retired or separated participants receiving benefits2019-04-011,988
Number of other retired or separated participants entitled to future benefits2019-04-01828
Total of all active and inactive participants2019-04-014,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-01367
Total participants2019-04-014,764
Number of employers contributing to the scheme2019-04-01205
Current value of assets2019-03-31239,952,697
Acturial value of assets for funding standard account2019-03-31236,878,359
Accrued liability for plan using immediate gains methods2019-03-31243,777,134
Accrued liability under unit credit cost method2019-03-31235,692,241
RPA 94 current liability2019-03-31415,537,345
Expected increase in current liability due to benefits accruing during the plan year2019-03-315,393,078
Expected release from RPA 94 current liability for plan year2019-03-3122,130,961
Expected plan disbursements for the plan year2019-03-3123,005,961
Current value of assets2019-03-31239,952,697
Number of retired participants and beneficiaries receiving payment2019-03-312,414
Current liability for retired participants and beneficiaries receiving payment2019-03-31271,512,147
Number of terminated vested participants2019-03-31811
Current liability for terminated vested participants2019-03-3158,889,729
Current liability for active participants non vested benefits2019-03-3115,434,433
Current liability for active participants vested benefits2019-03-3169,701,036
Total number of active articipats2019-03-311,487
Current liability for active participants2019-03-3185,135,469
Total participant count with liabilities2019-03-314,712
Total current liabilitoes for participants with libailities2019-03-31415,537,345
Total employer contributions in plan year2019-03-316,390,961
Employer’s normal cost for plan year as of valuation date2019-03-311,905,567
Prior year credit balance2019-03-3134,056,427
Amortization credits as of valuation date2019-03-316,479,771
2018: TEXAS IRON WORKERS' PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-014,712
Total number of active participants reported on line 7a of the Form 55002018-04-011,543
Number of retired or separated participants receiving benefits2018-04-012,059
Number of other retired or separated participants entitled to future benefits2018-04-01792
Total of all active and inactive participants2018-04-014,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-01356
Total participants2018-04-014,750
Number of employers contributing to the scheme2018-04-01228
Current value of assets2018-03-31231,776,532
Acturial value of assets for funding standard account2018-03-31234,801,855
Accrued liability for plan using immediate gains methods2018-03-31245,182,243
Accrued liability under unit credit cost method2018-03-31237,553,881
RPA 94 current liability2018-03-31391,832,596
Expected increase in current liability due to benefits accruing during the plan year2018-03-314,682,524
Expected release from RPA 94 current liability for plan year2018-03-3122,327,043
Expected plan disbursements for the plan year2018-03-3123,202,043
Current value of assets2018-03-31233,276,532
Number of retired participants and beneficiaries receiving payment2018-03-312,434
Current liability for retired participants and beneficiaries receiving payment2018-03-31259,896,610
Number of terminated vested participants2018-03-31818
Current liability for terminated vested participants2018-03-3155,361,649
Current liability for active participants non vested benefits2018-03-3113,867,110
Current liability for active participants vested benefits2018-03-3162,707,227
Total number of active articipats2018-03-311,447
Current liability for active participants2018-03-3176,574,337
Total participant count with liabilities2018-03-314,699
Total current liabilitoes for participants with libailities2018-03-31391,832,596
Total employer contributions in plan year2018-03-316,147,790
Employer’s normal cost for plan year as of valuation date2018-03-311,835,334
Prior year credit balance2018-03-3134,715,446
Amortization credits as of valuation date2018-03-316,479,769
2017: TEXAS IRON WORKERS' PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-014,699
Total number of active participants reported on line 7a of the Form 55002017-04-011,487
Number of retired or separated participants receiving benefits2017-04-012,075
Number of other retired or separated participants entitled to future benefits2017-04-01811
Total of all active and inactive participants2017-04-014,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-01339
Total participants2017-04-014,712
Number of employers contributing to the scheme2017-04-01232
Current value of assets2017-03-31223,268,562
Acturial value of assets for funding standard account2017-03-31234,536,391
Accrued liability for plan using immediate gains methods2017-03-31247,574,635
Accrued liability under unit credit cost method2017-03-31239,684,882
RPA 94 current liability2017-03-31388,449,214
Expected increase in current liability due to benefits accruing during the plan year2017-03-314,708,077
Expected release from RPA 94 current liability for plan year2017-03-3122,316,812
Expected plan disbursements for the plan year2017-03-3123,191,812
Current value of assets2017-03-31223,268,562
Number of retired participants and beneficiaries receiving payment2017-03-312,445
Current liability for retired participants and beneficiaries receiving payment2017-03-31256,435,840
Number of terminated vested participants2017-03-31791
Current liability for terminated vested participants2017-03-3153,594,091
Current liability for active participants non vested benefits2017-03-3114,438,853
Current liability for active participants vested benefits2017-03-3163,980,430
Total number of active articipats2017-03-311,581
Current liability for active participants2017-03-3178,419,283
Total participant count with liabilities2017-03-314,817
Total current liabilitoes for participants with libailities2017-03-31388,449,214
Total employer contributions in plan year2017-03-315,753,460
Employer’s normal cost for plan year as of valuation date2017-03-311,927,678
Prior year credit balance2017-03-3136,943,938
Amortization credits as of valuation date2017-03-316,479,770
2016: TEXAS IRON WORKERS' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-014,817
Total number of active participants reported on line 7a of the Form 55002016-04-011,447
Number of retired or separated participants receiving benefits2016-04-012,434
Number of other retired or separated participants entitled to future benefits2016-04-01818
Total of all active and inactive participants2016-04-014,699
Total participants2016-04-014,699
Number of employers contributing to the scheme2016-04-01235
Current value of assets2016-03-31244,368,777
Acturial value of assets for funding standard account2016-03-31238,200,564
Accrued liability for plan using immediate gains methods2016-03-31241,682,167
Accrued liability under unit credit cost method2016-03-31234,718,094
RPA 94 current liability2016-03-31387,839,804
Expected increase in current liability due to benefits accruing during the plan year2016-03-314,784,502
Expected release from RPA 94 current liability for plan year2016-03-3122,500,993
Expected plan disbursements for the plan year2016-03-3123,350,993
Current value of assets2016-03-31244,368,777
Number of retired participants and beneficiaries receiving payment2016-03-312,472
Current liability for retired participants and beneficiaries receiving payment2016-03-31259,382,048
Number of terminated vested participants2016-03-31774
Current liability for terminated vested participants2016-03-3150,721,282
Current liability for active participants non vested benefits2016-03-3114,388,006
Current liability for active participants vested benefits2016-03-3163,348,468
Total number of active articipats2016-03-311,619
Current liability for active participants2016-03-3177,736,474
Total participant count with liabilities2016-03-314,865
Total current liabilitoes for participants with libailities2016-03-31387,839,804
Total employer contributions in plan year2016-03-315,942,134
Employer’s normal cost for plan year as of valuation date2016-03-311,928,453
Prior year credit balance2016-03-3140,100,751
Amortization credits as of valuation date2016-03-316,999,594
2015: TEXAS IRON WORKERS' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-014,749
Total number of active participants reported on line 7a of the Form 55002015-04-011,581
Number of retired or separated participants receiving benefits2015-04-012,445
Number of other retired or separated participants entitled to future benefits2015-04-01791
Total of all active and inactive participants2015-04-014,817
Total participants2015-04-014,817
Number of employers contributing to the scheme2015-04-01240
Current value of assets2015-03-31245,705,631
Acturial value of assets for funding standard account2015-03-31234,821,355
Accrued liability for plan using immediate gains methods2015-03-31242,201,445
Accrued liability under unit credit cost method2015-03-31235,817,380
RPA 94 current liability2015-03-31380,502,419
Expected increase in current liability due to benefits accruing during the plan year2015-03-314,116,839
Expected release from RPA 94 current liability for plan year2015-03-3122,157,068
Expected plan disbursements for the plan year2015-03-3123,007,068
Current value of assets2015-03-31245,705,631
Number of retired participants and beneficiaries receiving payment2015-03-312,466
Current liability for retired participants and beneficiaries receiving payment2015-03-31254,472,621
Number of terminated vested participants2015-03-31858
Current liability for terminated vested participants2015-03-3153,411,743
Current liability for active participants non vested benefits2015-03-3114,100,919
Current liability for active participants vested benefits2015-03-3158,517,136
Total number of active articipats2015-03-311,425
Current liability for active participants2015-03-3172,618,055
Total participant count with liabilities2015-03-314,749
Total current liabilitoes for participants with libailities2015-03-31380,502,419
Total employer contributions in plan year2015-03-316,184,282
Employer’s normal cost for plan year as of valuation date2015-03-311,806,115
2014: TEXAS IRON WORKERS' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-014,523
Total number of active participants reported on line 7a of the Form 55002014-04-011,425
Number of retired or separated participants receiving benefits2014-04-012,466
Number of other retired or separated participants entitled to future benefits2014-04-01858
Total of all active and inactive participants2014-04-014,749
Total participants2014-04-014,749
Number of employers contributing to the scheme2014-04-01243
Current value of assets2014-03-31229,728,587
Total current liabilitoes for participants with libailities2014-03-310
2013: TEXAS IRON WORKERS' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-014,091
Total number of active participants reported on line 7a of the Form 55002013-04-011,142
Number of retired or separated participants receiving benefits2013-04-012,510
Number of other retired or separated participants entitled to future benefits2013-04-01871
Total of all active and inactive participants2013-04-014,523
Total participants2013-04-014,523
Number of employers contributing to the scheme2013-04-01223
2012: TEXAS IRON WORKERS' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-014,605
Total number of active participants reported on line 7a of the Form 55002012-04-011,474
Number of retired or separated participants receiving benefits2012-04-012,247
Number of other retired or separated participants entitled to future benefits2012-04-01370
Total of all active and inactive participants2012-04-014,091
Total participants2012-04-014,091
Number of employers contributing to the scheme2012-04-01240
2011: TEXAS IRON WORKERS' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-015,072
Total number of active participants reported on line 7a of the Form 55002011-04-011,198
Number of retired or separated participants receiving benefits2011-04-012,464
Number of other retired or separated participants entitled to future benefits2011-04-01943
Total of all active and inactive participants2011-04-014,605
Total participants2011-04-014,605
Number of employers contributing to the scheme2011-04-01201
2010: TEXAS IRON WORKERS' PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-015,203
Total number of active participants reported on line 7a of the Form 55002010-04-012,392
Number of retired or separated participants receiving benefits2010-04-01876
Number of other retired or separated participants entitled to future benefits2010-04-011,804
Total of all active and inactive participants2010-04-015,072
Total participants2010-04-015,072
Number of employers contributing to the scheme2010-04-01204
2009: TEXAS IRON WORKERS' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-016,959
Total number of active participants reported on line 7a of the Form 55002009-04-012,418
Number of retired or separated participants receiving benefits2009-04-01889
Number of other retired or separated participants entitled to future benefits2009-04-011,896
Total of all active and inactive participants2009-04-015,203
Total participants2009-04-015,203
Number of employers contributing to the scheme2009-04-01231

Financial Data on TEXAS IRON WORKERS' PENSION PLAN

Measure Date Value
2023 : TEXAS IRON WORKERS' PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-18,048,642
Total unrealized appreciation/depreciation of assets2023-03-31$-18,048,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$222,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$87,197
Total income from all sources (including contributions)2023-03-31$-5,935,347
Total loss/gain on sale of assets2023-03-31$2,137,484
Total of all expenses incurred2023-03-31$21,875,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$20,106,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$8,259,071
Value of total assets at end of year2023-03-31$236,956,210
Value of total assets at beginning of year2023-03-31$264,630,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$1,768,424
Total interest from all sources2023-03-31$827,598
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$884,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Administrative expenses professional fees incurred2023-03-31$317,102
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$10,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Assets. Other investments not covered elsewhere at end of year2023-03-31$5,041,055
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$4,506,395
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$1,639,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$1,039,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$1,026,696
Other income not declared elsewhere2023-03-31$4,767
Administrative expenses (other) incurred2023-03-31$349,742
Liabilities. Value of operating payables at end of year2023-03-31$222,953
Liabilities. Value of operating payables at beginning of year2023-03-31$87,197
Total non interest bearing cash at end of year2023-03-31$3,012,589
Total non interest bearing cash at beginning of year2023-03-31$3,106,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-27,810,380
Value of net assets at end of year (total assets less liabilities)2023-03-31$236,733,257
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$264,543,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Assets. partnership/joint venture interests at end of year2023-03-31$43,944,636
Assets. partnership/joint venture interests at beginning of year2023-03-31$43,377,279
Investment advisory and management fees2023-03-31$744,765
Interest earned on other investments2023-03-31$90,781
Income. Interest from US Government securities2023-03-31$413,718
Income. Interest from corporate debt instruments2023-03-31$294,919
Value of interest in common/collective trusts at end of year2023-03-31$115,634,462
Value of interest in common/collective trusts at beginning of year2023-03-31$132,378,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$1,416,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$1,854,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$1,854,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$28,180
Asset value of US Government securities at end of year2023-03-31$14,785,168
Asset value of US Government securities at beginning of year2023-03-31$14,924,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$6,619,176
Employer contributions (assets) at end of year2023-03-31$787,811
Employer contributions (assets) at beginning of year2023-03-31$566,197
Income. Dividends from common stock2023-03-31$884,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$20,106,609
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$10,606,252
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$13,276,041
Contract administrator fees2023-03-31$356,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$40,689,145
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$49,614,814
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$238,326,924
Aggregate carrying amount (costs) on sale of assets2023-03-31$236,189,440
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2023-03-31208739519
2022 : TEXAS IRON WORKERS' PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$5,912,361
Total unrealized appreciation/depreciation of assets2022-03-31$5,912,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$87,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$162,213
Total income from all sources (including contributions)2022-03-31$23,406,992
Total loss/gain on sale of assets2022-03-31$9,661,063
Total of all expenses incurred2022-03-31$22,180,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$20,384,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$6,320,850
Value of total assets at end of year2022-03-31$264,630,834
Value of total assets at beginning of year2022-03-31$263,479,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$1,796,135
Total interest from all sources2022-03-31$673,936
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$832,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Administrative expenses professional fees incurred2022-03-31$309,208
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$10,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Assets. Other investments not covered elsewhere at end of year2022-03-31$4,506,395
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$4,509,857
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$980,535
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$1,026,696
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$621,262
Other income not declared elsewhere2022-03-31$6,375
Administrative expenses (other) incurred2022-03-31$384,045
Liabilities. Value of operating payables at end of year2022-03-31$87,197
Liabilities. Value of operating payables at beginning of year2022-03-31$162,213
Total non interest bearing cash at end of year2022-03-31$3,106,385
Total non interest bearing cash at beginning of year2022-03-31$5,917,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$1,226,014
Value of net assets at end of year (total assets less liabilities)2022-03-31$264,543,637
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$263,317,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Assets. partnership/joint venture interests at end of year2022-03-31$43,377,279
Assets. partnership/joint venture interests at beginning of year2022-03-31$38,809,038
Investment advisory and management fees2022-03-31$756,664
Interest earned on other investments2022-03-31$9,208
Income. Interest from US Government securities2022-03-31$350,600
Income. Interest from corporate debt instruments2022-03-31$305,641
Value of interest in common/collective trusts at end of year2022-03-31$132,378,382
Value of interest in common/collective trusts at beginning of year2022-03-31$133,316,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$1,854,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$1,502,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$1,502,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$8,487
Asset value of US Government securities at end of year2022-03-31$14,924,456
Asset value of US Government securities at beginning of year2022-03-31$10,383,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$5,340,315
Employer contributions (assets) at end of year2022-03-31$566,197
Employer contributions (assets) at beginning of year2022-03-31$603,454
Income. Dividends from common stock2022-03-31$832,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$20,384,843
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$13,276,041
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$11,609,617
Contract administrator fees2022-03-31$346,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$49,614,814
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$56,205,984
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$118,467,184
Aggregate carrying amount (costs) on sale of assets2022-03-31$108,806,121
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2022-03-31208739519
2021 : TEXAS IRON WORKERS' PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$71,214,673
Total unrealized appreciation/depreciation of assets2021-03-31$71,214,673
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$162,213
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$161,279
Total income from all sources (including contributions)2021-03-31$80,441,007
Total loss/gain on sale of assets2021-03-31$1,423,749
Total of all expenses incurred2021-03-31$22,239,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$20,747,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$6,302,012
Value of total assets at end of year2021-03-31$263,479,836
Value of total assets at beginning of year2021-03-31$205,276,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$1,491,657
Total interest from all sources2021-03-31$701,730
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$780,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Administrative expenses professional fees incurred2021-03-31$207,883
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$10,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Assets. Other investments not covered elsewhere at end of year2021-03-31$4,509,857
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$2,712,817
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$1,147,378
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$621,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$328,387
Other income not declared elsewhere2021-03-31$18,457
Administrative expenses (other) incurred2021-03-31$232,376
Liabilities. Value of operating payables at end of year2021-03-31$162,213
Liabilities. Value of operating payables at beginning of year2021-03-31$161,279
Total non interest bearing cash at end of year2021-03-31$5,917,882
Total non interest bearing cash at beginning of year2021-03-31$2,142,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$58,201,924
Value of net assets at end of year (total assets less liabilities)2021-03-31$263,317,623
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$205,115,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Assets. partnership/joint venture interests at end of year2021-03-31$38,809,038
Assets. partnership/joint venture interests at beginning of year2021-03-31$35,067,442
Investment advisory and management fees2021-03-31$696,852
Interest earned on other investments2021-03-31$13,321
Income. Interest from US Government securities2021-03-31$309,438
Income. Interest from corporate debt instruments2021-03-31$359,236
Value of interest in common/collective trusts at end of year2021-03-31$133,316,492
Value of interest in common/collective trusts at beginning of year2021-03-31$102,179,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$1,502,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$1,387,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$1,387,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$19,735
Asset value of US Government securities at end of year2021-03-31$10,383,385
Asset value of US Government securities at beginning of year2021-03-31$11,146,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$5,154,634
Employer contributions (assets) at end of year2021-03-31$603,454
Employer contributions (assets) at beginning of year2021-03-31$521,847
Income. Dividends from common stock2021-03-31$780,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$20,747,426
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$11,609,617
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$15,765,800
Contract administrator fees2021-03-31$354,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$56,205,984
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$34,024,721
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$107,214,493
Aggregate carrying amount (costs) on sale of assets2021-03-31$105,790,744
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2021-03-31208739519
2020 : TEXAS IRON WORKERS' PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$-12,518,187
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$-12,518,187
Total unrealized appreciation/depreciation of assets2020-03-31$-12,518,187
Total unrealized appreciation/depreciation of assets2020-03-31$-12,518,187
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$161,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$161,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$144,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$144,594
Total income from all sources (including contributions)2020-03-31$-1,881,353
Total income from all sources (including contributions)2020-03-31$-1,881,353
Total loss/gain on sale of assets2020-03-31$1,841,042
Total loss/gain on sale of assets2020-03-31$1,841,042
Total of all expenses incurred2020-03-31$22,929,432
Total of all expenses incurred2020-03-31$22,929,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$21,244,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$21,244,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$6,590,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$6,590,431
Value of total assets at end of year2020-03-31$205,276,978
Value of total assets at end of year2020-03-31$205,276,978
Value of total assets at beginning of year2020-03-31$230,071,078
Value of total assets at beginning of year2020-03-31$230,071,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$1,685,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$1,685,280
Total interest from all sources2020-03-31$981,749
Total interest from all sources2020-03-31$981,749
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$1,208,076
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$1,208,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Administrative expenses professional fees incurred2020-03-31$158,251
Administrative expenses professional fees incurred2020-03-31$158,251
Was this plan covered by a fidelity bond2020-03-31Yes
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$10,000,000
Value of fidelity bond cover2020-03-31$10,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Assets. Other investments not covered elsewhere at end of year2020-03-31$2,712,817
Assets. Other investments not covered elsewhere at end of year2020-03-31$2,712,817
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$4,864,874
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$4,864,874
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$972,834
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$972,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$328,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$328,387
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$322,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$322,494
Other income not declared elsewhere2020-03-31$15,536
Other income not declared elsewhere2020-03-31$15,536
Administrative expenses (other) incurred2020-03-31$276,048
Administrative expenses (other) incurred2020-03-31$276,048
Liabilities. Value of operating payables at end of year2020-03-31$161,279
Liabilities. Value of operating payables at end of year2020-03-31$161,279
Liabilities. Value of operating payables at beginning of year2020-03-31$144,594
Liabilities. Value of operating payables at beginning of year2020-03-31$144,594
Total non interest bearing cash at end of year2020-03-31$2,142,546
Total non interest bearing cash at end of year2020-03-31$2,142,546
Total non interest bearing cash at beginning of year2020-03-31$2,612,849
Total non interest bearing cash at beginning of year2020-03-31$2,612,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-24,810,785
Value of net income/loss2020-03-31$-24,810,785
Value of net assets at end of year (total assets less liabilities)2020-03-31$205,115,699
Value of net assets at end of year (total assets less liabilities)2020-03-31$205,115,699
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$229,926,484
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$229,926,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Assets. partnership/joint venture interests at end of year2020-03-31$35,067,442
Assets. partnership/joint venture interests at end of year2020-03-31$35,067,442
Assets. partnership/joint venture interests at beginning of year2020-03-31$42,479,024
Assets. partnership/joint venture interests at beginning of year2020-03-31$42,479,024
Investment advisory and management fees2020-03-31$867,461
Investment advisory and management fees2020-03-31$867,461
Interest earned on other investments2020-03-31$237,597
Interest earned on other investments2020-03-31$237,597
Income. Interest from US Government securities2020-03-31$325,738
Income. Interest from US Government securities2020-03-31$325,738
Income. Interest from corporate debt instruments2020-03-31$393,938
Income. Interest from corporate debt instruments2020-03-31$393,938
Value of interest in common/collective trusts at end of year2020-03-31$102,179,186
Value of interest in common/collective trusts at end of year2020-03-31$102,179,186
Value of interest in common/collective trusts at beginning of year2020-03-31$113,655,137
Value of interest in common/collective trusts at beginning of year2020-03-31$113,655,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$1,387,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$1,387,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$2,201,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$2,201,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$2,201,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$2,201,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$24,476
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$24,476
Asset value of US Government securities at end of year2020-03-31$11,146,616
Asset value of US Government securities at end of year2020-03-31$11,146,616
Asset value of US Government securities at beginning of year2020-03-31$11,541,816
Asset value of US Government securities at beginning of year2020-03-31$11,541,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$5,617,597
Contributions received in cash from employer2020-03-31$5,617,597
Employer contributions (assets) at end of year2020-03-31$521,847
Employer contributions (assets) at end of year2020-03-31$521,847
Employer contributions (assets) at beginning of year2020-03-31$561,506
Employer contributions (assets) at beginning of year2020-03-31$561,506
Income. Dividends from common stock2020-03-31$1,208,076
Income. Dividends from common stock2020-03-31$1,208,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$21,244,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$21,244,152
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$15,765,800
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$15,765,800
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$8,640,966
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$8,640,966
Contract administrator fees2020-03-31$383,520
Contract administrator fees2020-03-31$383,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$34,024,721
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$34,024,721
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$43,191,403
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$43,191,403
Did the plan have assets held for investment2020-03-31Yes
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$115,029,455
Aggregate proceeds on sale of assets2020-03-31$115,029,455
Aggregate carrying amount (costs) on sale of assets2020-03-31$113,188,413
Aggregate carrying amount (costs) on sale of assets2020-03-31$113,188,413
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm name2020-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2020-03-31208739519
Accountancy firm EIN2020-03-31208739519
2019 : TEXAS IRON WORKERS' PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$-6,332,857
Total unrealized appreciation/depreciation of assets2019-03-31$-6,332,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$144,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$135,353
Total income from all sources (including contributions)2019-03-31$13,112,531
Total loss/gain on sale of assets2019-03-31$10,013,909
Total of all expenses incurred2019-03-31$23,138,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$21,567,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$6,390,961
Value of total assets at end of year2019-03-31$230,071,078
Value of total assets at beginning of year2019-03-31$240,088,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$1,570,914
Total interest from all sources2019-03-31$798,168
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$2,176,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Administrative expenses professional fees incurred2019-03-31$153,837
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$10,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Assets. Other investments not covered elsewhere at end of year2019-03-31$4,864,874
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$5,597,401
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$811,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$322,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$220,072
Other income not declared elsewhere2019-03-31$65,952
Administrative expenses (other) incurred2019-03-31$254,313
Liabilities. Value of operating payables at end of year2019-03-31$144,594
Liabilities. Value of operating payables at beginning of year2019-03-31$135,353
Total non interest bearing cash at end of year2019-03-31$2,612,849
Total non interest bearing cash at beginning of year2019-03-31$2,835,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$-10,026,213
Value of net assets at end of year (total assets less liabilities)2019-03-31$229,926,484
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$239,952,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Assets. partnership/joint venture interests at end of year2019-03-31$42,479,024
Assets. partnership/joint venture interests at beginning of year2019-03-31$42,736,331
Investment advisory and management fees2019-03-31$773,372
Interest earned on other investments2019-03-31$70,193
Income. Interest from US Government securities2019-03-31$396,007
Income. Interest from corporate debt instruments2019-03-31$296,204
Value of interest in common/collective trusts at end of year2019-03-31$113,655,137
Value of interest in common/collective trusts at beginning of year2019-03-31$117,682,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$2,201,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$1,527,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$1,527,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$35,764
Asset value of US Government securities at end of year2019-03-31$11,541,816
Asset value of US Government securities at beginning of year2019-03-31$10,420,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$5,579,547
Employer contributions (assets) at end of year2019-03-31$561,506
Employer contributions (assets) at beginning of year2019-03-31$635,550
Income. Dividends from common stock2019-03-31$2,176,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$21,567,830
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$8,640,966
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$7,756,538
Contract administrator fees2019-03-31$389,392
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$43,191,403
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$50,676,895
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$118,467,184
Aggregate carrying amount (costs) on sale of assets2019-03-31$108,453,275
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2019-03-31208739519
2018 : TEXAS IRON WORKERS' PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$21,774,082
Total unrealized appreciation/depreciation of assets2018-03-31$21,774,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$135,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$133,393
Total income from all sources (including contributions)2018-03-31$30,498,690
Total loss/gain on sale of assets2018-03-31$340,309
Total of all expenses incurred2018-03-31$23,822,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$22,109,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$6,020,696
Value of total assets at end of year2018-03-31$240,088,050
Value of total assets at beginning of year2018-03-31$233,409,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$1,712,779
Total interest from all sources2018-03-31$901,939
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$1,330,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Administrative expenses professional fees incurred2018-03-31$153,527
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$10,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Assets. Other investments not covered elsewhere at end of year2018-03-31$5,597,401
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$5,597,290
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$783,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$220,072
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$279,857
Other income not declared elsewhere2018-03-31$131,640
Administrative expenses (other) incurred2018-03-31$253,822
Liabilities. Value of operating payables at end of year2018-03-31$135,353
Liabilities. Value of operating payables at beginning of year2018-03-31$133,393
Total non interest bearing cash at end of year2018-03-31$2,835,099
Total non interest bearing cash at beginning of year2018-03-31$4,371,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$6,676,165
Value of net assets at end of year (total assets less liabilities)2018-03-31$239,952,697
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$233,276,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Assets. partnership/joint venture interests at end of year2018-03-31$42,736,331
Assets. partnership/joint venture interests at beginning of year2018-03-31$42,146,433
Investment advisory and management fees2018-03-31$931,255
Interest earned on other investments2018-03-31$232,891
Income. Interest from US Government securities2018-03-31$355,132
Income. Interest from corporate debt instruments2018-03-31$277,603
Value of interest in common/collective trusts at end of year2018-03-31$117,682,308
Value of interest in common/collective trusts at beginning of year2018-03-31$109,004,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$1,527,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$1,588,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$1,588,260
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$36,313
Asset value of US Government securities at end of year2018-03-31$10,420,207
Asset value of US Government securities at beginning of year2018-03-31$10,606,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$5,237,554
Employer contributions (assets) at end of year2018-03-31$635,550
Employer contributions (assets) at beginning of year2018-03-31$580,506
Income. Dividends from common stock2018-03-31$1,330,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$22,109,746
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$7,756,538
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$7,700,890
Contract administrator fees2018-03-31$374,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$50,676,895
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$51,533,196
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$76,724,537
Aggregate carrying amount (costs) on sale of assets2018-03-31$76,384,228
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2018-03-31208739519
2017 : TEXAS IRON WORKERS' PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$24,330,054
Total unrealized appreciation/depreciation of assets2017-03-31$24,330,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$133,393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$120,677
Total income from all sources (including contributions)2017-03-31$32,149,968
Total loss/gain on sale of assets2017-03-31$-411,571
Total of all expenses incurred2017-03-31$23,641,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$22,006,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$5,707,643
Value of total assets at end of year2017-03-31$231,909,925
Value of total assets at beginning of year2017-03-31$223,389,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$1,635,934
Total interest from all sources2017-03-31$667,613
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$1,796,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Assets. Real estate other than employer real property at end of year2017-03-31$29,707,210
Assets. Real estate other than employer real property at beginning of year2017-03-31$29,642,655
Administrative expenses professional fees incurred2017-03-31$230,394
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$10,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Assets. Other investments not covered elsewhere at end of year2017-03-31$35,422,446
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$25,636,066
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$874,150
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$279,857
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$228,406
Other income not declared elsewhere2017-03-31$60,095
Administrative expenses (other) incurred2017-03-31$268,247
Liabilities. Value of operating payables at end of year2017-03-31$133,393
Liabilities. Value of operating payables at beginning of year2017-03-31$120,677
Total non interest bearing cash at end of year2017-03-31$2,871,824
Total non interest bearing cash at beginning of year2017-03-31$2,720,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$8,507,970
Value of net assets at end of year (total assets less liabilities)2017-03-31$231,776,532
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$223,268,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Assets. partnership/joint venture interests at end of year2017-03-31$328,965
Assets. partnership/joint venture interests at beginning of year2017-03-31$542,814
Investment advisory and management fees2017-03-31$759,967
Income. Interest from US Government securities2017-03-31$624,911
Income. Interest from corporate debt instruments2017-03-31$39,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$1,588,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$1,577,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$1,577,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$3,508
Assets. Value of investments in 103.12 investment entities at end of year2017-03-31$11,621,960
Assets. Value of investments in 103.12 investment entities at beginning of year2017-03-31$10,443,188
Asset value of US Government securities at end of year2017-03-31$10,606,956
Asset value of US Government securities at beginning of year2017-03-31$15,182,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$4,833,493
Employer contributions (assets) at end of year2017-03-31$580,506
Employer contributions (assets) at beginning of year2017-03-31$527,789
Income. Dividends from common stock2017-03-31$1,796,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$22,006,064
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$7,700,890
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$7,266,086
Contract administrator fees2017-03-31$377,326
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$131,201,051
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$129,621,694
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$153,727,594
Aggregate carrying amount (costs) on sale of assets2017-03-31$154,139,165
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2017-03-31208739519
2016 : TEXAS IRON WORKERS' PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-5,398,911
Total unrealized appreciation/depreciation of assets2016-03-31$-5,398,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$120,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$161,905
Total income from all sources (including contributions)2016-03-31$2,814,154
Total loss/gain on sale of assets2016-03-31$240,562
Total of all expenses incurred2016-03-31$23,914,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$22,259,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$5,920,499
Value of total assets at end of year2016-03-31$223,389,239
Value of total assets at beginning of year2016-03-31$244,530,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$1,655,136
Total interest from all sources2016-03-31$768,134
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$1,210,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Assets. Real estate other than employer real property at end of year2016-03-31$29,642,655
Assets. Real estate other than employer real property at beginning of year2016-03-31$27,288,447
Administrative expenses professional fees incurred2016-03-31$263,274
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$10,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-03-310
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Assets. Other investments not covered elsewhere at end of year2016-03-31$25,636,066
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$22,730,273
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$771,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$228,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$260,979
Other income not declared elsewhere2016-03-31$73,037
Administrative expenses (other) incurred2016-03-31$289,148
Liabilities. Value of operating payables at end of year2016-03-31$120,677
Liabilities. Value of operating payables at beginning of year2016-03-31$161,905
Total non interest bearing cash at end of year2016-03-31$2,720,257
Total non interest bearing cash at beginning of year2016-03-31$3,051,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-21,100,215
Value of net assets at end of year (total assets less liabilities)2016-03-31$223,268,562
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$244,368,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Assets. partnership/joint venture interests at end of year2016-03-31$542,814
Assets. partnership/joint venture interests at beginning of year2016-03-31$716,881
Investment advisory and management fees2016-03-31$724,909
Income. Interest from US Government securities2016-03-31$519,455
Income. Interest from corporate debt instruments2016-03-31$227,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$1,577,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$1,637,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$1,637,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$21,517
Assets. Value of investments in 103.12 investment entities at end of year2016-03-31$10,443,188
Asset value of US Government securities at end of year2016-03-31$15,182,518
Asset value of US Government securities at beginning of year2016-03-31$27,069,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$5,148,967
Employer contributions (assets) at end of year2016-03-31$527,789
Employer contributions (assets) at beginning of year2016-03-31$532,273
Income. Dividends from common stock2016-03-31$1,210,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$22,259,233
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$7,266,086
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$21,985,529
Contract administrator fees2016-03-31$377,805
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$129,621,694
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$139,257,940
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$10,580,141
Aggregate carrying amount (costs) on sale of assets2016-03-31$10,339,579
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2016-03-31208739519
2015 : TEXAS IRON WORKERS' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$7,704,135
Total unrealized appreciation/depreciation of assets2015-03-31$7,704,135
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$161,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$137,643
Total income from all sources (including contributions)2015-03-31$22,518,354
Total loss/gain on sale of assets2015-03-31$6,341,621
Total of all expenses incurred2015-03-31$23,855,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$22,184,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$6,129,778
Value of total assets at end of year2015-03-31$244,530,682
Value of total assets at beginning of year2015-03-31$245,843,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$1,671,086
Total interest from all sources2015-03-31$1,276,256
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$977,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Assets. Real estate other than employer real property at end of year2015-03-31$27,288,447
Assets. Real estate other than employer real property at beginning of year2015-03-31$15,819,992
Administrative expenses professional fees incurred2015-03-31$267,776
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$10,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Assets. Other investments not covered elsewhere at end of year2015-03-31$22,730,273
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$22,163,975
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$525,054
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$260,979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$472,278
Other income not declared elsewhere2015-03-31$89,130
Administrative expenses (other) incurred2015-03-31$227,201
Liabilities. Value of operating payables at end of year2015-03-31$161,905
Liabilities. Value of operating payables at beginning of year2015-03-31$137,643
Total non interest bearing cash at end of year2015-03-31$3,051,423
Total non interest bearing cash at beginning of year2015-03-31$3,013,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-1,336,854
Value of net assets at end of year (total assets less liabilities)2015-03-31$244,368,777
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$245,705,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Assets. partnership/joint venture interests at end of year2015-03-31$716,881
Assets. partnership/joint venture interests at beginning of year2015-03-31$1,060,962
Investment advisory and management fees2015-03-31$826,572
Income. Interest from US Government securities2015-03-31$706,120
Income. Interest from corporate debt instruments2015-03-31$548,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$1,637,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$2,270,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$2,270,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$21,711
Asset value of US Government securities at end of year2015-03-31$27,069,436
Asset value of US Government securities at beginning of year2015-03-31$22,578,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$5,604,724
Employer contributions (assets) at end of year2015-03-31$532,273
Employer contributions (assets) at beginning of year2015-03-31$546,741
Income. Dividends from common stock2015-03-31$977,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$22,184,122
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$21,985,529
Asset. Corporate debt instrument debt (other) at beginning of year2015-03-31$23,140,612
Contract administrator fees2015-03-31$349,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$139,257,940
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$154,776,666
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$135,600,569
Aggregate carrying amount (costs) on sale of assets2015-03-31$129,258,948
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2015-03-31208739519
2014 : TEXAS IRON WORKERS' PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$30,842,563
Total unrealized appreciation/depreciation of assets2014-03-31$30,842,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$137,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$113,446
Total income from all sources (including contributions)2014-03-31$40,184,601
Total loss/gain on sale of assets2014-03-31$1,287,052
Total of all expenses incurred2014-03-31$24,207,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$22,676,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$5,482,456
Value of total assets at end of year2014-03-31$245,843,274
Value of total assets at beginning of year2014-03-31$229,842,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$1,531,121
Total interest from all sources2014-03-31$1,474,709
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$969,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Assets. Real estate other than employer real property at end of year2014-03-31$15,819,992
Assets. Real estate other than employer real property at beginning of year2014-03-31$14,171,240
Administrative expenses professional fees incurred2014-03-31$307,129
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$10,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Assets. Other investments not covered elsewhere at end of year2014-03-31$22,163,975
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$20,096,504
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$266,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$472,278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$433,840
Other income not declared elsewhere2014-03-31$128,656
Administrative expenses (other) incurred2014-03-31$185,625
Liabilities. Value of operating payables at end of year2014-03-31$137,643
Liabilities. Value of operating payables at beginning of year2014-03-31$113,446
Total non interest bearing cash at end of year2014-03-31$3,013,578
Total non interest bearing cash at beginning of year2014-03-31$2,726,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$15,977,044
Value of net assets at end of year (total assets less liabilities)2014-03-31$245,705,631
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$229,728,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Assets. partnership/joint venture interests at end of year2014-03-31$1,060,962
Assets. partnership/joint venture interests at beginning of year2014-03-31$1,375,526
Investment advisory and management fees2014-03-31$660,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$2,270,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$3,845,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$3,845,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$1,474,709
Asset value of US Government securities at end of year2014-03-31$22,578,207
Asset value of US Government securities at beginning of year2014-03-31$27,323,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$5,215,925
Employer contributions (assets) at end of year2014-03-31$546,741
Employer contributions (assets) at beginning of year2014-03-31$520,095
Income. Dividends from common stock2014-03-31$969,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$22,676,436
Asset. Corporate debt instrument debt (other) at end of year2014-03-31$23,140,612
Asset. Corporate debt instrument debt (other) at beginning of year2014-03-31$20,462,618
Contract administrator fees2014-03-31$377,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$154,776,666
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$138,886,714
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$209,329,220
Aggregate carrying amount (costs) on sale of assets2014-03-31$208,042,168
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2014-03-31208739519
2013 : TEXAS IRON WORKERS' PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$15,198,474
Total unrealized appreciation/depreciation of assets2013-03-31$15,198,474
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$113,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$210,017
Total income from all sources (including contributions)2013-03-31$23,614,800
Total loss/gain on sale of assets2013-03-31$772,768
Total of all expenses incurred2013-03-31$24,094,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$22,641,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$4,500,242
Value of total assets at end of year2013-03-31$229,842,033
Value of total assets at beginning of year2013-03-31$228,993,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$1,453,443
Total interest from all sources2013-03-31$1,832,257
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$1,227,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Assets. Real estate other than employer real property at end of year2013-03-31$14,171,240
Administrative expenses professional fees incurred2013-03-31$277,115
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$10,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-03-310
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Assets. Other investments not covered elsewhere at end of year2013-03-31$20,096,504
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$47,725,482
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$492,978
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$433,840
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$494,135
Other income not declared elsewhere2013-03-31$83,463
Administrative expenses (other) incurred2013-03-31$172,269
Liabilities. Value of operating payables at end of year2013-03-31$113,446
Liabilities. Value of operating payables at beginning of year2013-03-31$210,017
Total non interest bearing cash at end of year2013-03-31$2,726,485
Total non interest bearing cash at beginning of year2013-03-31$1,387,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$-479,744
Value of net assets at end of year (total assets less liabilities)2013-03-31$229,728,587
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$228,783,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Assets. partnership/joint venture interests at end of year2013-03-31$1,375,526
Investment advisory and management fees2013-03-31$623,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$21,787,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$3,845,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$6,063,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$6,063,351
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$1,832,257
Asset value of US Government securities at end of year2013-03-31$27,323,782
Asset value of US Government securities at beginning of year2013-03-31$30,393,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$4,007,264
Employer contributions (assets) at end of year2013-03-31$520,095
Employer contributions (assets) at beginning of year2013-03-31$311,362
Income. Dividends from common stock2013-03-31$1,227,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$22,641,101
Asset. Corporate debt instrument debt (other) at end of year2013-03-31$20,462,618
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$21,984,306
Contract administrator fees2013-03-31$380,159
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$138,886,714
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$98,846,403
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$262,723,506
Aggregate carrying amount (costs) on sale of assets2013-03-31$261,950,738
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2013-03-31208739519
2012 : TEXAS IRON WORKERS' PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$2,289,150
Total unrealized appreciation/depreciation of assets2012-03-31$2,289,150
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$210,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$269,375
Total income from all sources (including contributions)2012-03-31$5,137,846
Total loss/gain on sale of assets2012-03-31$-5,503,298
Total of all expenses incurred2012-03-31$24,228,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$22,494,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$3,818,069
Value of total assets at end of year2012-03-31$228,993,826
Value of total assets at beginning of year2012-03-31$248,143,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$1,733,843
Total interest from all sources2012-03-31$2,396,156
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$2,062,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$321,554
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$10,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Assets. Other investments not covered elsewhere at end of year2012-03-31$47,725,482
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$46,504,842
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$524,503
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$494,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$567,158
Other income not declared elsewhere2012-03-31$75,751
Administrative expenses (other) incurred2012-03-31$183,437
Liabilities. Value of operating payables at end of year2012-03-31$210,017
Liabilities. Value of operating payables at beginning of year2012-03-31$269,375
Total non interest bearing cash at end of year2012-03-31$1,387,722
Total non interest bearing cash at beginning of year2012-03-31$3,012,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-19,090,168
Value of net assets at end of year (total assets less liabilities)2012-03-31$228,783,809
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$247,873,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$853,388
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$21,787,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$6,063,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$2,247,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$2,247,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$2,396,156
Asset value of US Government securities at end of year2012-03-31$30,393,498
Asset value of US Government securities at beginning of year2012-03-31$30,520,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$3,293,566
Employer contributions (assets) at end of year2012-03-31$311,362
Employer contributions (assets) at beginning of year2012-03-31$414,749
Income. Dividends from common stock2012-03-31$2,062,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$22,494,171
Asset. Corporate debt instrument debt (other) at end of year2012-03-31$21,984,306
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$24,989,977
Contract administrator fees2012-03-31$375,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$98,846,403
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$139,886,084
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$155,843,737
Aggregate carrying amount (costs) on sale of assets2012-03-31$161,347,035
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2012-03-31208739519
2011 : TEXAS IRON WORKERS' PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$24,086,551
Total unrealized appreciation/depreciation of assets2011-03-31$24,086,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$269,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$308,746
Total income from all sources (including contributions)2011-03-31$33,078,851
Total loss/gain on sale of assets2011-03-31$165,975
Total of all expenses incurred2011-03-31$24,017,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$22,147,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$3,760,902
Value of total assets at end of year2011-03-31$248,143,352
Value of total assets at beginning of year2011-03-31$239,121,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$1,869,824
Total interest from all sources2011-03-31$2,810,030
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$2,106,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$260,353
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$10,000,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Assets. Other investments not covered elsewhere at end of year2011-03-31$46,504,842
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$45,772,618
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$545,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$567,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$289,449
Other income not declared elsewhere2011-03-31$149,092
Administrative expenses (other) incurred2011-03-31$207,866
Liabilities. Value of operating payables at end of year2011-03-31$269,375
Liabilities. Value of operating payables at beginning of year2011-03-31$308,746
Total non interest bearing cash at end of year2011-03-31$3,012,615
Total non interest bearing cash at beginning of year2011-03-31$3,658,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$9,061,483
Value of net assets at end of year (total assets less liabilities)2011-03-31$247,873,977
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$238,812,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$1,024,321
Interest earned on other investments2011-03-31$194,523
Income. Interest from US Government securities2011-03-31$1,017,555
Income. Interest from corporate debt instruments2011-03-31$1,596,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$2,247,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$4,403,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$4,403,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$1,003
Asset value of US Government securities at end of year2011-03-31$30,520,599
Asset value of US Government securities at beginning of year2011-03-31$24,632,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$3,215,605
Employer contributions (assets) at end of year2011-03-31$414,749
Employer contributions (assets) at beginning of year2011-03-31$403,034
Income. Dividends from common stock2011-03-31$2,106,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$22,147,544
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$24,989,977
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$23,278,251
Contract administrator fees2011-03-31$377,284
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$139,886,084
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$136,682,418
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$214,516,396
Aggregate carrying amount (costs) on sale of assets2011-03-31$214,350,421
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31EDWARDS AND LEATHERS, P.C.
Accountancy firm EIN2011-03-31208739519

Form 5500 Responses for TEXAS IRON WORKERS' PENSION PLAN

2022: TEXAS IRON WORKERS' PENSION PLAN 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: TEXAS IRON WORKERS' PENSION PLAN 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Submission has been amendedYes
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: TEXAS IRON WORKERS' PENSION PLAN 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Submission has been amendedYes
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: TEXAS IRON WORKERS' PENSION PLAN 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: TEXAS IRON WORKERS' PENSION PLAN 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: TEXAS IRON WORKERS' PENSION PLAN 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: TEXAS IRON WORKERS' PENSION PLAN 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: TEXAS IRON WORKERS' PENSION PLAN 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: TEXAS IRON WORKERS' PENSION PLAN 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: TEXAS IRON WORKERS' PENSION PLAN 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: TEXAS IRON WORKERS' PENSION PLAN 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: TEXAS IRON WORKERS' PENSION PLAN 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: TEXAS IRON WORKERS' PENSION PLAN 2010 form 5500 responses
2010-04-01Type of plan entityMulti-employer plan
2010-04-01Plan is a collectively bargained planYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: TEXAS IRON WORKERS' PENSION PLAN 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01Submission has been amendedYes
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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