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I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 401k Plan overview

Plan NameI.A.T.S.E. LOCAL 99 RETIREMENT PLAN
Plan identification number 001

I.A.T.S.E. LOCAL 99 RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Life insurance
  • Other welfare benefit cover

401k Sponsoring company profile

I.A.T.S.E. LOCAL 99 HEALTH TRUST has sponsored the creation of one or more 401k plans.

Company Name:I.A.T.S.E. LOCAL 99 HEALTH TRUST
Employer identification number (EIN):876128478
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.T.S.E. LOCAL 99 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01
0012015-01-01
0012015-01-01MATTHEW THOMAS2016-07-23
0012014-01-01TIMOTHY REYNOLDS
0012013-01-01TIMOTHY REYNOLDS
0012011-01-01TIMOTHY REYNOLDS
0012010-01-01TIMOTHY REYNOLDS
0012009-01-01MARVIN CAMERON
0012009-01-01TIM
0012008-01-01
0012007-01-01MARVIN CAMERON

Plan Statistics for I.A.T.S.E. LOCAL 99 RETIREMENT PLAN

401k plan membership statisitcs for I.A.T.S.E. LOCAL 99 RETIREMENT PLAN

Measure Date Value
2016: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0135
Total number of active participants reported on line 7a of the Form 55002016-01-0136
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0143
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0143
Total number of active participants reported on line 7a of the Form 55002014-01-0140
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0142
Total number of active participants reported on line 7a of the Form 55002013-01-01187
Total of all active and inactive participants2013-01-01187
Total participants2013-01-01187
2011: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0145
Total number of active participants reported on line 7a of the Form 55002011-01-01188
Number of retired or separated participants receiving benefits2011-01-010
Total of all active and inactive participants2011-01-01188
Total participants2011-01-01188
2010: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0155
Total number of active participants reported on line 7a of the Form 55002010-01-01187
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01187
Total participants2010-01-01187
2009: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0156
Total number of active participants reported on line 7a of the Form 55002009-01-01196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01196
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0178
Total number of active participants reported on line 7a of the Form 55002007-01-01187
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01187
Number of participants with account balances2007-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on I.A.T.S.E. LOCAL 99 RETIREMENT PLAN

Measure Date Value
2016 : I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$9,492
Expenses. Total of all expenses incurred2016-12-31$24,115
Benefits paid (including direct rollovers)2016-12-31$24,103
Total plan assets at end of year2016-12-31$102,166
Total plan assets at beginning of year2016-12-31$116,789
Other income received2016-12-31$-4,165
Net income (gross income less expenses)2016-12-31$-14,623
Net plan assets at end of year (total assets less liabilities)2016-12-31$102,166
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$116,789
Total contributions received or receivable from employer(s)2016-12-31$13,657
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$12
2015 : I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$19,895
Expenses. Total of all expenses incurred2015-12-31$39,719
Benefits paid (including direct rollovers)2015-12-31$39,199
Total plan assets at end of year2015-12-31$116,789
Total plan assets at beginning of year2015-12-31$136,613
Other income received2015-12-31$7,938
Net income (gross income less expenses)2015-12-31$-19,824
Net plan assets at end of year (total assets less liabilities)2015-12-31$116,789
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$136,613
Total contributions received or receivable from employer(s)2015-12-31$11,957
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$520
2014 : I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$7,304
Expenses. Total of all expenses incurred2014-12-31$12,086
Benefits paid (including direct rollovers)2014-12-31$11,208
Total plan assets at end of year2014-12-31$136,613
Total plan assets at beginning of year2014-12-31$141,395
Other income received2014-12-31$7,304
Net income (gross income less expenses)2014-12-31$-4,782
Net plan assets at end of year (total assets less liabilities)2014-12-31$136,613
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$141,395
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$878
2013 : I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$25,787
Expenses. Total of all expenses incurred2013-12-31$23,820
Benefits paid (including direct rollovers)2013-12-31$22,805
Total plan assets at end of year2013-12-31$141,395
Total plan assets at beginning of year2013-12-31$139,428
Other income received2013-12-31$25,787
Net income (gross income less expenses)2013-12-31$1,967
Net plan assets at end of year (total assets less liabilities)2013-12-31$141,395
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$139,428
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,015
2011 : I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$4,606
Expenses. Total of all expenses incurred2011-12-31$52,067
Benefits paid (including direct rollovers)2011-12-31$51,317
Total plan assets at end of year2011-12-31$125,544
Total plan assets at beginning of year2011-12-31$173,005
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$750
Other income received2011-12-31$4,606
Net income (gross income less expenses)2011-12-31$-47,461
Net plan assets at end of year (total assets less liabilities)2011-12-31$125,544
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$173,005
Total contributions received or receivable from employer(s)2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$20,276
Expenses. Total of all expenses incurred2010-12-31$38,682
Benefits paid (including direct rollovers)2010-12-31$37,924
Total plan assets at end of year2010-12-31$173,005
Total plan assets at beginning of year2010-12-31$191,411
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$758
Other income received2010-12-31$20,276
Net income (gross income less expenses)2010-12-31$-18,406
Net plan assets at end of year (total assets less liabilities)2010-12-31$173,005
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$191,411
Total contributions received or receivable from employer(s)2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0
2007 : I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2007 401k financial data
Total income from all sources2007-12-31$11,092
Expenses. Total of all expenses incurred2007-12-31$1,680
Total plan assets at end of year2007-12-31$273,465
Total plan assets at beginning of year2007-12-31$296,157
Value of fidelity bond covering the plan2007-12-31$100,000
Other income received2007-12-31$11,092
Net income (gross income less expenses)2007-12-31$9,412
Net plan assets at end of year (total assets less liabilities)2007-12-31$273,465
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$296,157
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$1,680

Form 5500 Responses for I.A.T.S.E. LOCAL 99 RETIREMENT PLAN

2016: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2011: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0003000009402
Policy instance 1
Insurance contract or identification number0003000009402
Number of Individuals Covered186
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $356
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $356
Insurance broker organization code?3
Insurance broker nameD.R. MORTENSON INS & INVESTMENTS
JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0003000009402
Policy instance 1
Insurance contract or identification number0003000009402
Number of Individuals Covered187
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Are there contracts with allocated funds for individual policies?Yes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameD.R. MORTENSON INS & INVESTMENTS
JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0003000009402
Policy instance 1
Insurance contract or identification number0003000009402
Number of Individuals Covered187
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $316
Are there contracts with allocated funds for individual policies?Yes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $316
Insurance broker organization code?3
Insurance broker nameD.R. MORTENSON INS & INVESTMENTS
JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0003000009402
Policy instance 1
Insurance contract or identification number0003000009402
Number of Individuals Covered188
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $338
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
JEFFERSON PILOT FINANCIAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0003000009402
Policy instance 1
Insurance contract or identification number0003000009402
Number of Individuals Covered187
Insurance policy start date2006-12-01
Insurance policy end date2007-01-30
Total amount of commissions paid to insurance brokerUSD $316
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $5,322
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $316
Insurance broker organization code?3
Insurance broker nameD.R. MORTENSON INS. & INVESTMENTS

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