I.A.T.S.E. LOCAL 99 HEALTH TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 sources | 2016-12-31 | $9,492 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $24,115 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $24,103 |
| Total plan assets at end of year | 2016-12-31 | $102,166 |
| Total plan assets at beginning of year | 2016-12-31 | $116,789 |
| Other income received | 2016-12-31 | $-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 sources | 2015-12-31 | $19,895 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $39,719 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $39,199 |
| Total plan assets at end of year | 2015-12-31 | $116,789 |
| Total plan assets at beginning of year | 2015-12-31 | $136,613 |
| Other income received | 2015-12-31 | $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 sources | 2014-12-31 | $7,304 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $12,086 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $11,208 |
| Total plan assets at end of year | 2014-12-31 | $136,613 |
| Total plan assets at beginning of year | 2014-12-31 | $141,395 |
| Other income received | 2014-12-31 | $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 sources | 2013-12-31 | $25,787 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $23,820 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $22,805 |
| Total plan assets at end of year | 2013-12-31 | $141,395 |
| Total plan assets at beginning of year | 2013-12-31 | $139,428 |
| Other income received | 2013-12-31 | $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 sources | 2011-12-31 | $4,606 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $52,067 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $51,317 |
| Total plan assets at end of year | 2011-12-31 | $125,544 |
| Total plan assets at beginning of year | 2011-12-31 | $173,005 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $750 |
| Other income received | 2011-12-31 | $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 year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $20,276 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $38,682 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $37,924 |
| Total plan assets at end of year | 2010-12-31 | $173,005 |
| Total plan assets at beginning of year | 2010-12-31 | $191,411 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $758 |
| Other income received | 2010-12-31 | $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 year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $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 year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2007 : I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $11,092 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $1,680 |
| Total plan assets at end of year | 2007-12-31 | $273,465 |
| Total plan assets at beginning of year | 2007-12-31 | $296,157 |
| Value of fidelity bond covering the plan | 2007-12-31 | $100,000 |
| Other income received | 2007-12-31 | $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 |
| 2016: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2007: I.A.T.S.E. LOCAL 99 RETIREMENT PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
