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I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 401k Plan overview

Plan NameI.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN
Plan identification number 002

I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 33 SECTION 401(K) has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, I.A.T.S.E. LOCAL 33 SECTION 401(K)
Employer identification number (EIN):953954078
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MILLER KAPLAN ARASE LLP
0022016-01-01MILLER KAPLAN ARASE LLP
0022015-01-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-10-17
0022014-01-01SANDY S GARCIA SANDY S GARCIA2015-10-15
0022013-01-01EDWARD RADA PAUL PAOLASSO2014-10-14
0022012-01-01PAUL PAOLASSO EDWARD RADA2013-10-04
0022011-01-01PAUL PAOLASSO SETH STEVELMAN2012-10-09
0022010-01-01PAUL PAOLASSO SETH STEVELMAN2011-10-03
0022009-01-01SETH STEVELMAN PAUL PAOLASSO2010-10-15
0022009-01-012010-10-15 STEVEN BERKOWITZ2010-10-14
0022009-01-01SETH STEVELMAN PAUL PAOLASSO2010-10-14

Plan Statistics for I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN

401k plan membership statisitcs for I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN

Measure Date Value
2022: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,083
Total number of active participants reported on line 7a of the Form 55002022-01-017,477
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01174
Total of all active and inactive participants2022-01-017,657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0148
Total participants2022-01-017,705
Number of participants with account balances2022-01-015,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-01163
2021: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,396
Total number of active participants reported on line 7a of the Form 55002021-01-016,540
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01176
Total of all active and inactive participants2021-01-016,722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0148
Total participants2021-01-016,770
Number of participants with account balances2021-01-015,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-01134
2020: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,304
Total number of active participants reported on line 7a of the Form 55002020-01-016,185
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01163
Total of all active and inactive participants2020-01-016,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0141
Total participants2020-01-016,396
Number of participants with account balances2020-01-015,032
Number of employers contributing to the scheme2020-01-01130
2019: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,685
Total number of active participants reported on line 7a of the Form 55002019-01-016,113
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01159
Total of all active and inactive participants2019-01-016,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0125
Total participants2019-01-016,304
Number of participants with account balances2019-01-015,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-01152
2018: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,270
Total number of active participants reported on line 7a of the Form 55002018-01-015,502
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01151
Total of all active and inactive participants2018-01-015,659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0126
Total participants2018-01-015,685
Number of participants with account balances2018-01-014,917
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01152
2017: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,966
Total number of active participants reported on line 7a of the Form 55002017-01-015,076
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-01163
Total of all active and inactive participants2017-01-015,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0126
Total participants2017-01-015,270
Number of participants with account balances2017-01-014,793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01138
2016: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,302
Total number of active participants reported on line 7a of the Form 55002016-01-014,762
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01170
Total of all active and inactive participants2016-01-014,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0126
Total participants2016-01-014,966
Number of participants with account balances2016-01-014,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01155
2015: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,323
Total number of active participants reported on line 7a of the Form 55002015-01-014,416
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-01187
Total of all active and inactive participants2015-01-014,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0121
Total participants2015-01-014,632
Number of participants with account balances2015-01-014,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-01126
2014: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,936
Total number of active participants reported on line 7a of the Form 55002014-01-014,089
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-01202
Total of all active and inactive participants2014-01-014,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0117
Total participants2014-01-014,323
Number of participants with account balances2014-01-014,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-01122
2013: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,865
Total number of active participants reported on line 7a of the Form 55002013-01-013,936
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013,936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,936
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0179
2012: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,908
Total number of active participants reported on line 7a of the Form 55002012-01-013,865
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,865
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0170
2011: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,860
Total number of active participants reported on line 7a of the Form 55002011-01-013,908
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,908
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0186
2010: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,242
Total number of active participants reported on line 7a of the Form 55002010-01-013,860
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 participants2010-01-013,860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013,860
Number of participants with account balances2010-01-010
Number of employers contributing to the scheme2010-01-01152
2009: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,476
Total number of active participants reported on line 7a of the Form 55002009-01-014,242
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 participants2009-01-014,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,242
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
Number of employers contributing to the scheme2009-01-0147

Financial Data on I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN

Measure Date Value
2022 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$50,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$78,307
Total income from all sources (including contributions)2022-12-31$-41,093,565
Total of all expenses incurred2022-12-31$19,946,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,544,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,192,447
Value of total assets at end of year2022-12-31$295,495,091
Value of total assets at beginning of year2022-12-31$356,562,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$401,255
Total interest from all sources2022-12-31$1,433,002
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,556,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,556,784
Administrative expenses professional fees incurred2022-12-31$107,855
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,206,969
Participant contributions at end of year2022-12-31$3,243,857
Participant contributions at beginning of year2022-12-31$3,700,037
Participant contributions at end of year2022-12-31$467,818
Participant contributions at beginning of year2022-12-31$366,388
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$246,154
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,318,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,026,383
Other income not declared elsewhere2022-12-31$397,664
Administrative expenses (other) incurred2022-12-31$90,215
Liabilities. Value of operating payables at end of year2022-12-31$50,880
Liabilities. Value of operating payables at beginning of year2022-12-31$78,307
Total non interest bearing cash at end of year2022-12-31$219,559
Total non interest bearing cash at beginning of year2022-12-31$241,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-61,039,594
Value of net assets at end of year (total assets less liabilities)2022-12-31$295,444,211
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$356,483,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$62,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,546,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$107,185,570
Value of interest in pooled separate accounts at end of year2022-12-31$43,225,842
Value of interest in pooled separate accounts at beginning of year2022-12-31$168,839,161
Interest on participant loans2022-12-31$127,970
Interest earned on other investments2022-12-31$1,305,032
Value of interest in common/collective trusts at end of year2022-12-31$127,501,942
Value of interest in common/collective trusts at beginning of year2022-12-31$27,592,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$56,539,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$47,237,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,419,024
Net investment gain/loss from pooled separate accounts2022-12-31$-24,301,832
Net investment gain or loss from common/collective trusts2022-12-31$-10,952,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,739,324
Employer contributions (assets) at end of year2022-12-31$412,604
Employer contributions (assets) at beginning of year2022-12-31$355,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,544,774
Contract administrator fees2022-12-31$140,761
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$19,254
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$17,194
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$78,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$83,922
Total income from all sources (including contributions)2021-12-31$55,107,253
Total of all expenses incurred2021-12-31$18,363,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,955,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,317,780
Value of total assets at end of year2021-12-31$356,562,112
Value of total assets at beginning of year2021-12-31$319,823,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$408,102
Total interest from all sources2021-12-31$1,215,802
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,379,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,379,524
Administrative expenses professional fees incurred2021-12-31$151,195
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$4,319,544
Amount contributed by the employer to the plan for this plan year2021-12-31$4,319,544
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,137,404
Participant contributions at end of year2021-12-31$3,700,037
Participant contributions at beginning of year2021-12-31$3,455,840
Participant contributions at end of year2021-12-31$366,388
Participant contributions at beginning of year2021-12-31$509,933
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$860,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,026,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$243,118
Other income not declared elsewhere2021-12-31$415,876
Administrative expenses (other) incurred2021-12-31$29,724
Liabilities. Value of operating payables at end of year2021-12-31$78,307
Liabilities. Value of operating payables at beginning of year2021-12-31$83,922
Total non interest bearing cash at end of year2021-12-31$241,381
Total non interest bearing cash at beginning of year2021-12-31$245,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$36,744,031
Value of net assets at end of year (total assets less liabilities)2021-12-31$356,483,805
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$319,739,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$102,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$107,185,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$101,221,203
Value of interest in pooled separate accounts at end of year2021-12-31$168,839,161
Value of interest in pooled separate accounts at beginning of year2021-12-31$139,369,590
Interest on participant loans2021-12-31$96,613
Interest earned on other investments2021-12-31$1,119,189
Value of interest in common/collective trusts at end of year2021-12-31$27,592,907
Value of interest in common/collective trusts at beginning of year2021-12-31$24,012,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$47,237,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$50,398,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,879,338
Net investment gain/loss from pooled separate accounts2021-12-31$26,568,922
Net investment gain or loss from common/collective trusts2021-12-31$4,330,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,319,544
Employer contributions (assets) at end of year2021-12-31$355,863
Employer contributions (assets) at beginning of year2021-12-31$356,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,955,120
Contract administrator fees2021-12-31$124,759
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$17,194
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$11,677
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$83,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$104,933
Total income from all sources (including contributions)2020-12-31$56,140,385
Total of all expenses incurred2020-12-31$32,593,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$32,148,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,706,495
Value of total assets at end of year2020-12-31$319,823,696
Value of total assets at beginning of year2020-12-31$296,297,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$444,885
Total interest from all sources2020-12-31$1,302,536
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,031,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,031,622
Administrative expenses professional fees incurred2020-12-31$191,354
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$3,388,660
Amount contributed by the employer to the plan for this plan year2020-12-31$3,388,660
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,074,546
Participant contributions at end of year2020-12-31$3,455,840
Participant contributions at beginning of year2020-12-31$3,358,358
Participant contributions at end of year2020-12-31$509,933
Participant contributions at beginning of year2020-12-31$365,791
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$243,289
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$243,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$84,230
Other income not declared elsewhere2020-12-31$379,366
Administrative expenses (other) incurred2020-12-31$66,048
Liabilities. Value of operating payables at end of year2020-12-31$83,922
Liabilities. Value of operating payables at beginning of year2020-12-31$104,933
Total non interest bearing cash at end of year2020-12-31$245,551
Total non interest bearing cash at beginning of year2020-12-31$18,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$23,546,739
Value of net assets at end of year (total assets less liabilities)2020-12-31$319,739,774
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$296,193,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$62,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$101,221,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$83,003,870
Value of interest in pooled separate accounts at end of year2020-12-31$139,369,590
Value of interest in pooled separate accounts at beginning of year2020-12-31$137,498,938
Interest on participant loans2020-12-31$90,392
Interest earned on other investments2020-12-31$1,212,144
Value of interest in common/collective trusts at end of year2020-12-31$24,012,131
Value of interest in common/collective trusts at beginning of year2020-12-31$22,999,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$50,398,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$48,029,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$20,597,174
Net investment gain/loss from pooled separate accounts2020-12-31$18,007,660
Net investment gain or loss from common/collective trusts2020-12-31$4,115,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,388,660
Employer contributions (assets) at end of year2020-12-31$356,169
Employer contributions (assets) at beginning of year2020-12-31$920,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$32,148,761
Contract administrator fees2020-12-31$125,059
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$11,677
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$18,145
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$104,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$104,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$109,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$109,517
Total income from all sources (including contributions)2019-12-31$63,335,449
Total income from all sources (including contributions)2019-12-31$63,335,449
Total of all expenses incurred2019-12-31$13,262,445
Total of all expenses incurred2019-12-31$13,262,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,641,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,641,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,349,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,349,806
Value of total assets at end of year2019-12-31$296,297,968
Value of total assets at end of year2019-12-31$296,297,968
Value of total assets at beginning of year2019-12-31$246,229,548
Value of total assets at beginning of year2019-12-31$246,229,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$621,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$621,381
Total interest from all sources2019-12-31$1,208,188
Total interest from all sources2019-12-31$1,208,188
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,290,681
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,290,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,290,681
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,290,681
Administrative expenses professional fees incurred2019-12-31$296,910
Administrative expenses professional fees incurred2019-12-31$296,910
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$5,187,351
Amount contributed by the employer to the plan for this plan year2019-12-31$5,187,351
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,115,266
Contributions received from participants2019-12-31$6,115,266
Participant contributions at end of year2019-12-31$3,358,358
Participant contributions at end of year2019-12-31$3,358,358
Participant contributions at beginning of year2019-12-31$3,073,435
Participant contributions at beginning of year2019-12-31$3,073,435
Participant contributions at end of year2019-12-31$365,791
Participant contributions at end of year2019-12-31$365,791
Participant contributions at beginning of year2019-12-31$373,406
Participant contributions at beginning of year2019-12-31$373,406
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$47,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$84,230
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$84,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$134,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$134,071
Other income not declared elsewhere2019-12-31$458,515
Other income not declared elsewhere2019-12-31$458,515
Administrative expenses (other) incurred2019-12-31$105,544
Administrative expenses (other) incurred2019-12-31$105,544
Liabilities. Value of operating payables at end of year2019-12-31$104,933
Liabilities. Value of operating payables at end of year2019-12-31$104,933
Liabilities. Value of operating payables at beginning of year2019-12-31$109,517
Liabilities. Value of operating payables at beginning of year2019-12-31$109,517
Total non interest bearing cash at end of year2019-12-31$18,261
Total non interest bearing cash at end of year2019-12-31$18,261
Total non interest bearing cash at beginning of year2019-12-31$210,702
Total non interest bearing cash at beginning of year2019-12-31$210,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$50,073,004
Value of net income/loss2019-12-31$50,073,004
Value of net assets at end of year (total assets less liabilities)2019-12-31$296,193,035
Value of net assets at end of year (total assets less liabilities)2019-12-31$296,193,035
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$246,120,031
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$246,120,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$61,200
Investment advisory and management fees2019-12-31$61,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,003,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,003,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$89,641,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$89,641,815
Value of interest in pooled separate accounts at end of year2019-12-31$137,498,938
Value of interest in pooled separate accounts at end of year2019-12-31$137,498,938
Value of interest in pooled separate accounts at beginning of year2019-12-31$108,009,522
Value of interest in pooled separate accounts at beginning of year2019-12-31$108,009,522
Interest on participant loans2019-12-31$156,500
Interest on participant loans2019-12-31$156,500
Interest earned on other investments2019-12-31$1,051,688
Interest earned on other investments2019-12-31$1,051,688
Value of interest in common/collective trusts at end of year2019-12-31$22,999,653
Value of interest in common/collective trusts at end of year2019-12-31$22,999,653
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$48,029,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$48,029,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$42,341,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$42,341,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,137,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,137,541
Net investment gain/loss from pooled separate accounts2019-12-31$27,890,718
Net investment gain/loss from pooled separate accounts2019-12-31$27,890,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,187,351
Contributions received in cash from employer2019-12-31$5,187,351
Employer contributions (assets) at end of year2019-12-31$920,832
Employer contributions (assets) at end of year2019-12-31$920,832
Employer contributions (assets) at beginning of year2019-12-31$2,428,611
Employer contributions (assets) at beginning of year2019-12-31$2,428,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,641,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,641,064
Contract administrator fees2019-12-31$157,727
Contract administrator fees2019-12-31$157,727
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$18,145
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$18,145
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$16,601
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$16,601
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
Accountancy firm EIN2019-12-31952036255
2018 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$109,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,846
Total income from all sources (including contributions)2018-12-31$-1,440,070
Total of all expenses incurred2018-12-31$11,306,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,629,879
Expenses. Certain deemed distributions of participant loans2018-12-31$204,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,860,038
Value of total assets at end of year2018-12-31$246,229,548
Value of total assets at beginning of year2018-12-31$258,896,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$471,802
Total interest from all sources2018-12-31$720,481
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,667,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,667,250
Administrative expenses professional fees incurred2018-12-31$202,587
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$4,083,767
Amount contributed by the employer to the plan for this plan year2018-12-31$4,083,767
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,726,855
Participant contributions at end of year2018-12-31$3,073,435
Participant contributions at beginning of year2018-12-31$2,844,465
Participant contributions at end of year2018-12-31$373,406
Participant contributions at beginning of year2018-12-31$468,027
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$134,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$53,408
Other income not declared elsewhere2018-12-31$468,299
Administrative expenses (other) incurred2018-12-31$55,410
Liabilities. Value of operating payables at end of year2018-12-31$109,517
Liabilities. Value of operating payables at beginning of year2018-12-31$29,846
Total non interest bearing cash at end of year2018-12-31$210,702
Total non interest bearing cash at beginning of year2018-12-31$409,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,746,291
Value of net assets at end of year (total assets less liabilities)2018-12-31$246,120,031
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$258,866,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$47,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$89,641,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$97,988,238
Value of interest in pooled separate accounts at end of year2018-12-31$108,009,522
Value of interest in pooled separate accounts at beginning of year2018-12-31$118,967,883
Interest on participant loans2018-12-31$118,466
Interest earned on other investments2018-12-31$602,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$42,341,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$37,739,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,565,753
Net investment gain/loss from pooled separate accounts2018-12-31$-7,590,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,083,767
Employer contributions (assets) at end of year2018-12-31$2,428,611
Employer contributions (assets) at beginning of year2018-12-31$395,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,629,879
Contract administrator fees2018-12-31$166,555
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$16,601
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$18,822
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$326,493
Total unrealized appreciation/depreciation of assets2017-12-31$326,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$52,738
Total income from all sources (including contributions)2017-12-31$45,761,470
Total of all expenses incurred2017-12-31$13,112,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,419,753
Expenses. Certain deemed distributions of participant loans2017-12-31$303,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,445,441
Value of total assets at end of year2017-12-31$258,896,168
Value of total assets at beginning of year2017-12-31$226,269,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$388,867
Total interest from all sources2017-12-31$140,731
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,079,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,079,739
Administrative expenses professional fees incurred2017-12-31$140,997
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$3,854,278
Amount contributed by the employer to the plan for this plan year2017-12-31$3,854,278
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,591,163
Participant contributions at end of year2017-12-31$2,844,465
Participant contributions at beginning of year2017-12-31$2,748,466
Participant contributions at end of year2017-12-31$468,027
Participant contributions at beginning of year2017-12-31$497,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$53,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$408,738
Other income not declared elsewhere2017-12-31$495,607
Administrative expenses (other) incurred2017-12-31$67,883
Liabilities. Value of operating payables at end of year2017-12-31$29,846
Liabilities. Value of operating payables at beginning of year2017-12-31$52,738
Total non interest bearing cash at end of year2017-12-31$409,746
Total non interest bearing cash at beginning of year2017-12-31$369,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$32,649,448
Value of net assets at end of year (total assets less liabilities)2017-12-31$258,866,322
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$226,216,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$32,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$97,988,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$82,461,665
Value of interest in pooled separate accounts at end of year2017-12-31$118,967,883
Value of interest in pooled separate accounts at beginning of year2017-12-31$97,935,410
Interest on participant loans2017-12-31$140,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,604
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$37,739,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$41,446,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,424,483
Net investment gain/loss from pooled separate accounts2017-12-31$18,848,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,854,278
Employer contributions (assets) at end of year2017-12-31$395,814
Employer contributions (assets) at beginning of year2017-12-31$372,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,419,753
Contract administrator fees2017-12-31$147,987
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$18,822
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$18,465
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$315,100
Total unrealized appreciation/depreciation of assets2016-12-31$315,100
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$52,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$87,162
Total income from all sources (including contributions)2016-12-31$22,256,340
Total of all expenses incurred2016-12-31$11,202,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,292,241
Expenses. Certain deemed distributions of participant loans2016-12-31$513,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,806,240
Value of total assets at end of year2016-12-31$226,269,612
Value of total assets at beginning of year2016-12-31$215,250,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$396,598
Total interest from all sources2016-12-31$113,743
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,464,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,464,401
Administrative expenses professional fees incurred2016-12-31$129,632
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$9,806,240
Amount contributed by the employer to the plan for this plan year2016-12-31$9,806,240
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,204,701
Participant contributions at end of year2016-12-31$2,748,466
Participant contributions at beginning of year2016-12-31$2,776,925
Participant contributions at end of year2016-12-31$497,006
Participant contributions at beginning of year2016-12-31$462,049
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$408,738
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$350,513
Other income not declared elsewhere2016-12-31$535,185
Administrative expenses (other) incurred2016-12-31$82,979
Liabilities. Value of operating payables at end of year2016-12-31$52,738
Liabilities. Value of operating payables at beginning of year2016-12-31$87,162
Total non interest bearing cash at end of year2016-12-31$369,693
Total non interest bearing cash at beginning of year2016-12-31$288,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,053,652
Value of net assets at end of year (total assets less liabilities)2016-12-31$226,216,874
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$215,163,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$36,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$82,461,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$78,108,405
Value of interest in pooled separate accounts at end of year2016-12-31$97,935,410
Value of interest in pooled separate accounts at beginning of year2016-12-31$92,268,762
Interest on participant loans2016-12-31$113,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,604
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$10,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$10,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$41,446,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$40,641,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,122,441
Net investment gain/loss from pooled separate accounts2016-12-31$6,899,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,601,539
Employer contributions (assets) at end of year2016-12-31$372,590
Employer contributions (assets) at beginning of year2016-12-31$324,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,292,241
Contract administrator fees2016-12-31$147,987
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$18,465
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$18,465
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$341,601
Total unrealized appreciation/depreciation of assets2015-12-31$341,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$87,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$117,191
Total income from all sources (including contributions)2015-12-31$9,743,248
Total of all expenses incurred2015-12-31$10,813,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,106,443
Expenses. Certain deemed distributions of participant loans2015-12-31$391,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,905,944
Value of total assets at end of year2015-12-31$215,250,384
Value of total assets at beginning of year2015-12-31$216,350,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$314,832
Total interest from all sources2015-12-31$105,977
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,799,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,799,328
Administrative expenses professional fees incurred2015-12-31$114,757
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$9,905,944
Amount contributed by the employer to the plan for this plan year2015-12-31$9,905,944
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,386,196
Participant contributions at end of year2015-12-31$2,776,925
Participant contributions at beginning of year2015-12-31$2,896,768
Participant contributions at end of year2015-12-31$462,049
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$350,513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$25,629
Other income not declared elsewhere2015-12-31$421,491
Administrative expenses (other) incurred2015-12-31$53,863
Liabilities. Value of operating payables at end of year2015-12-31$87,162
Liabilities. Value of operating payables at beginning of year2015-12-31$117,191
Total non interest bearing cash at end of year2015-12-31$288,403
Total non interest bearing cash at beginning of year2015-12-31$1,634,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,070,023
Value of net assets at end of year (total assets less liabilities)2015-12-31$215,163,222
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$216,233,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$78,108,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$80,544,148
Value of interest in pooled separate accounts at end of year2015-12-31$92,268,762
Value of interest in pooled separate accounts at beginning of year2015-12-31$89,188,376
Interest on participant loans2015-12-31$105,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$10,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$10,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$10,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$40,641,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$40,773,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,694,316
Net investment gain/loss from pooled separate accounts2015-12-31$-136,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,519,748
Employer contributions (assets) at end of year2015-12-31$324,895
Employer contributions (assets) at beginning of year2015-12-31$1,261,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,106,443
Contract administrator fees2015-12-31$146,212
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$18,465
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$15,558
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$330,091
Total unrealized appreciation/depreciation of assets2014-12-31$330,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$117,191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$135,399
Total income from all sources (including contributions)2014-12-31$23,014,014
Total of all expenses incurred2014-12-31$10,813,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,200,192
Expenses. Certain deemed distributions of participant loans2014-12-31$300,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,900,860
Value of total assets at end of year2014-12-31$216,350,436
Value of total assets at beginning of year2014-12-31$204,168,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$312,950
Total interest from all sources2014-12-31$116,680
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,468,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,468,050
Administrative expenses professional fees incurred2014-12-31$85,544
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$9,900,860
Amount contributed by the employer to the plan for this plan year2014-12-31$9,900,860
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,597,853
Participant contributions at end of year2014-12-31$2,896,768
Participant contributions at beginning of year2014-12-31$2,851,628
Assets. Other investments not covered elsewhere at end of year2014-12-31$40,773,075
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$42,868,813
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$25,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$63,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$67,930
Other income not declared elsewhere2014-12-31$393,449
Administrative expenses (other) incurred2014-12-31$72,667
Liabilities. Value of operating payables at end of year2014-12-31$117,191
Liabilities. Value of operating payables at beginning of year2014-12-31$67,469
Total non interest bearing cash at end of year2014-12-31$1,634,388
Total non interest bearing cash at beginning of year2014-12-31$636,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$12,200,601
Value of net assets at end of year (total assets less liabilities)2014-12-31$216,233,245
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$204,032,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$80,544,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$77,404,777
Value of interest in pooled separate accounts at end of year2014-12-31$89,188,376
Value of interest in pooled separate accounts at beginning of year2014-12-31$79,485,124
Interest on participant loans2014-12-31$116,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$10,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$112,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$112,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$238,066
Net investment gain/loss from pooled separate accounts2014-12-31$7,566,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,303,007
Employer contributions (assets) at end of year2014-12-31$1,261,895
Employer contributions (assets) at beginning of year2014-12-31$727,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,200,192
Contract administrator fees2014-12-31$154,739
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$15,558
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$17,010
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,020,433
Total unrealized appreciation/depreciation of assets2013-12-31$1,020,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$135,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$21,792
Total income from all sources (including contributions)2013-12-31$37,633,720
Total of all expenses incurred2013-12-31$7,815,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,211,547
Expenses. Certain deemed distributions of participant loans2013-12-31$317,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,145,986
Value of total assets at end of year2013-12-31$204,168,043
Value of total assets at beginning of year2013-12-31$174,236,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$286,638
Total interest from all sources2013-12-31$109,355
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,200,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,200,787
Administrative expenses professional fees incurred2013-12-31$98,847
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$9,145,986
Amount contributed by the employer to the plan for this plan year2013-12-31$9,145,986
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,074,505
Participant contributions at end of year2013-12-31$2,851,628
Participant contributions at beginning of year2013-12-31$2,497,247
Assets. Other investments not covered elsewhere at end of year2013-12-31$42,868,813
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$42,759,674
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$63,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$88,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$67,930
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$512,358
Administrative expenses (other) incurred2013-12-31$51,749
Liabilities. Value of operating payables at end of year2013-12-31$67,469
Liabilities. Value of operating payables at beginning of year2013-12-31$21,792
Total non interest bearing cash at end of year2013-12-31$636,773
Total non interest bearing cash at beginning of year2013-12-31$668,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$29,817,726
Value of net assets at end of year (total assets less liabilities)2013-12-31$204,032,644
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$174,214,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$77,404,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$65,083,064
Value of interest in pooled separate accounts at end of year2013-12-31$79,485,124
Value of interest in pooled separate accounts at beginning of year2013-12-31$62,256,032
Interest on participant loans2013-12-31$109,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$112,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,594
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,081,677
Net investment gain/loss from pooled separate accounts2013-12-31$14,563,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,071,481
Employer contributions (assets) at end of year2013-12-31$727,900
Employer contributions (assets) at beginning of year2013-12-31$859,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,211,547
Contract administrator fees2013-12-31$136,042
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$17,010
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$13,501
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$38,748
Total income from all sources (including contributions)2012-12-31$26,273,701
Total of all expenses incurred2012-12-31$8,003,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,606,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,751,137
Value of total assets at end of year2012-12-31$174,236,710
Value of total assets at beginning of year2012-12-31$155,983,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$396,427
Total interest from all sources2012-12-31$1,688,943
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,749,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,749,719
Administrative expenses professional fees incurred2012-12-31$169,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$8,751,137
Amount contributed by the employer to the plan for this plan year2012-12-31$8,751,137
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,532,614
Participant contributions at end of year2012-12-31$2,497,247
Participant contributions at beginning of year2012-12-31$2,651,008
Assets. Other investments not covered elsewhere at end of year2012-12-31$42,759,674
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$41,926,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$88,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$178,685
Other income not declared elsewhere2012-12-31$591,773
Administrative expenses (other) incurred2012-12-31$72,909
Liabilities. Value of operating payables at end of year2012-12-31$21,792
Liabilities. Value of operating payables at beginning of year2012-12-31$38,748
Total non interest bearing cash at end of year2012-12-31$668,244
Total non interest bearing cash at beginning of year2012-12-31$538,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$18,270,622
Value of net assets at end of year (total assets less liabilities)2012-12-31$174,214,918
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$155,944,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$127,339,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$110,027,413
Interest on participant loans2012-12-31$94,921
Interest earned on other investments2012-12-31$1,594,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$10,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$10,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,492,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,218,523
Employer contributions (assets) at end of year2012-12-31$859,439
Employer contributions (assets) at beginning of year2012-12-31$634,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,606,652
Contract administrator fees2012-12-31$154,018
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$13,501
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$15,737
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$38,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$112,122
Total income from all sources (including contributions)2011-12-31$9,131,155
Total of all expenses incurred2011-12-31$7,818,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,509,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,869,256
Value of total assets at end of year2011-12-31$155,983,044
Value of total assets at beginning of year2011-12-31$154,744,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$309,746
Total interest from all sources2011-12-31$1,630,883
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,612,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,612,499
Administrative expenses professional fees incurred2011-12-31$115,994
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$8,869,256
Amount contributed by the employer to the plan for this plan year2011-12-31$8,869,256
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$7,426,912
Participant contributions at end of year2011-12-31$2,651,008
Participant contributions at beginning of year2011-12-31$2,634,946
Assets. Other investments not covered elsewhere at end of year2011-12-31$41,926,805
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$38,645,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$178,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$33,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$49,141
Other income not declared elsewhere2011-12-31$400,742
Administrative expenses (other) incurred2011-12-31$53,530
Liabilities. Value of operating payables at end of year2011-12-31$38,748
Liabilities. Value of operating payables at beginning of year2011-12-31$62,981
Total non interest bearing cash at end of year2011-12-31$538,552
Total non interest bearing cash at beginning of year2011-12-31$18,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,312,225
Value of net assets at end of year (total assets less liabilities)2011-12-31$155,944,296
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$154,632,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$110,027,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$112,284,208
Interest on participant loans2011-12-31$105,747
Interest earned on other investments2011-12-31$1,524,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$10,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$558,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$558,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,382,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,442,344
Employer contributions (assets) at end of year2011-12-31$634,259
Employer contributions (assets) at beginning of year2011-12-31$552,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,509,184
Contract administrator fees2011-12-31$140,222
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$15,737
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$16,111
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-12-31952036255
2010 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$112,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$66,685
Total income from all sources (including contributions)2010-12-31$24,572,159
Total of all expenses incurred2010-12-31$9,495,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,187,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,749,201
Value of total assets at end of year2010-12-31$154,744,193
Value of total assets at beginning of year2010-12-31$139,622,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$307,589
Total interest from all sources2010-12-31$1,773,454
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$871,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$871,268
Administrative expenses professional fees incurred2010-12-31$75,639
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$8,749,201
Amount contributed by the employer to the plan for this plan year2010-12-31$8,749,201
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,439,341
Participant contributions at end of year2010-12-31$2,634,946
Participant contributions at beginning of year2010-12-31$2,811,409
Assets. Other investments not covered elsewhere at end of year2010-12-31$38,645,515
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$33,558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$76,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$49,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$258,268
Administrative expenses (other) incurred2010-12-31$47,805
Liabilities. Value of operating payables at end of year2010-12-31$62,981
Liabilities. Value of operating payables at beginning of year2010-12-31$66,685
Total non interest bearing cash at end of year2010-12-31$18,735
Total non interest bearing cash at beginning of year2010-12-31$45,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$15,076,754
Value of net assets at end of year (total assets less liabilities)2010-12-31$154,632,071
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$139,555,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$112,284,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$135,911,047
Interest on participant loans2010-12-31$128,357
Interest earned on other investments2010-12-31$1,644,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$558,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$173,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$173,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$12,919,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,309,860
Employer contributions (assets) at end of year2010-12-31$552,410
Employer contributions (assets) at beginning of year2010-12-31$595,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,187,816
Contract administrator fees2010-12-31$182,667
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$16,111
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$7,741
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255
2009 : I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
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$8,619,749
Amount contributed by the employer to the plan for this plan year2009-12-31$8,619,749

Form 5500 Responses for I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN

2022: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: I.A.T.S.E. LOCAL 33 SECTION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number454829
Policy instance 2
Insurance contract or identification number454829
Number of Individuals Covered7705
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804433
Policy instance 1
Insurance contract or identification number804433
Number of Individuals Covered7705
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number454829
Policy instance 2
Insurance contract or identification number454829
Number of Individuals Covered6770
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804433
Policy instance 1
Insurance contract or identification number804433
Number of Individuals Covered6770
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number454829
Policy instance 2
Insurance contract or identification number454829
Number of Individuals Covered6396
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804433
Policy instance 1
Insurance contract or identification number804433
Number of Individuals Covered6396
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number454829
Policy instance 2
Insurance contract or identification number454829
Number of Individuals Covered6304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804433
Policy instance 1
Insurance contract or identification number804433
Number of Individuals Covered6304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804433
Policy instance 1
Insurance contract or identification number804433
Number of Individuals Covered5685
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number454829
Policy instance 2
Insurance contract or identification number454829
Number of Individuals Covered5685
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number454829
Policy instance 2
Insurance contract or identification number454829
Number of Individuals Covered5270
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804433
Policy instance 1
Insurance contract or identification number804433
Number of Individuals Covered5270
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804433
Policy instance 1
Insurance contract or identification number804433
Number of Individuals Covered4632
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number454829
Policy instance 2
Insurance contract or identification number454829
Number of Individuals Covered4632
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number454829
Policy instance 2
Insurance contract or identification number454829
Number of Individuals Covered4323
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804433
Policy instance 1
Insurance contract or identification number804433
Number of Individuals Covered4323
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804433
Policy instance 2
Insurance contract or identification number804433
Number of Individuals Covered4155
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number454829
Policy instance 1
Insurance contract or identification number454829
Number of Individuals Covered4155
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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