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IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 401k Plan overview

Plan NameIRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN
Plan identification number 501

IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES IRON WORKERS' LOC NO. 15 & 424 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES IRON WORKERS' LOC NO. 15 & 424
Employer identification number (EIN):066078910
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01JAMES DENNING2023-04-17 DAVID HUNT2023-04-17
5012020-07-01JAMES DENNING2022-03-22 DAVID HUNT2022-03-22
5012019-07-01JOSEPH TONER2021-02-17 DAVID HUNT2021-02-17
5012019-07-01JAMES DENNING2021-04-16 DAVID HUNT2021-04-15
5012018-07-01JOSEPH TONER2020-03-20 DAVID HUNT2020-03-20
5012017-07-01JOSEPH TONER2019-04-15
5012016-07-01
5012015-07-01
5012014-07-01
5012013-07-01GERARD J. FRAME
5012012-07-01GERARD J. FRAME
5012011-07-01GERARD J. FRAME
5012010-07-01GERARD FRAME
5012009-07-01GERARD FRAME

Plan Statistics for IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN

401k plan membership statisitcs for IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN

Measure Date Value
2021: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01569
Total number of active participants reported on line 7a of the Form 55002021-07-01418
Number of retired or separated participants receiving benefits2021-07-01144
Number of other retired or separated participants entitled to future benefits2021-07-012
Total of all active and inactive participants2021-07-01564
Number of employers contributing to the scheme2021-07-0179
2020: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01548
Total number of active participants reported on line 7a of the Form 55002020-07-01414
Number of retired or separated participants receiving benefits2020-07-01152
Number of other retired or separated participants entitled to future benefits2020-07-013
Total of all active and inactive participants2020-07-01569
Number of employers contributing to the scheme2020-07-0174
2019: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01617
Total number of active participants reported on line 7a of the Form 55002019-07-01387
Number of retired or separated participants receiving benefits2019-07-01158
Number of other retired or separated participants entitled to future benefits2019-07-013
Total of all active and inactive participants2019-07-01548
Number of employers contributing to the scheme2019-07-0187
2018: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01669
Total number of active participants reported on line 7a of the Form 55002018-07-01439
Number of retired or separated participants receiving benefits2018-07-01172
Number of other retired or separated participants entitled to future benefits2018-07-016
Total of all active and inactive participants2018-07-01617
Number of employers contributing to the scheme2018-07-0195
2017: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01702
Total number of active participants reported on line 7a of the Form 55002017-07-01470
Number of retired or separated participants receiving benefits2017-07-01189
Number of other retired or separated participants entitled to future benefits2017-07-0110
Total of all active and inactive participants2017-07-01669
Number of employers contributing to the scheme2017-07-0195
2016: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01760
Total number of active participants reported on line 7a of the Form 55002016-07-01455
Number of retired or separated participants receiving benefits2016-07-01240
Number of other retired or separated participants entitled to future benefits2016-07-017
Total of all active and inactive participants2016-07-01702
2015: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01706
Total number of active participants reported on line 7a of the Form 55002015-07-01515
Number of retired or separated participants receiving benefits2015-07-01241
Number of other retired or separated participants entitled to future benefits2015-07-014
Total of all active and inactive participants2015-07-01760
Number of employers contributing to the scheme2015-07-01112
2014: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01735
Total number of active participants reported on line 7a of the Form 55002014-07-01455
Number of retired or separated participants receiving benefits2014-07-01251
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01706
Number of employers contributing to the scheme2014-07-0197
2013: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01747
Total number of active participants reported on line 7a of the Form 55002013-07-01460
Number of retired or separated participants receiving benefits2013-07-01275
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01735
Number of employers contributing to the scheme2013-07-01113
2012: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01741
Total number of active participants reported on line 7a of the Form 55002012-07-01455
Number of retired or separated participants receiving benefits2012-07-01292
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01747
Number of employers contributing to the scheme2012-07-0188
2011: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01766
Total number of active participants reported on line 7a of the Form 55002011-07-01419
Number of retired or separated participants receiving benefits2011-07-01322
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01741
Number of employers contributing to the scheme2011-07-0190
2010: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01856
Total number of active participants reported on line 7a of the Form 55002010-07-01427
Number of retired or separated participants receiving benefits2010-07-01339
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01766
Number of employers contributing to the scheme2010-07-0197
2009: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01941
Total number of active participants reported on line 7a of the Form 55002009-07-01481
Number of retired or separated participants receiving benefits2009-07-0163
Number of other retired or separated participants entitled to future benefits2009-07-01312
Total of all active and inactive participants2009-07-01856

Financial Data on IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN

Measure Date Value
2022 : IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-3,319,110
Total unrealized appreciation/depreciation of assets2022-06-30$-3,319,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$696,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$615,067
Total income from all sources (including contributions)2022-06-30$8,636,104
Total loss/gain on sale of assets2022-06-30$-2,761
Total of all expenses incurred2022-06-30$9,252,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$8,478,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$9,431,051
Value of total assets at end of year2022-06-30$14,836,766
Value of total assets at beginning of year2022-06-30$15,371,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$773,938
Total interest from all sources2022-06-30$92,804
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$309,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$296,043
Administrative expenses professional fees incurred2022-06-30$219,563
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,374,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$317,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$615,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$13,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$9,533
Other income not declared elsewhere2022-06-30$501,077
Administrative expenses (other) incurred2022-06-30$241,763
Liabilities. Value of operating payables at end of year2022-06-30$72,431
Liabilities. Value of operating payables at beginning of year2022-06-30$76,534
Total non interest bearing cash at end of year2022-06-30$550,939
Total non interest bearing cash at beginning of year2022-06-30$2,320,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-616,206
Value of net assets at end of year (total assets less liabilities)2022-06-30$14,139,829
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$14,756,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$32,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,159,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,851,492
Interest earned on other investments2022-06-30$831
Income. Interest from US Government securities2022-06-30$54,762
Income. Interest from corporate debt instruments2022-06-30$36,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$112,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$91,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$91,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$254
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$3,293,499
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$1,333,715
Asset value of US Government securities at end of year2022-06-30$2,601,382
Asset value of US Government securities at beginning of year2022-06-30$2,646,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$1,589,769
Net gain/loss from 103.12 investment entities2022-06-30$33,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$8,056,951
Employer contributions (assets) at end of year2022-06-30$1,001,578
Employer contributions (assets) at beginning of year2022-06-30$1,167,940
Income. Dividends from common stock2022-06-30$13,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$7,144,657
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$1,229,647
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$1,380,630
Contract administrator fees2022-06-30$279,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$863,950
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$1,004,387
Liabilities. Value of benefit claims payable at end of year2022-06-30$611,500
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$529,000
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$8,590,145
Aggregate carrying amount (costs) on sale of assets2022-06-30$8,592,906
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-06-30611436956
2021 : IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$165,081
Total unrealized appreciation/depreciation of assets2021-06-30$165,081
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$615,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$904,380
Total income from all sources (including contributions)2021-06-30$10,365,683
Total loss/gain on sale of assets2021-06-30$132,129
Total of all expenses incurred2021-06-30$7,930,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$7,176,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$9,229,282
Value of total assets at end of year2021-06-30$15,371,102
Value of total assets at beginning of year2021-06-30$13,225,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$754,194
Total interest from all sources2021-06-30$121,583
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$30,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$7,108
Administrative expenses professional fees incurred2021-06-30$204,359
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,495,257
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$615,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$189,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$9,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$25,976
Other income not declared elsewhere2021-06-30$697,626
Administrative expenses (other) incurred2021-06-30$244,301
Liabilities. Value of operating payables at end of year2021-06-30$76,534
Liabilities. Value of operating payables at beginning of year2021-06-30$35,704
Total non interest bearing cash at end of year2021-06-30$2,320,799
Total non interest bearing cash at beginning of year2021-06-30$1,664,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,434,851
Value of net assets at end of year (total assets less liabilities)2021-06-30$14,756,035
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$12,321,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$42,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,851,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$712,325
Income. Interest from US Government securities2021-06-30$80,146
Income. Interest from corporate debt instruments2021-06-30$41,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$91,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$421,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$421,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$51
Assets. Value of investments in 103.12 investment entities at end of year2021-06-30$3,293,499
Assets. Value of investments in 103.12 investment entities at beginning of year2021-06-30$3,008,328
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$1,483,299
Asset value of US Government securities at end of year2021-06-30$2,646,159
Asset value of US Government securities at beginning of year2021-06-30$4,148,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$4,592
Net gain/loss from 103.12 investment entities2021-06-30$-14,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$7,734,025
Employer contributions (assets) at end of year2021-06-30$1,167,940
Employer contributions (assets) at beginning of year2021-06-30$1,255,747
Income. Dividends from common stock2021-06-30$23,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$5,693,339
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$1,380,630
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$711,409
Contract administrator fees2021-06-30$263,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$1,004,387
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$1,112,390
Liabilities. Value of benefit claims payable at end of year2021-06-30$529,000
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$842,700
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$9,795,423
Aggregate carrying amount (costs) on sale of assets2021-06-30$9,663,294
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-06-30611436956
2020 : IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$316,959
Total unrealized appreciation/depreciation of assets2020-06-30$316,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$904,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$727,278
Total income from all sources (including contributions)2020-06-30$8,958,071
Total loss/gain on sale of assets2020-06-30$-35,476
Total of all expenses incurred2020-06-30$9,115,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$8,401,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$8,251,829
Value of total assets at end of year2020-06-30$13,225,564
Value of total assets at beginning of year2020-06-30$13,205,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$713,482
Total interest from all sources2020-06-30$105,050
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$34,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$11,624
Administrative expenses professional fees incurred2020-06-30$257,201
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,523,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$189,917
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$315,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$25,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$30,878
Other income not declared elsewhere2020-06-30$212,992
Administrative expenses (other) incurred2020-06-30$236,924
Liabilities. Value of operating payables at end of year2020-06-30$35,704
Liabilities. Value of operating payables at beginning of year2020-06-30$43,200
Total non interest bearing cash at end of year2020-06-30$1,664,697
Total non interest bearing cash at beginning of year2020-06-30$1,480,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-156,953
Value of net assets at end of year (total assets less liabilities)2020-06-30$12,321,184
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$12,478,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$36,033
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$712,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$439,260
Income. Interest from US Government securities2020-06-30$87,172
Income. Interest from corporate debt instruments2020-06-30$15,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$421,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$178,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$178,724
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$1,962
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$3,008,328
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$2,961,427
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$1,634,674
Asset value of US Government securities at end of year2020-06-30$4,148,913
Asset value of US Government securities at beginning of year2020-06-30$4,310,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$25,782
Net gain/loss from 103.12 investment entities2020-06-30$46,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$6,728,340
Employer contributions (assets) at end of year2020-06-30$1,255,747
Employer contributions (assets) at beginning of year2020-06-30$1,786,813
Income. Dividends from common stock2020-06-30$22,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$6,766,868
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$711,409
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$420,573
Contract administrator fees2020-06-30$183,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$1,112,390
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$1,311,727
Liabilities. Value of benefit claims payable at end of year2020-06-30$842,700
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$653,200
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$3,459,270
Aggregate carrying amount (costs) on sale of assets2020-06-30$3,494,746
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-06-30611436956
2019 : IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$317,785
Total unrealized appreciation/depreciation of assets2019-06-30$317,785
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$727,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,569,223
Total income from all sources (including contributions)2019-06-30$11,590,969
Total loss/gain on sale of assets2019-06-30$28,977
Total of all expenses incurred2019-06-30$10,085,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$9,327,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$10,480,015
Value of total assets at end of year2019-06-30$13,205,415
Value of total assets at beginning of year2019-06-30$12,541,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$758,088
Total interest from all sources2019-06-30$112,875
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$35,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$11,856
Administrative expenses professional fees incurred2019-06-30$245,169
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,707,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$315,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$262,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$30,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$15,618
Other income not declared elsewhere2019-06-30$542,195
Administrative expenses (other) incurred2019-06-30$353,042
Liabilities. Value of operating payables at end of year2019-06-30$43,200
Liabilities. Value of operating payables at beginning of year2019-06-30$47,805
Total non interest bearing cash at end of year2019-06-30$1,480,747
Total non interest bearing cash at beginning of year2019-06-30$258,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,505,825
Value of net assets at end of year (total assets less liabilities)2019-06-30$12,478,137
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$10,972,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at beginning of year2019-06-30$2,904,881
Investment advisory and management fees2019-06-30$33,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$439,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$470,282
Income. Interest from US Government securities2019-06-30$92,072
Income. Interest from corporate debt instruments2019-06-30$16,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$178,724
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$271,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$271,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$4,104
Assets. Value of investments in 103.12 investment entities at end of year2019-06-30$2,961,427
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$1,821,048
Asset value of US Government securities at end of year2019-06-30$4,310,390
Asset value of US Government securities at beginning of year2019-06-30$4,898,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$16,763
Net gain/loss from 103.12 investment entities2019-06-30$56,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$8,772,812
Employer contributions (assets) at end of year2019-06-30$1,786,813
Employer contributions (assets) at beginning of year2019-06-30$1,429,755
Income. Dividends from common stock2019-06-30$23,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$7,506,008
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$420,573
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$632,786
Contract administrator fees2019-06-30$126,213
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$1,311,727
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$1,411,786
Liabilities. Value of benefit claims payable at end of year2019-06-30$653,200
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$1,505,800
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$3,636,473
Aggregate carrying amount (costs) on sale of assets2019-06-30$3,607,496
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-06-30611436956
2018 : IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-31,397
Total unrealized appreciation/depreciation of assets2018-06-30$-31,397
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,569,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,577,170
Total income from all sources (including contributions)2018-06-30$10,449,063
Total loss/gain on sale of assets2018-06-30$30,072
Total of all expenses incurred2018-06-30$12,140,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$11,485,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$9,725,089
Value of total assets at end of year2018-06-30$12,541,535
Value of total assets at beginning of year2018-06-30$14,241,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$655,160
Total interest from all sources2018-06-30$158,974
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$137,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$109,668
Administrative expenses professional fees incurred2018-06-30$198,560
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$1,761,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$262,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$222,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$15,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$137,950
Other income not declared elsewhere2018-06-30$464,519
Administrative expenses (other) incurred2018-06-30$289,037
Liabilities. Value of operating payables at end of year2018-06-30$47,805
Liabilities. Value of operating payables at beginning of year2018-06-30$34,120
Total non interest bearing cash at end of year2018-06-30$258,509
Total non interest bearing cash at beginning of year2018-06-30$351,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-1,691,667
Value of net assets at end of year (total assets less liabilities)2018-06-30$10,972,312
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$12,663,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$2,904,881
Investment advisory and management fees2018-06-30$41,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$470,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,920,294
Income. Interest from US Government securities2018-06-30$103,750
Income. Interest from corporate debt instruments2018-06-30$52,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$271,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$137,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$137,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$2,991
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$1,874,731
Asset value of US Government securities at end of year2018-06-30$4,898,963
Asset value of US Government securities at beginning of year2018-06-30$5,057,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-35,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$7,964,029
Employer contributions (assets) at end of year2018-06-30$1,429,755
Employer contributions (assets) at beginning of year2018-06-30$1,350,829
Income. Dividends from common stock2018-06-30$27,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$9,610,839
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$632,786
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$1,453,049
Contract administrator fees2018-06-30$126,253
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$1,411,786
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$1,748,618
Liabilities. Value of benefit claims payable at end of year2018-06-30$1,505,800
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$1,405,100
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$11,658,016
Aggregate carrying amount (costs) on sale of assets2018-06-30$11,627,944
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30NOVAK FRANCELLA
Accountancy firm EIN2018-06-30611436956
2017 : IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-16,127
Total unrealized appreciation/depreciation of assets2017-06-30$-16,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,577,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,181,803
Total income from all sources (including contributions)2017-06-30$10,257,662
Total loss/gain on sale of assets2017-06-30$15,265
Total of all expenses incurred2017-06-30$12,189,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$11,538,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$9,314,970
Value of total assets at end of year2017-06-30$14,241,149
Value of total assets at beginning of year2017-06-30$15,777,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$650,971
Total interest from all sources2017-06-30$180,778
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$155,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$119,035
Administrative expenses professional fees incurred2017-06-30$207,365
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$1,637,917
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$222,732
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$176,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$137,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$27,521
Other income not declared elsewhere2017-06-30$459,096
Administrative expenses (other) incurred2017-06-30$277,136
Liabilities. Value of operating payables at end of year2017-06-30$34,120
Liabilities. Value of operating payables at beginning of year2017-06-30$109,682
Total non interest bearing cash at end of year2017-06-30$351,178
Total non interest bearing cash at beginning of year2017-06-30$46,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-1,932,197
Value of net assets at end of year (total assets less liabilities)2017-06-30$12,663,979
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$14,596,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$45,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,920,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,192,706
Income. Interest from US Government securities2017-06-30$106,976
Income. Interest from corporate debt instruments2017-06-30$73,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$137,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$737,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$737,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$1,901,906
Asset value of US Government securities at end of year2017-06-30$5,057,069
Asset value of US Government securities at beginning of year2017-06-30$5,416,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$147,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$7,677,053
Employer contributions (assets) at end of year2017-06-30$1,350,829
Employer contributions (assets) at beginning of year2017-06-30$1,433,742
Income. Dividends from common stock2017-06-30$36,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$9,636,982
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$1,453,049
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$1,834,998
Contract administrator fees2017-06-30$120,606
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$1,748,618
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$1,939,964
Liabilities. Value of benefit claims payable at end of year2017-06-30$1,405,100
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$1,044,600
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$5,178,485
Aggregate carrying amount (costs) on sale of assets2017-06-30$5,163,220
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30NOVAK FRANCELLA LLC
Accountancy firm EIN2017-06-30611436956
2016 : IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$245,234
Total unrealized appreciation/depreciation of assets2016-06-30$245,234
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,181,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$974,542
Total income from all sources (including contributions)2016-06-30$11,469,547
Total loss/gain on sale of assets2016-06-30$-15,537
Total of all expenses incurred2016-06-30$11,899,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$11,128,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$10,890,180
Value of total assets at end of year2016-06-30$15,777,979
Value of total assets at beginning of year2016-06-30$16,000,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$770,756
Total interest from all sources2016-06-30$177,800
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$284,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$245,539
Administrative expenses professional fees incurred2016-06-30$232,850
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,904,735
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$176,248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$122,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$27,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$65,539
Other income not declared elsewhere2016-06-30$433,184
Administrative expenses (other) incurred2016-06-30$348,895
Liabilities. Value of operating payables at end of year2016-06-30$109,682
Liabilities. Value of operating payables at beginning of year2016-06-30$52,703
Total non interest bearing cash at end of year2016-06-30$46,144
Total non interest bearing cash at beginning of year2016-06-30$47,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-430,088
Value of net assets at end of year (total assets less liabilities)2016-06-30$14,596,176
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$15,026,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$49,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,192,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,901,122
Income. Interest from corporate debt instruments2016-06-30$177,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$737,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$882,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$882,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$2,126,900
Asset value of US Government securities at end of year2016-06-30$5,416,691
Asset value of US Government securities at beginning of year2016-06-30$4,383,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-546,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$8,985,445
Employer contributions (assets) at end of year2016-06-30$1,433,742
Employer contributions (assets) at beginning of year2016-06-30$1,428,119
Income. Dividends from common stock2016-06-30$39,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$9,001,979
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$1,834,998
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$2,351,661
Contract administrator fees2016-06-30$139,772
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$1,939,964
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$1,883,838
Liabilities. Value of benefit claims payable at end of year2016-06-30$1,044,600
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$856,300
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$4,285,622
Aggregate carrying amount (costs) on sale of assets2016-06-30$4,301,159
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2016-06-30060931761
2015 : IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-25,009
Total unrealized appreciation/depreciation of assets2015-06-30$-25,009
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$974,542
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$730,688
Total income from all sources (including contributions)2015-06-30$10,053,124
Total loss/gain on sale of assets2015-06-30$20,832
Total of all expenses incurred2015-06-30$10,627,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$9,865,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$9,592,214
Value of total assets at end of year2015-06-30$16,000,806
Value of total assets at beginning of year2015-06-30$16,331,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$761,907
Total interest from all sources2015-06-30$162,444
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$235,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$197,270
Administrative expenses professional fees incurred2015-06-30$190,284
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,882,692
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$122,033
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$346,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$65,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$204,549
Other income not declared elsewhere2015-06-30$241,244
Administrative expenses (other) incurred2015-06-30$385,145
Liabilities. Value of operating payables at end of year2015-06-30$52,703
Liabilities. Value of operating payables at beginning of year2015-06-30$55,639
Total non interest bearing cash at end of year2015-06-30$47,630
Total non interest bearing cash at beginning of year2015-06-30$199,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-574,300
Value of net assets at end of year (total assets less liabilities)2015-06-30$15,026,264
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$15,600,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$49,044
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,901,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,563,881
Income. Interest from US Government securities2015-06-30$63,519
Income. Interest from corporate debt instruments2015-06-30$98,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$882,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,362,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,362,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$2,061,106
Asset value of US Government securities at end of year2015-06-30$4,383,860
Asset value of US Government securities at beginning of year2015-06-30$4,020,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-174,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$7,709,522
Employer contributions (assets) at end of year2015-06-30$1,428,119
Employer contributions (assets) at beginning of year2015-06-30$1,125,109
Income. Dividends from common stock2015-06-30$38,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$7,804,411
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$2,351,661
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$2,782,164
Contract administrator fees2015-06-30$137,434
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$1,883,838
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$1,930,659
Liabilities. Value of benefit claims payable at end of year2015-06-30$856,300
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$470,500
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$7,688,395
Aggregate carrying amount (costs) on sale of assets2015-06-30$7,667,563
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2015-06-30060931761
2014 : IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$309,737
Total unrealized appreciation/depreciation of assets2014-06-30$309,737
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$730,688
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$950,875
Total income from all sources (including contributions)2014-06-30$9,771,287
Total loss/gain on sale of assets2014-06-30$-13,799
Total of all expenses incurred2014-06-30$9,140,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$8,527,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$9,037,869
Value of total assets at end of year2014-06-30$16,331,252
Value of total assets at beginning of year2014-06-30$15,920,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$612,809
Total interest from all sources2014-06-30$198,366
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$75,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$39,248
Administrative expenses professional fees incurred2014-06-30$195,923
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,865,436
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$346,143
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$716,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$204,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$230,353
Other income not declared elsewhere2014-06-30$144,474
Administrative expenses (other) incurred2014-06-30$220,451
Liabilities. Value of operating payables at end of year2014-06-30$55,639
Liabilities. Value of operating payables at beginning of year2014-06-30$52,022
Total non interest bearing cash at end of year2014-06-30$199,914
Total non interest bearing cash at beginning of year2014-06-30$131,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$631,278
Value of net assets at end of year (total assets less liabilities)2014-06-30$15,600,564
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$14,969,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$47,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$4,563,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$83,011
Income. Interest from US Government securities2014-06-30$103,351
Income. Interest from corporate debt instruments2014-06-30$94,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,362,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$5,425,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$5,425,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$1,892,356
Asset value of US Government securities at end of year2014-06-30$4,020,501
Asset value of US Government securities at beginning of year2014-06-30$4,772,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$19,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$7,172,433
Employer contributions (assets) at end of year2014-06-30$1,125,109
Employer contributions (assets) at beginning of year2014-06-30$952,832
Income. Dividends from common stock2014-06-30$36,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$6,634,844
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$2,782,164
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$2,288,835
Contract administrator fees2014-06-30$148,597
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$1,930,659
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$1,550,029
Liabilities. Value of benefit claims payable at end of year2014-06-30$470,500
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$668,500
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$15,025,007
Aggregate carrying amount (costs) on sale of assets2014-06-30$15,038,806
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2014-06-30060931761
2013 : IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$1,291
Total unrealized appreciation/depreciation of assets2013-06-30$1,291
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$950,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$842,494
Total income from all sources (including contributions)2013-06-30$10,260,746
Total loss/gain on sale of assets2013-06-30$51,291
Total of all expenses incurred2013-06-30$9,166,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$7,606,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$9,606,256
Value of total assets at end of year2013-06-30$15,920,161
Value of total assets at beginning of year2013-06-30$14,717,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,560,248
Total interest from all sources2013-06-30$310,480
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$54,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$2,132
Administrative expenses professional fees incurred2013-06-30$187,846
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$2,088,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$716,374
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$867,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$230,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$250,463
Other income not declared elsewhere2013-06-30$239,563
Administrative expenses (other) incurred2013-06-30$271,006
Liabilities. Value of operating payables at end of year2013-06-30$52,022
Liabilities. Value of operating payables at beginning of year2013-06-30$47,731
Total non interest bearing cash at end of year2013-06-30$131,511
Total non interest bearing cash at beginning of year2013-06-30$139,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,094,011
Value of net assets at end of year (total assets less liabilities)2013-06-30$14,969,286
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$13,875,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$63,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$83,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$51,126
Income. Interest from US Government securities2013-06-30$212,707
Income. Interest from corporate debt instruments2013-06-30$97,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$5,425,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$610,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$610,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$56
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$383,395
Asset value of US Government securities at end of year2013-06-30$4,772,227
Asset value of US Government securities at beginning of year2013-06-30$7,410,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$-2,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$7,517,506
Employer contributions (assets) at end of year2013-06-30$952,832
Employer contributions (assets) at beginning of year2013-06-30$889,482
Income. Dividends from common stock2013-06-30$52,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$7,223,092
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$2,288,835
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$2,531,832
Contract administrator fees2013-06-30$1,038,193
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$1,550,029
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$2,217,045
Liabilities. Value of benefit claims payable at end of year2013-06-30$668,500
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$544,300
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$9,889,805
Aggregate carrying amount (costs) on sale of assets2013-06-30$9,838,514
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2013-06-30060931761
2012 : IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$237,333
Total unrealized appreciation/depreciation of assets2012-06-30$237,333
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$842,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,083,488
Total income from all sources (including contributions)2012-06-30$9,635,232
Total loss/gain on sale of assets2012-06-30$33,893
Total of all expenses incurred2012-06-30$9,092,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$8,086,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$8,740,518
Value of total assets at end of year2012-06-30$14,717,769
Value of total assets at beginning of year2012-06-30$14,416,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,005,863
Total interest from all sources2012-06-30$271,294
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$43,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$637
Administrative expenses professional fees incurred2012-06-30$177,718
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$2,387,006
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$867,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$1,392,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$250,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$347,486
Other income not declared elsewhere2012-06-30$307,340
Administrative expenses (other) incurred2012-06-30$342,027
Liabilities. Value of operating payables at end of year2012-06-30$47,731
Liabilities. Value of operating payables at beginning of year2012-06-30$47,702
Total non interest bearing cash at end of year2012-06-30$139,761
Total non interest bearing cash at beginning of year2012-06-30$94,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$542,757
Value of net assets at end of year (total assets less liabilities)2012-06-30$13,875,275
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$13,332,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$61,102
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$51,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$0
Income. Interest from US Government securities2012-06-30$198,899
Income. Interest from corporate debt instruments2012-06-30$72,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$610,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$647,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$647,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$71
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$427,083
Asset value of US Government securities at end of year2012-06-30$7,410,257
Asset value of US Government securities at beginning of year2012-06-30$8,295,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$6,353,512
Employer contributions (assets) at end of year2012-06-30$889,482
Employer contributions (assets) at beginning of year2012-06-30$693,116
Income. Dividends from common stock2012-06-30$43,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$7,659,529
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$2,531,832
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$1,161,657
Contract administrator fees2012-06-30$425,016
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$2,217,045
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$2,131,146
Liabilities. Value of benefit claims payable at end of year2012-06-30$544,300
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$688,300
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$10,527,011
Aggregate carrying amount (costs) on sale of assets2012-06-30$10,493,118
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2012-06-30060931761
2011 : IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$450,519
Total unrealized appreciation/depreciation of assets2011-06-30$450,519
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,083,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,221,307
Total income from all sources (including contributions)2011-06-30$10,189,789
Total loss/gain on sale of assets2011-06-30$160,063
Total of all expenses incurred2011-06-30$9,456,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$8,554,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$8,489,256
Value of total assets at end of year2011-06-30$14,416,006
Value of total assets at beginning of year2011-06-30$13,820,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$901,853
Total interest from all sources2011-06-30$278,139
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$45,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$170,746
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$2,366,440
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$1,392,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$981,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$347,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$251,926
Other income not declared elsewhere2011-06-30$766,089
Administrative expenses (other) incurred2011-06-30$272,441
Liabilities. Value of operating payables at end of year2011-06-30$47,702
Liabilities. Value of operating payables at beginning of year2011-06-30$75,781
Total non interest bearing cash at end of year2011-06-30$94,212
Total non interest bearing cash at beginning of year2011-06-30$154,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$733,210
Value of net assets at end of year (total assets less liabilities)2011-06-30$13,332,518
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$12,599,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$60,551
Income. Interest from US Government securities2011-06-30$207,743
Income. Interest from corporate debt instruments2011-06-30$70,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$647,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$648,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$648,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$437,740
Asset value of US Government securities at end of year2011-06-30$8,295,633
Asset value of US Government securities at beginning of year2011-06-30$8,092,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$6,122,816
Employer contributions (assets) at end of year2011-06-30$693,116
Employer contributions (assets) at beginning of year2011-06-30$380,783
Income. Dividends from common stock2011-06-30$45,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$8,116,986
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$1,161,657
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$1,307,510
Contract administrator fees2011-06-30$398,115
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$2,131,146
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$2,255,812
Liabilities. Value of benefit claims payable at end of year2011-06-30$688,300
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$893,600
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$8,071,439
Aggregate carrying amount (costs) on sale of assets2011-06-30$7,911,376
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2011-06-30060931761

Form 5500 Responses for IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN

2021: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedYes
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS' LOCALS NO. 15 & 424 EXTENDED BENEFIT PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract numberG1800
Policy instance 3
Insurance contract or identification numberG1800
Number of Individuals Covered436
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $246,142
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered257
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $72,200
Welfare Benefit Premiums Paid to CarrierUSD $702,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees72200
Additional information about fees paid to insurance brokerADMIN FEES
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8059/C8059
Policy instance 1
Insurance contract or identification numberG8059/C8059
Number of Individuals Covered556
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $159,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM HEALTH PLANS, INC. (National Association of Insurance Commissioners NAIC id number: 60217 )
Policy contract numberG1800
Policy instance 3
Insurance contract or identification numberG1800
Number of Individuals Covered434
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $471,694
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 2
Insurance contract or identification numberH2001
Number of Individuals Covered272
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $63,365
Welfare Benefit Premiums Paid to CarrierUSD $786,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees63365
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker organization code?5
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8059/C8059
Policy instance 1
Insurance contract or identification numberG8059/C8059
Number of Individuals Covered536
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $134,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8059/C8059
Policy instance 1
Insurance contract or identification numberG8059/C8059
Number of Individuals Covered547
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $143,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE458005
Policy instance 2
Insurance contract or identification numberAE458005
Number of Individuals Covered289
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,188,856
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0842895-SL
Policy instance 3
Insurance contract or identification number0842895-SL
Number of Individuals Covered432
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $429,820
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 4
Insurance contract or identification numberH2001
Number of Individuals Covered272
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $37,440
Welfare Benefit Premiums Paid to CarrierUSD $430,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees37440
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker organization code?5
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8059/C8059
Policy instance 1
Insurance contract or identification numberG8059/C8059
Number of Individuals Covered619
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $125,775
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE458005
Policy instance 2
Insurance contract or identification numberAE458005
Number of Individuals Covered313
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,398,660
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL-10342
Policy instance 3
Insurance contract or identification numberSL-10342
Number of Individuals Covered485
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $378,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL-10342
Policy instance 4
Insurance contract or identification numberSL-10342
Number of Individuals Covered453
Insurance policy start date2018-01-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $191,129
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0842895-SL
Policy instance 3
Insurance contract or identification number0842895-SL
Number of Individuals Covered538
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $195,951
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE458005
Policy instance 2
Insurance contract or identification numberAE458005
Number of Individuals Covered340
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,297,414
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG8059/C8059
Policy instance 1
Insurance contract or identification numberG8059/C8059
Number of Individuals Covered645
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $133,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE458005
Policy instance 2
Insurance contract or identification numberAE458005
Number of Individuals Covered400
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,645,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG/C-8059
Policy instance 1
Insurance contract or identification numberG/C-8059
Number of Individuals Covered726
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $138,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG/C-8059
Policy instance 1
Insurance contract or identification numberG/C-8059
Number of Individuals Covered697
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $136,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE458005
Policy instance 2
Insurance contract or identification numberAE458005
Number of Individuals Covered440
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,524,504
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE458005
Policy instance 2
Insurance contract or identification numberAE458005
Number of Individuals Covered466
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,388,354
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG/C-8059
Policy instance 1
Insurance contract or identification numberG/C-8059
Number of Individuals Covered716
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $142,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG/C-8059
Policy instance 1
Insurance contract or identification numberG/C-8059
Number of Individuals Covered738
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $166,727
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICARE, INC. (National Association of Insurance Commissioners NAIC id number: 95675 )
Policy contract number5G00010
Policy instance 2
Insurance contract or identification number5G00010
Number of Individuals Covered60
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,740
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMEDICARE GROUP
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $136,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,740
Insurance broker organization code?3
Insurance broker nameBEACON RETIREE BENEFIT GROUP, INC.
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG/C-8059
Policy instance 1
Insurance contract or identification numberG/C-8059
Number of Individuals Covered735
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $185,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG/C-8059
Policy instance 1
Insurance contract or identification numberG/C-8059
Number of Individuals Covered770
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $200,855
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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