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CEMENT & CONCRETE WORKERS DC ANNUITY FUND 401k Plan overview

Plan NameCEMENT & CONCRETE WORKERS DC ANNUITY FUND
Plan identification number 003

CEMENT & CONCRETE WORKERS DC ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC ANNUITY FUND
Employer identification number (EIN):112942389
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CEMENT & CONCRETE WORKERS DC ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01ANGELO ANGELONE2023-09-21 MICHAEL SALGO2023-09-21
0032021-01-01ANGELO ANGELONE2022-09-19 MICHAEL SALGO2022-09-19
0032020-01-01ANGELO ANGELONE2021-10-03 MICHAEL SALGO2021-10-03
0032019-01-01ANGELO ANGELONE2020-09-23 MICHAEL SALGO2020-09-23
0032018-01-01ANGELO ANGELONE2019-09-18 MICHAEL SALGO2019-09-18
0032017-01-01
0032016-01-01CAROL WESTFALL
0032015-01-01HANY KILADA HANY KILADA2016-10-17
0032014-01-01
0032013-01-01
0032012-01-01SILVANA BALDO
0032011-01-01SILVANA BALDO
0032009-01-01SILVANA BALDO
0032009-01-01SILVANA BALDO

Plan Statistics for CEMENT & CONCRETE WORKERS DC ANNUITY FUND

401k plan membership statisitcs for CEMENT & CONCRETE WORKERS DC ANNUITY FUND

Measure Date Value
2022: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-013,438
Total number of active participants reported on line 7a of the Form 55002022-01-011,134
Number of retired or separated participants receiving benefits2022-01-0127
Number of other retired or separated participants entitled to future benefits2022-01-011,987
Total of all active and inactive participants2022-01-013,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0181
Total participants2022-01-013,229
Number of participants with account balances2022-01-013,229
Number of employers contributing to the scheme2022-01-01119
2021: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-013,518
Total number of active participants reported on line 7a of the Form 55002021-01-011,396
Number of retired or separated participants receiving benefits2021-01-0129
Number of other retired or separated participants entitled to future benefits2021-01-011,940
Total of all active and inactive participants2021-01-013,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0173
Total participants2021-01-013,438
Number of participants with account balances2021-01-013,438
Number of employers contributing to the scheme2021-01-01124
2020: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-013,486
Total number of active participants reported on line 7a of the Form 55002020-01-011,495
Number of retired or separated participants receiving benefits2020-01-0126
Number of other retired or separated participants entitled to future benefits2020-01-011,942
Total of all active and inactive participants2020-01-013,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0155
Total participants2020-01-013,518
Number of participants with account balances2020-01-013,518
Number of employers contributing to the scheme2020-01-01139
2019: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-014,612
Total number of active participants reported on line 7a of the Form 55002019-01-011,625
Number of retired or separated participants receiving benefits2019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-011,789
Total of all active and inactive participants2019-01-013,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0150
Total participants2019-01-013,486
Number of participants with account balances2019-01-013,486
Number of employers contributing to the scheme2019-01-01127
2018: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-015,429
Total number of active participants reported on line 7a of the Form 55002018-01-011,785
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-012,756
Total of all active and inactive participants2018-01-014,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0156
Total participants2018-01-014,612
Number of participants with account balances2018-01-014,612
Number of employers contributing to the scheme2018-01-01119
2017: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-015,452
Total number of active participants reported on line 7a of the Form 55002017-01-012,096
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-013,271
Total of all active and inactive participants2017-01-015,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0148
Total participants2017-01-015,429
Number of participants with account balances2017-01-015,429
Number of employers contributing to the scheme2017-01-01124
2016: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-0110,978
Total number of active participants reported on line 7a of the Form 55002016-01-012,225
Number of retired or separated participants receiving benefits2016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-013,164
Total of all active and inactive participants2016-01-015,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0141
Total participants2016-01-015,452
Number of participants with account balances2016-01-015,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01126
2015: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-0110,628
Total number of active participants reported on line 7a of the Form 55002015-01-019,634
Number of retired or separated participants receiving benefits2015-01-011,163
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-0110,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01153
Total participants2015-01-0110,978
Number of participants with account balances2015-01-015,124
Number of employers contributing to the scheme2015-01-01158
2014: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-0110,400
Total number of active participants reported on line 7a of the Form 55002014-01-019,298
Number of retired or separated participants receiving benefits2014-01-011,168
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-0110,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01139
Total participants2014-01-0110,628
Number of participants with account balances2014-01-015,075
Number of employers contributing to the scheme2014-01-01131
2013: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-0110,175
Total number of active participants reported on line 7a of the Form 55002013-01-019,086
Number of other retired or separated participants entitled to future benefits2013-01-011,186
Total of all active and inactive participants2013-01-0110,272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01128
Total participants2013-01-0110,400
Number of participants with account balances2013-01-015,204
Number of employers contributing to the scheme2013-01-01174
2012: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-019,962
Total number of active participants reported on line 7a of the Form 55002012-01-018,832
Number of retired or separated participants receiving benefits2012-01-01130
Number of other retired or separated participants entitled to future benefits2012-01-011,184
Total of all active and inactive participants2012-01-0110,146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0129
Total participants2012-01-0110,175
Number of participants with account balances2012-01-015,330
Number of employers contributing to the scheme2012-01-01153
2011: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-013,685
Total number of active participants reported on line 7a of the Form 55002011-01-011,474
Number of retired or separated participants receiving benefits2011-01-01364
Number of other retired or separated participants entitled to future benefits2011-01-011,498
Total of all active and inactive participants2011-01-013,336
Total participants2011-01-013,336
Number of participants with account balances2011-01-013,336
Number of employers contributing to the scheme2011-01-01156
2009: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-013,712
Total number of active participants reported on line 7a of the Form 55002009-01-012,095
Number of retired or separated participants receiving benefits2009-01-01233
Number of other retired or separated participants entitled to future benefits2009-01-011,485
Total of all active and inactive participants2009-01-013,813
Total participants2009-01-013,813
Number of employers contributing to the scheme2009-01-01154

Financial Data on CEMENT & CONCRETE WORKERS DC ANNUITY FUND

Measure Date Value
2022 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$216,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$284,039
Total income from all sources (including contributions)2022-12-31$-3,571,875
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,819,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,914,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,197,579
Value of total assets at end of year2022-12-31$189,546,069
Value of total assets at beginning of year2022-12-31$212,004,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$904,453
Total interest from all sources2022-12-31$70,367
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,144,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,144,182
Administrative expenses professional fees incurred2022-12-31$72,595
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$1,863,205
Participant contributions at beginning of year2022-12-31$1,877,790
Assets. Other investments not covered elsewhere at end of year2022-12-31$260,797
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$94,194
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$505,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$167,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$193,216
Administrative expenses (other) incurred2022-12-31$624,882
Liabilities. Value of operating payables at end of year2022-12-31$49,464
Liabilities. Value of operating payables at beginning of year2022-12-31$90,823
Total non interest bearing cash at end of year2022-12-31$728,014
Total non interest bearing cash at beginning of year2022-12-31$1,702,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,390,910
Value of net assets at end of year (total assets less liabilities)2022-12-31$189,329,535
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$211,720,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$206,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$89,854,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$110,958,833
Value of interest in pooled separate accounts at end of year2022-12-31$73,545,088
Value of interest in pooled separate accounts at beginning of year2022-12-31$75,654,892
Income. Interest from loans (other than to participants)2022-12-31$70,359
Value of interest in common/collective trusts at end of year2022-12-31$20,584,615
Value of interest in common/collective trusts at beginning of year2022-12-31$19,496,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,813,874
Net investment gain/loss from pooled separate accounts2022-12-31$1,741,264
Net investment gain or loss from common/collective trusts2022-12-31$1,088,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,197,579
Employer contributions (assets) at end of year2022-12-31$2,710,000
Employer contributions (assets) at beginning of year2022-12-31$2,220,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,409,321
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2022-12-31131577780
2021 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$284,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$91,096
Total income from all sources (including contributions)2021-12-31$35,426,970
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,077,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,159,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,588,370
Value of total assets at end of year2021-12-31$212,004,484
Value of total assets at beginning of year2021-12-31$192,462,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$918,389
Total interest from all sources2021-12-31$159,702
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,315,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,315,961
Administrative expenses professional fees incurred2021-12-31$66,989
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$1,877,790
Participant contributions at beginning of year2021-12-31$2,179,574
Assets. Other investments not covered elsewhere at end of year2021-12-31$94,194
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$104,183
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$706,158
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$12,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$193,216
Administrative expenses (other) incurred2021-12-31$636,068
Liabilities. Value of operating payables at end of year2021-12-31$90,823
Liabilities. Value of operating payables at beginning of year2021-12-31$91,096
Total non interest bearing cash at end of year2021-12-31$1,702,767
Total non interest bearing cash at beginning of year2021-12-31$2,408,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$19,349,388
Value of net assets at end of year (total assets less liabilities)2021-12-31$211,720,445
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$192,371,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$215,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$110,958,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$95,153,375
Value of interest in pooled separate accounts at end of year2021-12-31$75,654,892
Value of interest in pooled separate accounts at beginning of year2021-12-31$74,352,128
Income. Interest from loans (other than to participants)2021-12-31$159,688
Value of interest in common/collective trusts at end of year2021-12-31$19,496,008
Value of interest in common/collective trusts at beginning of year2021-12-31$16,102,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,393,892
Net investment gain/loss from pooled separate accounts2021-12-31$1,551,654
Net investment gain or loss from common/collective trusts2021-12-31$12,417,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$13,588,370
Employer contributions (assets) at end of year2021-12-31$2,220,000
Employer contributions (assets) at beginning of year2021-12-31$2,150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,453,035
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2021-12-31131577780
2020 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$91,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$454,388
Total income from all sources (including contributions)2020-12-31$29,683,766
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$28,952,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$27,645,507
Expenses. Certain deemed distributions of participant loans2020-12-31$409,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,091,947
Value of total assets at end of year2020-12-31$192,462,153
Value of total assets at beginning of year2020-12-31$192,094,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$897,475
Total interest from all sources2020-12-31$69,053
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,142,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,142,708
Administrative expenses professional fees incurred2020-12-31$99,467
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$2,179,574
Participant contributions at beginning of year2020-12-31$2,597,221
Assets. Other investments not covered elsewhere at end of year2020-12-31$104,183
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$114,098
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$12,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$578,145
Liabilities. Value of operating payables at end of year2020-12-31$91,096
Liabilities. Value of operating payables at beginning of year2020-12-31$454,388
Total non interest bearing cash at end of year2020-12-31$2,408,461
Total non interest bearing cash at beginning of year2020-12-31$3,235,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$731,003
Value of net assets at end of year (total assets less liabilities)2020-12-31$192,371,057
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$191,640,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$219,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$95,153,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$96,911,022
Value of interest in pooled separate accounts at end of year2020-12-31$74,352,128
Value of interest in pooled separate accounts at beginning of year2020-12-31$69,971,957
Interest on participant loans2020-12-31$68,231
Value of interest in common/collective trusts at end of year2020-12-31$16,102,116
Value of interest in common/collective trusts at beginning of year2020-12-31$16,024,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,903,087
Net investment gain/loss from pooled separate accounts2020-12-31$1,399,447
Net investment gain or loss from common/collective trusts2020-12-31$77,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,091,947
Employer contributions (assets) at end of year2020-12-31$2,150,000
Employer contributions (assets) at beginning of year2020-12-31$3,240,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$27,645,507
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2020-12-31131577780
2019 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$454,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$59,889
Total income from all sources (including contributions)2019-12-31$35,445,577
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$16,995,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,644,593
Expenses. Certain deemed distributions of participant loans2019-12-31$583,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,015,515
Value of total assets at end of year2019-12-31$192,094,442
Value of total assets at beginning of year2019-12-31$173,249,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$766,910
Total interest from all sources2019-12-31$83,040
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,523,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,523,726
Administrative expenses professional fees incurred2019-12-31$275,183
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$2,597,221
Participant contributions at beginning of year2019-12-31$2,622,273
Assets. Other investments not covered elsewhere at end of year2019-12-31$114,098
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$69,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$128,199
Administrative expenses (other) incurred2019-12-31$233,988
Liabilities. Value of operating payables at end of year2019-12-31$454,388
Liabilities. Value of operating payables at beginning of year2019-12-31$59,889
Total non interest bearing cash at end of year2019-12-31$3,235,552
Total non interest bearing cash at beginning of year2019-12-31$4,515,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,450,507
Value of net assets at end of year (total assets less liabilities)2019-12-31$191,640,054
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$173,189,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$232,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$96,911,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,167,890
Value of interest in pooled separate accounts at end of year2019-12-31$69,971,957
Value of interest in pooled separate accounts at beginning of year2019-12-31$95,445,249
Interest on participant loans2019-12-31$71,781
Value of interest in common/collective trusts at end of year2019-12-31$16,024,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,922,471
Net investment gain/loss from pooled separate accounts2019-12-31$1,117,955
Net investment gain or loss from common/collective trusts2019-12-31$782,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,015,515
Employer contributions (assets) at end of year2019-12-31$3,240,000
Employer contributions (assets) at beginning of year2019-12-31$3,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,644,593
Contract administrator fees2019-12-31$24,743
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2019-12-31131577780
2018 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$59,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$76,042
Total income from all sources (including contributions)2018-12-31$18,615,073
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$19,158,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,512,483
Expenses. Certain deemed distributions of participant loans2018-12-31$1,105,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,931,980
Value of total assets at end of year2018-12-31$173,249,436
Value of total assets at beginning of year2018-12-31$173,809,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$541,065
Total interest from all sources2018-12-31$80,450
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,332,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,332,042
Administrative expenses professional fees incurred2018-12-31$271,453
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$2,622,273
Participant contributions at beginning of year2018-12-31$2,903,141
Assets. Other investments not covered elsewhere at end of year2018-12-31$69,855
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,325
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$128,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$411,390
Other income not declared elsewhere2018-12-31$344,824
Administrative expenses (other) incurred2018-12-31$184,007
Liabilities. Value of operating payables at end of year2018-12-31$59,889
Liabilities. Value of operating payables at beginning of year2018-12-31$76,042
Total non interest bearing cash at end of year2018-12-31$4,515,970
Total non interest bearing cash at beginning of year2018-12-31$3,104,375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-543,546
Value of net assets at end of year (total assets less liabilities)2018-12-31$173,189,547
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$173,733,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$38,587
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,167,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$63,473,052
Value of interest in pooled separate accounts at end of year2018-12-31$95,445,249
Value of interest in pooled separate accounts at beginning of year2018-12-31$101,310,852
Interest on participant loans2018-12-31$79,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,839,963
Net investment gain/loss from pooled separate accounts2018-12-31$765,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$18,931,980
Employer contributions (assets) at end of year2018-12-31$3,300,000
Employer contributions (assets) at beginning of year2018-12-31$2,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,512,483
Contract administrator fees2018-12-31$47,018
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SCHULTHEIS & PANETTIERI LLP
Accountancy firm EIN2018-12-31131577780
2017 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$76,042
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$73,951
Total income from all sources (including contributions)2017-12-31$33,189,678
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,091,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,607,678
Expenses. Certain deemed distributions of participant loans2017-12-31$1,068,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,270,544
Value of total assets at end of year2017-12-31$173,809,135
Value of total assets at beginning of year2017-12-31$153,709,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$415,294
Total interest from all sources2017-12-31$91,830
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,001,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$7,001,964
Administrative expenses professional fees incurred2017-12-31$146,256
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$2,903,141
Participant contributions at beginning of year2017-12-31$3,120,038
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,325
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$12,974
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$411,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$232,527
Other income not declared elsewhere2017-12-31$496,308
Administrative expenses (other) incurred2017-12-31$179,006
Liabilities. Value of operating payables at end of year2017-12-31$76,042
Liabilities. Value of operating payables at beginning of year2017-12-31$73,951
Total non interest bearing cash at end of year2017-12-31$3,104,375
Total non interest bearing cash at beginning of year2017-12-31$1,606,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$20,097,848
Value of net assets at end of year (total assets less liabilities)2017-12-31$173,733,093
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$153,635,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$36,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$63,473,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$52,666,234
Value of interest in pooled separate accounts at end of year2017-12-31$101,310,852
Value of interest in pooled separate accounts at beginning of year2017-12-31$93,660,476
Interest on participant loans2017-12-31$90,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,693,374
Net investment gain/loss from pooled separate accounts2017-12-31$635,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$21,270,544
Employer contributions (assets) at end of year2017-12-31$2,600,000
Employer contributions (assets) at beginning of year2017-12-31$2,410,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,607,678
Contract administrator fees2017-12-31$53,282
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2017-12-31131577780
2016 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$73,951
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$527,748
Total income from all sources (including contributions)2016-12-31$23,807,869
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,371,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,244,360
Expenses. Certain deemed distributions of participant loans2016-12-31$927,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,542,012
Value of total assets at end of year2016-12-31$153,709,196
Value of total assets at beginning of year2016-12-31$138,726,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$200,383
Total interest from all sources2016-12-31$93,893
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,275,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,275,243
Administrative expenses professional fees incurred2016-12-31$131,414
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$3,120,038
Participant contributions at beginning of year2016-12-31$2,910,054
Assets. Other investments not covered elsewhere at end of year2016-12-31$12,974
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$232,527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,448,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$478,429
Other income not declared elsewhere2016-12-31$100,000
Administrative expenses (other) incurred2016-12-31$32,219
Liabilities. Value of operating payables at end of year2016-12-31$73,951
Liabilities. Value of operating payables at beginning of year2016-12-31$49,319
Total non interest bearing cash at end of year2016-12-31$1,606,322
Total non interest bearing cash at beginning of year2016-12-31$941,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$15,436,068
Value of net assets at end of year (total assets less liabilities)2016-12-31$153,635,245
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$138,199,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$36,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$52,666,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$47,022,704
Value of interest in pooled separate accounts at end of year2016-12-31$93,660,476
Value of interest in pooled separate accounts at beginning of year2016-12-31$84,388,436
Interest on participant loans2016-12-31$92,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,248,731
Net investment gain/loss from pooled separate accounts2016-12-31$547,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$17,542,012
Employer contributions (assets) at end of year2016-12-31$2,410,625
Employer contributions (assets) at beginning of year2016-12-31$2,016,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,244,360
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2016-12-31131577780
2015 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,095,812
Total unrealized appreciation/depreciation of assets2015-12-31$-3,095,812
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$527,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$376,533
Total income from all sources (including contributions)2015-12-31$17,709,798
Total of all expenses incurred2015-12-31$11,237,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,469,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,996,651
Value of total assets at end of year2015-12-31$138,726,925
Value of total assets at beginning of year2015-12-31$132,103,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$768,125
Total interest from all sources2015-12-31$421,366
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,196,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$303,293
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$45,913
Participant contributions at end of year2015-12-31$2,910,054
Participant contributions at beginning of year2015-12-31$2,675,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,448,361
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$427,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$478,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$307,228
Other income not declared elsewhere2015-12-31$1,130,882
Administrative expenses (other) incurred2015-12-31$206,259
Liabilities. Value of operating payables at end of year2015-12-31$49,319
Liabilities. Value of operating payables at beginning of year2015-12-31$69,305
Total non interest bearing cash at end of year2015-12-31$941,079
Total non interest bearing cash at beginning of year2015-12-31$805,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$6,472,473
Value of net assets at end of year (total assets less liabilities)2015-12-31$138,199,177
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$131,726,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$258,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$47,022,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,643,977
Value of interest in pooled separate accounts at end of year2015-12-31$84,388,436
Value of interest in pooled separate accounts at beginning of year2015-12-31$80,959,581
Interest on participant loans2015-12-31$80,928
Interest earned on other investments2015-12-31$339,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$405,388
Net investment gain/loss from pooled separate accounts2015-12-31$2,655,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,950,738
Employer contributions (assets) at end of year2015-12-31$2,016,291
Employer contributions (assets) at beginning of year2015-12-31$1,591,400
Income. Dividends from common stock2015-12-31$1,196,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,469,200
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2015-12-31132550103
2014 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$911,244
Total unrealized appreciation/depreciation of assets2014-12-31$911,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$376,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$194,749
Total income from all sources (including contributions)2014-12-31$19,801,743
Total of all expenses incurred2014-12-31$11,079,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,537,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,270,356
Value of total assets at end of year2014-12-31$132,103,237
Value of total assets at beginning of year2014-12-31$123,199,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$541,427
Total interest from all sources2014-12-31$395,150
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,102,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$112,978
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$2,675,371
Participant contributions at beginning of year2014-12-31$2,634,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$427,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$690,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$307,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$145,604
Other income not declared elsewhere2014-12-31$49,925
Administrative expenses (other) incurred2014-12-31$194,682
Liabilities. Value of operating payables at end of year2014-12-31$69,305
Liabilities. Value of operating payables at beginning of year2014-12-31$49,145
Total non interest bearing cash at end of year2014-12-31$805,629
Total non interest bearing cash at beginning of year2014-12-31$551,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,722,384
Value of net assets at end of year (total assets less liabilities)2014-12-31$131,726,704
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$123,004,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$233,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,643,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,853,040
Value of interest in pooled separate accounts at end of year2014-12-31$80,959,581
Value of interest in pooled separate accounts at beginning of year2014-12-31$77,104,733
Interest on participant loans2014-12-31$94,317
Interest earned on other investments2014-12-31$299,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,312,476
Net investment gain/loss from pooled separate accounts2014-12-31$1,759,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$14,270,356
Employer contributions (assets) at end of year2014-12-31$1,591,400
Employer contributions (assets) at beginning of year2014-12-31$1,365,000
Income. Dividends from common stock2014-12-31$1,102,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,537,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$998
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2014-12-31132550103
2013 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,604,999
Total unrealized appreciation/depreciation of assets2013-12-31$5,604,999
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$194,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$316,772
Total income from all sources (including contributions)2013-12-31$21,874,973
Total loss/gain on sale of assets2013-12-31$1,459,626
Total of all expenses incurred2013-12-31$14,177,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,669,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,056,922
Value of total assets at end of year2013-12-31$123,199,069
Value of total assets at beginning of year2013-12-31$115,623,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$507,608
Total interest from all sources2013-12-31$2,104,961
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$602,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$86,968
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$-12,056,922
Amount contributed by the employer to the plan for this plan year2013-12-31$12,056,922
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$2,634,196
Participant contributions at beginning of year2013-12-31$2,198,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$690,039
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$625,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$145,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$253,962
Other income not declared elsewhere2013-12-31$45,588
Administrative expenses (other) incurred2013-12-31$200,874
Liabilities. Value of operating payables at end of year2013-12-31$49,145
Liabilities. Value of operating payables at beginning of year2013-12-31$62,810
Total non interest bearing cash at end of year2013-12-31$551,063
Total non interest bearing cash at beginning of year2013-12-31$1,318,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,697,373
Value of net assets at end of year (total assets less liabilities)2013-12-31$123,004,320
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$115,306,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$219,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$40,853,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$34,566,394
Interest on participant loans2013-12-31$101,822
Interest earned on other investments2013-12-31$2,003,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$77,104,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$75,753,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,056,922
Employer contributions (assets) at end of year2013-12-31$1,365,000
Employer contributions (assets) at beginning of year2013-12-31$1,160,400
Income. Dividends from common stock2013-12-31$602,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,669,992
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$998
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$1,178
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,459,626
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2013-12-31132550103
2012 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,765,993
Total unrealized appreciation/depreciation of assets2012-12-31$3,765,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$316,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$156,644
Total income from all sources (including contributions)2012-12-31$19,062,121
Total of all expenses incurred2012-12-31$11,789,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,311,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,580,333
Value of total assets at end of year2012-12-31$115,623,719
Value of total assets at beginning of year2012-12-31$108,190,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$477,365
Total interest from all sources2012-12-31$1,645,283
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,017,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$92,464
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$11,202,139
Funding deficiency by the employer to the plan for this plan year2012-12-31$-12,580,333
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$12,580,333
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$2,198,861
Participant contributions at beginning of year2012-12-31$2,597,497
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$625,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$495,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$253,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$113,344
Other income not declared elsewhere2012-12-31$53,049
Administrative expenses (other) incurred2012-12-31$179,662
Liabilities. Value of operating payables at end of year2012-12-31$62,810
Liabilities. Value of operating payables at beginning of year2012-12-31$43,300
Total non interest bearing cash at end of year2012-12-31$1,318,129
Total non interest bearing cash at beginning of year2012-12-31$1,550,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,272,971
Value of net assets at end of year (total assets less liabilities)2012-12-31$115,306,947
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$108,033,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$205,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$34,566,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,503,167
Value of interest in pooled separate accounts at end of year2012-12-31$75,753,405
Value of interest in pooled separate accounts at beginning of year2012-12-31$70,413,704
Interest on participant loans2012-12-31$110,331
Interest earned on other investments2012-12-31$1,534,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$12,580,333
Employer contributions (assets) at end of year2012-12-31$1,160,400
Employer contributions (assets) at beginning of year2012-12-31$1,628,709
Income. Dividends from common stock2012-12-31$1,017,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,311,785
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$1,178
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$1,932
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2012-12-31132550103
2011 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-259,076
Total unrealized appreciation/depreciation of assets2011-12-31$-259,076
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$156,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$70,702
Total income from all sources (including contributions)2011-12-31$15,145,223
Total of all expenses incurred2011-12-31$11,809,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,377,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,935,662
Value of total assets at end of year2011-12-31$108,190,620
Value of total assets at beginning of year2011-12-31$104,768,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$431,922
Total interest from all sources2011-12-31$2,227,445
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$206,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$71,069
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$-12,935,662
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$12,935,662
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$2,597,497
Participant contributions at beginning of year2011-12-31$2,855,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$495,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$295,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$113,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$28,392
Other income not declared elsewhere2011-12-31$34,857
Administrative expenses (other) incurred2011-12-31$170,473
Liabilities. Value of operating payables at end of year2011-12-31$43,300
Liabilities. Value of operating payables at beginning of year2011-12-31$42,310
Total non interest bearing cash at end of year2011-12-31$1,550,370
Total non interest bearing cash at beginning of year2011-12-31$1,370,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,335,888
Value of net assets at end of year (total assets less liabilities)2011-12-31$108,033,976
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$104,698,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$190,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$31,503,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,831,863
Value of interest in pooled separate accounts at end of year2011-12-31$70,413,704
Value of interest in pooled separate accounts at beginning of year2011-12-31$69,073,176
Interest on participant loans2011-12-31$148,191
Interest earned on other investments2011-12-31$2,079,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$12,935,662
Employer contributions (assets) at end of year2011-12-31$1,628,709
Employer contributions (assets) at beginning of year2011-12-31$1,340,000
Income. Dividends from common stock2011-12-31$206,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,377,413
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$1,932
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$2,112
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31D'ARCANGELO & CO, LLP
Accountancy firm EIN2011-12-31132550103
2010 : CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,695,116
Total unrealized appreciation/depreciation of assets2010-12-31$3,695,116
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$70,702
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$100,604
Total income from all sources (including contributions)2010-12-31$16,243,210
Total loss/gain on sale of assets2010-12-31$97,051
Total of all expenses incurred2010-12-31$25,915,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$25,522,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,029,580
Value of total assets at end of year2010-12-31$104,768,790
Value of total assets at beginning of year2010-12-31$114,471,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$393,550
Total interest from all sources2010-12-31$2,231,841
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$158,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$64,126
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$2,855,964
Participant contributions at beginning of year2010-12-31$3,334,559
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$295,445
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$459,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$28,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$67,775
Other income not declared elsewhere2010-12-31$30,958
Administrative expenses (other) incurred2010-12-31$133,292
Liabilities. Value of operating payables at end of year2010-12-31$42,310
Liabilities. Value of operating payables at beginning of year2010-12-31$32,829
Total non interest bearing cash at end of year2010-12-31$1,370,230
Total non interest bearing cash at beginning of year2010-12-31$566,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-9,672,612
Value of net assets at end of year (total assets less liabilities)2010-12-31$104,698,088
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$114,370,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$196,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,831,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,006,950
Interest on participant loans2010-12-31$127,340
Interest earned on other investments2010-12-31$2,104,501
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$69,073,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$79,100,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$10,029,580
Employer contributions (assets) at end of year2010-12-31$1,340,000
Employer contributions (assets) at beginning of year2010-12-31$1,000,000
Income. Dividends from common stock2010-12-31$158,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$25,522,272
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$2,112
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$3,291
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$97,051
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2010-12-31132550193

Form 5500 Responses for CEMENT & CONCRETE WORKERS DC ANNUITY FUND

2022: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CEMENT & CONCRETE WORKERS DC ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA46015
Policy instance 2
Insurance contract or identification numberGA46015
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31503
Policy instance 1
Insurance contract or identification numberGA31503
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA46015
Policy instance 2
Insurance contract or identification numberGA46015
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31503
Policy instance 1
Insurance contract or identification numberGA31503
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA46015
Policy instance 2
Insurance contract or identification numberGA46015
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
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31503
Policy instance 1
Insurance contract or identification numberGA31503
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
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31503
Policy instance 1
Insurance contract or identification numberGA31503
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
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA46015
Policy instance 2
Insurance contract or identification numberGA46015
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
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31503
Policy instance 1
Insurance contract or identification numberGA31503
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
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA46015
Policy instance 2
Insurance contract or identification numberGA46015
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
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA46015
Policy instance 2
Insurance contract or identification numberGA46015
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
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31503
Policy instance 1
Insurance contract or identification numberGA31503
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
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31503
Policy instance 2
Insurance contract or identification numberGA31503
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA46015
Policy instance 1
Insurance contract or identification numberGA46015
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31503
Policy instance 2
Insurance contract or identification numberGA31503
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA46015
Policy instance 1
Insurance contract or identification numberGA46015
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA46015
Policy instance 1
Insurance contract or identification numberGA46015
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31503
Policy instance 2
Insurance contract or identification numberGA31503
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31503
Policy instance 2
Insurance contract or identification numberGA31503
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA46015
Policy instance 1
Insurance contract or identification numberGA46015
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA46015
Policy instance 1
Insurance contract or identification numberGA46015
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31503
Policy instance 2
Insurance contract or identification numberGA31503
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA46015
Policy instance 1
Insurance contract or identification numberGA46015
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31503
Policy instance 2
Insurance contract or identification numberGA31503
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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