401k Plan data: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND plan

IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 401k Plan overview

Plan Name	IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND
Plan identification number	501

IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Supplemental unemployment Dental Vision Temporary disability (accident and sickness) Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES OF IWDC OF WNY AND VICINITY WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF IWDC OF WNY AND VICINITY WELFARE FUND

Employer identification number (EIN): 160776208

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-07-01
501 2020-07-01
501 2019-07-01
501 2018-07-01
501 2017-07-01 SCOTT GARDNER H.L. STEPHENSON 2019-03-20
501 2016-07-01 SCOTT BRYDGES H.L. STEPHENSON 2018-04-05
501 2015-07-01 ALAN SWANSON H.L. STEPHENSON 2017-04-17
501 2014-07-01 ALAN SWANSON JOHN GORCZYNSKI 2016-03-28
501 2013-07-01 JOHN LINEHAN JOHN GORCZYNSKI 2015-03-24
501 2012-07-01 MICHAEL ALTONBERG JOHN GORCZYNSKI 2014-01-29
501 2011-07-01 THOMAS PRYCE JOHN GORCZYNSKI 2013-01-28
501 2010-07-01 THOMAS PRYCE JOHN GORCZYNSKI 2012-01-26
501 2009-07-01 THOMAS PRYCE JOHN GORCZYNSKI 2011-01-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2021-07-01
501	2020-07-01
501	2019-07-01
501	2018-07-01
501	2017-07-01	SCOTT GARDNER	H.L. STEPHENSON	2019-03-20
501	2016-07-01	SCOTT BRYDGES	H.L. STEPHENSON	2018-04-05
501	2015-07-01	ALAN SWANSON	H.L. STEPHENSON	2017-04-17
501	2014-07-01	ALAN SWANSON	JOHN GORCZYNSKI	2016-03-28
501	2013-07-01	JOHN LINEHAN	JOHN GORCZYNSKI	2015-03-24
501	2012-07-01	MICHAEL ALTONBERG	JOHN GORCZYNSKI	2014-01-29
501	2011-07-01	THOMAS PRYCE	JOHN GORCZYNSKI	2013-01-28
501	2010-07-01	THOMAS PRYCE	JOHN GORCZYNSKI	2012-01-26
501	2009-07-01	THOMAS PRYCE	JOHN GORCZYNSKI	2011-01-30

Plan Statistics for IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND

401k plan membership statisitcs for IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND

Measure Date Value
2021: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2021 401k membership
Total participants, beginning-of-year 2021-07-01 297
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 309
Number of retired or separated participants receiving benefits 2021-07-01 1
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 310
Number of employers contributing to the scheme 2021-07-01 71
2020: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2020 401k membership
Total participants, beginning-of-year 2020-07-01 282
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 295
Number of retired or separated participants receiving benefits 2020-07-01 2
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 297
Number of employers contributing to the scheme 2020-07-01 74
2019: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2019 401k membership
Total participants, beginning-of-year 2019-07-01 281
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 280
Number of retired or separated participants receiving benefits 2019-07-01 2
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 282
Number of employers contributing to the scheme 2019-07-01 78
2018: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2018 401k membership
Total participants, beginning-of-year 2018-07-01 248
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 280
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 281
Number of employers contributing to the scheme 2018-07-01 75
2017: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2017 401k membership
Total participants, beginning-of-year 2017-07-01 248
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 248
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 248
Number of employers contributing to the scheme 2017-07-01 78
2016: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2016 401k membership
Total participants, beginning-of-year 2016-07-01 270
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 275
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 275
Number of employers contributing to the scheme 2016-07-01 75
2015: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2015 401k membership
Total participants, beginning-of-year 2015-07-01 298
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 270
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 270
Number of employers contributing to the scheme 2015-07-01 88
2014: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2014 401k membership
Total participants, beginning-of-year 2014-07-01 307
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 295
Number of retired or separated participants receiving benefits 2014-07-01 3
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 298
Number of employers contributing to the scheme 2014-07-01 83
2013: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2013 401k membership
Total participants, beginning-of-year 2013-07-01 356
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 303
Number of retired or separated participants receiving benefits 2013-07-01 4
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 307
Number of employers contributing to the scheme 2013-07-01 106
2012: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2012 401k membership
Total participants, beginning-of-year 2012-07-01 315
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 308
Number of retired or separated participants receiving benefits 2012-07-01 48
Total of all active and inactive participants 2012-07-01 356
Number of employers contributing to the scheme 2012-07-01 83
2011: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 335
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 308
Number of retired or separated participants receiving benefits 2011-07-01 7
Total of all active and inactive participants 2011-07-01 315
Number of employers contributing to the scheme 2011-07-01 84
2010: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2010 401k membership
Total participants, beginning-of-year 2010-07-01 307
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 306
Number of retired or separated participants receiving benefits 2010-07-01 29
Total of all active and inactive participants 2010-07-01 335
Number of employers contributing to the scheme 2010-07-01 93
2009: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 330
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 299
Number of retired or separated participants receiving benefits 2009-07-01 8
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 307
Number of employers contributing to the scheme 2009-07-01 108

Measure	Date	Value
2021: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2021 401k membership
Total participants, beginning-of-year	2021-07-01	297
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	309
Number of retired or separated participants receiving benefits	2021-07-01	1
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	310
Number of employers contributing to the scheme	2021-07-01	71
2020: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2020 401k membership
Total participants, beginning-of-year	2020-07-01	282
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	295
Number of retired or separated participants receiving benefits	2020-07-01	2
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	297
Number of employers contributing to the scheme	2020-07-01	74
2019: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2019 401k membership
Total participants, beginning-of-year	2019-07-01	281
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	280
Number of retired or separated participants receiving benefits	2019-07-01	2
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	282
Number of employers contributing to the scheme	2019-07-01	78
2018: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2018 401k membership
Total participants, beginning-of-year	2018-07-01	248
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	280
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	281
Number of employers contributing to the scheme	2018-07-01	75
2017: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2017 401k membership
Total participants, beginning-of-year	2017-07-01	248
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	248
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	248
Number of employers contributing to the scheme	2017-07-01	78
2016: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2016 401k membership
Total participants, beginning-of-year	2016-07-01	270
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	275
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	275
Number of employers contributing to the scheme	2016-07-01	75
2015: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2015 401k membership
Total participants, beginning-of-year	2015-07-01	298
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	270
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	270
Number of employers contributing to the scheme	2015-07-01	88
2014: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2014 401k membership
Total participants, beginning-of-year	2014-07-01	307
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	295
Number of retired or separated participants receiving benefits	2014-07-01	3
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	298
Number of employers contributing to the scheme	2014-07-01	83
2013: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2013 401k membership
Total participants, beginning-of-year	2013-07-01	356
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	303
Number of retired or separated participants receiving benefits	2013-07-01	4
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	307
Number of employers contributing to the scheme	2013-07-01	106
2012: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2012 401k membership
Total participants, beginning-of-year	2012-07-01	315
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	308
Number of retired or separated participants receiving benefits	2012-07-01	48
Total of all active and inactive participants	2012-07-01	356
Number of employers contributing to the scheme	2012-07-01	83
2011: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	335
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	308
Number of retired or separated participants receiving benefits	2011-07-01	7
Total of all active and inactive participants	2011-07-01	315
Number of employers contributing to the scheme	2011-07-01	84
2010: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2010 401k membership
Total participants, beginning-of-year	2010-07-01	307
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	306
Number of retired or separated participants receiving benefits	2010-07-01	29
Total of all active and inactive participants	2010-07-01	335
Number of employers contributing to the scheme	2010-07-01	93
2009: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	330
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	299
Number of retired or separated participants receiving benefits	2009-07-01	8
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	307
Number of employers contributing to the scheme	2009-07-01	108

Financial Data on IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND

Measure	Date	Value
2022 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$-266,974
Total unrealized appreciation/depreciation of assets	2022-06-30	$-266,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$493,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$388,820
Total income from all sources (including contributions)	2022-06-30	$5,968,235
Total loss/gain on sale of assets	2022-06-30	$-2,518
Total of all expenses incurred	2022-06-30	$5,377,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$4,111,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$5,866,698
Value of total assets at end of year	2022-06-30	$4,882,318
Value of total assets at beginning of year	2022-06-30	$4,186,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$1,266,633
Total interest from all sources	2022-06-30	$46,726
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$15,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$9,231
Administrative expenses professional fees incurred	2022-06-30	$593,527
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$266,167
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$212,767
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$219,784
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$12,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$20,106
Other income not declared elsewhere	2022-06-30	$385,814
Administrative expenses (other) incurred	2022-06-30	$654,321
Liabilities. Value of operating payables at end of year	2022-06-30	$66,935
Liabilities. Value of operating payables at beginning of year	2022-06-30	$46,914
Total non interest bearing cash at end of year	2022-06-30	$302,845
Total non interest bearing cash at beginning of year	2022-06-30	$181,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$590,474
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$4,388,491
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$3,798,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$18,785
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$561,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$233,911
Interest earned on other investments	2022-06-30	$1,238
Income. Interest from US Government securities	2022-06-30	$42,947
Income. Interest from corporate debt instruments	2022-06-30	$2,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$360,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$456,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$456,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$429
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$149,587
Asset value of US Government securities at end of year	2022-06-30	$2,131,602
Asset value of US Government securities at beginning of year	2022-06-30	$2,038,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-76,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$5,600,531
Employer contributions (assets) at end of year	2022-06-30	$804,480
Employer contributions (assets) at beginning of year	2022-06-30	$380,268
Income. Dividends from common stock	2022-06-30	$6,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$3,961,541
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$24,883
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$87,353
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$471,444
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$581,334
Liabilities. Value of benefit claims payable at end of year	2022-06-30	$414,300
Liabilities. Value of benefit claims payable at beginning of year	2022-06-30	$321,800
Assets. Value of buildings and other operty used in plan operation at end of year	2022-06-30	$13,127
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-06-30	$7,527
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$7,823,155
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$7,825,673
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	ARCARA LENDA EUSANIO & STACEY CPAS
Accountancy firm EIN	2022-06-30	471793720
2021 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$47,025
Total unrealized appreciation/depreciation of assets	2021-06-30	$47,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$388,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$387,624
Total income from all sources (including contributions)	2021-06-30	$5,572,292
Total loss/gain on sale of assets	2021-06-30	$87,168
Total of all expenses incurred	2021-06-30	$5,550,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$4,307,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$4,944,552
Value of total assets at end of year	2021-06-30	$4,186,837
Value of total assets at beginning of year	2021-06-30	$4,163,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$1,242,880
Total interest from all sources	2021-06-30	$43,100
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$12,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$5,188
Administrative expenses professional fees incurred	2021-06-30	$590,872
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$221,621
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$219,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$115,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$20,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$33,008
Other income not declared elsewhere	2021-06-30	$400,047
Administrative expenses (other) incurred	2021-06-30	$635,140
Liabilities. Value of operating payables at end of year	2021-06-30	$46,914
Liabilities. Value of operating payables at beginning of year	2021-06-30	$81,716
Total non interest bearing cash at end of year	2021-06-30	$181,384
Total non interest bearing cash at beginning of year	2021-06-30	$202,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$21,894
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$3,798,017
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$3,776,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$16,868
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$233,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$223,952
Income. Interest from US Government securities	2021-06-30	$39,485
Income. Interest from corporate debt instruments	2021-06-30	$3,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$456,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$764,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$764,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$47
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$158,692
Asset value of US Government securities at end of year	2021-06-30	$2,038,498
Asset value of US Government securities at beginning of year	2021-06-30	$1,667,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$38,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$4,722,931
Employer contributions (assets) at end of year	2021-06-30	$380,268
Employer contributions (assets) at beginning of year	2021-06-30	$511,763
Income. Dividends from common stock	2021-06-30	$6,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$4,148,826
Asset. Corporate debt instrument debt (other) at end of year	2021-06-30	$87,353
Asset. Corporate debt instrument debt (other) at beginning of year	2021-06-30	$176,547
Assets. Corporate common stocks other than exployer securities at end of year	2021-06-30	$581,334
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-06-30	$490,939
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$321,800
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$272,900
Assets. Value of buildings and other operty used in plan operation at end of year	2021-06-30	$7,527
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-06-30	$10,135
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Aggregate proceeds on sale of assets	2021-06-30	$8,543,539
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$8,456,371
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN	2021-06-30	471793720
2020 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$132,287
Total unrealized appreciation/depreciation of assets	2020-06-30	$132,287
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$387,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$528,440
Total income from all sources (including contributions)	2020-06-30	$5,158,059
Total loss/gain on sale of assets	2020-06-30	$25,651
Total of all expenses incurred	2020-06-30	$4,418,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$3,246,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$4,596,215
Value of total assets at end of year	2020-06-30	$4,163,747
Value of total assets at beginning of year	2020-06-30	$3,565,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$1,172,081
Total interest from all sources	2020-06-30	$49,956
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$6,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$2,051
Administrative expenses professional fees incurred	2020-06-30	$545,241
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$174,087
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$115,317
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$530,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$33,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$19,256
Other income not declared elsewhere	2020-06-30	$346,999
Administrative expenses (other) incurred	2020-06-30	$614,318
Liabilities. Value of operating payables at end of year	2020-06-30	$81,716
Liabilities. Value of operating payables at beginning of year	2020-06-30	$105,984
Total non interest bearing cash at end of year	2020-06-30	$202,854
Total non interest bearing cash at beginning of year	2020-06-30	$255,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$739,418
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$3,776,123
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$3,036,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$12,522
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$223,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$83,157
Income. Interest from US Government securities	2020-06-30	$34,944
Income. Interest from corporate debt instruments	2020-06-30	$10,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$764,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$337,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$337,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$4,282
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$162,965
Asset value of US Government securities at end of year	2020-06-30	$1,667,699
Asset value of US Government securities at beginning of year	2020-06-30	$1,430,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$4,422,128
Employer contributions (assets) at end of year	2020-06-30	$511,763
Employer contributions (assets) at beginning of year	2020-06-30	$554,738
Income. Dividends from common stock	2020-06-30	$4,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$3,083,595
Asset. Corporate debt instrument debt (other) at end of year	2020-06-30	$176,547
Asset. Corporate debt instrument debt (other) at beginning of year	2020-06-30	$88,131
Assets. Corporate common stocks other than exployer securities at end of year	2020-06-30	$490,939
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-06-30	$271,923
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$272,900
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$403,200
Assets. Value of buildings and other operty used in plan operation at end of year	2020-06-30	$10,135
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-06-30	$14,351
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Aggregate proceeds on sale of assets	2020-06-30	$7,583,035
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$7,557,384
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Unqualified
Accountancy firm name	2020-06-30	ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN	2020-06-30	471793720
2019 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$75,723
Total unrealized appreciation/depreciation of assets	2019-06-30	$75,723
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$528,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$489,140
Total income from all sources (including contributions)	2019-06-30	$5,470,144
Total loss/gain on sale of assets	2019-06-30	$7,313
Total of all expenses incurred	2019-06-30	$4,064,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$2,981,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$4,647,637
Value of total assets at end of year	2019-06-30	$3,565,145
Value of total assets at beginning of year	2019-06-30	$2,120,581
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$1,083,649
Total interest from all sources	2019-06-30	$27,249
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$7,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$826
Administrative expenses professional fees incurred	2019-06-30	$502,316
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$142,766
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$530,370
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$121,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$19,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$25,445
Other income not declared elsewhere	2019-06-30	$702,584
Administrative expenses (other) incurred	2019-06-30	$571,928
Liabilities. Value of operating payables at end of year	2019-06-30	$105,984
Liabilities. Value of operating payables at beginning of year	2019-06-30	$69,695
Total non interest bearing cash at end of year	2019-06-30	$255,082
Total non interest bearing cash at beginning of year	2019-06-30	$147,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,405,264
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$3,036,705
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$1,631,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$9,405
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$83,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$37,707
Income. Interest from US Government securities	2019-06-30	$26,211
Income. Interest from corporate debt instruments	2019-06-30	$1,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$337,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$241,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$241,571
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$149,098
Asset value of US Government securities at end of year	2019-06-30	$1,430,284
Asset value of US Government securities at beginning of year	2019-06-30	$791,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$1,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$4,504,871
Employer contributions (assets) at end of year	2019-06-30	$554,738
Employer contributions (assets) at beginning of year	2019-06-30	$594,263
Income. Dividends from common stock	2019-06-30	$7,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$2,832,133
Asset. Corporate debt instrument debt (other) at end of year	2019-06-30	$88,131
Assets. Corporate common stocks other than exployer securities at end of year	2019-06-30	$271,923
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-06-30	$166,397
Liabilities. Value of benefit claims payable at end of year	2019-06-30	$403,200
Liabilities. Value of benefit claims payable at beginning of year	2019-06-30	$394,000
Assets. Value of buildings and other operty used in plan operation at end of year	2019-06-30	$14,351
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-06-30	$19,724
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Aggregate proceeds on sale of assets	2019-06-30	$6,048,397
Aggregate carrying amount (costs) on sale of assets	2019-06-30	$6,041,084
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Unqualified
Accountancy firm name	2019-06-30	ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN	2019-06-30	471793720
2018 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$161
Total unrealized appreciation/depreciation of assets	2018-06-30	$161
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$489,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$735,728
Total income from all sources (including contributions)	2018-06-30	$4,560,755
Total loss/gain on sale of assets	2018-06-30	$3,038
Total of all expenses incurred	2018-06-30	$3,790,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$2,685,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$4,240,175
Value of total assets at end of year	2018-06-30	$2,120,581
Value of total assets at beginning of year	2018-06-30	$1,596,883
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,104,582
Total interest from all sources	2018-06-30	$16,519
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$2,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$299
Administrative expenses professional fees incurred	2018-06-30	$551,390
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$208,255
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$121,558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$133,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$25,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$22,116
Other income not declared elsewhere	2018-06-30	$296,703
Administrative expenses (other) incurred	2018-06-30	$549,213
Liabilities. Value of operating payables at end of year	2018-06-30	$69,695
Liabilities. Value of operating payables at beginning of year	2018-06-30	$84,112
Total non interest bearing cash at end of year	2018-06-30	$147,738
Total non interest bearing cash at beginning of year	2018-06-30	$112,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$770,286
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$1,631,441
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$861,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$3,979
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$37,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$30,412
Income. Interest from US Government securities	2018-06-30	$16,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$241,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$102,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$102,623
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$134,669
Asset value of US Government securities at end of year	2018-06-30	$791,623
Asset value of US Government securities at beginning of year	2018-06-30	$558,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$1,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$4,031,920
Employer contributions (assets) at end of year	2018-06-30	$594,263
Employer contributions (assets) at beginning of year	2018-06-30	$520,670
Income. Dividends from common stock	2018-06-30	$2,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$2,551,218
Assets. Corporate common stocks other than exployer securities at end of year	2018-06-30	$166,397
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-06-30	$108,698
Liabilities. Value of benefit claims payable at end of year	2018-06-30	$394,000
Liabilities. Value of benefit claims payable at beginning of year	2018-06-30	$629,500
Assets. Value of buildings and other operty used in plan operation at end of year	2018-06-30	$19,724
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-06-30	$29,811
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Aggregate proceeds on sale of assets	2018-06-30	$3,011,861
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$3,008,823
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN	2018-06-30	471793720
2017 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$-3,603
Total unrealized appreciation/depreciation of assets	2017-06-30	$-3,603
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$735,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$631,098
Total income from all sources (including contributions)	2017-06-30	$4,636,247
Total loss/gain on sale of assets	2017-06-30	$7,454
Total of all expenses incurred	2017-06-30	$4,980,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$3,862,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$4,340,001
Value of total assets at end of year	2017-06-30	$1,596,883
Value of total assets at beginning of year	2017-06-30	$1,836,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,117,429
Total interest from all sources	2017-06-30	$19,164
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$2,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$407
Administrative expenses professional fees incurred	2017-06-30	$527,252
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$226,024
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$133,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$46,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$22,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$32,129
Other income not declared elsewhere	2017-06-30	$267,911
Administrative expenses (other) incurred	2017-06-30	$585,655
Liabilities. Value of operating payables at end of year	2017-06-30	$84,112
Liabilities. Value of operating payables at beginning of year	2017-06-30	$31,069
Total non interest bearing cash at end of year	2017-06-30	$112,952
Total non interest bearing cash at beginning of year	2017-06-30	$119,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$-344,057
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$861,155
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$1,205,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$4,522
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$30,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$44,820
Interest earned on other investments	2017-06-30	$61
Income. Interest from US Government securities	2017-06-30	$16,652
Income. Interest from corporate debt instruments	2017-06-30	$2,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$102,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$221,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$221,765
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$171,018
Asset value of US Government securities at end of year	2017-06-30	$558,371
Asset value of US Government securities at beginning of year	2017-06-30	$536,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$2,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$4,113,977
Employer contributions (assets) at end of year	2017-06-30	$520,670
Employer contributions (assets) at beginning of year	2017-06-30	$624,994
Income. Dividends from common stock	2017-06-30	$2,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$3,691,857
Asset. Corporate debt instrument preferred debt at beginning of year	2017-06-30	$42,645
Asset. Corporate debt instrument debt (other) at beginning of year	2017-06-30	$21,186
Assets. Corporate common stocks other than exployer securities at end of year	2017-06-30	$108,698
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-06-30	$151,929
Liabilities. Value of benefit claims payable at end of year	2017-06-30	$629,500
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$567,900
Assets. Value of buildings and other operty used in plan operation at end of year	2017-06-30	$29,811
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-06-30	$25,857
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$3,964,606
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$3,957,152
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN	2017-06-30	471793720
2016 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$-1,216
Total unrealized appreciation/depreciation of assets	2016-06-30	$-1,216
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$631,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$598,044
Total income from all sources (including contributions)	2016-06-30	$4,597,798
Total loss/gain on sale of assets	2016-06-30	$-10,557
Total of all expenses incurred	2016-06-30	$4,623,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$3,629,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$4,291,135
Value of total assets at end of year	2016-06-30	$1,836,310
Value of total assets at beginning of year	2016-06-30	$1,828,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$993,714
Total interest from all sources	2016-06-30	$25,640
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$3,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$1,200
Administrative expenses professional fees incurred	2016-06-30	$378,279
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$253,636
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$46,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$49,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$32,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$51,694
Other income not declared elsewhere	2016-06-30	$292,196
Administrative expenses (other) incurred	2016-06-30	$610,100
Liabilities. Value of operating payables at end of year	2016-06-30	$31,069
Liabilities. Value of operating payables at beginning of year	2016-06-30	$47,943
Total non interest bearing cash at end of year	2016-06-30	$119,917
Total non interest bearing cash at beginning of year	2016-06-30	$85,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-25,711
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$1,205,212
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$1,230,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$5,335
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$44,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$72,778
Interest earned on other investments	2016-06-30	$15
Income. Interest from US Government securities	2016-06-30	$22,145
Income. Interest from corporate debt instruments	2016-06-30	$3,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$221,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$48,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$48,731
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$157,996
Asset value of US Government securities at end of year	2016-06-30	$536,851
Asset value of US Government securities at beginning of year	2016-06-30	$743,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-2,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$4,037,499
Employer contributions (assets) at end of year	2016-06-30	$624,994
Employer contributions (assets) at beginning of year	2016-06-30	$560,059
Income. Dividends from common stock	2016-06-30	$2,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$3,471,799
Asset. Corporate debt instrument preferred debt at end of year	2016-06-30	$42,645
Asset. Corporate debt instrument preferred debt at beginning of year	2016-06-30	$66,055
Asset. Corporate debt instrument debt (other) at end of year	2016-06-30	$21,186
Assets. Corporate common stocks other than exployer securities at end of year	2016-06-30	$151,929
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-06-30	$197,702
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$567,900
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$498,407
Assets. Value of buildings and other operty used in plan operation at end of year	2016-06-30	$25,857
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-06-30	$4,901
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$4,633,063
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$4,643,620
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN	2016-06-30	471793720
2015 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$-14,718
Total unrealized appreciation/depreciation of assets	2015-06-30	$-14,718
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$598,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$612,537
Total income from all sources (including contributions)	2015-06-30	$4,347,249
Total loss/gain on sale of assets	2015-06-30	$-3,775
Total of all expenses incurred	2015-06-30	$4,640,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$3,593,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$4,065,755
Value of total assets at end of year	2015-06-30	$1,828,967
Value of total assets at beginning of year	2015-06-30	$2,136,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$1,047,058
Total interest from all sources	2015-06-30	$30,762
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$9,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$6,806
Administrative expenses professional fees incurred	2015-06-30	$404,352
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,700,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$272,615
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$49,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$68,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$51,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$29,280
Other income not declared elsewhere	2015-06-30	$268,746
Administrative expenses (other) incurred	2015-06-30	$636,396
Liabilities. Value of operating payables at end of year	2015-06-30	$47,943
Liabilities. Value of operating payables at beginning of year	2015-06-30	$44,157
Total non interest bearing cash at end of year	2015-06-30	$85,637
Total non interest bearing cash at beginning of year	2015-06-30	$12,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-293,053
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$1,230,923
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$1,523,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$6,310
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$72,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$86,264
Interest earned on other investments	2015-06-30	$5
Income. Interest from US Government securities	2015-06-30	$25,235
Income. Interest from corporate debt instruments	2015-06-30	$5,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$48,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$247,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$247,120
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$152,282
Asset value of US Government securities at end of year	2015-06-30	$743,862
Asset value of US Government securities at beginning of year	2015-06-30	$707,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-8,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$3,793,140
Employer contributions (assets) at end of year	2015-06-30	$560,059
Employer contributions (assets) at beginning of year	2015-06-30	$662,879
Income. Dividends from common stock	2015-06-30	$2,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$3,440,962
Asset. Corporate debt instrument preferred debt at end of year	2015-06-30	$66,055
Asset. Corporate debt instrument preferred debt at beginning of year	2015-06-30	$68,576
Asset. Corporate debt instrument debt (other) at beginning of year	2015-06-30	$44,385
Assets. Corporate common stocks other than exployer securities at end of year	2015-06-30	$197,702
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-06-30	$236,864
Liabilities. Value of benefit claims payable at end of year	2015-06-30	$498,407
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$539,100
Assets. Value of buildings and other operty used in plan operation at end of year	2015-06-30	$4,901
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-06-30	$2,268
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$5,097,976
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$5,101,751
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	ARCARA ZUCARELLI LENDA & STRAKA CPA
Accountancy firm EIN	2015-06-30	471793720
2014 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$38,318
Total unrealized appreciation/depreciation of assets	2014-06-30	$38,318
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$612,537
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$691,086
Total income from all sources (including contributions)	2014-06-30	$4,482,917
Total loss/gain on sale of assets	2014-06-30	$21,205
Total of all expenses incurred	2014-06-30	$4,123,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$3,186,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$4,122,686
Value of total assets at end of year	2014-06-30	$2,136,513
Value of total assets at beginning of year	2014-06-30	$1,855,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$936,524
Total interest from all sources	2014-06-30	$30,645
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$11,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$8,789
Administrative expenses professional fees incurred	2014-06-30	$336,610
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,700,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$401,822
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$68,300
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$81,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$29,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$36,318
Other income not declared elsewhere	2014-06-30	$250,156
Administrative expenses (other) incurred	2014-06-30	$593,898
Liabilities. Value of operating payables at end of year	2014-06-30	$44,157
Liabilities. Value of operating payables at beginning of year	2014-06-30	$36,368
Total non interest bearing cash at end of year	2014-06-30	$12,399
Total non interest bearing cash at beginning of year	2014-06-30	$88,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$359,653
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$1,523,976
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$1,164,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$6,016
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$86,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$80,899
Interest earned on other investments	2014-06-30	$11
Income. Interest from US Government securities	2014-06-30	$24,634
Income. Interest from corporate debt instruments	2014-06-30	$6,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$247,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$108,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$108,986
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$145,669
Asset value of US Government securities at end of year	2014-06-30	$707,458
Asset value of US Government securities at beginning of year	2014-06-30	$728,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$7,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$3,720,864
Employer contributions (assets) at end of year	2014-06-30	$662,879
Employer contributions (assets) at beginning of year	2014-06-30	$446,215
Income. Dividends from common stock	2014-06-30	$3,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$3,041,071
Asset. Corporate debt instrument preferred debt at end of year	2014-06-30	$68,576
Asset. Corporate debt instrument preferred debt at beginning of year	2014-06-30	$91,283
Asset. Corporate debt instrument debt (other) at end of year	2014-06-30	$44,385
Asset. Corporate debt instrument debt (other) at beginning of year	2014-06-30	$21,421
Assets. Corporate common stocks other than exployer securities at end of year	2014-06-30	$236,864
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-06-30	$201,603
Liabilities. Value of benefit claims payable at end of year	2014-06-30	$539,100
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$618,400
Assets. Value of buildings and other operty used in plan operation at end of year	2014-06-30	$2,268
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-06-30	$5,570
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$4,012,528
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$3,991,323
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN	2014-06-30	161462141
2013 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$-3,695
Total unrealized appreciation/depreciation of assets	2013-06-30	$-3,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$691,086
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$616,051
Total income from all sources (including contributions)	2013-06-30	$3,923,341
Total loss/gain on sale of assets	2013-06-30	$17,100
Total of all expenses incurred	2013-06-30	$4,140,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$3,368,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$3,841,361
Value of total assets at end of year	2013-06-30	$1,855,409
Value of total assets at beginning of year	2013-06-30	$1,997,945
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$772,601
Total interest from all sources	2013-06-30	$32,448
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$5,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$2,890
Administrative expenses professional fees incurred	2013-06-30	$370,568
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,700,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$343,641
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$81,670
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$81,895
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$36,318
Other income not declared elsewhere	2013-06-30	$20,169
Administrative expenses (other) incurred	2013-06-30	$396,433
Liabilities. Value of operating payables at end of year	2013-06-30	$36,368
Liabilities. Value of operating payables at beginning of year	2013-06-30	$52,551
Total non interest bearing cash at end of year	2013-06-30	$88,859
Total non interest bearing cash at beginning of year	2013-06-30	$41,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-217,571
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$1,164,323
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$1,381,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$5,600
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$80,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$104,067
Income. Interest from US Government securities	2013-06-30	$26,281
Income. Interest from corporate debt instruments	2013-06-30	$6,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$108,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$121,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$121,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$1
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$81,910
Asset value of US Government securities at end of year	2013-06-30	$728,903
Asset value of US Government securities at beginning of year	2013-06-30	$651,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$10,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$3,497,720
Employer contributions (assets) at end of year	2013-06-30	$446,215
Employer contributions (assets) at beginning of year	2013-06-30	$501,230
Income. Dividends from common stock	2013-06-30	$2,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$3,286,401
Asset. Corporate debt instrument preferred debt at end of year	2013-06-30	$91,283
Asset. Corporate debt instrument preferred debt at beginning of year	2013-06-30	$216,136
Asset. Corporate debt instrument debt (other) at end of year	2013-06-30	$21,421
Asset. Corporate debt instrument debt (other) at beginning of year	2013-06-30	$24,701
Assets. Corporate common stocks other than exployer securities at end of year	2013-06-30	$201,603
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-06-30	$234,949
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$618,400
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$563,500
Assets. Value of buildings and other operty used in plan operation at end of year	2013-06-30	$5,570
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-06-30	$20,301
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$5,148,853
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$5,131,753
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN	2013-06-30	161462141
2012 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$11,255
Total unrealized appreciation/depreciation of assets	2012-06-30	$11,255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$616,051
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$238,432
Total income from all sources (including contributions)	2012-06-30	$3,689,212
Total loss/gain on sale of assets	2012-06-30	$-6,051
Total of all expenses incurred	2012-06-30	$3,985,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$3,288,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$3,639,591
Value of total assets at end of year	2012-06-30	$1,997,945
Value of total assets at beginning of year	2012-06-30	$1,917,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$697,909
Total interest from all sources	2012-06-30	$38,562
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$5,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$2,189
Administrative expenses professional fees incurred	2012-06-30	$341,449
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,700,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$386,902
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$81,895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$54,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$11,806
Other income not declared elsewhere	2012-06-30	$7,826
Administrative expenses (other) incurred	2012-06-30	$349,457
Liabilities. Value of operating payables at end of year	2012-06-30	$52,551
Liabilities. Value of operating payables at beginning of year	2012-06-30	$94,154
Total non interest bearing cash at end of year	2012-06-30	$41,795
Total non interest bearing cash at beginning of year	2012-06-30	$73,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-296,715
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$1,381,894
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$1,678,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$7,003
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$104,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$96,690
Interest earned on other investments	2012-06-30	$147
Income. Interest from US Government securities	2012-06-30	$22,770
Income. Interest from corporate debt instruments	2012-06-30	$15,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$121,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$42,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$42,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$12
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$11,558
Asset value of US Government securities at end of year	2012-06-30	$651,380
Asset value of US Government securities at beginning of year	2012-06-30	$645,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-7,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$3,252,689
Employer contributions (assets) at end of year	2012-06-30	$501,230
Employer contributions (assets) at beginning of year	2012-06-30	$321,967
Income. Dividends from common stock	2012-06-30	$3,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$3,276,460
Asset. Corporate debt instrument preferred debt at end of year	2012-06-30	$216,136
Asset. Corporate debt instrument debt (other) at end of year	2012-06-30	$24,701
Asset. Corporate debt instrument debt (other) at beginning of year	2012-06-30	$378,805
Assets. Corporate common stocks other than exployer securities at end of year	2012-06-30	$234,949
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-06-30	$274,723
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$563,500
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$132,472
Assets. Value of buildings and other operty used in plan operation at end of year	2012-06-30	$20,301
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-06-30	$28,849
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Aggregate proceeds on sale of assets	2012-06-30	$4,623,292
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$4,629,343
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN	2012-06-30	161462141
2011 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$42,394
Total unrealized appreciation/depreciation of assets	2011-06-30	$42,394
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$238,432
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$255,209
Total income from all sources (including contributions)	2011-06-30	$3,485,544
Total loss/gain on sale of assets	2011-06-30	$34,995
Total of all expenses incurred	2011-06-30	$3,592,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$2,921,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$3,310,883
Value of total assets at end of year	2011-06-30	$1,917,041
Value of total assets at beginning of year	2011-06-30	$2,040,827
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$670,683
Total interest from all sources	2011-06-30	$38,592
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$6,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$2,846
Administrative expenses professional fees incurred	2011-06-30	$363,863
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,700,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$529,261
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$54,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$86,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$11,806
Other income not declared elsewhere	2011-06-30	$22,072
Administrative expenses (other) incurred	2011-06-30	$299,321
Liabilities. Value of operating payables at end of year	2011-06-30	$94,154
Liabilities. Value of operating payables at beginning of year	2011-06-30	$124,502
Total non interest bearing cash at end of year	2011-06-30	$73,654
Total non interest bearing cash at beginning of year	2011-06-30	$115,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$-107,009
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$1,678,609
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$1,785,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$7,499
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$96,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$101,776
Interest earned on other investments	2011-06-30	$17
Income. Interest from US Government securities	2011-06-30	$18,890
Income. Interest from corporate debt instruments	2011-06-30	$19,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$42,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$123,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$123,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$36
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$11,272
Asset value of US Government securities at end of year	2011-06-30	$645,406
Asset value of US Government securities at beginning of year	2011-06-30	$532,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$29,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$2,781,622
Employer contributions (assets) at end of year	2011-06-30	$321,967
Employer contributions (assets) at beginning of year	2011-06-30	$344,799
Income. Dividends from common stock	2011-06-30	$3,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$2,910,598
Asset. Corporate debt instrument debt (other) at end of year	2011-06-30	$378,805
Asset. Corporate debt instrument debt (other) at beginning of year	2011-06-30	$433,625
Assets. Corporate common stocks other than exployer securities at end of year	2011-06-30	$274,723
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-06-30	$270,991
Liabilities. Value of benefit claims payable at end of year	2011-06-30	$132,472
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$130,707
Assets. Value of buildings and other operty used in plan operation at end of year	2011-06-30	$28,849
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-06-30	$31,721
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$4,534,876
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$4,499,881
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN	2011-06-30	161462141

Form 5500 Responses for IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND

2021: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2010 form 5500 responses
2010-07-01	Type of plan entity	Multi-employer plan
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY WELFARE FUND 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL30533

Policy instance

Insurance contract or identification number	HCL30533
Number of Individuals Covered	304
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $9,517
Welfare Benefit Premiums Paid to Carrier	USD $135,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,517
Insurance broker organization code?	3

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

00286

Policy instance

Insurance contract or identification number	00286
Number of Individuals Covered	298
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $13,632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

872745G

Policy instance

Insurance contract or identification number	872745G
Number of Individuals Covered	222
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $2,735
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $20,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,735
Insurance broker organization code?	3

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL30533

Policy instance

Insurance contract or identification number	HCL30533
Number of Individuals Covered	307
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $10,158
Welfare Benefit Premiums Paid to Carrier	USD $145,108
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,158
Insurance broker organization code?	3

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

00286

Policy instance

Insurance contract or identification number	00286
Number of Individuals Covered	295
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $13,584
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

872745G

Policy instance

Insurance contract or identification number	872745G
Number of Individuals Covered	215
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $2,710
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $19,274
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,710
Insurance broker organization code?	3

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

872745G

Policy instance

Insurance contract or identification number	872745G
Number of Individuals Covered	213
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $2,790
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $20,399
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,790
Insurance broker organization code?	3

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

00286

Policy instance

Insurance contract or identification number	00286
Number of Individuals Covered	280
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL30533

Policy instance

Insurance contract or identification number	HCL30533
Number of Individuals Covered	277
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $10,014
Welfare Benefit Premiums Paid to Carrier	USD $143,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,014
Insurance broker organization code?	3

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL30533

Policy instance

Insurance contract or identification number	HCL30533
Number of Individuals Covered	288
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $9,656
Welfare Benefit Premiums Paid to Carrier	USD $137,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,656
Insurance broker organization code?	3

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

00286

Policy instance

Insurance contract or identification number	00286
Number of Individuals Covered	285
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

872745G

Policy instance

Insurance contract or identification number	872745G
Number of Individuals Covered	223
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $2,548
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $17,977
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,548
Insurance broker organization code?	3

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL30533

Policy instance

Insurance contract or identification number	HCL30533
Number of Individuals Covered	200
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $8,659
Welfare Benefit Premiums Paid to Carrier	USD $123,696
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

872745G

Policy instance

Insurance contract or identification number	872745G
Number of Individuals Covered	218
Insurance policy start date	2016-09-01
Insurance policy end date	2017-08-31
Total amount of commissions paid to insurance broker	USD $2,731
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $19,827
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

00286

Policy instance

Insurance contract or identification number	00286
Number of Individuals Covered	242
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL30533

Policy instance

Insurance contract or identification number	HCL30533
Number of Individuals Covered	269
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $10,303
Welfare Benefit Premiums Paid to Carrier	USD $147,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,303
Insurance broker organization code?	3
Insurance broker name	SEGAL COMPANY INC.

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

00286

Policy instance

Insurance contract or identification number	00286
Number of Individuals Covered	274
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $604
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $604
Insurance broker organization code?	3
Insurance broker name	SEGAL COMPANY INC.

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

872745G

Policy instance

Insurance contract or identification number	872745G
Number of Individuals Covered	222
Insurance policy start date	2015-09-01
Insurance policy end date	2016-08-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $20,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

872745G

Policy instance

Insurance contract or identification number	872745G
Number of Individuals Covered	205
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Total amount of commissions paid to insurance broker	USD $2,750
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $17,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,750
Insurance broker organization code?	3
Insurance broker name	LYTLE ASSOCIATES INC

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

00286

Policy instance

Insurance contract or identification number	00286
Number of Individuals Covered	294
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL30533

Policy instance

Insurance contract or identification number	HCL30533
Number of Individuals Covered	288
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $9,834
Welfare Benefit Premiums Paid to Carrier	USD $140,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,834
Additional information about fees paid to insurance broker	MEDICAL
Insurance broker organization code?	3
Insurance broker name	SEGAL COMPANY

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

00286

Policy instance

Insurance contract or identification number	00286
Number of Individuals Covered	285
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,531
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

872745G

Policy instance

Insurance contract or identification number	872745G
Number of Individuals Covered	186
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Total amount of commissions paid to insurance broker	USD $2,338
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $17,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,338
Insurance broker organization code?	3
Insurance broker name	LYTLE ASSOCIATES INC

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

00286

Policy instance

Insurance contract or identification number	00286
Number of Individuals Covered	289
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

872745G

Policy instance

Insurance contract or identification number	872745G
Number of Individuals Covered	181
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Total amount of commissions paid to insurance broker	USD $1,955
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $11,651
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,955
Insurance broker organization code?	3
Insurance broker name	LYTLE ASSOCIATES INC

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

00286

Policy instance

Insurance contract or identification number	00286
Number of Individuals Covered	279
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,558
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )

Policy contract number

00286

Policy instance

Insurance contract or identification number	00286
Number of Individuals Covered	272
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,272
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BOARD OF TRUSTEES OF IWDC OF WNY AND VICINITY WELFARE FUND
Employer identification number (EIN):	160776208
NAIC Classification:	238100