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IATSE LOCAL 8 ANNUITY FUND 401k Plan overview

Plan NameIATSE LOCAL 8 ANNUITY FUND
Plan identification number 001

IATSE LOCAL 8 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

IATSE LOCAL 8 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:IATSE LOCAL 8 ANNUITY FUND
Employer identification number (EIN):232785557
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IATSE LOCAL 8 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01EDWARD J HAUBERT2023-10-13 DANIEL AMODEI2023-10-13
0012021-01-01DAN AMODEI2022-10-16 FRANK GARCIA2022-10-16
0012020-01-01MICHAEL BARNES2021-10-14 RICHARD ROSS2021-10-14
0012019-01-01MICHAEL BARNES2020-10-12 JOHN STEVENSON2020-10-12
0012018-01-01MICHAEL BARNES2019-09-19 JOHN STEVENSON2019-09-19
0012018-01-01MICHAEL BARNES2019-09-19 JOHN STEVENSON2019-09-19
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ANTHONY PONTARELLI
0012011-01-01ANTHONY PONTARELLI

Plan Statistics for IATSE LOCAL 8 ANNUITY FUND

401k plan membership statisitcs for IATSE LOCAL 8 ANNUITY FUND

Measure Date Value
2022: IATSE LOCAL 8 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,714
Total number of active participants reported on line 7a of the Form 55002022-01-012,927
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0180
Total of all active and inactive participants2022-01-013,008
Total participants2022-01-013,008
Number of participants with account balances2022-01-013,008
Number of employers contributing to the scheme2022-01-0120
2021: IATSE LOCAL 8 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-012,924
Total number of active participants reported on line 7a of the Form 55002021-01-012,640
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-012,714
Total participants2021-01-012,714
Number of participants with account balances2021-01-012,714
Number of employers contributing to the scheme2021-01-0112
2020: IATSE LOCAL 8 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-013,347
Total number of active participants reported on line 7a of the Form 55002020-01-012,854
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-012,924
Total participants2020-01-012,924
Number of participants with account balances2020-01-012,924
2019: IATSE LOCAL 8 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-013,547
Total number of active participants reported on line 7a of the Form 55002019-01-013,263
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0183
Total of all active and inactive participants2019-01-013,347
Total participants2019-01-013,347
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0125
2018: IATSE LOCAL 8 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-013,633
Total number of active participants reported on line 7a of the Form 55002018-01-013,455
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-013,547
Total participants2018-01-013,547
Number of participants with account balances2018-01-013,547
Number of employers contributing to the scheme2018-01-0132
2017: IATSE LOCAL 8 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-013,465
Total number of active participants reported on line 7a of the Form 55002017-01-013,538
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0194
Total of all active and inactive participants2017-01-013,633
Total participants2017-01-013,633
Number of participants with account balances2017-01-013,633
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0143
2016: IATSE LOCAL 8 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,699
Total number of active participants reported on line 7a of the Form 55002016-01-013,372
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0191
Total of all active and inactive participants2016-01-013,465
Total participants2016-01-013,465
Number of participants with account balances2016-01-013,465
Number of employers contributing to the scheme2016-01-0139
2015: IATSE LOCAL 8 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,246
Total number of active participants reported on line 7a of the Form 55002015-01-012,613
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0185
Total of all active and inactive participants2015-01-012,699
Total participants2015-01-012,699
Number of participants with account balances2015-01-012,699
Number of employers contributing to the scheme2015-01-0141
2014: IATSE LOCAL 8 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,988
Total number of active participants reported on line 7a of the Form 55002014-01-012,171
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-012,246
Total participants2014-01-012,246
Number of participants with account balances2014-01-012,246
Number of employers contributing to the scheme2014-01-0132
2013: IATSE LOCAL 8 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,952
Total number of active participants reported on line 7a of the Form 55002013-01-011,883
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01103
Total of all active and inactive participants2013-01-011,988
Total participants2013-01-011,988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0139
2012: IATSE LOCAL 8 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,533
Total number of active participants reported on line 7a of the Form 55002012-01-011,846
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01105
Total of all active and inactive participants2012-01-011,952
Total participants2012-01-011,952
Number of participants with account balances2012-01-011,952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0135
2011: IATSE LOCAL 8 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,333
Total number of active participants reported on line 7a of the Form 55002011-01-011,429
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01103
Total of all active and inactive participants2011-01-011,533
Total participants2011-01-011,533
Number of participants with account balances2011-01-011,533
Number of employers contributing to the scheme2011-01-0139

Financial Data on IATSE LOCAL 8 ANNUITY FUND

Measure Date Value
2022 : IATSE LOCAL 8 ANNUITY FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,000
Total income from all sources (including contributions)2022-12-31$-3,639,917
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,752,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,475,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,074,993
Value of total assets at end of year2022-12-31$52,547,512
Value of total assets at beginning of year2022-12-31$57,940,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$277,713
Total interest from all sources2022-12-31$619,382
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$26,240
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,470
Administrative expenses (other) incurred2022-12-31$187,683
Liabilities. Value of operating payables at end of year2022-12-31$7,000
Liabilities. Value of operating payables at beginning of year2022-12-31$7,000
Total non interest bearing cash at end of year2022-12-31$517,800
Total non interest bearing cash at beginning of year2022-12-31$372,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,392,786
Value of net assets at end of year (total assets less liabilities)2022-12-31$52,540,512
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$57,933,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$39,790
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,581,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,400,339
Value of interest in pooled separate accounts at end of year2022-12-31$26,555,996
Value of interest in pooled separate accounts at beginning of year2022-12-31$27,952,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$619,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,400,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,935,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,380,535
Net investment gain or loss from common/collective trusts2022-12-31$-4,953,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,074,993
Employer contributions (assets) at end of year2022-12-31$485,527
Employer contributions (assets) at beginning of year2022-12-31$277,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,475,156
Contract administrator fees2022-12-31$24,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2022-12-31320048632
2021 : IATSE LOCAL 8 ANNUITY FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,000
Total income from all sources (including contributions)2021-12-31$9,419,759
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,870,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,638,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,718,977
Value of total assets at end of year2021-12-31$57,940,298
Value of total assets at beginning of year2021-12-31$55,391,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$231,895
Total interest from all sources2021-12-31$143,540
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$351,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$351,553
Administrative expenses professional fees incurred2021-12-31$18,509
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,247
Administrative expenses (other) incurred2021-12-31$38,876
Liabilities. Value of operating payables at end of year2021-12-31$7,000
Liabilities. Value of operating payables at beginning of year2021-12-31$7,000
Total non interest bearing cash at end of year2021-12-31$372,147
Total non interest bearing cash at beginning of year2021-12-31$240,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,549,060
Value of net assets at end of year (total assets less liabilities)2021-12-31$57,933,298
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,384,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,400,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,949,000
Value of interest in pooled separate accounts at end of year2021-12-31$27,952,471
Value of interest in pooled separate accounts at beginning of year2021-12-31$25,832,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$143,540
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,935,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,334,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,182,284
Net investment gain/loss from pooled separate accounts2021-12-31$23,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,718,977
Employer contributions (assets) at end of year2021-12-31$277,655
Employer contributions (assets) at beginning of year2021-12-31$33,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,638,804
Contract administrator fees2021-12-31$174,510
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2021-12-31320048632
2020 : IATSE LOCAL 8 ANNUITY FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,216,858
Total unrealized appreciation/depreciation of assets2020-12-31$6,216,858
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,000
Total income from all sources (including contributions)2020-12-31$7,624,987
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,910,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,702,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,179,055
Value of total assets at end of year2020-12-31$55,391,238
Value of total assets at beginning of year2020-12-31$59,676,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$208,390
Total interest from all sources2020-12-31$229,074
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$30,235
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,334,660
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$9,894,161
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,247
Administrative expenses (other) incurred2020-12-31$13,791
Liabilities. Value of operating payables at end of year2020-12-31$7,000
Liabilities. Value of operating payables at beginning of year2020-12-31$7,000
Total non interest bearing cash at end of year2020-12-31$240,610
Total non interest bearing cash at beginning of year2020-12-31$762,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-4,285,543
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,384,238
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$59,669,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$21,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,949,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,526,081
Value of interest in pooled separate accounts at end of year2020-12-31$25,832,151
Value of interest in pooled separate accounts at beginning of year2020-12-31$29,201,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$229,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,179,055
Employer contributions (assets) at end of year2020-12-31$33,570
Employer contributions (assets) at beginning of year2020-12-31$292,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,702,140
Contract administrator fees2020-12-31$143,208
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2020-12-31320048632
2019 : IATSE LOCAL 8 ANNUITY FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,200
Total income from all sources (including contributions)2019-12-31$14,799,342
Total income from all sources (including contributions)2019-12-31$14,799,342
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,853,657
Total of all expenses incurred2019-12-31$2,853,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,670,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,670,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,291,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,291,322
Value of total assets at end of year2019-12-31$59,676,781
Value of total assets at end of year2019-12-31$59,676,781
Value of total assets at beginning of year2019-12-31$47,732,296
Value of total assets at beginning of year2019-12-31$47,732,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$183,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$183,433
Total interest from all sources2019-12-31$215,807
Total interest from all sources2019-12-31$215,807
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$32,989
Administrative expenses professional fees incurred2019-12-31$32,989
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,894,161
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,894,161
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,460,102
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,460,102
Administrative expenses (other) incurred2019-12-31$8,526
Administrative expenses (other) incurred2019-12-31$8,526
Liabilities. Value of operating payables at end of year2019-12-31$7,000
Liabilities. Value of operating payables at end of year2019-12-31$7,000
Liabilities. Value of operating payables at beginning of year2019-12-31$8,200
Liabilities. Value of operating payables at beginning of year2019-12-31$8,200
Total non interest bearing cash at end of year2019-12-31$762,460
Total non interest bearing cash at beginning of year2019-12-31$634,475
Total non interest bearing cash at beginning of year2019-12-31$634,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$11,945,685
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,669,781
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,669,781
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,724,096
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,724,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$42,200
Investment advisory and management fees2019-12-31$42,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,526,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,526,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,123,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,123,470
Value of interest in pooled separate accounts at end of year2019-12-31$29,201,664
Value of interest in pooled separate accounts at end of year2019-12-31$29,201,664
Value of interest in pooled separate accounts at beginning of year2019-12-31$22,285,705
Value of interest in pooled separate accounts at beginning of year2019-12-31$22,285,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$215,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$215,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,533,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,533,909
Net investment gain/loss from pooled separate accounts2019-12-31$4,758,304
Net investment gain/loss from pooled separate accounts2019-12-31$4,758,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,291,322
Contributions received in cash from employer2019-12-31$5,291,322
Employer contributions (assets) at end of year2019-12-31$292,415
Employer contributions (assets) at end of year2019-12-31$292,415
Employer contributions (assets) at beginning of year2019-12-31$228,544
Employer contributions (assets) at beginning of year2019-12-31$228,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,670,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,670,224
Contract administrator fees2019-12-31$99,718
Contract administrator fees2019-12-31$99,718
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm name2019-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2019-12-31320048632
Accountancy firm EIN2019-12-31320048632
2018 : IATSE LOCAL 8 ANNUITY FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$6,000
Total income from all sources (including contributions)2018-12-31$1,776,731
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,224,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,027,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,427,262
Value of total assets at end of year2018-12-31$47,732,296
Value of total assets at beginning of year2018-12-31$48,177,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$196,837
Total interest from all sources2018-12-31$119,151
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$27,703
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$9,156
Liabilities. Value of operating payables at end of year2018-12-31$8,200
Liabilities. Value of operating payables at beginning of year2018-12-31$6,000
Total non interest bearing cash at end of year2018-12-31$634,475
Total non interest bearing cash at beginning of year2018-12-31$570,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-447,366
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,724,096
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$48,171,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$51,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,123,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,139,064
Value of interest in pooled separate accounts at end of year2018-12-31$22,285,705
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,727,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$119,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,460,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,551,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,373,613
Net investment gain/loss from pooled separate accounts2018-12-31$-1,396,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,427,262
Employer contributions (assets) at end of year2018-12-31$228,544
Employer contributions (assets) at beginning of year2018-12-31$189,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,027,260
Contract administrator fees2018-12-31$108,901
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ANTHONY M. PONTARELLI CPA LLC
Accountancy firm EIN2018-12-31320048632
2017 : IATSE LOCAL 8 ANNUITY FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,000
Total income from all sources (including contributions)2017-12-31$9,364,353
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,231,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,037,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,049,545
Value of total assets at end of year2017-12-31$48,177,462
Value of total assets at beginning of year2017-12-31$42,044,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$194,249
Total interest from all sources2017-12-31$114,772
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$36,359
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$189,004
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$234,607
Administrative expenses (other) incurred2017-12-31$3,546
Liabilities. Value of operating payables at end of year2017-12-31$6,000
Liabilities. Value of operating payables at beginning of year2017-12-31$6,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,132,626
Value of net assets at end of year (total assets less liabilities)2017-12-31$48,171,462
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,038,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$48,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$47,418,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$41,621,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$570,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$188,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$188,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$114,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,200,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,049,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,037,478
Contract administrator fees2017-12-31$105,818
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2017-12-31320048632
2016 : IATSE LOCAL 8 ANNUITY FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,000
Total income from all sources (including contributions)2016-12-31$6,230,713
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,418,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,312,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,742,111
Value of total assets at end of year2016-12-31$42,044,836
Value of total assets at beginning of year2016-12-31$37,232,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$106,476
Total interest from all sources2016-12-31$150,687
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,434
Administrative expenses professional fees incurred2016-12-31$31,191
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other income not declared elsewhere2016-12-31$113,904
Administrative expenses (other) incurred2016-12-31$13,281
Liabilities. Value of operating payables at end of year2016-12-31$6,000
Liabilities. Value of operating payables at beginning of year2016-12-31$6,000
Total non interest bearing cash at end of year2016-12-31$188,514
Total non interest bearing cash at beginning of year2016-12-31$38,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,812,117
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,038,836
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$37,226,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$50,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,393,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,904,451
Value of interest in pooled separate accounts at end of year2016-12-31$17,834,659
Value of interest in pooled separate accounts at beginning of year2016-12-31$14,567,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$304,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$304,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$150,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,393,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,060,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,219,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,742,111
Employer contributions (assets) at end of year2016-12-31$234,607
Employer contributions (assets) at beginning of year2016-12-31$356,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,312,120
Contract administrator fees2016-12-31$12,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2016-12-31320048632
2015 : IATSE LOCAL 8 ANNUITY FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,000
Total income from all sources (including contributions)2015-12-31$3,553,710
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,468,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,311,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,444,087
Value of total assets at end of year2015-12-31$37,232,719
Value of total assets at beginning of year2015-12-31$35,147,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$156,505
Total interest from all sources2015-12-31$114,018
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$30,724
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$91,463
Administrative expenses (other) incurred2015-12-31$17,034
Liabilities. Value of operating payables at end of year2015-12-31$6,000
Liabilities. Value of operating payables at beginning of year2015-12-31$6,000
Total non interest bearing cash at end of year2015-12-31$38,319
Total non interest bearing cash at beginning of year2015-12-31$18,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,085,535
Value of net assets at end of year (total assets less liabilities)2015-12-31$37,226,719
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,141,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$96,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,904,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,292,536
Value of interest in pooled separate accounts at end of year2015-12-31$14,567,646
Value of interest in pooled separate accounts at beginning of year2015-12-31$13,288,554
Interest on participant loans2015-12-31$263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$304,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$243,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$243,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$113,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,060,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,153,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-45,827
Net investment gain/loss from pooled separate accounts2015-12-31$-50,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,444,087
Employer contributions (assets) at end of year2015-12-31$356,862
Employer contributions (assets) at beginning of year2015-12-31$151,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,311,670
Contract administrator fees2015-12-31$12,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ANTHONY M PONTRELLI CPA LLC
Accountancy firm EIN2015-12-31320048632
2014 : IATSE LOCAL 8 ANNUITY FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,000
Total income from all sources (including contributions)2014-12-31$4,497,207
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,324,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,177,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,850,708
Value of total assets at end of year2014-12-31$35,147,184
Value of total assets at beginning of year2014-12-31$32,974,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$146,765
Total interest from all sources2014-12-31$120,916
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$31,100
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$86,304
Administrative expenses (other) incurred2014-12-31$17,079
Liabilities. Value of operating payables at end of year2014-12-31$6,000
Liabilities. Value of operating payables at beginning of year2014-12-31$6,000
Total non interest bearing cash at end of year2014-12-31$18,065
Total non interest bearing cash at beginning of year2014-12-31$253,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,172,657
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,141,184
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,968,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$86,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,292,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,295,473
Value of interest in pooled separate accounts at end of year2014-12-31$13,288,554
Value of interest in pooled separate accounts at beginning of year2014-12-31$11,490,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$243,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$120,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,153,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,747,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$845,454
Net investment gain/loss from pooled separate accounts2014-12-31$593,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,850,708
Employer contributions (assets) at end of year2014-12-31$151,016
Employer contributions (assets) at beginning of year2014-12-31$187,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,177,785
Contract administrator fees2014-12-31$12,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2014-12-31320048632
2013 : IATSE LOCAL 8 ANNUITY FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,000
Total income from all sources (including contributions)2013-12-31$7,030,355
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$931,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$887,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,230,762
Value of total assets at end of year2013-12-31$32,974,527
Value of total assets at beginning of year2013-12-31$26,874,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$43,588
Total interest from all sources2013-12-31$133,840
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$11,682
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$21,406
Liabilities. Value of operating payables at end of year2013-12-31$6,000
Liabilities. Value of operating payables at beginning of year2013-12-31$5,000
Total non interest bearing cash at end of year2013-12-31$253,256
Total non interest bearing cash at beginning of year2013-12-31$15,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,098,954
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,968,527
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,869,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,295,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,147,601
Value of interest in pooled separate accounts at end of year2013-12-31$11,490,410
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,055,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$213,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$213,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$133,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,747,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,282,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,936,812
Net investment gain/loss from pooled separate accounts2013-12-31$1,728,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,230,762
Employer contributions (assets) at end of year2013-12-31$187,623
Employer contributions (assets) at beginning of year2013-12-31$160,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$887,813
Contract administrator fees2013-12-31$10,500
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2013-12-31320048632
2012 : IATSE LOCAL 8 ANNUITY FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,000
Total income from all sources (including contributions)2012-12-31$4,513,048
Total of all expenses incurred2012-12-31$1,343,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,306,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,055,971
Value of total assets at end of year2012-12-31$26,874,573
Value of total assets at beginning of year2012-12-31$23,705,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$37,449
Total interest from all sources2012-12-31$655
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$142,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$142,313
Administrative expenses professional fees incurred2012-12-31$19,341
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$9,708
Liabilities. Value of operating payables at end of year2012-12-31$5,000
Liabilities. Value of operating payables at beginning of year2012-12-31$5,000
Total non interest bearing cash at end of year2012-12-31$15,827
Total non interest bearing cash at beginning of year2012-12-31$20,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,169,435
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,869,573
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,700,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,147,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,097,579
Value of interest in pooled separate accounts at end of year2012-12-31$9,055,030
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,641,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$213,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$191,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$191,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,282,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,596,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,314,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,055,971
Employer contributions (assets) at end of year2012-12-31$160,318
Employer contributions (assets) at beginning of year2012-12-31$157,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,306,164
Contract administrator fees2012-12-31$8,400
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2012-12-31320048632
2011 : IATSE LOCAL 8 ANNUITY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,000
Total income from all sources (including contributions)2011-12-31$1,719,257
Total of all expenses incurred2011-12-31$1,074,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,032,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,809,493
Value of total assets at end of year2011-12-31$23,705,138
Value of total assets at beginning of year2011-12-31$23,060,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$41,858
Total interest from all sources2011-12-31$160,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$26,167
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$7,291
Total non interest bearing cash at end of year2011-12-31$20,295
Total non interest bearing cash at beginning of year2011-12-31$21,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$645,107
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,700,138
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,055,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,097,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,604,300
Value of interest in pooled separate accounts at end of year2011-12-31$6,641,829
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,446,408
Interest earned on other investments2011-12-31$159,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$191,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$236,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$236,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,596,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,588,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-279,685
Net investment gain/loss from pooled separate accounts2011-12-31$28,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,809,493
Employer contributions (assets) at end of year2011-12-31$157,321
Employer contributions (assets) at beginning of year2011-12-31$163,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,032,292
Contract administrator fees2011-12-31$8,400
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$5,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN2011-12-31320048632

Form 5500 Responses for IATSE LOCAL 8 ANNUITY FUND

2022: IATSE LOCAL 8 ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IATSE LOCAL 8 ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IATSE LOCAL 8 ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IATSE LOCAL 8 ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IATSE LOCAL 8 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IATSE LOCAL 8 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IATSE LOCAL 8 ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IATSE LOCAL 8 ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IATSE LOCAL 8 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IATSE LOCAL 8 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IATSE LOCAL 8 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IATSE LOCAL 8 ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038555
Policy instance 1
Insurance contract or identification number038555
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038555
Policy instance 1
Insurance contract or identification number038555
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038555
Policy instance 1
Insurance contract or identification number038555
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038555
Policy instance 1
Insurance contract or identification number038555
Number of Individuals Covered2000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038555
Policy instance 1
Insurance contract or identification number038555
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038555
Policy instance 1
Insurance contract or identification number038555
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038555
Policy instance 1
Insurance contract or identification number038555
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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