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I.U.P.A.T. OF WESTERN PA ANNUITY FUND 401k Plan overview

Plan NameI.U.P.A.T. OF WESTERN PA ANNUITY FUND
Plan identification number 001

I.U.P.A.T. OF WESTERN PA ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES, I.U.P.A.T. ANNUITY FUND OF WESTERN PA has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, I.U.P.A.T. ANNUITY FUND OF WESTERN PA
Employer identification number (EIN):251304459
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.U.P.A.T. OF WESTERN PA ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRIS GERONIMOS2023-09-28 FRED EPISCOPO2023-09-28
0012021-01-01CHRIS GERONIMOS2022-10-11 FRED EPISCOPO2022-09-30
0012020-01-01CHRIS GERONIMOS2021-09-30 FRED EPISCOPO2021-09-30
0012019-01-01CHRIS GERONIMOS2020-08-04 FRED EPISCOPO2020-07-28
0012018-01-01CHRIS GERONIMOS2019-08-30 CHRIS KUCHERAWY2019-08-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ANTHONY DESTEFANO
0012013-01-01ANTHONY DESTEFANO
0012012-01-01ANTHONY DESTEFANO
0012011-01-01ANTHONY DESTEFANO
0012010-01-01ANTHONY DESTEFANO
0012009-01-01ANTHONY DESTEFANO

Plan Statistics for I.U.P.A.T. OF WESTERN PA ANNUITY FUND

401k plan membership statisitcs for I.U.P.A.T. OF WESTERN PA ANNUITY FUND

Measure Date Value
2022: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-013,015
Total number of active participants reported on line 7a of the Form 55002022-01-011,699
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,381
Total of all active and inactive participants2022-01-013,080
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,080
Number of participants with account balances2022-01-013,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-01153
2021: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-012,533
Total number of active participants reported on line 7a of the Form 55002021-01-011,998
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,017
Total of all active and inactive participants2021-01-013,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,015
Number of participants with account balances2021-01-013,015
Number of employers contributing to the scheme2021-01-01152
2020: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-012,582
Total number of active participants reported on line 7a of the Form 55002020-01-011,498
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,035
Total of all active and inactive participants2020-01-012,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,533
Number of participants with account balances2020-01-012,533
Number of employers contributing to the scheme2020-01-01209
2019: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-012,402
Total number of active participants reported on line 7a of the Form 55002019-01-011,389
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,193
Total of all active and inactive participants2019-01-012,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,582
Number of participants with account balances2019-01-012,582
Number of employers contributing to the scheme2019-01-01180
2018: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-012,391
Total number of active participants reported on line 7a of the Form 55002018-01-011,191
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,211
Total of all active and inactive participants2018-01-012,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,402
Number of participants with account balances2018-01-012,402
Number of employers contributing to the scheme2018-01-01173
2017: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,420
Total number of active participants reported on line 7a of the Form 55002017-01-011,162
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,229
Total of all active and inactive participants2017-01-012,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,391
Number of participants with account balances2017-01-012,391
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 scheme2017-01-01207
2016: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,409
Total number of active participants reported on line 7a of the Form 55002016-01-011,209
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,211
Total of all active and inactive participants2016-01-012,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,420
Number of participants with account balances2016-01-012,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01201
2015: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,614
Total number of active participants reported on line 7a of the Form 55002015-01-011,197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,212
Total of all active and inactive participants2015-01-012,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,409
Number of participants with account balances2015-01-012,409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-01172
2014: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,589
Total number of active participants reported on line 7a of the Form 55002014-01-011,180
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,434
Total of all active and inactive participants2014-01-012,614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,614
Number of participants with account balances2014-01-012,614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-01167
2013: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,571
Total number of active participants reported on line 7a of the Form 55002013-01-011,136
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,453
Total of all active and inactive participants2013-01-012,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,589
Number of participants with account balances2013-01-012,589
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 scheme2013-01-01227
2012: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,489
Total number of active participants reported on line 7a of the Form 55002012-01-011,286
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,285
Total of all active and inactive participants2012-01-012,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,571
Number of participants with account balances2012-01-012,571
Number of employers contributing to the scheme2012-01-01229
2011: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,418
Total number of active participants reported on line 7a of the Form 55002011-01-011,278
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,211
Total of all active and inactive participants2011-01-012,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,489
Number of participants with account balances2011-01-012,489
Number of employers contributing to the scheme2011-01-01218
2010: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-01-012,381
Total number of active participants reported on line 7a of the Form 55002010-01-011,294
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011,124
Total of all active and inactive participants2010-01-012,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012,418
Number of participants with account balances2010-01-012,418
Number of employers contributing to the scheme2010-01-01222
2009: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,325
Total number of active participants reported on line 7a of the Form 55002009-01-011,355
Number of other retired or separated participants entitled to future benefits2009-01-011,026
Total of all active and inactive participants2009-01-012,381
Total participants2009-01-012,381
Number of participants with account balances2009-01-012,381
Number of employers contributing to the scheme2009-01-01209

Financial Data on I.U.P.A.T. OF WESTERN PA ANNUITY FUND

Measure Date Value
2022 : I.U.P.A.T. OF WESTERN PA 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$37,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$68,966
Total income from all sources (including contributions)2022-12-31$-4,627,202
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,746,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,602,810
Expenses. Certain deemed distributions of participant loans2022-12-31$733,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,355,537
Value of total assets at end of year2022-12-31$66,910,014
Value of total assets at beginning of year2022-12-31$79,315,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$410,324
Total interest from all sources2022-12-31$39,212
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,782,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,782,171
Administrative expenses professional fees incurred2022-12-31$61,428
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$1,264,875
Participant contributions at beginning of year2022-12-31$1,510,936
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,322
Other income not declared elsewhere2022-12-31$3,912
Administrative expenses (other) incurred2022-12-31$233,785
Liabilities. Value of operating payables at end of year2022-12-31$37,174
Liabilities. Value of operating payables at beginning of year2022-12-31$68,966
Total non interest bearing cash at end of year2022-12-31$164,862
Total non interest bearing cash at beginning of year2022-12-31$2,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,373,918
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,872,840
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$79,246,758
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$91,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$58,289,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$72,537,049
Interest on participant loans2022-12-31$39,212
Value of interest in common/collective trusts at end of year2022-12-31$6,421,878
Value of interest in common/collective trusts at beginning of year2022-12-31$3,863,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,799,107
Net investment gain or loss from common/collective trusts2022-12-31$-8,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$6,355,537
Employer contributions (assets) at end of year2022-12-31$763,083
Employer contributions (assets) at beginning of year2022-12-31$1,396,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,602,810
Contract administrator fees2022-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$4,938
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$3,074
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2022-12-31270889793
2021 : I.U.P.A.T. OF WESTERN PA 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$68,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$77,586
Total income from all sources (including contributions)2021-12-31$15,839,207
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,283,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,964,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,369,952
Value of total assets at end of year2021-12-31$79,315,724
Value of total assets at beginning of year2021-12-31$67,768,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$318,528
Total interest from all sources2021-12-31$36,995
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,067,972
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$6,067,972
Administrative expenses professional fees incurred2021-12-31$45,407
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$1,510,936
Participant contributions at beginning of year2021-12-31$1,397,238
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,246
Other income not declared elsewhere2021-12-31$5,345
Administrative expenses (other) incurred2021-12-31$149,622
Liabilities. Value of operating payables at end of year2021-12-31$68,966
Liabilities. Value of operating payables at beginning of year2021-12-31$77,586
Total non interest bearing cash at end of year2021-12-31$2,008
Total non interest bearing cash at beginning of year2021-12-31$0
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$11,556,168
Value of net assets at end of year (total assets less liabilities)2021-12-31$79,246,758
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$67,690,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$99,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$72,537,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$60,912,879
Interest on participant loans2021-12-31$36,995
Value of interest in common/collective trusts at end of year2021-12-31$3,863,980
Value of interest in common/collective trusts at beginning of year2021-12-31$4,482,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,291,100
Net investment gain or loss from common/collective trusts2021-12-31$67,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$8,369,952
Employer contributions (assets) at end of year2021-12-31$1,396,355
Employer contributions (assets) at beginning of year2021-12-31$971,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,964,511
Contract administrator fees2021-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$3,074
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$3,285
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2021-12-31270889793
2020 : I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$77,586
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$65,150
Total income from all sources (including contributions)2020-12-31$14,062,035
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,900,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,611,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,969,738
Value of total assets at end of year2020-12-31$67,768,176
Value of total assets at beginning of year2020-12-31$60,594,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$289,448
Total interest from all sources2020-12-31$41,054
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,486,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,486,456
Administrative expenses professional fees incurred2020-12-31$54,568
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$1,397,238
Participant contributions at beginning of year2020-12-31$1,430,471
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,204
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,921
Other income not declared elsewhere2020-12-31$5,918
Administrative expenses (other) incurred2020-12-31$128,829
Liabilities. Value of operating payables at end of year2020-12-31$77,586
Liabilities. Value of operating payables at beginning of year2020-12-31$65,150
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$9,865
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$7,161,489
Value of net assets at end of year (total assets less liabilities)2020-12-31$67,690,590
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$60,529,101
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$82,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$60,912,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$54,408,793
Interest on participant loans2020-12-31$41,054
Value of interest in common/collective trusts at end of year2020-12-31$4,482,392
Value of interest in common/collective trusts at beginning of year2020-12-31$3,792,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,463,523
Net investment gain or loss from common/collective trusts2020-12-31$95,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$4,959,534
Employer contributions (assets) at end of year2020-12-31$971,136
Employer contributions (assets) at beginning of year2020-12-31$947,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,611,098
Contract administrator fees2020-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$3,285
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$2,864
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2020-12-31270889793
2019 : I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$65,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$55,477
Total income from all sources (including contributions)2019-12-31$14,273,353
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,902,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,222,387
Expenses. Certain deemed distributions of participant loans2019-12-31$391,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,199,511
Value of total assets at end of year2019-12-31$60,594,251
Value of total assets at beginning of year2019-12-31$50,213,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$288,442
Total interest from all sources2019-12-31$56,485
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,474,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,474,631
Administrative expenses professional fees incurred2019-12-31$175,779
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$1,430,471
Participant contributions at beginning of year2019-12-31$1,541,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,921
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,334
Other income not declared elsewhere2019-12-31$6,381
Administrative expenses (other) incurred2019-12-31$11,945
Liabilities. Value of operating payables at end of year2019-12-31$65,150
Liabilities. Value of operating payables at beginning of year2019-12-31$55,477
Total non interest bearing cash at end of year2019-12-31$9,865
Total non interest bearing cash at beginning of year2019-12-31$10,000
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$10,370,710
Value of net assets at end of year (total assets less liabilities)2019-12-31$60,529,101
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$50,158,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$76,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$54,408,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$44,380,568
Interest on participant loans2019-12-31$56,485
Value of interest in common/collective trusts at end of year2019-12-31$3,792,358
Value of interest in common/collective trusts at beginning of year2019-12-31$3,573,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,444,388
Net investment gain or loss from common/collective trusts2019-12-31$91,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,199,511
Employer contributions (assets) at end of year2019-12-31$947,979
Employer contributions (assets) at beginning of year2019-12-31$704,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,222,387
Contract administrator fees2019-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$2,864
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$2,954
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2019-12-31270889793
2018 : I.U.P.A.T. OF WESTERN PA 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$55,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$55,630
Total income from all sources (including contributions)2018-12-31$1,779,524
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,617,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,075,834
Expenses. Certain deemed distributions of participant loans2018-12-31$270,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,061,043
Value of total assets at end of year2018-12-31$50,213,868
Value of total assets at beginning of year2018-12-31$53,052,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$271,438
Total interest from all sources2018-12-31$55,322
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,503,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,503,631
Administrative expenses professional fees incurred2018-12-31$165,508
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$1,541,502
Participant contributions at beginning of year2018-12-31$1,699,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,846
Other income not declared elsewhere2018-12-31$7,005
Administrative expenses (other) incurred2018-12-31$11,402
Liabilities. Value of operating payables at end of year2018-12-31$55,477
Liabilities. Value of operating payables at beginning of year2018-12-31$55,630
Total non interest bearing cash at end of year2018-12-31$10,000
Total non interest bearing cash at beginning of year2018-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,838,192
Value of net assets at end of year (total assets less liabilities)2018-12-31$50,158,391
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,996,583
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$70,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$44,380,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$46,882,360
Interest on participant loans2018-12-31$55,322
Value of interest in common/collective trusts at end of year2018-12-31$3,573,098
Value of interest in common/collective trusts at beginning of year2018-12-31$3,815,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,923,481
Net investment gain or loss from common/collective trusts2018-12-31$76,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$4,061,043
Employer contributions (assets) at end of year2018-12-31$704,412
Employer contributions (assets) at beginning of year2018-12-31$639,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,075,834
Contract administrator fees2018-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$2,954
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$3,090
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2018-12-31270889793
2017 : I.U.P.A.T. OF WESTERN PA 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$55,630
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$55,921
Total income from all sources (including contributions)2017-12-31$9,714,892
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,099,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,667,409
Expenses. Certain deemed distributions of participant loans2017-12-31$160,583
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,642,690
Value of total assets at end of year2017-12-31$53,052,213
Value of total assets at beginning of year2017-12-31$47,436,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$271,343
Total interest from all sources2017-12-31$47,679
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,032,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,032,666
Administrative expenses professional fees incurred2017-12-31$168,778
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$1,699,913
Participant contributions at beginning of year2017-12-31$1,474,630
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$16,216
Other income not declared elsewhere2017-12-31$7,155
Administrative expenses (other) incurred2017-12-31$10,098
Liabilities. Value of operating payables at end of year2017-12-31$55,630
Liabilities. Value of operating payables at beginning of year2017-12-31$55,921
Total non interest bearing cash at end of year2017-12-31$10,000
Total non interest bearing cash at beginning of year2017-12-31$9,970
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$5,615,557
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,996,583
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$47,381,026
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$68,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$46,882,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$41,122,661
Interest on participant loans2017-12-31$47,679
Value of interest in common/collective trusts at end of year2017-12-31$3,815,434
Value of interest in common/collective trusts at beginning of year2017-12-31$4,153,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,921,839
Net investment gain or loss from common/collective trusts2017-12-31$62,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$3,642,690
Employer contributions (assets) at end of year2017-12-31$639,570
Employer contributions (assets) at beginning of year2017-12-31$657,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,667,409
Contract administrator fees2017-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$3,090
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$2,499
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2017-12-31270889793
2016 : I.U.P.A.T. OF WESTERN PA 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$55,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$56,138
Total income from all sources (including contributions)2016-12-31$6,762,931
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,029,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,451,804
Expenses. Certain deemed distributions of participant loans2016-12-31$324,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,334,668
Value of total assets at end of year2016-12-31$47,436,947
Value of total assets at beginning of year2016-12-31$43,703,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$252,975
Total interest from all sources2016-12-31$45,291
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,160,759
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$1,160,759
Administrative expenses professional fees incurred2016-12-31$155,429
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$1,474,630
Participant contributions at beginning of year2016-12-31$1,627,584
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$16,216
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$15,417
Other income not declared elsewhere2016-12-31$64,813
Administrative expenses (other) incurred2016-12-31$12,117
Liabilities. Value of operating payables at end of year2016-12-31$55,921
Liabilities. Value of operating payables at beginning of year2016-12-31$56,138
Total non interest bearing cash at end of year2016-12-31$9,970
Total non interest bearing cash at beginning of year2016-12-31$10,000
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$3,733,594
Value of net assets at end of year (total assets less liabilities)2016-12-31$47,381,026
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,647,432
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$61,429
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$41,122,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$37,766,817
Interest on participant loans2016-12-31$45,291
Value of interest in common/collective trusts at end of year2016-12-31$4,153,819
Value of interest in common/collective trusts at beginning of year2016-12-31$3,604,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,100,589
Net investment gain or loss from common/collective trusts2016-12-31$56,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$4,334,668
Employer contributions (assets) at end of year2016-12-31$657,152
Employer contributions (assets) at beginning of year2016-12-31$677,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,451,804
Contract administrator fees2016-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$2,499
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$2,658
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2016-12-31270889793
2015 : I.U.P.A.T. OF WESTERN PA 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$56,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$62,731
Total income from all sources (including contributions)2015-12-31$3,858,050
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,861,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,429,866
Expenses. Certain deemed distributions of participant loans2015-12-31$166,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,008,275
Value of total assets at end of year2015-12-31$43,703,570
Value of total assets at beginning of year2015-12-31$42,713,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$264,776
Total interest from all sources2015-12-31$43,920
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,369,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,369,620
Administrative expenses professional fees incurred2015-12-31$173,849
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$1,627,584
Participant contributions at beginning of year2015-12-31$1,539,514
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$15,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$15,355
Other income not declared elsewhere2015-12-31$61,549
Administrative expenses (other) incurred2015-12-31$9,486
Liabilities. Value of operating payables at end of year2015-12-31$56,138
Liabilities. Value of operating payables at beginning of year2015-12-31$62,731
Total non interest bearing cash at end of year2015-12-31$10,000
Total non interest bearing cash at beginning of year2015-12-31$5,693
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$996,548
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,647,432
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,650,884
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$57,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$37,766,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$37,162,094
Interest on participant loans2015-12-31$43,920
Value of interest in common/collective trusts at end of year2015-12-31$3,604,083
Value of interest in common/collective trusts at beginning of year2015-12-31$3,356,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,678,579
Net investment gain or loss from common/collective trusts2015-12-31$53,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$4,005,419
Employer contributions (assets) at end of year2015-12-31$677,011
Employer contributions (assets) at beginning of year2015-12-31$631,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,429,866
Contract administrator fees2015-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$2,658
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$2,605
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2015-12-31270889793
2014 : I.U.P.A.T. OF WESTERN PA 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$62,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,761
Total income from all sources (including contributions)2014-12-31$5,828,155
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,708,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,232,465
Expenses. Certain deemed distributions of participant loans2014-12-31$264,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,427,906
Value of total assets at end of year2014-12-31$42,713,615
Value of total assets at beginning of year2014-12-31$40,538,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$211,508
Total interest from all sources2014-12-31$36,096
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,524,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,524,146
Administrative expenses professional fees incurred2014-12-31$115,566
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$1,539,514
Participant contributions at beginning of year2014-12-31$1,310,643
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$50,679
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$15,355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,698
Other income not declared elsewhere2014-12-31$33,049
Administrative expenses (other) incurred2014-12-31$16,074
Liabilities. Value of operating payables at end of year2014-12-31$62,731
Liabilities. Value of operating payables at beginning of year2014-12-31$7,761
Total non interest bearing cash at end of year2014-12-31$5,693
Total non interest bearing cash at beginning of year2014-12-31$10,294
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$2,119,996
Value of net assets at end of year (total assets less liabilities)2014-12-31$42,650,884
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,530,888
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$55,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$37,162,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$35,699,353
Interest on participant loans2014-12-31$36,096
Value of interest in common/collective trusts at end of year2014-12-31$3,356,678
Value of interest in common/collective trusts at beginning of year2014-12-31$3,015,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-230,664
Net investment gain or loss from common/collective trusts2014-12-31$37,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$3,377,227
Employer contributions (assets) at end of year2014-12-31$631,676
Employer contributions (assets) at beginning of year2014-12-31$498,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,232,465
Contract administrator fees2014-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$2,605
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$2,287
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2014-12-31270889793
2013 : I.U.P.A.T. OF WESTERN PA 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$7,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,353
Total income from all sources (including contributions)2013-12-31$7,571,851
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,117,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,667,337
Expenses. Certain deemed distributions of participant loans2013-12-31$369,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,295,523
Value of total assets at end of year2013-12-31$40,538,649
Value of total assets at beginning of year2013-12-31$36,086,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$80,219
Total interest from all sources2013-12-31$35,637
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,586,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,586,498
Administrative expenses professional fees incurred2013-12-31$43,202
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$1,310,643
Participant contributions at beginning of year2013-12-31$1,395,144
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$173,631
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,102
Other income not declared elsewhere2013-12-31$6,280
Administrative expenses (other) incurred2013-12-31$13,017
Liabilities. Value of operating payables at end of year2013-12-31$7,761
Liabilities. Value of operating payables at beginning of year2013-12-31$10,353
Total non interest bearing cash at end of year2013-12-31$10,294
Total non interest bearing cash at beginning of year2013-12-31$10,000
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$4,454,408
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,530,888
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,076,480
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$35,699,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,094,377
Interest on participant loans2013-12-31$35,637
Value of interest in common/collective trusts at end of year2013-12-31$3,015,973
Value of interest in common/collective trusts at beginning of year2013-12-31$3,041,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,613,714
Net investment gain or loss from common/collective trusts2013-12-31$34,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,121,892
Employer contributions (assets) at end of year2013-12-31$498,401
Employer contributions (assets) at beginning of year2013-12-31$543,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,667,337
Contract administrator fees2013-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$2,287
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$2,123
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2013-12-31270889793
2012 : I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,421
Total income from all sources (including contributions)2012-12-31$6,421,853
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,475,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,968,803
Expenses. Certain deemed distributions of participant loans2012-12-31$422,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,180,396
Value of total assets at end of year2012-12-31$36,086,833
Value of total assets at beginning of year2012-12-31$33,146,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$84,523
Total interest from all sources2012-12-31$45,669
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,324,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,324,600
Administrative expenses professional fees incurred2012-12-31$43,570
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$1,395,144
Participant contributions at beginning of year2012-12-31$1,535,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,480
Other income not declared elsewhere2012-12-31$6,365
Administrative expenses (other) incurred2012-12-31$16,953
Liabilities. Value of operating payables at end of year2012-12-31$10,353
Liabilities. Value of operating payables at beginning of year2012-12-31$16,421
Total non interest bearing cash at end of year2012-12-31$10,000
Total non interest bearing cash at beginning of year2012-12-31$9,706
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$2,946,170
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,076,480
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,130,310
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$31,094,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,011,863
Interest on participant loans2012-12-31$45,669
Value of interest in common/collective trusts at end of year2012-12-31$3,041,087
Value of interest in common/collective trusts at beginning of year2012-12-31$3,089,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,817,891
Net investment gain or loss from common/collective trusts2012-12-31$46,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,180,396
Employer contributions (assets) at end of year2012-12-31$543,000
Employer contributions (assets) at beginning of year2012-12-31$494,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,968,803
Contract administrator fees2012-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$2,123
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$2,282
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2012-12-31270889793
2011 : I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,798
Total income from all sources (including contributions)2011-12-31$3,340,857
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,587,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,234,758
Expenses. Certain deemed distributions of participant loans2011-12-31$255,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,939,878
Value of total assets at end of year2011-12-31$33,146,731
Value of total assets at beginning of year2011-12-31$32,386,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$97,806
Total interest from all sources2011-12-31$39,198
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$756,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$756,740
Administrative expenses professional fees incurred2011-12-31$66,772
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$1,535,710
Participant contributions at beginning of year2011-12-31$1,415,010
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$45,815
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,480
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,732
Other income not declared elsewhere2011-12-31$10,861
Administrative expenses (other) incurred2011-12-31$7,034
Liabilities. Value of operating payables at end of year2011-12-31$16,421
Liabilities. Value of operating payables at beginning of year2011-12-31$8,798
Total non interest bearing cash at end of year2011-12-31$9,706
Total non interest bearing cash at beginning of year2011-12-31$10,000
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$752,987
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,130,310
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,377,323
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$28,011,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,436,402
Interest on participant loans2011-12-31$39,198
Value of interest in common/collective trusts at end of year2011-12-31$3,089,773
Value of interest in common/collective trusts at beginning of year2011-12-31$3,001,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-463,009
Net investment gain or loss from common/collective trusts2011-12-31$57,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,894,063
Employer contributions (assets) at end of year2011-12-31$494,917
Employer contributions (assets) at beginning of year2011-12-31$518,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,234,758
Contract administrator fees2011-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$2,282
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$1,905
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2011-12-31270889793
2010 : I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,863
Total income from all sources (including contributions)2010-12-31$5,676,047
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,127,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,737,304
Expenses. Certain deemed distributions of participant loans2010-12-31$304,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,969,455
Value of total assets at end of year2010-12-31$32,386,121
Value of total assets at beginning of year2010-12-31$28,835,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$85,869
Total interest from all sources2010-12-31$41,735
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$355,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$355,135
Administrative expenses professional fees incurred2010-12-31$53,617
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$1,415,010
Participant contributions at beginning of year2010-12-31$1,188,920
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,732
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,401
Other income not declared elsewhere2010-12-31$6,477
Administrative expenses (other) incurred2010-12-31$8,252
Liabilities. Value of operating payables at end of year2010-12-31$8,798
Liabilities. Value of operating payables at beginning of year2010-12-31$6,863
Total non interest bearing cash at end of year2010-12-31$10,000
Total non interest bearing cash at beginning of year2010-12-31$10,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,548,725
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,377,323
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,828,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$27,436,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,414,331
Interest on participant loans2010-12-31$41,735
Value of interest in common/collective trusts at end of year2010-12-31$3,001,083
Value of interest in common/collective trusts at beginning of year2010-12-31$2,692,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,252,758
Net investment gain or loss from common/collective trusts2010-12-31$50,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,966,601
Employer contributions (assets) at end of year2010-12-31$518,989
Employer contributions (assets) at beginning of year2010-12-31$525,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,737,304
Contract administrator fees2010-12-31$24,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$1,905
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$2,147
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2010-12-31270889793
2009 : I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for I.U.P.A.T. OF WESTERN PA ANNUITY FUND

2022: I.U.P.A.T. OF WESTERN PA 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.U.P.A.T. OF WESTERN PA 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.U.P.A.T. OF WESTERN PA 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.U.P.A.T. OF WESTERN PA 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.U.P.A.T. OF WESTERN PA 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.U.P.A.T. OF WESTERN PA 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.U.P.A.T. OF WESTERN PA 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.U.P.A.T. OF WESTERN PA 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.U.P.A.T. OF WESTERN PA 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: I.U.P.A.T. OF WESTERN PA 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.U.P.A.T. OF WESTERN PA 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: I.U.P.A.T. OF WESTERN PA 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: I.U.P.A.T. OF WESTERN PA ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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