401k Plan data: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND plan

IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 401k Plan overview

Plan Name	IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND
Plan identification number	501

IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND Benefits

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

401k Sponsoring company profile

IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND

Employer identification number (EIN): 340812024

NAIC Classification: 332300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2018-01-01
501 2017-01-01 CHADWICK RINK
501 2016-01-01 CHADWICK RINK
501 2015-01-01 CHADWICK RINK
501 2014-01-01 CHADWICK RINK CHADWICK RINK
501 2014-01-01 CHADWICK RINK
501 2013-01-01 CHADWICK RINK
501 2012-01-01 WILLIAM E NIXON III
501 2011-01-01 ROBERT G. SCHIEBLI
501 2010-01-01 ROBERT G. SCHIEBLI ROBERT G. SCHIEBLI 2011-10-13
501 2009-01-01 ROBERT G. SCHIEBLI

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2018-01-01
501	2017-01-01	CHADWICK RINK
501	2016-01-01	CHADWICK RINK
501	2015-01-01	CHADWICK RINK
501	2014-01-01	CHADWICK RINK	CHADWICK RINK
501	2014-01-01	CHADWICK RINK
501	2013-01-01	CHADWICK RINK
501	2012-01-01	WILLIAM E NIXON III
501	2011-01-01	ROBERT G. SCHIEBLI
501	2010-01-01	ROBERT G. SCHIEBLI	ROBERT G. SCHIEBLI	2011-10-13
501	2009-01-01	ROBERT G. SCHIEBLI

Plan Statistics for IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND

401k plan membership statisitcs for IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND

Measure Date Value
2018: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2018 401k membership
Total participants, beginning-of-year 2018-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of employers contributing to the scheme 2018-01-01 4
2017: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 90
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 90
Number of employers contributing to the scheme 2017-01-01 5
2016: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 88
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 88
Number of employers contributing to the scheme 2016-01-01 6
2015: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 92
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 92
Number of employers contributing to the scheme 2015-01-01 7
2014: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 93
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 93
Number of employers contributing to the scheme 2014-01-01 7
2013: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 91
Total of all active and inactive participants 2013-01-01 91
Number of employers contributing to the scheme 2013-01-01 7
2012: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 97
Total of all active and inactive participants 2012-01-01 97
2011: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 84
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 84
2010: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2010 401k membership
Total participants, beginning-of-year 2010-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 107
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 107
2009: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 129
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 129

Measure	Date	Value
2018: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2018 401k membership
Total participants, beginning-of-year	2018-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of employers contributing to the scheme	2018-01-01	4
2017: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	90
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	90
Number of employers contributing to the scheme	2017-01-01	5
2016: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	88
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	88
Number of employers contributing to the scheme	2016-01-01	6
2015: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	92
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	92
Number of employers contributing to the scheme	2015-01-01	7
2014: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	93
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	93
Number of employers contributing to the scheme	2014-01-01	7
2013: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	91
Total of all active and inactive participants	2013-01-01	91
Number of employers contributing to the scheme	2013-01-01	7
2012: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	97
Total of all active and inactive participants	2012-01-01	97
2011: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	84
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	84
2010: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2010 401k membership
Total participants, beginning-of-year	2010-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	107
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	107
2009: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	129
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	129

Financial Data on IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND

Measure	Date	Value
2018 : IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2018 401k financial data
Total transfer of assets from this plan	2018-12-31	$36,984
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$12,162
Total income from all sources (including contributions)	2018-12-31	$854,088
Total of all expenses incurred	2018-12-31	$867,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$829,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$854,088
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$62,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$37,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$28,172
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$18,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,503
Administrative expenses (other) incurred	2018-12-31	$9,631
Liabilities. Value of operating payables at beginning of year	2018-12-31	$10,659
Total non interest bearing cash at beginning of year	2018-12-31	$62,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-13,483
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$50,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$829,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$835,532
Employer contributions (assets) at beginning of year	2018-12-31	$162
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	GALLOVIC, GRANITO & CO LTD
Accountancy firm EIN	2018-12-31	341723186
2017 : IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$12,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$15,312
Total income from all sources (including contributions)	2017-12-31	$1,105,560
Total of all expenses incurred	2017-12-31	$1,089,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,067,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,105,560
Value of total assets at end of year	2017-12-31	$62,629
Value of total assets at beginning of year	2017-12-31	$49,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$22,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$9,541
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$17,990
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$75
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$9,060
Administrative expenses (other) incurred	2017-12-31	$13,036
Liabilities. Value of operating payables at end of year	2017-12-31	$10,659
Liabilities. Value of operating payables at beginning of year	2017-12-31	$6,252
Total non interest bearing cash at end of year	2017-12-31	$62,392
Total non interest bearing cash at beginning of year	2017-12-31	$49,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$15,893
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$50,467
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$34,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$1,067,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,087,570
Employer contributions (assets) at end of year	2017-12-31	$162
Employer contributions (assets) at beginning of year	2017-12-31	$54
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	GALLOVIC, GRANITO & CO LTD
Accountancy firm EIN	2017-12-31	341723186
2016 : IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$15,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$65,738
Total income from all sources (including contributions)	2016-12-31	$1,071,744
Total of all expenses incurred	2016-12-31	$1,051,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,032,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,071,744
Value of total assets at end of year	2016-12-31	$49,886
Value of total assets at beginning of year	2016-12-31	$80,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$9,605
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$4,533
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$75
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$9,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$60,389
Administrative expenses (other) incurred	2016-12-31	$9,858
Liabilities. Value of operating payables at end of year	2016-12-31	$6,252
Liabilities. Value of operating payables at beginning of year	2016-12-31	$5,349
Total non interest bearing cash at end of year	2016-12-31	$49,757
Total non interest bearing cash at beginning of year	2016-12-31	$80,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$19,877
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$34,574
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$1,032,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,067,211
Employer contributions (assets) at end of year	2016-12-31	$54
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$96
Did the plan have assets held for investment	2016-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	GALLOVIC, GRANITO & CO LTD
Accountancy firm EIN	2016-12-31	341723186
2015 : IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$65,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$12,412
Total income from all sources (including contributions)	2015-12-31	$1,146,984
Total of all expenses incurred	2015-12-31	$1,132,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,108,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,146,984
Value of total assets at end of year	2015-12-31	$80,435
Value of total assets at beginning of year	2015-12-31	$12,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$24,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$7,320
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$11,920
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$75
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$60,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$5,978
Administrative expenses (other) incurred	2015-12-31	$17,184
Liabilities. Value of operating payables at end of year	2015-12-31	$5,349
Liabilities. Value of operating payables at beginning of year	2015-12-31	$6,434
Total non interest bearing cash at end of year	2015-12-31	$80,264
Total non interest bearing cash at beginning of year	2015-12-31	$12,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$14,141
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,697
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$1,108,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,135,064
Employer contributions (assets) at beginning of year	2015-12-31	$167
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$96
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$240
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	GALLOVIC, GRANITO & CO LTD
Accountancy firm EIN	2015-12-31	341723186
2014 : IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$12,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$109,399
Total income from all sources (including contributions)	2014-12-31	$1,219,720
Total of all expenses incurred	2014-12-31	$1,229,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,192,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,219,720
Value of total assets at end of year	2014-12-31	$12,968
Value of total assets at beginning of year	2014-12-31	$119,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$36,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$6,443
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$11,513
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$91,961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$5,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$104,030
Administrative expenses (other) incurred	2014-12-31	$30,313
Liabilities. Value of operating payables at end of year	2014-12-31	$6,434
Liabilities. Value of operating payables at beginning of year	2014-12-31	$5,369
Total non interest bearing cash at end of year	2014-12-31	$12,423
Total non interest bearing cash at beginning of year	2014-12-31	$17,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-9,785
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$556
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$1,192,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,208,207
Employer contributions (assets) at end of year	2014-12-31	$167
Employer contributions (assets) at beginning of year	2014-12-31	$9,912
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$240
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$385
Did the plan have assets held for investment	2014-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	GALLOVIC, GRANITO & CO LTD
Accountancy firm EIN	2014-12-31	341723186
2013 : IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$109,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$96,896
Total income from all sources (including contributions)	2013-12-31	$1,093,970
Total of all expenses incurred	2013-12-31	$1,129,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,078,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,093,969
Value of total assets at end of year	2013-12-31	$119,740
Value of total assets at beginning of year	2013-12-31	$142,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$50,801
Total interest from all sources	2013-12-31	$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$14,952
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$25,042
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$91,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$80,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$104,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$86,510
Administrative expenses (other) incurred	2013-12-31	$35,849
Liabilities. Value of operating payables at end of year	2013-12-31	$5,369
Liabilities. Value of operating payables at beginning of year	2013-12-31	$10,386
Total non interest bearing cash at end of year	2013-12-31	$17,482
Total non interest bearing cash at beginning of year	2013-12-31	$36,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-35,030
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,341
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$45,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$1,078,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,068,927
Employer contributions (assets) at end of year	2013-12-31	$9,912
Employer contributions (assets) at beginning of year	2013-12-31	$23,163
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$385
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$529
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	GALLOVIC, GRANITO & CO LTD
Accountancy firm EIN	2013-12-31	341723186
2012 : IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$96,896
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$78,776
Total income from all sources (including contributions)	2012-12-31	$947,086
Total of all expenses incurred	2012-12-31	$1,083,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$930,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$947,082
Value of total assets at end of year	2012-12-31	$142,267
Value of total assets at beginning of year	2012-12-31	$260,142
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$152,210
Total interest from all sources	2012-12-31	$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$17,558
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$48,257
Contributions received from participants	2012-12-31	$14,654
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$80,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$47,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$86,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$65,953
Other income not declared elsewhere	2012-12-31	$3
Administrative expenses (other) incurred	2012-12-31	$134,652
Liabilities. Value of operating payables at end of year	2012-12-31	$10,386
Liabilities. Value of operating payables at beginning of year	2012-12-31	$12,823
Total non interest bearing cash at end of year	2012-12-31	$36,003
Total non interest bearing cash at beginning of year	2012-12-31	$103,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-135,995
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$45,371
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$181,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$930,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$932,428
Employer contributions (assets) at end of year	2012-12-31	$23,163
Employer contributions (assets) at beginning of year	2012-12-31	$105,356
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$529
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$673
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	GALLOVIC, GRANITO & CO LTD
Accountancy firm EIN	2012-12-31	341723186
2011 : IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$78,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$29,754
Total income from all sources (including contributions)	2011-12-31	$1,051,044
Total of all expenses incurred	2011-12-31	$1,001,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$961,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,051,036
Value of total assets at end of year	2011-12-31	$260,142
Value of total assets at beginning of year	2011-12-31	$161,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$40,028
Total interest from all sources	2011-12-31	$8
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$13,037
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$22,535
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$47,762
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$5,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$65,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$19,414
Administrative expenses (other) incurred	2011-12-31	$26,991
Liabilities. Value of operating payables at end of year	2011-12-31	$12,823
Liabilities. Value of operating payables at beginning of year	2011-12-31	$10,340
Total non interest bearing cash at end of year	2011-12-31	$103,801
Total non interest bearing cash at beginning of year	2011-12-31	$4,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$49,731
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$181,366
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$131,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$35,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$35,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$8
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$961,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,028,501
Employer contributions (assets) at end of year	2011-12-31	$105,356
Employer contributions (assets) at beginning of year	2011-12-31	$115,309
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$673
Did the plan have assets held for investment	2011-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	GALLOVIC, GRANITO & CO LTD
Accountancy firm EIN	2011-12-31	341723186
2010 : IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$29,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$45,103
Total income from all sources (including contributions)	2010-12-31	$1,174,440
Total of all expenses incurred	2010-12-31	$1,130,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,095,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,174,270
Value of total assets at end of year	2010-12-31	$161,389
Value of total assets at beginning of year	2010-12-31	$132,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$35,143
Total interest from all sources	2010-12-31	$170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$16,939
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$62,925
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$5,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$1,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$19,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$31,993
Administrative expenses (other) incurred	2010-12-31	$18,204
Liabilities. Value of operating payables at end of year	2010-12-31	$10,340
Liabilities. Value of operating payables at beginning of year	2010-12-31	$13,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$44,086
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$131,635
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$87,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$40,127
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$105,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$105,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$170
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$1,095,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,111,345
Employer contributions (assets) at end of year	2010-12-31	$115,309
Employer contributions (assets) at beginning of year	2010-12-31	$25,847
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	GALLOVIC, GRANITO & CO LTD
Accountancy firm EIN	2010-12-31	341723186

Form 5500 Responses for IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND

2018: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )

Policy contract number

00249006

Policy instance

Insurance contract or identification number	00249006
Insurance policy start date	2018-01-01
Insurance policy end date	2018-09-30
Total amount of commissions paid to insurance broker	USD $22,315
Total amount of fees paid to insurance company	USD $1,606
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $822,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,149
Amount paid for insurance broker fees	1530
Additional information about fees paid to insurance broker	SALES COMMISSION
Insurance broker organization code?	3

ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )

Policy contract number

00171623

Policy instance

Insurance contract or identification number	00171623
Insurance policy start date	2018-01-01
Insurance policy end date	2018-09-30
Total amount of commissions paid to insurance broker	USD $949
Total amount of fees paid to insurance company	USD $275
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $6,873
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $853
Additional information about fees paid to insurance broker	SALES COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	275

COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )

Policy contract number

00249006

Policy instance

Insurance contract or identification number	00249006
Number of Individuals Covered	188
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $29,087
Total amount of fees paid to insurance company	USD $1,587
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,057,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29,087
Amount paid for insurance broker fees	1587
Additional information about fees paid to insurance broker	SALES COMMISSION
Insurance broker organization code?	3
Insurance broker name	THE JAMES B OSWALD COMPANY

ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )

Policy contract number

00171623

Policy instance

Insurance contract or identification number	00171623
Number of Individuals Covered	41
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $9,820
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Additional information about fees paid to insurance broker	SALES COMMISSION
Insurance broker organization code?	3
Insurance broker name	THE JAMES B OSWALD COMPANY

COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )

Policy contract number

00171623

Policy instance

Insurance contract or identification number	00171623
Insurance policy start date	2015-01-01
Insurance policy end date	2015-03-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $295,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Additional information about fees paid to insurance broker	SALES COMMISSION
Insurance broker organization code?	3
Insurance broker name	THE JAMES B OSWALD COMPANY

ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )

Policy contract number

00171623

Policy instance

Insurance contract or identification number	00171623
Number of Individuals Covered	45
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $11,334
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Additional information about fees paid to insurance broker	SALES COMMISSION
Insurance broker organization code?	3
Insurance broker name	THE JAMES B OSWALD COMPANY

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

05U2065

Policy instance

Insurance contract or identification number	05U2065
Number of Individuals Covered	84
Insurance policy start date	2015-04-01
Insurance policy end date	2015-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $801,295
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )

Policy contract number

00171623

Policy instance

Insurance contract or identification number	00171623
Number of Individuals Covered	88
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $25,536
Total amount of fees paid to insurance company	USD $1,096
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,182,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,536
Amount paid for insurance broker fees	1096
Additional information about fees paid to insurance broker	SALES COMMISSION
Insurance broker organization code?	3
Insurance broker name	THE JAMES B OSWALD COMPANY

ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )

Policy contract number

00171623

Policy instance

Insurance contract or identification number	00171623
Number of Individuals Covered	42
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,280
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $10,644
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,280
Additional information about fees paid to insurance broker	SALES COMMISSION
Insurance broker organization code?	3
Insurance broker name	THE JAMES B OSWALD COMPANY

ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )

Policy contract number

00171623

Policy instance

Insurance contract or identification number	00171623
Number of Individuals Covered	40
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,105
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $12,479
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $783
Additional information about fees paid to insurance broker	SALES COMMISSION
Insurance broker organization code?	3
Insurance broker name	RM BENEFIT CONSULTANTS INC

COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )

Policy contract number

00171623

Policy instance

Insurance contract or identification number	00171623
Number of Individuals Covered	87
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $31,241
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,065,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,276
Additional information about fees paid to insurance broker	SALES COMMISSION
Insurance broker organization code?	3
Insurance broker name	RM BENEFIT CONSULTING

COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )

Policy contract number

00171623

Policy instance

Insurance contract or identification number	00171623
Number of Individuals Covered	91
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of fees paid to insurance company	USD $1,000
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $917,764
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1000
Additional information about fees paid to insurance broker	INCENTIVES, EDUCATION, ETC
Insurance broker organization code?	3
Insurance broker name	ALPHA BENEFITS INC

COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 )

Policy contract number

00171623

Policy instance

Insurance contract or identification number	00171623
Number of Individuals Covered	46
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,215
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $13,107
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $252
Additional information about fees paid to insurance broker	INCENTIVES, EDUCATION, ETC
Insurance broker organization code?	3
Insurance broker name	RM BENEFIT CONSULTANTS INC

KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )

Policy contract number

692

Policy instance

Insurance contract or identification number	692
Number of Individuals Covered	107
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $21,966
Total amount of fees paid to insurance company	USD $6,620
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $948,151
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000AC16

Policy instance

Insurance contract or identification number	G000AC16
Number of Individuals Covered	40
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,221
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $6,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000AC16

Policy instance

Insurance contract or identification number	G000AC16
Number of Individuals Covered	40
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,508
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $7,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000AC16

Policy instance

Insurance contract or identification number	G000AC16
Number of Individuals Covered	47
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,586
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $9,347
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,586
Insurance broker organization code?	3
Insurance broker name	RM BENEFIT CONSULTANTS INC

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

G000AC16

Policy instance

Insurance contract or identification number	G000AC16
Number of Individuals Covered	47
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,097
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $7,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,097
Insurance broker organization code?	3
Insurance broker name	RM BENEFIT CONSULTANTS INC

KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )

Policy contract number

692

Policy instance

Insurance contract or identification number	692
Number of Individuals Covered	107
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $28,546
Total amount of fees paid to insurance company	USD $1,994
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,078,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,546
Amount paid for insurance broker fees	1994
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3
Insurance broker name	RM BENEFIT CONSULTANTS, INC.

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Company Name:	IRON WORKERS SHOPMEN'S LOCAL 468 INSURANCE TRUST FUND
Employer identification number (EIN):	340812024
NAIC Classification:	332300