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IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 401k Plan overview

Plan NameIRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN
Plan identification number 001

IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

IRONWORKERS LOCAL 549/550 SECURITY PLAN BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:IRONWORKERS LOCAL 549/550 SECURITY PLAN BOARD OF TRUSTEES
Employer identification number (EIN):341399439
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01BENGY SWANSON WILLIAM SHERER II2018-10-24
0012017-04-01BENGY SWANSON WILLIAM SHERER II2018-10-12
0012016-04-01BENGY SWANSON WILLIAM SHERER II2017-10-09
0012015-04-01DARRIS GAROUFALIS MARY WEIR2016-12-07
0012015-04-01DARRIS GAROUFALIS MARY WEIR2016-08-05
0012014-04-01DARRIS GAROUFALIS MARY WEIR2016-01-05
0012013-04-01DARRIS GAROUFALIS MARY WEIR2015-01-13
0012012-04-01DARRIS GAROUFALIS MARY WEIR2014-01-10
0012011-04-01DARRIS GAROUFALIS MARY WEIR2012-12-18
0012010-04-01DARRIS GAROUFALIS MARY WEIR2011-10-26
0012009-04-01MARY WEIR DARRIS GAROUFALIS2011-01-18
0012009-04-01 DARRIS GAROUFALIS2011-01-13

Plan Statistics for IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN

401k plan membership statisitcs for IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN

Measure Date Value
2022: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-013,466
Total number of active participants reported on line 7a of the Form 55002022-04-013,624
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-0179
Total of all active and inactive participants2022-04-013,703
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-018
Total participants2022-04-013,711
Number of participants with account balances2022-04-011,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
Number of employers contributing to the scheme2022-04-01114
2021: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-013,235
Total number of active participants reported on line 7a of the Form 55002021-04-013,384
Number of retired or separated participants receiving benefits2021-04-011
Number of other retired or separated participants entitled to future benefits2021-04-0174
Total of all active and inactive participants2021-04-013,459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-017
Total participants2021-04-013,466
Number of participants with account balances2021-04-011,723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
Number of employers contributing to the scheme2021-04-01128
2020: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-013,076
Total number of active participants reported on line 7a of the Form 55002020-04-013,139
Number of retired or separated participants receiving benefits2020-04-011
Number of other retired or separated participants entitled to future benefits2020-04-0187
Total of all active and inactive participants2020-04-013,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-018
Total participants2020-04-013,235
Number of participants with account balances2020-04-011,627
Number of employers contributing to the scheme2020-04-01115
2019: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-012,851
Total number of active participants reported on line 7a of the Form 55002019-04-012,947
Number of retired or separated participants receiving benefits2019-04-011
Number of other retired or separated participants entitled to future benefits2019-04-0193
Total of all active and inactive participants2019-04-013,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-019
Total participants2019-04-013,050
Number of participants with account balances2019-04-011,605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
Number of employers contributing to the scheme2019-04-01139
2018: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-012,543
Total number of active participants reported on line 7a of the Form 55002018-04-012,740
Number of retired or separated participants receiving benefits2018-04-011
Number of other retired or separated participants entitled to future benefits2018-04-01106
Total of all active and inactive participants2018-04-012,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-014
Total participants2018-04-012,851
Number of participants with account balances2018-04-011,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
Number of employers contributing to the scheme2018-04-01133
2017: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-012,283
Total number of active participants reported on line 7a of the Form 55002017-04-012,411
Number of retired or separated participants receiving benefits2017-04-011
Number of other retired or separated participants entitled to future benefits2017-04-01110
Total of all active and inactive participants2017-04-012,522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-013
Total participants2017-04-012,525
Number of participants with account balances2017-04-011,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
Number of employers contributing to the scheme2017-04-01147
2016: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-012,085
Total number of active participants reported on line 7a of the Form 55002016-04-012,161
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-01104
Total of all active and inactive participants2016-04-012,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-012
Total participants2016-04-012,267
Number of participants with account balances2016-04-011,462
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
Number of employers contributing to the scheme2016-04-01147
2015: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-012,013
Total number of active participants reported on line 7a of the Form 55002015-04-011,903
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-01183
Total of all active and inactive participants2015-04-012,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-013
Total participants2015-04-012,089
Number of participants with account balances2015-04-011,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
Number of employers contributing to the scheme2015-04-01147
2014: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-013,166
Total number of active participants reported on line 7a of the Form 55002014-04-011,787
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-01216
Total of all active and inactive participants2014-04-012,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-017
Total participants2014-04-012,010
Number of participants with account balances2014-04-011,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
Number of employers contributing to the scheme2014-04-01147
2013: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-013,166
Total number of active participants reported on line 7a of the Form 55002013-04-012,922
Number of retired or separated participants receiving benefits2013-04-0118
Number of other retired or separated participants entitled to future benefits2013-04-01224
Total of all active and inactive participants2013-04-013,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-012
Total participants2013-04-013,166
Number of participants with account balances2013-04-011,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
Number of employers contributing to the scheme2013-04-01237
2012: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-013,118
Total number of active participants reported on line 7a of the Form 55002012-04-012,922
Number of retired or separated participants receiving benefits2012-04-0118
Number of other retired or separated participants entitled to future benefits2012-04-01224
Total of all active and inactive participants2012-04-013,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-012
Total participants2012-04-013,166
Number of participants with account balances2012-04-011,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
Number of employers contributing to the scheme2012-04-01173
2011: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-013,116
Total number of active participants reported on line 7a of the Form 55002011-04-012,886
Number of retired or separated participants receiving benefits2011-04-0118
Number of other retired or separated participants entitled to future benefits2011-04-01212
Total of all active and inactive participants2011-04-013,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-012
Total participants2011-04-013,118
Number of participants with account balances2011-04-011,720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
Number of employers contributing to the scheme2011-04-01152
2010: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-013,071
Total number of active participants reported on line 7a of the Form 55002010-04-012,908
Number of retired or separated participants receiving benefits2010-04-0116
Number of other retired or separated participants entitled to future benefits2010-04-01190
Total of all active and inactive participants2010-04-013,114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-012
Total participants2010-04-013,116
Number of participants with account balances2010-04-011,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
Number of employers contributing to the scheme2010-04-01151
2009: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-013,215
Total number of active participants reported on line 7a of the Form 55002009-04-012,916
Number of retired or separated participants receiving benefits2009-04-0119
Number of other retired or separated participants entitled to future benefits2009-04-01134
Total of all active and inactive participants2009-04-013,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-012
Total participants2009-04-013,071
Number of participants with account balances2009-04-012,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010
Number of employers contributing to the scheme2009-04-01154

Financial Data on IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN

Measure Date Value
2023 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-583,729
Total unrealized appreciation/depreciation of assets2023-03-31$-583,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$19,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$26,936
Total income from all sources (including contributions)2023-03-31$1,976,701
Total loss/gain on sale of assets2023-03-31$-184,685
Total of all expenses incurred2023-03-31$2,515,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$2,395,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$4,188,649
Value of total assets at end of year2023-03-31$44,006,917
Value of total assets at beginning of year2023-03-31$44,553,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$119,206
Total interest from all sources2023-03-31$177
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$1,557,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$1,557,455
Administrative expenses professional fees incurred2023-03-31$37,137
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Participant contributions at end of year2023-03-31$4,530
Participant contributions at beginning of year2023-03-31$5,681
Assets. Other investments not covered elsewhere at end of year2023-03-31$2,909
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$2,198
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$66,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$6,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$10,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$0
Other income not declared elsewhere2023-03-31$24,464
Administrative expenses (other) incurred2023-03-31$12,644
Liabilities. Value of operating payables at end of year2023-03-31$19,039
Liabilities. Value of operating payables at beginning of year2023-03-31$26,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-538,397
Value of net assets at end of year (total assets less liabilities)2023-03-31$43,987,878
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$44,526,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$12,972,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$35,376,218
Value of interest in common/collective trusts at end of year2023-03-31$23,514,233
Value of interest in common/collective trusts at beginning of year2023-03-31$1,619,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$234,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$477,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$477,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$6,903,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$6,586,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-3,062,147
Net investment gain or loss from common/collective trusts2023-03-31$36,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$4,122,084
Employer contributions (assets) at end of year2023-03-31$368,511
Employer contributions (assets) at beginning of year2023-03-31$474,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$2,395,892
Contract administrator fees2023-03-31$49,425
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$32,096,647
Aggregate carrying amount (costs) on sale of assets2023-03-31$32,281,332
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2023-03-31550526247
2022 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$74,518
Total unrealized appreciation/depreciation of assets2022-03-31$74,518
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$26,936
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$30,801
Total income from all sources (including contributions)2022-03-31$5,565,240
Total loss/gain on sale of assets2022-03-31$924,025
Total of all expenses incurred2022-03-31$3,350,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$3,238,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$4,117,805
Value of total assets at end of year2022-03-31$44,553,211
Value of total assets at beginning of year2022-03-31$42,341,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$112,051
Total interest from all sources2022-03-31$145
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$2,435,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$2,435,547
Administrative expenses professional fees incurred2022-03-31$46,106
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Participant contributions at end of year2022-03-31$5,681
Participant contributions at beginning of year2022-03-31$6,598
Assets. Other investments not covered elsewhere at end of year2022-03-31$2,198
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$3,638
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$78,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$10,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$10,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$0
Other income not declared elsewhere2022-03-31$45,379
Administrative expenses (other) incurred2022-03-31$16,398
Liabilities. Value of operating payables at end of year2022-03-31$26,936
Liabilities. Value of operating payables at beginning of year2022-03-31$30,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$2,215,112
Value of net assets at end of year (total assets less liabilities)2022-03-31$44,526,275
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$42,311,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$35,376,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$33,750,064
Value of interest in common/collective trusts at end of year2022-03-31$1,619,750
Value of interest in common/collective trusts at beginning of year2022-03-31$1,324,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$477,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$477,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$477,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$6,586,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$6,484,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-2,099,429
Net investment gain or loss from common/collective trusts2022-03-31$67,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$4,039,040
Employer contributions (assets) at end of year2022-03-31$474,182
Employer contributions (assets) at beginning of year2022-03-31$284,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$3,238,077
Contract administrator fees2022-03-31$49,547
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$924,025
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2022-03-31550526247
2021 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$58,059
Total unrealized appreciation/depreciation of assets2021-03-31$58,059
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$30,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$31,060
Total income from all sources (including contributions)2021-03-31$13,641,577
Total loss/gain on sale of assets2021-03-31$336,860
Total of all expenses incurred2021-03-31$3,231,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$3,155,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$3,403,767
Value of total assets at end of year2021-03-31$42,341,964
Value of total assets at beginning of year2021-03-31$31,932,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$76,481
Total interest from all sources2021-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$1,599,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$1,599,486
Administrative expenses professional fees incurred2021-03-31$40,131
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$52,426
Participant contributions at end of year2021-03-31$6,598
Participant contributions at beginning of year2021-03-31$5,099
Assets. Other investments not covered elsewhere at end of year2021-03-31$3,638
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$3,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$10,173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$5,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$0
Administrative expenses (other) incurred2021-03-31$12,949
Liabilities. Value of operating payables at end of year2021-03-31$30,801
Liabilities. Value of operating payables at beginning of year2021-03-31$31,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$10,409,967
Value of net assets at end of year (total assets less liabilities)2021-03-31$42,311,163
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$31,901,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$-24,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$33,750,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$24,162,109
Value of interest in common/collective trusts at end of year2021-03-31$1,324,965
Value of interest in common/collective trusts at beginning of year2021-03-31$928,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$477,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$348,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$348,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$6,484,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$6,241,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$7,841,015
Net investment gain or loss from common/collective trusts2021-03-31$402,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$3,351,341
Employer contributions (assets) at end of year2021-03-31$284,876
Employer contributions (assets) at beginning of year2021-03-31$238,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$3,155,129
Contract administrator fees2021-03-31$48,105
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$336,860
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2021-03-31550526247
2020 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$88,563
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$88,563
Total unrealized appreciation/depreciation of assets2020-03-31$88,563
Total unrealized appreciation/depreciation of assets2020-03-31$88,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$31,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$31,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$25,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$25,221
Total income from all sources (including contributions)2020-03-31$2,479,577
Total income from all sources (including contributions)2020-03-31$2,479,577
Total loss/gain on sale of assets2020-03-31$0
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$3,689,446
Total of all expenses incurred2020-03-31$3,689,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$3,594,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$3,594,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$3,846,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$3,846,937
Value of total assets at end of year2020-03-31$31,932,256
Value of total assets at end of year2020-03-31$31,932,256
Value of total assets at beginning of year2020-03-31$33,136,286
Value of total assets at beginning of year2020-03-31$33,136,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$95,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$95,108
Total interest from all sources2020-03-31$124,249
Total interest from all sources2020-03-31$124,249
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$1,698,583
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$1,698,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$1,698,583
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$1,698,583
Administrative expenses professional fees incurred2020-03-31$38,564
Administrative expenses professional fees incurred2020-03-31$38,564
Was this plan covered by a fidelity bond2020-03-31Yes
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
If this is an individual account plan, was there a blackout period2020-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-03-31$0
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$71,874
Contributions received from participants2020-03-31$71,874
Participant contributions at end of year2020-03-31$5,099
Participant contributions at end of year2020-03-31$5,099
Participant contributions at beginning of year2020-03-31$7,437
Participant contributions at beginning of year2020-03-31$7,437
Assets. Other investments not covered elsewhere at end of year2020-03-31$3,200
Assets. Other investments not covered elsewhere at end of year2020-03-31$3,200
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$2,338
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$2,338
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$5,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$5,422
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$1,251
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$1,251
Other income not declared elsewhere2020-03-31$8,607
Other income not declared elsewhere2020-03-31$8,607
Administrative expenses (other) incurred2020-03-31$9,841
Administrative expenses (other) incurred2020-03-31$9,841
Liabilities. Value of operating payables at end of year2020-03-31$31,060
Liabilities. Value of operating payables at beginning of year2020-03-31$25,221
Liabilities. Value of operating payables at beginning of year2020-03-31$25,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-1,209,869
Value of net income/loss2020-03-31$-1,209,869
Value of net assets at end of year (total assets less liabilities)2020-03-31$31,901,196
Value of net assets at end of year (total assets less liabilities)2020-03-31$31,901,196
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$33,111,065
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$33,111,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$24,162,109
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$24,162,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$25,287,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$25,287,593
Interest earned on other investments2020-03-31$124,249
Interest earned on other investments2020-03-31$124,249
Value of interest in common/collective trusts at end of year2020-03-31$928,105
Value of interest in common/collective trusts at end of year2020-03-31$928,105
Value of interest in common/collective trusts at beginning of year2020-03-31$945,781
Value of interest in common/collective trusts at beginning of year2020-03-31$945,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$348,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$348,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$283,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$283,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$283,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$283,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$6,241,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$6,241,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$6,166,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$6,166,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-3,143,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-3,143,812
Net investment gain or loss from common/collective trusts2020-03-31$-143,550
Net investment gain or loss from common/collective trusts2020-03-31$-143,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$3,775,063
Contributions received in cash from employer2020-03-31$3,775,063
Employer contributions (assets) at end of year2020-03-31$238,659
Employer contributions (assets) at end of year2020-03-31$238,659
Employer contributions (assets) at beginning of year2020-03-31$441,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$3,594,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$3,594,338
Contract administrator fees2020-03-31$46,703
Contract administrator fees2020-03-31$46,703
Did the plan have assets held for investment2020-03-31Yes
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm name2020-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2020-03-31550526247
Accountancy firm EIN2020-03-31550526247
2019 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$23,755
Total unrealized appreciation/depreciation of assets2019-03-31$23,755
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$25,221
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$16,908
Total income from all sources (including contributions)2019-03-31$5,141,244
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$2,720,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$2,595,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$3,796,091
Value of total assets at end of year2019-03-31$33,136,286
Value of total assets at beginning of year2019-03-31$30,707,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$124,731
Total interest from all sources2019-03-31$117,255
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$1,508,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$1,508,402
Administrative expenses professional fees incurred2019-03-31$51,005
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$77,802
Participant contributions at end of year2019-03-31$7,437
Participant contributions at beginning of year2019-03-31$7,026
Assets. Other investments not covered elsewhere at end of year2019-03-31$2,338
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$6,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$1,251
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$1,645
Other income not declared elsewhere2019-03-31$11,920
Administrative expenses (other) incurred2019-03-31$26,157
Liabilities. Value of operating payables at end of year2019-03-31$25,221
Liabilities. Value of operating payables at beginning of year2019-03-31$16,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$2,420,529
Value of net assets at end of year (total assets less liabilities)2019-03-31$33,111,065
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$30,690,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$2,119
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$25,287,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$23,338,550
Interest earned on other investments2019-03-31$117,255
Value of interest in common/collective trusts at end of year2019-03-31$945,781
Value of interest in common/collective trusts at beginning of year2019-03-31$835,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$283,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$200,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$200,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$6,166,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$6,115,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$-360,843
Net investment gain or loss from common/collective trusts2019-03-31$44,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$3,718,289
Employer contributions (assets) at end of year2019-03-31$441,110
Employer contributions (assets) at beginning of year2019-03-31$203,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$2,595,984
Contract administrator fees2019-03-31$45,450
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2019-03-31550526247
2018 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$608,757
Total unrealized appreciation/depreciation of assets2018-03-31$608,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$16,908
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$47,618
Total income from all sources (including contributions)2018-03-31$5,436,378
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$2,658,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$2,511,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$2,886,038
Value of total assets at end of year2018-03-31$30,707,444
Value of total assets at beginning of year2018-03-31$27,960,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$146,806
Total interest from all sources2018-03-31$109,494
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$910,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$910,200
Administrative expenses professional fees incurred2018-03-31$69,232
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$82,124
Participant contributions at end of year2018-03-31$7,026
Participant contributions at beginning of year2018-03-31$7,459
Assets. Other investments not covered elsewhere at end of year2018-03-31$6,228
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$6,473
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$1,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$0
Other income not declared elsewhere2018-03-31$84,495
Administrative expenses (other) incurred2018-03-31$27,358
Liabilities. Value of operating payables at end of year2018-03-31$16,908
Liabilities. Value of operating payables at beginning of year2018-03-31$47,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$2,777,832
Value of net assets at end of year (total assets less liabilities)2018-03-31$30,690,536
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$27,912,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$5,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$23,338,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$20,729,927
Interest on participant loans2018-03-31$109,494
Value of interest in common/collective trusts at end of year2018-03-31$835,057
Value of interest in common/collective trusts at beginning of year2018-03-31$987,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$200,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$194,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$194,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$6,115,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$5,802,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$815,253
Net investment gain or loss from common/collective trusts2018-03-31$22,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$2,803,914
Employer contributions (assets) at end of year2018-03-31$203,239
Employer contributions (assets) at beginning of year2018-03-31$232,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$2,511,740
Contract administrator fees2018-03-31$45,000
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2018-03-31550526247
2017 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$-55,924
Total unrealized appreciation/depreciation of assets2017-03-31$-55,924
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$47,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$41,925
Total income from all sources (including contributions)2017-03-31$4,721,788
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$2,723,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$2,597,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$2,530,698
Value of total assets at end of year2017-03-31$27,960,322
Value of total assets at beginning of year2017-03-31$25,956,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$125,724
Total interest from all sources2017-03-31$107,882
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$625,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$625,040
Administrative expenses professional fees incurred2017-03-31$47,438
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-03-31$0
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$81,418
Participant contributions at end of year2017-03-31$7,459
Participant contributions at beginning of year2017-03-31$0
Assets. Other investments not covered elsewhere at end of year2017-03-31$6,473
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$2,317
Administrative expenses (other) incurred2017-03-31$22,819
Liabilities. Value of operating payables at end of year2017-03-31$47,618
Liabilities. Value of operating payables at beginning of year2017-03-31$41,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$1,998,140
Value of net assets at end of year (total assets less liabilities)2017-03-31$27,912,704
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$25,914,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$20,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$20,729,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$19,112,540
Interest earned on other investments2017-03-31$107,882
Value of interest in common/collective trusts at end of year2017-03-31$987,215
Value of interest in common/collective trusts at beginning of year2017-03-31$899,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$194,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$12,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$12,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$5,802,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$5,740,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$1,397,094
Net investment gain or loss from common/collective trusts2017-03-31$116,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$2,449,280
Employer contributions (assets) at end of year2017-03-31$232,397
Employer contributions (assets) at beginning of year2017-03-31$189,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$2,597,924
Contract administrator fees2017-03-31$34,715
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2017-03-31550526247
2016 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-221,047
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$24,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$24,800
Total income from all sources (including contributions)2016-03-31$1,970,828
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$3,259,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$3,166,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$2,080,676
Value of total assets at end of year2016-03-31$25,898,052
Value of total assets at beginning of year2016-03-31$27,186,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$92,974
Total interest from all sources2016-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$325,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$325,739
Administrative expenses professional fees incurred2016-03-31$39,907
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Assets. Other investments not covered elsewhere at end of year2016-03-31$4,845
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$4,845
Other income not declared elsewhere2016-03-31$112,345
Administrative expenses (other) incurred2016-03-31$20,555
Liabilities. Value of operating payables at end of year2016-03-31$24,800
Liabilities. Value of operating payables at beginning of year2016-03-31$24,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-1,288,932
Value of net assets at end of year (total assets less liabilities)2016-03-31$25,873,252
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$27,162,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$34,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$19,112,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$19,785,642
Interest earned on other investments2016-03-31$112,366
Value of interest in common/collective trusts at end of year2016-03-31$899,117
Value of interest in common/collective trusts at beginning of year2016-03-31$962,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$141,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$141,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$141,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$5,740,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$6,124,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-559,836
Net investment gain or loss from common/collective trusts2016-03-31$11,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$2,080,676
Employer contributions (assets) at end of year2016-03-31$0
Employer contributions (assets) at beginning of year2016-03-31$168,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$3,166,786
Contract administrator fees2016-03-31$92,974
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2016-03-31550526247
2015 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$24,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$16,670
Total income from all sources (including contributions)2015-03-31$3,967,473
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$3,142,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$3,024,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$2,422,905
Value of total assets at end of year2015-03-31$27,186,984
Value of total assets at beginning of year2015-03-31$26,353,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$117,893
Total interest from all sources2015-03-31$128,549
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$1,380,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$1,380,908
Administrative expenses professional fees incurred2015-03-31$44,006
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Assets. Other investments not covered elsewhere at end of year2015-03-31$4,845
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$2,280
Administrative expenses (other) incurred2015-03-31$22,340
Liabilities. Value of operating payables at end of year2015-03-31$24,800
Liabilities. Value of operating payables at beginning of year2015-03-31$16,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$825,433
Value of net assets at end of year (total assets less liabilities)2015-03-31$27,162,184
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$26,336,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$31,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$19,785,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$18,777,482
Interest earned on other investments2015-03-31$128,549
Value of interest in common/collective trusts at end of year2015-03-31$962,713
Value of interest in common/collective trusts at beginning of year2015-03-31$7,323,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$141,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$29,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$29,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$6,124,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$-63,743
Net investment gain or loss from common/collective trusts2015-03-31$98,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$2,422,905
Employer contributions (assets) at end of year2015-03-31$168,435
Employer contributions (assets) at beginning of year2015-03-31$220,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$3,024,147
Contract administrator fees2015-03-31$19,837
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31Yes
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2015-03-31550526247
2014 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$16,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$18,087
Total income from all sources (including contributions)2014-03-31$4,475,393
Total loss/gain on sale of assets2014-03-31$756,513
Total of all expenses incurred2014-03-31$3,062,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$2,951,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$2,387,871
Value of total assets at end of year2014-03-31$26,353,421
Value of total assets at beginning of year2014-03-31$24,941,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$110,814
Total interest from all sources2014-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$1,211,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$1,211,892
Administrative expenses professional fees incurred2014-03-31$42,809
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Assets. Other investments not covered elsewhere at end of year2014-03-31$2,280
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$2,209
Other income not declared elsewhere2014-03-31$254
Administrative expenses (other) incurred2014-03-31$18,323
Liabilities. Value of operating payables at end of year2014-03-31$16,670
Liabilities. Value of operating payables at beginning of year2014-03-31$18,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$1,413,187
Value of net assets at end of year (total assets less liabilities)2014-03-31$26,336,751
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$24,923,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$31,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$18,777,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$17,275,118
Value of interest in common/collective trusts at end of year2014-03-31$7,323,373
Value of interest in common/collective trusts at beginning of year2014-03-31$7,313,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$29,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$180,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$180,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$9,041
Net investment gain or loss from common/collective trusts2014-03-31$109,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$2,387,871
Employer contributions (assets) at end of year2014-03-31$220,351
Employer contributions (assets) at beginning of year2014-03-31$169,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$2,951,392
Contract administrator fees2014-03-31$18,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31Yes
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$756,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2014-03-31550526247
2013 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$18,087
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$15,057
Total income from all sources (including contributions)2013-03-31$3,547,027
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$3,341,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$3,260,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$2,035,288
Value of total assets at end of year2013-03-31$24,941,651
Value of total assets at beginning of year2013-03-31$24,732,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$80,353
Total interest from all sources2013-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$684,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$684,415
Administrative expenses professional fees incurred2013-03-31$23,038
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Assets. Other investments not covered elsewhere at end of year2013-03-31$2,209
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$3,017
Administrative expenses (other) incurred2013-03-31$11,425
Liabilities. Value of operating payables at end of year2013-03-31$18,087
Liabilities. Value of operating payables at beginning of year2013-03-31$15,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$205,770
Value of net assets at end of year (total assets less liabilities)2013-03-31$24,923,564
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$24,717,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$27,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$17,275,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$16,769,204
Value of interest in common/collective trusts at end of year2013-03-31$7,313,748
Value of interest in common/collective trusts at beginning of year2013-03-31$7,619,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$180,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$154,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$154,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$827,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$2,035,288
Employer contributions (assets) at end of year2013-03-31$169,849
Employer contributions (assets) at beginning of year2013-03-31$186,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$3,260,904
Contract administrator fees2013-03-31$18,000
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31BODKIN WILSON KOZICKI, PLLC
Accountancy firm EIN2013-03-31550526247
2012 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$15,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$17,365
Total income from all sources (including contributions)2012-03-31$2,936,539
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$2,999,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$2,923,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$2,097,269
Value of total assets at end of year2012-03-31$24,732,851
Value of total assets at beginning of year2012-03-31$24,798,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$75,944
Total interest from all sources2012-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$707,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$707,017
Administrative expenses professional fees incurred2012-03-31$18,441
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Assets. Other investments not covered elsewhere at end of year2012-03-31$3,017
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$1,539
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$643
Administrative expenses (other) incurred2012-03-31$19,503
Liabilities. Value of operating payables at end of year2012-03-31$15,057
Liabilities. Value of operating payables at beginning of year2012-03-31$17,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-63,054
Value of net assets at end of year (total assets less liabilities)2012-03-31$24,717,794
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$24,780,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$16,769,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$16,897,679
Value of interest in common/collective trusts at end of year2012-03-31$7,619,166
Value of interest in common/collective trusts at beginning of year2012-03-31$7,732,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$154,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$9,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$9,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$132,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$2,097,269
Employer contributions (assets) at end of year2012-03-31$186,527
Employer contributions (assets) at beginning of year2012-03-31$155,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$2,923,649
Contract administrator fees2012-03-31$18,000
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31BODKIN WILSON & KOZICKI, PLLC
Accountancy firm EIN2012-03-31550526247
2011 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$17,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$23,049
Total income from all sources (including contributions)2011-03-31$4,016,497
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$3,264,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$3,179,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$1,799,068
Value of total assets at end of year2011-03-31$24,798,213
Value of total assets at beginning of year2011-03-31$24,051,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$84,481
Total interest from all sources2011-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$700,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$700,500
Administrative expenses professional fees incurred2011-03-31$23,238
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Assets. Other investments not covered elsewhere at end of year2011-03-31$1,539
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$1,909
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$4,260
Other income not declared elsewhere2011-03-31$8,232
Administrative expenses (other) incurred2011-03-31$23,243
Liabilities. Value of operating payables at end of year2011-03-31$17,365
Liabilities. Value of operating payables at beginning of year2011-03-31$23,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$752,462
Value of net assets at end of year (total assets less liabilities)2011-03-31$24,780,848
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$24,028,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$16,897,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$16,342,765
Value of interest in common/collective trusts at end of year2011-03-31$7,732,913
Value of interest in common/collective trusts at beginning of year2011-03-31$7,535,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$9,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$10,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$10,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$1,437,957
Net investment gain or loss from common/collective trusts2011-03-31$70,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$1,799,068
Employer contributions (assets) at end of year2011-03-31$155,967
Employer contributions (assets) at beginning of year2011-03-31$156,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$3,179,554
Contract administrator fees2011-03-31$18,000
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31BODKIN WILSON & KOZICKI, PLLC
Accountancy firm EIN2011-03-31550526247
2010 : IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN

2022: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Submission has been amendedYes
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Submission has been amendedYes
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Submission has been amendedYes
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Submission has been amendedYes
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2010 form 5500 responses
2010-04-01Type of plan entityMulti-employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: IRONWORKERS LOCAL UNION 549 AND 550 SECURITY PLAN 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01Submission has been amendedYes
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28210
Policy instance 1
Insurance contract or identification numberGA28210
Number of Individuals Covered1795
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28210
Policy instance 1
Insurance contract or identification numberGA28210
Number of Individuals Covered1723
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28210
Policy instance 1
Insurance contract or identification numberGA28210
Number of Individuals Covered1632
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28210
Policy instance 1
Insurance contract or identification numberGA28210
Number of Individuals Covered1605
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28210
Policy instance 1
Insurance contract or identification numberGA28210
Number of Individuals Covered1680
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28210
Policy instance 1
Insurance contract or identification numberGA28210
Number of Individuals Covered1610
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28210
Policy instance 1
Insurance contract or identification numberGA28210
Number of Individuals Covered1612
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28210
Policy instance 1
Insurance contract or identification numberGA28210
Number of Individuals Covered1808
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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