INDIANA CARPENTERS PENSION FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INDIANA CARPENTERS PENSION FUND
| Measure | Date | Value |
|---|
| 2023 : INDIANA CARPENTERS PENSION FUND 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-31 | $18,866,978 |
| Total unrealized appreciation/depreciation of assets | 2023-03-31 | $18,866,978 |
| Total transfer of assets from this plan | 2023-03-31 | $599,445,525 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $1,197,023 |
| Total income from all sources (including contributions) | 2023-03-31 | $32,537,233 |
| Total loss/gain on sale of assets | 2023-03-31 | $351,730 |
| Total of all expenses incurred | 2023-03-31 | $14,143,987 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $13,517,675 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $10,922,183 |
| Value of total assets at end of year | 2023-03-31 | $0 |
| Value of total assets at beginning of year | 2023-03-31 | $582,249,302 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $626,312 |
| Total interest from all sources | 2023-03-31 | $525,910 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $1,870,385 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $1,141,874 |
| Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
| Value of fidelity bond cover | 2023-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-03-31 | $9,733,184 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-31 | $556,221 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-03-31 | $914,798 |
| Other income not declared elsewhere | 2023-03-31 | $47 |
| Administrative expenses (other) incurred | 2023-03-31 | $50,520 |
| Total non interest bearing cash at beginning of year | 2023-03-31 | $5,817,958 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Value of net income/loss | 2023-03-31 | $18,393,246 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $581,052,279 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Assets. partnership/joint venture interests at beginning of year | 2023-03-31 | $114,351,069 |
| Investment advisory and management fees | 2023-03-31 | $421,952 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $260,726,646 |
| Interest earned on other investments | 2023-03-31 | $0 |
| Income. Interest from US Government securities | 2023-03-31 | $132,251 |
| Income. Interest from corporate debt instruments | 2023-03-31 | $321,005 |
| Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $57,917,286 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $7,598,506 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $7,598,506 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-03-31 | $72,654 |
| Asset value of US Government securities at beginning of year | 2023-03-31 | $25,416,130 |
| Net investment gain or loss from common/collective trusts | 2023-03-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
| Contributions received in cash from employer | 2023-03-31 | $10,922,183 |
| Employer contributions (assets) at beginning of year | 2023-03-31 | $5,093,756 |
| Income. Dividends from common stock | 2023-03-31 | $728,511 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $13,517,675 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-03-31 | $21,040,593 |
| Contract administrator fees | 2023-03-31 | $60,228 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-03-31 | $73,997,953 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-03-31 | $282,225 |
| Did the plan have assets held for investment | 2023-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2023-03-31 | $23,576,839 |
| Aggregate carrying amount (costs) on sale of assets | 2023-03-31 | $23,225,109 |
| Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
| Accountancy firm name | 2023-03-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2023-03-31 | 205520612 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $18,866,978 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $18,866,978 |
| Total transfer of assets from this plan | 2023-01-01 | $599,445,525 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $1,197,023 |
| Total income from all sources (including contributions) | 2023-01-01 | $32,537,233 |
| Total loss/gain on sale of assets | 2023-01-01 | $351,730 |
| Total of all expenses incurred | 2023-01-01 | $14,143,987 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $13,517,675 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $10,922,183 |
| Value of total assets at end of year | 2023-01-01 | $0 |
| Value of total assets at beginning of year | 2023-01-01 | $582,249,302 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $626,312 |
| Total interest from all sources | 2023-01-01 | $525,910 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,870,385 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $1,141,874 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $9,733,184 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $556,221 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $914,798 |
| Other income not declared elsewhere | 2023-01-01 | $47 |
| Administrative expenses (other) incurred | 2023-01-01 | $50,520 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $5,817,958 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $18,393,246 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $581,052,279 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Assets. partnership/joint venture interests at beginning of year | 2023-01-01 | $114,351,069 |
| Investment advisory and management fees | 2023-01-01 | $421,952 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $260,726,646 |
| Interest earned on other investments | 2023-01-01 | $0 |
| Income. Interest from US Government securities | 2023-01-01 | $132,251 |
| Income. Interest from corporate debt instruments | 2023-01-01 | $321,005 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $57,917,286 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $72,654 |
| Asset value of US Government securities at beginning of year | 2023-01-01 | $25,416,130 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $10,922,183 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $5,093,756 |
| Income. Dividends from common stock | 2023-01-01 | $728,511 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $13,517,675 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-01-01 | $21,040,593 |
| Contract administrator fees | 2023-01-01 | $60,228 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-01-01 | $73,997,953 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-01-01 | $282,225 |
| Did the plan have assets held for investment | 2023-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | Yes |
| Aggregate proceeds on sale of assets | 2023-01-01 | $23,576,839 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $23,225,109 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2023-01-01 | 205520612 |
| 2022 : INDIANA CARPENTERS PENSION FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-70,890,562 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-70,890,562 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,197,023 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $795,839 |
| Total income from all sources (including contributions) | 2022-12-31 | $-20,115,635 |
| Total loss/gain on sale of assets | 2022-12-31 | $-6,320,114 |
| Total of all expenses incurred | 2022-12-31 | $55,735,461 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $52,935,364 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $45,502,612 |
| Value of total assets at end of year | 2022-12-31 | $582,249,302 |
| Value of total assets at beginning of year | 2022-12-31 | $657,699,214 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,800,097 |
| Total interest from all sources | 2022-12-31 | $3,576,310 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $8,008,782 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $4,948,012 |
| Administrative expenses professional fees incurred | 2022-12-31 | $280,667 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $9,733,184 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $10,548,214 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $556,221 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $3,744,601 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $914,798 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $415,556 |
| Other income not declared elsewhere | 2022-12-31 | $7,337 |
| Administrative expenses (other) incurred | 2022-12-31 | $356,224 |
| Total non interest bearing cash at end of year | 2022-12-31 | $5,817,958 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $2,680,482 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-75,851,096 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $581,052,279 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $656,903,375 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $114,351,069 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $111,986,028 |
| Investment advisory and management fees | 2022-12-31 | $1,930,862 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $260,726,646 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $292,894,266 |
| Interest earned on other investments | 2022-12-31 | $2,001,609 |
| Income. Interest from US Government securities | 2022-12-31 | $362,686 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $1,064,197 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $57,917,286 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $59,738,580 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $7,598,506 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $15,539,721 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $15,539,721 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $147,818 |
| Asset value of US Government securities at end of year | 2022-12-31 | $25,416,130 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $26,872,208 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $45,502,612 |
| Employer contributions (assets) at end of year | 2022-12-31 | $5,093,756 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $4,495,573 |
| Income. Dividends from common stock | 2022-12-31 | $3,060,770 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $52,935,364 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $21,040,593 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $22,103,779 |
| Contract administrator fees | 2022-12-31 | $232,344 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $73,997,953 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $107,095,762 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $282,225 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $380,283 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $98,976,547 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $105,296,661 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2022-12-31 | 205520612 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $-70,890,562 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $-70,890,562 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $1,197,023 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $795,839 |
| Total income from all sources (including contributions) | 2022-01-01 | $-20,115,635 |
| Total loss/gain on sale of assets | 2022-01-01 | $-6,320,114 |
| Total of all expenses incurred | 2022-01-01 | $55,735,461 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $52,935,364 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $45,502,612 |
| Value of total assets at end of year | 2022-01-01 | $582,249,302 |
| Value of total assets at beginning of year | 2022-01-01 | $657,699,214 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $2,800,097 |
| Total interest from all sources | 2022-01-01 | $3,576,310 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $8,008,782 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $4,948,012 |
| Administrative expenses professional fees incurred | 2022-01-01 | $280,667 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $9,733,184 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $10,548,214 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $556,221 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $3,744,601 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $914,798 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $415,556 |
| Other income not declared elsewhere | 2022-01-01 | $7,337 |
| Administrative expenses (other) incurred | 2022-01-01 | $356,224 |
| Total non interest bearing cash at end of year | 2022-01-01 | $5,817,958 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $2,680,482 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-75,851,096 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $581,052,279 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $656,903,375 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2022-01-01 | $114,351,069 |
| Assets. partnership/joint venture interests at beginning of year | 2022-01-01 | $111,986,028 |
| Investment advisory and management fees | 2022-01-01 | $1,930,862 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $260,726,646 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $292,894,266 |
| Interest earned on other investments | 2022-01-01 | $2,001,609 |
| Income. Interest from US Government securities | 2022-01-01 | $362,686 |
| Income. Interest from corporate debt instruments | 2022-01-01 | $1,064,197 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $57,917,286 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $59,738,580 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $7,598,506 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $147,818 |
| Asset value of US Government securities at end of year | 2022-01-01 | $25,416,130 |
| Asset value of US Government securities at beginning of year | 2022-01-01 | $26,872,208 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $45,502,612 |
| Employer contributions (assets) at end of year | 2022-01-01 | $5,093,756 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $4,495,573 |
| Income. Dividends from common stock | 2022-01-01 | $3,060,770 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $52,935,364 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-01-01 | $21,040,593 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-01-01 | $22,103,779 |
| Contract administrator fees | 2022-01-01 | $232,344 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-01-01 | $73,997,953 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-01-01 | $107,095,762 |
| Liabilities. Value of benefit claims payable at end of year | 2022-01-01 | $282,225 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-01-01 | $380,283 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Aggregate proceeds on sale of assets | 2022-01-01 | $98,976,547 |
| Aggregate carrying amount (costs) on sale of assets | 2022-01-01 | $105,296,661 |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2022-01-01 | 205520612 |
| 2021 : INDIANA CARPENTERS PENSION FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $65,264,698 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $65,264,698 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $795,839 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,116,738 |
| Total income from all sources (including contributions) | 2021-12-31 | $130,291,631 |
| Total loss/gain on sale of assets | 2021-12-31 | $7,773,521 |
| Total of all expenses incurred | 2021-12-31 | $53,393,892 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $50,593,778 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $43,736,728 |
| Value of total assets at end of year | 2021-12-31 | $657,699,214 |
| Value of total assets at beginning of year | 2021-12-31 | $581,122,374 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,800,114 |
| Total interest from all sources | 2021-12-31 | $2,120,391 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $11,384,024 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $8,597,778 |
| Administrative expenses professional fees incurred | 2021-12-31 | $240,217 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $10,548,214 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $10,271,415 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $3,744,601 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $3,981,524 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $415,556 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $830,225 |
| Other income not declared elsewhere | 2021-12-31 | $12,269 |
| Administrative expenses (other) incurred | 2021-12-31 | $327,734 |
| Total non interest bearing cash at end of year | 2021-12-31 | $2,680,482 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $3,253,693 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $76,897,739 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $656,903,375 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $580,005,636 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $111,986,028 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $62,572,302 |
| Investment advisory and management fees | 2021-12-31 | $2,003,391 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $292,894,266 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $283,478,945 |
| Interest earned on other investments | 2021-12-31 | $914,246 |
| Income. Interest from US Government securities | 2021-12-31 | $370,326 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $832,453 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $59,738,580 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $54,360,846 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $15,539,721 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $20,445,836 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $20,445,836 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $3,366 |
| Asset value of US Government securities at end of year | 2021-12-31 | $26,872,208 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $24,225,500 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $43,736,728 |
| Employer contributions (assets) at end of year | 2021-12-31 | $4,495,573 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $4,871,560 |
| Income. Dividends from common stock | 2021-12-31 | $2,786,246 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $50,593,778 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $22,103,779 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $18,635,328 |
| Contract administrator fees | 2021-12-31 | $228,772 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $107,095,762 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $95,025,425 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $380,283 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $286,513 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $133,527,094 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $125,753,573 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2021-12-31 | 205520612 |
| 2020 : INDIANA CARPENTERS PENSION FUND 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $45,575,956 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $45,575,956 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,116,738 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,010,878 |
| Total income from all sources (including contributions) | 2020-12-31 | $101,649,344 |
| Total loss/gain on sale of assets | 2020-12-31 | $713,741 |
| Total of all expenses incurred | 2020-12-31 | $51,086,419 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $48,545,117 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $44,160,056 |
| Value of total assets at end of year | 2020-12-31 | $581,122,374 |
| Value of total assets at beginning of year | 2020-12-31 | $530,453,589 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,541,302 |
| Total interest from all sources | 2020-12-31 | $2,696,977 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $8,494,838 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $5,829,932 |
| Administrative expenses professional fees incurred | 2020-12-31 | $229,244 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $10,271,415 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $9,135,247 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $3,981,524 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $8,323,907 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $830,225 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $647,281 |
| Other income not declared elsewhere | 2020-12-31 | $7,776 |
| Administrative expenses (other) incurred | 2020-12-31 | $301,354 |
| Total non interest bearing cash at end of year | 2020-12-31 | $3,253,693 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $2,710,598 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $50,562,925 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $580,005,636 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $529,442,711 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $62,572,302 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $61,063,688 |
| Investment advisory and management fees | 2020-12-31 | $1,784,600 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $283,478,945 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $257,083,967 |
| Interest earned on other investments | 2020-12-31 | $1,453,080 |
| Income. Interest from US Government securities | 2020-12-31 | $368,086 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $838,947 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $54,360,846 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $50,975,964 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $20,445,836 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $9,880,800 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $9,880,800 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $36,864 |
| Asset value of US Government securities at end of year | 2020-12-31 | $24,225,500 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $20,198,903 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $44,160,056 |
| Employer contributions (assets) at end of year | 2020-12-31 | $4,871,560 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $5,463,147 |
| Income. Dividends from common stock | 2020-12-31 | $2,664,906 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $48,545,117 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $18,635,328 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $17,965,860 |
| Contract administrator fees | 2020-12-31 | $226,104 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $95,025,425 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $87,651,508 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $286,513 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $363,597 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $86,670,251 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $85,956,510 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2020-12-31 | 205520612 |
| 2019 : INDIANA CARPENTERS PENSION FUND 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $62,308,667 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $62,308,667 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $62,308,667 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $62,308,667 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,010,878 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,010,878 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $794,742 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $794,742 |
| Total income from all sources (including contributions) | 2019-12-31 | $123,495,415 |
| Total income from all sources (including contributions) | 2019-12-31 | $123,495,415 |
| Total loss/gain on sale of assets | 2019-12-31 | $5,247,056 |
| Total loss/gain on sale of assets | 2019-12-31 | $5,247,056 |
| Total of all expenses incurred | 2019-12-31 | $49,039,283 |
| Total of all expenses incurred | 2019-12-31 | $49,039,283 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $46,575,288 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $46,575,288 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $41,502,836 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $41,502,836 |
| Value of total assets at end of year | 2019-12-31 | $530,453,589 |
| Value of total assets at end of year | 2019-12-31 | $530,453,589 |
| Value of total assets at beginning of year | 2019-12-31 | $455,781,321 |
| Value of total assets at beginning of year | 2019-12-31 | $455,781,321 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,463,995 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,463,995 |
| Total interest from all sources | 2019-12-31 | $5,690,387 |
| Total interest from all sources | 2019-12-31 | $5,690,387 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $8,346,747 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $8,346,747 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,561,045 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $5,561,045 |
| Administrative expenses professional fees incurred | 2019-12-31 | $235,827 |
| Administrative expenses professional fees incurred | 2019-12-31 | $235,827 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $9,135,247 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $9,135,247 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $2,520,051 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $2,520,051 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $8,323,907 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $8,323,907 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $3,255,293 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $3,255,293 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $647,281 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $647,281 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $535,888 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $535,888 |
| Other income not declared elsewhere | 2019-12-31 | $399,722 |
| Other income not declared elsewhere | 2019-12-31 | $399,722 |
| Administrative expenses (other) incurred | 2019-12-31 | $330,627 |
| Administrative expenses (other) incurred | 2019-12-31 | $330,627 |
| Total non interest bearing cash at end of year | 2019-12-31 | $2,710,598 |
| Total non interest bearing cash at end of year | 2019-12-31 | $2,710,598 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $2,635,629 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $2,635,629 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $74,456,132 |
| Value of net income/loss | 2019-12-31 | $74,456,132 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $529,442,711 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $529,442,711 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $454,986,579 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $454,986,579 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $61,063,688 |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $61,063,688 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $58,914,992 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $58,914,992 |
| Investment advisory and management fees | 2019-12-31 | $1,671,437 |
| Investment advisory and management fees | 2019-12-31 | $1,671,437 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $257,083,967 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $257,083,967 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $213,752,105 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $213,752,105 |
| Interest earned on other investments | 2019-12-31 | $4,257,462 |
| Interest earned on other investments | 2019-12-31 | $4,257,462 |
| Income. Interest from US Government securities | 2019-12-31 | $409,314 |
| Income. Interest from US Government securities | 2019-12-31 | $409,314 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $868,824 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $868,824 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $50,975,964 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $50,975,964 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $54,354,122 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $54,354,122 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $9,880,800 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $9,880,800 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $7,121,993 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $7,121,993 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $7,121,993 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $7,121,993 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $154,787 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $154,787 |
| Asset value of US Government securities at end of year | 2019-12-31 | $20,198,903 |
| Asset value of US Government securities at end of year | 2019-12-31 | $20,198,903 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $15,165,133 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $15,165,133 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $41,502,836 |
| Contributions received in cash from employer | 2019-12-31 | $41,502,836 |
| Employer contributions (assets) at end of year | 2019-12-31 | $5,463,147 |
| Employer contributions (assets) at end of year | 2019-12-31 | $5,463,147 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $5,274,796 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $5,274,796 |
| Income. Dividends from common stock | 2019-12-31 | $2,785,702 |
| Income. Dividends from common stock | 2019-12-31 | $2,785,702 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $46,575,288 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $46,575,288 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $17,965,860 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $17,965,860 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $21,513,995 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $21,513,995 |
| Contract administrator fees | 2019-12-31 | $226,104 |
| Contract administrator fees | 2019-12-31 | $226,104 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $87,651,508 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $87,651,508 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $71,273,212 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $71,273,212 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $363,597 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $363,597 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $258,854 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $258,854 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $63,155,353 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $63,155,353 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $57,908,297 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $57,908,297 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm name | 2019-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2019-12-31 | 205520612 |
| Accountancy firm EIN | 2019-12-31 | 205520612 |
| 2018 : INDIANA CARPENTERS PENSION FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-20,796,058 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-20,796,058 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $794,742 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $412,037 |
| Total income from all sources (including contributions) | 2018-12-31 | $26,300,201 |
| Total loss/gain on sale of assets | 2018-12-31 | $2,918,193 |
| Total of all expenses incurred | 2018-12-31 | $46,962,912 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $44,556,457 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $34,580,348 |
| Value of total assets at end of year | 2018-12-31 | $455,781,321 |
| Value of total assets at beginning of year | 2018-12-31 | $476,061,327 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,406,455 |
| Total interest from all sources | 2018-12-31 | $2,593,295 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $6,971,537 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $4,319,365 |
| Administrative expenses professional fees incurred | 2018-12-31 | $178,933 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $2,520,051 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $12,151,416 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $3,255,293 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $839,628 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $535,888 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $49,484 |
| Other income not declared elsewhere | 2018-12-31 | $32,886 |
| Administrative expenses (other) incurred | 2018-12-31 | $290,430 |
| Total non interest bearing cash at end of year | 2018-12-31 | $2,635,629 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $5,258,776 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-20,662,711 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $454,986,579 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $475,649,290 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $58,914,992 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $59,419,416 |
| Investment advisory and management fees | 2018-12-31 | $1,661,922 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $213,752,105 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $222,092,024 |
| Interest earned on other investments | 2018-12-31 | $1,548,909 |
| Income. Interest from US Government securities | 2018-12-31 | $275,851 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $681,381 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $54,354,122 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $53,099,263 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $7,121,993 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $7,872,344 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $7,872,344 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $87,154 |
| Asset value of US Government securities at end of year | 2018-12-31 | $15,165,133 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $9,641,362 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $34,580,348 |
| Employer contributions (assets) at end of year | 2018-12-31 | $5,274,796 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $6,697,111 |
| Income. Dividends from common stock | 2018-12-31 | $2,652,172 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $44,556,457 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $21,513,995 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $12,622,286 |
| Contract administrator fees | 2018-12-31 | $275,170 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $71,273,212 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $86,367,701 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $258,854 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $362,553 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $72,659,048 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $69,740,855 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2018-12-31 | 205520612 |
| 2017 : INDIANA CARPENTERS PENSION FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $44,265,279 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $44,265,279 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $412,037 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $500,539 |
| Total income from all sources (including contributions) | 2017-12-31 | $89,279,937 |
| Total loss/gain on sale of assets | 2017-12-31 | $1,598,437 |
| Total of all expenses incurred | 2017-12-31 | $44,987,307 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $42,669,791 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $35,359,454 |
| Value of total assets at end of year | 2017-12-31 | $476,061,327 |
| Value of total assets at beginning of year | 2017-12-31 | $431,857,199 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,317,516 |
| Total interest from all sources | 2017-12-31 | $2,015,848 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $6,006,706 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,349,798 |
| Administrative expenses professional fees incurred | 2017-12-31 | $138,971 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $12,151,416 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $2,636,443 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $839,628 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $981,571 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $49,484 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $76,762 |
| Other income not declared elsewhere | 2017-12-31 | $34,213 |
| Administrative expenses (other) incurred | 2017-12-31 | $282,169 |
| Total non interest bearing cash at end of year | 2017-12-31 | $5,258,776 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $5,486,270 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $44,292,630 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $475,649,290 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $431,356,660 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $59,419,416 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $57,935,635 |
| Investment advisory and management fees | 2017-12-31 | $1,478,964 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $222,092,024 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $195,852,662 |
| Interest earned on other investments | 2017-12-31 | $1,078,284 |
| Income. Interest from US Government securities | 2017-12-31 | $235,157 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $662,936 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $53,099,263 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $50,915,927 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $7,872,344 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $5,420,339 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $5,420,339 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $39,471 |
| Asset value of US Government securities at end of year | 2017-12-31 | $9,641,362 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $9,227,346 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $35,359,454 |
| Employer contributions (assets) at end of year | 2017-12-31 | $6,697,111 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $6,212,794 |
| Income. Dividends from common stock | 2017-12-31 | $2,656,908 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $42,669,791 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $12,622,286 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $21,710,329 |
| Contract administrator fees | 2017-12-31 | $417,412 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $86,367,701 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $75,477,883 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $362,553 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $423,777 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $56,174,809 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $54,576,372 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2017-12-31 | 205520612 |
| 2016 : INDIANA CARPENTERS PENSION FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $24,828,046 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $24,828,046 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $500,539 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $774,286 |
| Total income from all sources (including contributions) | 2016-12-31 | $66,404,353 |
| Total loss/gain on sale of assets | 2016-12-31 | $2,107,498 |
| Total of all expenses incurred | 2016-12-31 | $42,510,987 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $40,523,541 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $32,028,920 |
| Value of total assets at end of year | 2016-12-31 | $431,857,199 |
| Value of total assets at beginning of year | 2016-12-31 | $408,237,580 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,987,446 |
| Total interest from all sources | 2016-12-31 | $1,245,687 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $6,181,991 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $3,629,691 |
| Administrative expenses professional fees incurred | 2016-12-31 | $121,097 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $53,552,370 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $52,794,581 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $981,571 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $684,714 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $76,762 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $372,774 |
| Other income not declared elsewhere | 2016-12-31 | $12,211 |
| Administrative expenses (other) incurred | 2016-12-31 | $270,055 |
| Total non interest bearing cash at end of year | 2016-12-31 | $5,486,270 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $4,789,037 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $23,893,366 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $431,356,660 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $407,463,294 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $57,935,635 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $55,653,217 |
| Investment advisory and management fees | 2016-12-31 | $1,389,964 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $195,852,662 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $185,343,324 |
| Interest earned on other investments | 2016-12-31 | $371,949 |
| Income. Interest from US Government securities | 2016-12-31 | $219,464 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $646,080 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $5,420,339 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $4,211,983 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $4,211,983 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $8,194 |
| Asset value of US Government securities at end of year | 2016-12-31 | $9,227,346 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $9,007,798 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $32,028,920 |
| Employer contributions (assets) at end of year | 2016-12-31 | $6,212,794 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $6,081,189 |
| Income. Dividends from common stock | 2016-12-31 | $2,552,300 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $40,523,541 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $21,710,329 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $20,716,987 |
| Contract administrator fees | 2016-12-31 | $206,330 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $75,477,883 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $68,954,750 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $423,777 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $401,512 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $50,889,583 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $48,782,085 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2016-12-31 | 205520612 |
| 2015 : INDIANA CARPENTERS PENSION FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $3,915,125 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $3,915,125 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $774,286 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $419,266 |
| Total income from all sources (including contributions) | 2015-12-31 | $40,236,240 |
| Total loss/gain on sale of assets | 2015-12-31 | $-34,499 |
| Total of all expenses incurred | 2015-12-31 | $39,912,872 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $37,812,185 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $28,791,932 |
| Value of total assets at end of year | 2015-12-31 | $408,237,580 |
| Value of total assets at beginning of year | 2015-12-31 | $407,559,192 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,100,687 |
| Total interest from all sources | 2015-12-31 | $1,473,683 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $5,968,515 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,522,708 |
| Administrative expenses professional fees incurred | 2015-12-31 | $135,355 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $52,794,581 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $43,612,041 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $684,714 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $689,606 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $372,774 |
| Other income not declared elsewhere | 2015-12-31 | $121,484 |
| Administrative expenses (other) incurred | 2015-12-31 | $243,405 |
| Total non interest bearing cash at end of year | 2015-12-31 | $4,789,037 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $3,452,258 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $323,368 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $407,463,294 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $407,139,926 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $55,653,217 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $45,698,202 |
| Investment advisory and management fees | 2015-12-31 | $1,513,606 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $185,343,324 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $196,370,472 |
| Interest earned on other investments | 2015-12-31 | $598,861 |
| Income. Interest from US Government securities | 2015-12-31 | $224,901 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $646,304 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $4,211,983 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $7,593,627 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $7,593,627 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $3,617 |
| Asset value of US Government securities at end of year | 2015-12-31 | $9,007,798 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $9,200,413 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $28,791,932 |
| Employer contributions (assets) at end of year | 2015-12-31 | $6,081,189 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $3,459,974 |
| Income. Dividends from common stock | 2015-12-31 | $2,445,807 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $37,812,185 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $20,716,987 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $20,800,242 |
| Contract administrator fees | 2015-12-31 | $208,321 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $68,954,750 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $76,682,357 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $401,512 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $419,266 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $83,063,124 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $83,097,623 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2015-12-31 | 205520612 |
| 2014 : INDIANA CARPENTERS PENSION FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $24,985,830 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $24,985,830 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $419,266 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $420,315 |
| Total income from all sources (including contributions) | 2014-12-31 | $60,150,026 |
| Total loss/gain on sale of assets | 2014-12-31 | $1,619,301 |
| Total of all expenses incurred | 2014-12-31 | $37,313,557 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $35,410,478 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $27,029,518 |
| Value of total assets at end of year | 2014-12-31 | $407,559,192 |
| Value of total assets at beginning of year | 2014-12-31 | $384,723,772 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,903,079 |
| Total interest from all sources | 2014-12-31 | $1,221,630 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $5,282,880 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,039,359 |
| Administrative expenses professional fees incurred | 2014-12-31 | $193,811 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $43,612,041 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $21,098,942 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $689,606 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $16,477,750 |
| Other income not declared elsewhere | 2014-12-31 | $10,867 |
| Administrative expenses (other) incurred | 2014-12-31 | $145,759 |
| Total non interest bearing cash at end of year | 2014-12-31 | $3,452,258 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $4,100,409 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $22,836,469 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $407,139,926 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $384,303,457 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $45,698,202 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $33,188,093 |
| Investment advisory and management fees | 2014-12-31 | $1,376,501 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $196,370,472 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $192,573,172 |
| Interest earned on other investments | 2014-12-31 | $332,377 |
| Income. Interest from US Government securities | 2014-12-31 | $281,264 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $605,132 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $7,593,627 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $6,259,995 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $6,259,995 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $2,857 |
| Asset value of US Government securities at end of year | 2014-12-31 | $9,200,413 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $11,139,942 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $27,029,518 |
| Employer contributions (assets) at end of year | 2014-12-31 | $3,459,974 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $2,698,943 |
| Income. Dividends from common stock | 2014-12-31 | $2,243,521 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $35,410,478 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $20,800,242 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $16,003,207 |
| Contract administrator fees | 2014-12-31 | $187,008 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $76,682,357 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $81,183,319 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $419,266 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $420,315 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $73,682,418 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $72,063,117 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2014-12-31 | 205520612 |
| 2013 : INDIANA CARPENTERS PENSION FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $45,315,306 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $45,315,306 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $420,315 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $219,131 |
| Total income from all sources (including contributions) | 2013-12-31 | $86,006,407 |
| Total loss/gain on sale of assets | 2013-12-31 | $8,689,455 |
| Total of all expenses incurred | 2013-12-31 | $34,744,635 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $32,959,204 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $25,278,230 |
| Value of total assets at end of year | 2013-12-31 | $384,723,772 |
| Value of total assets at beginning of year | 2013-12-31 | $333,260,816 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,785,431 |
| Total interest from all sources | 2013-12-31 | $1,616,942 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $5,044,367 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,846,380 |
| Administrative expenses professional fees incurred | 2013-12-31 | $159,207 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $21,098,942 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $18,239,972 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $16,477,750 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $604,946 |
| Other income not declared elsewhere | 2013-12-31 | $62,107 |
| Administrative expenses (other) incurred | 2013-12-31 | $154,801 |
| Total non interest bearing cash at end of year | 2013-12-31 | $4,100,409 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $2,928,550 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $51,261,772 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $384,303,457 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $333,041,685 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2013-12-31 | $33,188,093 |
| Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $21,475,041 |
| Investment advisory and management fees | 2013-12-31 | $1,245,661 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $192,573,172 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $193,758,453 |
| Interest earned on other investments | 2013-12-31 | $680,311 |
| Income. Interest from US Government securities | 2013-12-31 | $346,862 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $587,134 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $6,259,995 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,794,027 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,794,027 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2,635 |
| Asset value of US Government securities at end of year | 2013-12-31 | $11,139,942 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $13,852,859 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $25,278,230 |
| Employer contributions (assets) at end of year | 2013-12-31 | $2,698,943 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $3,142,619 |
| Income. Dividends from common stock | 2013-12-31 | $2,197,987 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $32,959,204 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $16,003,207 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $14,796,450 |
| Contract administrator fees | 2013-12-31 | $225,762 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $81,183,319 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $61,667,899 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $420,315 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $219,131 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $90,158,185 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $81,468,730 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2013-12-31 | 205520612 |
| 2012 : INDIANA CARPENTERS PENSION FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $20,288,065 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $20,288,065 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $219,131 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $260,197 |
| Total income from all sources (including contributions) | 2012-12-31 | $55,006,675 |
| Total loss/gain on sale of assets | 2012-12-31 | $4,921,318 |
| Total of all expenses incurred | 2012-12-31 | $32,349,229 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $31,001,188 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $24,326,658 |
| Value of total assets at end of year | 2012-12-31 | $333,260,816 |
| Value of total assets at beginning of year | 2012-12-31 | $310,644,436 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,348,041 |
| Total interest from all sources | 2012-12-31 | $1,063,322 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $4,401,665 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $2,848,578 |
| Administrative expenses professional fees incurred | 2012-12-31 | $131,812 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $18,239,972 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $4,914,387 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $604,946 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $508,975 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $6,270 |
| Other income not declared elsewhere | 2012-12-31 | $5,647 |
| Administrative expenses (other) incurred | 2012-12-31 | $145,404 |
| Total non interest bearing cash at end of year | 2012-12-31 | $2,928,550 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $2,702,927 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $22,657,446 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $333,041,685 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $310,384,239 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2012-12-31 | $21,475,041 |
| Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $18,399,153 |
| Investment advisory and management fees | 2012-12-31 | $853,175 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $193,758,453 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $198,306,598 |
| Interest earned on other investments | 2012-12-31 | $83,637 |
| Income. Interest from US Government securities | 2012-12-31 | $394,884 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $580,696 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,794,027 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,710,375 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,710,375 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $4,105 |
| Asset value of US Government securities at end of year | 2012-12-31 | $13,852,859 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $13,297,507 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $24,326,658 |
| Employer contributions (assets) at end of year | 2012-12-31 | $3,142,619 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $2,528,480 |
| Income. Dividends from common stock | 2012-12-31 | $1,553,087 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $31,001,188 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $14,796,450 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $11,810,739 |
| Contract administrator fees | 2012-12-31 | $217,650 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $61,667,899 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $56,465,295 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $219,131 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $253,927 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $78,052,113 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $73,130,795 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2012-12-31 | 205520612 |
| 2011 : INDIANA CARPENTERS PENSION FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $762,908 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $762,908 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $260,197 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $560,761 |
| Total income from all sources (including contributions) | 2011-12-31 | $31,795,228 |
| Total loss/gain on sale of assets | 2011-12-31 | $3,498,952 |
| Total of all expenses incurred | 2011-12-31 | $30,435,587 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $29,171,493 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $22,720,929 |
| Value of total assets at end of year | 2011-12-31 | $310,644,436 |
| Value of total assets at beginning of year | 2011-12-31 | $309,585,359 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,264,094 |
| Total interest from all sources | 2011-12-31 | $1,151,950 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $3,640,822 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,567,161 |
| Administrative expenses professional fees incurred | 2011-12-31 | $155,904 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $2,577,735 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $2,215,753 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $508,975 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $591,391 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $6,270 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $246,235 |
| Other income not declared elsewhere | 2011-12-31 | $19,667 |
| Administrative expenses (other) incurred | 2011-12-31 | $195,721 |
| Total non interest bearing cash at end of year | 2011-12-31 | $2,702,927 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $2,377,481 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $1,359,641 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $310,384,239 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $309,024,598 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2011-12-31 | $18,399,153 |
| Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $19,059,591 |
| Investment advisory and management fees | 2011-12-31 | $741,163 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $198,306,598 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $198,795,047 |
| Interest earned on other investments | 2011-12-31 | $175,141 |
| Income. Interest from US Government securities | 2011-12-31 | $385,904 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $589,173 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,710,375 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $3,535,534 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $3,535,534 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,732 |
| Asset value of US Government securities at end of year | 2011-12-31 | $15,634,159 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $10,794,467 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $22,720,929 |
| Employer contributions (assets) at end of year | 2011-12-31 | $2,528,480 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $2,200,610 |
| Income. Dividends from common stock | 2011-12-31 | $1,073,661 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $29,171,493 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $11,810,739 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $13,843,590 |
| Contract administrator fees | 2011-12-31 | $171,306 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $56,465,295 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $56,171,895 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $253,927 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $314,526 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $50,848,360 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $47,349,408 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2011-12-31 | 205520612 |
| 2010 : INDIANA CARPENTERS PENSION FUND 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $21,373,538 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $21,373,538 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $560,761 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $931,837 |
| Total income from all sources (including contributions) | 2010-12-31 | $49,454,887 |
| Total loss/gain on sale of assets | 2010-12-31 | $2,018,859 |
| Total of all expenses incurred | 2010-12-31 | $28,092,062 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $26,678,680 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $19,924,830 |
| Value of total assets at end of year | 2010-12-31 | $309,585,359 |
| Value of total assets at beginning of year | 2010-12-31 | $288,593,610 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,413,382 |
| Total interest from all sources | 2010-12-31 | $2,738,554 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $3,340,332 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $138,431 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $2,215,753 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $591,391 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,559,335 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $246,235 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $584,768 |
| Other income not declared elsewhere | 2010-12-31 | $58,774 |
| Administrative expenses (other) incurred | 2010-12-31 | $173,399 |
| Total non interest bearing cash at end of year | 2010-12-31 | $2,377,481 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $2,304,895 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $21,362,825 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $309,024,598 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $287,661,773 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2010-12-31 | $19,059,591 |
| Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $3,555,047 |
| Investment advisory and management fees | 2010-12-31 | $927,619 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $198,795,047 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,645,551 |
| Interest earned on other investments | 2010-12-31 | $22,014 |
| Income. Interest from US Government securities | 2010-12-31 | $1,177,596 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $1,534,870 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $3,535,534 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $7,156,258 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $7,156,258 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $4,074 |
| Asset value of US Government securities at end of year | 2010-12-31 | $10,794,467 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $61,664,016 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $19,924,830 |
| Employer contributions (assets) at end of year | 2010-12-31 | $2,200,610 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,823,940 |
| Income. Dividends from common stock | 2010-12-31 | $3,340,332 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $26,678,680 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $13,843,590 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $38,700,598 |
| Contract administrator fees | 2010-12-31 | $173,933 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $56,171,895 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $165,183,970 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $314,526 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $347,069 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $403,289,455 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $401,270,596 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2010-12-31 | 205520612 |
| 2009 : INDIANA CARPENTERS PENSION FUND 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
