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IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameIRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND
Plan identification number 501

IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

IRONWORKERS 498 NORTHERN ILL BLDG CONTR ASSOC HEALTH & WELFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name:IRONWORKERS 498 NORTHERN ILL BLDG CONTR ASSOC HEALTH & WELFARE PLAN
Employer identification number (EIN):363005501
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01DAVID ANSPAUGH
5012011-01-01DAVID WHITMORE
5012009-01-01DAVID WHITMORE

Plan Statistics for IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND

401k plan membership statisitcs for IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND

Measure Date Value
2015: IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01188
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of employers contributing to the scheme2015-01-0188
2014: IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01175
Total number of active participants reported on line 7a of the Form 55002014-01-01165
Number of retired or separated participants receiving benefits2014-01-0123
Total of all active and inactive participants2014-01-01188
Number of employers contributing to the scheme2014-01-01100
2013: IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01186
Total number of active participants reported on line 7a of the Form 55002013-01-01150
Number of retired or separated participants receiving benefits2013-01-0125
Total of all active and inactive participants2013-01-01175
Number of employers contributing to the scheme2013-01-0175
2012: IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01211
Total number of active participants reported on line 7a of the Form 55002012-01-01163
Number of retired or separated participants receiving benefits2012-01-0123
Total of all active and inactive participants2012-01-01186
Number of employers contributing to the scheme2012-01-01104
2011: IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01195
Total number of active participants reported on line 7a of the Form 55002011-01-01192
Number of retired or separated participants receiving benefits2011-01-0119
Total of all active and inactive participants2011-01-01211
Total participants2011-01-01211
Number of employers contributing to the scheme2011-01-0183
2009: IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01259
Total number of active participants reported on line 7a of the Form 55002009-01-01201
Number of retired or separated participants receiving benefits2009-01-0116
Total of all active and inactive participants2009-01-01217
Total participants2009-01-01217

Financial Data on IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND

Measure Date Value
2015 : IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2015 401k financial data
Total transfer of assets from this plan2015-12-31$2,185,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,480,513
Total income from all sources (including contributions)2015-12-31$4,861,075
Total of all expenses incurred2015-12-31$2,247,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,963,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,719,872
Value of total assets at beginning of year2015-12-31$2,052,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$283,530
Total interest from all sources2015-12-31$94
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$21,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$21,975
Administrative expenses professional fees incurred2015-12-31$179,591
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$174,809
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$57,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$50,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,289,300
Other income not declared elsewhere2015-12-31$2,128,100
Administrative expenses (other) incurred2015-12-31$24,439
Liabilities. Value of operating payables at beginning of year2015-12-31$191,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,613,810
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-428,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,135,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$446,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$446,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$94
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$261,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,545,063
Employer contributions (assets) at beginning of year2015-12-31$413,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,644,541
Contract administrator fees2015-12-31$75,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$5,847
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2015-12-31470900880
2014 : IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,480,513
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,710,161
Total income from all sources (including contributions)2014-12-31$2,082,153
Total of all expenses incurred2014-12-31$1,835,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,631,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,036,804
Value of total assets at end of year2014-12-31$2,052,170
Value of total assets at beginning of year2014-12-31$2,034,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$203,513
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$27,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$27,646
Administrative expenses professional fees incurred2014-12-31$75,704
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$127,550
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$50,601
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$50,765
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$58,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,289,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,638,211
Administrative expenses (other) incurred2014-12-31$18,516
Liabilities. Value of operating payables at end of year2014-12-31$191,213
Liabilities. Value of operating payables at beginning of year2014-12-31$71,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$246,914
Value of net assets at end of year (total assets less liabilities)2014-12-31$-428,343
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-675,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,135,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,090,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$446,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$632,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$632,887
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$317,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$17,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,909,254
Employer contributions (assets) at end of year2014-12-31$413,236
Employer contributions (assets) at beginning of year2014-12-31$222,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,263,955
Contract administrator fees2014-12-31$102,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$5,847
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$30,609
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2014-12-31470900880
2013 : IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-228
Total unrealized appreciation/depreciation of assets2013-12-31$-228
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,710,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,941,292
Total income from all sources (including contributions)2013-12-31$1,964,912
Total loss/gain on sale of assets2013-12-31$1,567
Total of all expenses incurred2013-12-31$1,880,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,725,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,001,666
Value of total assets at end of year2013-12-31$2,034,904
Value of total assets at beginning of year2013-12-31$2,181,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$154,585
Total interest from all sources2013-12-31$141
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$49,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$49,551
Administrative expenses professional fees incurred2013-12-31$59,793
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$157,662
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$69,372
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$58,178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,044
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,638,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,905,084
Administrative expenses (other) incurred2013-12-31$19,523
Liabilities. Value of operating payables at end of year2013-12-31$71,950
Liabilities. Value of operating payables at beginning of year2013-12-31$36,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$84,474
Value of net assets at end of year (total assets less liabilities)2013-12-31$-675,257
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-759,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,090,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$908,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$632,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$928,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$928,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$141
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$325,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-87,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,844,004
Employer contributions (assets) at end of year2013-12-31$222,276
Employer contributions (assets) at beginning of year2013-12-31$289,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,331,246
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$41,664
Contract administrator fees2013-12-31$66,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$30,609
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$11,445
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$41,572
Aggregate carrying amount (costs) on sale of assets2013-12-31$40,005
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2013-12-31470900880
2012 : IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-6,195
Total unrealized appreciation/depreciation of assets2012-12-31$-6,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,941,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,136,814
Total income from all sources (including contributions)2012-12-31$2,159,668
Total loss/gain on sale of assets2012-12-31$69
Total of all expenses incurred2012-12-31$2,579,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,425,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,120,468
Value of total assets at end of year2012-12-31$2,181,561
Value of total assets at beginning of year2012-12-31$2,796,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$153,776
Total interest from all sources2012-12-31$45,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$54,774
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$101,103
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$82,757
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,044
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,905,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,087,330
Administrative expenses (other) incurred2012-12-31$25,571
Liabilities. Value of operating payables at end of year2012-12-31$36,208
Liabilities. Value of operating payables at beginning of year2012-12-31$49,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-419,466
Value of net assets at end of year (total assets less liabilities)2012-12-31$-759,731
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-340,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$10,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$908,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$893,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$928,637
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,589,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,589,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$45,326
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$269,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,019,365
Employer contributions (assets) at end of year2012-12-31$289,796
Employer contributions (assets) at beginning of year2012-12-31$256,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,073,197
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$41,664
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$50,465
Contract administrator fees2012-12-31$63,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$11,445
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$4,864
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$10,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$9,931
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2012-12-31470900880
2011 : IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$19,877
Total unrealized appreciation/depreciation of assets2011-12-31$19,877
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,136,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,423,978
Total income from all sources (including contributions)2011-12-31$2,373,350
Total of all expenses incurred2011-12-31$2,700,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,516,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,312,073
Value of total assets at end of year2011-12-31$2,796,549
Value of total assets at beginning of year2011-12-31$2,411,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$184,738
Total interest from all sources2011-12-31$41,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$68,792
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$136,256
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$36,021
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$16,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,087,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,389,101
Administrative expenses (other) incurred2011-12-31$18,360
Liabilities. Value of operating payables at end of year2011-12-31$49,484
Liabilities. Value of operating payables at beginning of year2011-12-31$34,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-327,438
Value of net assets at end of year (total assets less liabilities)2011-12-31$-340,265
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-12,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$6,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$893,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$850,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,589,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,226,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,226,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$41,400
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$252,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,175,817
Employer contributions (assets) at end of year2011-12-31$256,872
Employer contributions (assets) at beginning of year2011-12-31$236,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,227,610
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$50,465
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$75,242
Contract administrator fees2011-12-31$90,840
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$4,864
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$5,207
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Qualified
Accountancy firm name2011-12-31LEVINSON SIMON HEIN & BILKEY, P.C.
Accountancy firm EIN2011-12-31363701668
2010 : IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,603
Total unrealized appreciation/depreciation of assets2010-12-31$8,603
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,423,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,648,920
Total income from all sources (including contributions)2010-12-31$1,918,723
Total of all expenses incurred2010-12-31$2,746,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,586,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,839,292
Value of total assets at end of year2010-12-31$2,411,151
Value of total assets at beginning of year2010-12-31$3,463,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$160,525
Total interest from all sources2010-12-31$70,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$62,249
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$130,352
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$54,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$16,513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,389,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,619,749
Administrative expenses (other) incurred2010-12-31$17,549
Liabilities. Value of operating payables at end of year2010-12-31$34,877
Liabilities. Value of operating payables at beginning of year2010-12-31$29,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-827,892
Value of net assets at end of year (total assets less liabilities)2010-12-31$-12,827
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$815,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$850,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$816,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,226,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,299,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,299,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$70,828
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$319,863
Asset value of US Government securities at beginning of year2010-12-31$101,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,708,940
Employer contributions (assets) at end of year2010-12-31$236,473
Employer contributions (assets) at beginning of year2010-12-31$190,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,211,790
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$75,242
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$46,431
Contract administrator fees2010-12-31$75,552
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$5,207
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$5,633
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEVINSON SIMON HEIN & BILKEY, P.C.
Accountancy firm EIN2010-12-31363701668

Form 5500 Responses for IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND

2015: IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL 498 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF017896
Policy instance 1
Insurance contract or identification numberF017896
Number of Individuals Covered154
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $9,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50012
Policy instance 2
Insurance contract or identification numberSE4E50012
Number of Individuals Covered181
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $14,929
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $298,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,929
Insurance broker nameTHE SEGAL COMPANY
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50012
Policy instance 2
Insurance contract or identification numberSE4E50012
Number of Individuals Covered158
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $15,530
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $308,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,530
Insurance broker nameCOMMERCIAL GROUP INTERMEDIARIES
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF017896
Policy instance 1
Insurance contract or identification numberF017896
Number of Individuals Covered156
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF017896
Policy instance 1
Insurance contract or identification numberF017896
Number of Individuals Covered151
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $10,679
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50012
Policy instance 2
Insurance contract or identification numberSE4E50012
Number of Individuals Covered167
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $15,793
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $315,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,793
Insurance broker nameCOMMERCIAL GROUP INTERMEDIARIES
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF017896
Policy instance 1
Insurance contract or identification numberF017896
Number of Individuals Covered184
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $10,773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE4E50012
Policy instance 2
Insurance contract or identification numberSE4E50012
Number of Individuals Covered187
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $10,523
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $210,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,523
Insurance broker nameCOMMERCIAL GROUP INTERMEDIARIES
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF017896
Policy instance 1
Insurance contract or identification numberF017896
Number of Individuals Covered186
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $9,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-009232-00
Policy instance 2
Insurance contract or identification number16-009232-00
Number of Individuals Covered177
Insurance policy start date2011-01-01
Insurance policy end date2011-08-31
Total amount of fees paid to insurance companyUSD $6,168
Welfare Benefit Premiums Paid to CarrierUSD $196,043
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010100664
Policy instance 1
Insurance contract or identification number000010100664
Number of Individuals Covered177
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,803
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-009232-00
Policy instance 2
Insurance contract or identification number16-009232-00
Number of Individuals Covered201
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $10,464
Welfare Benefit Premiums Paid to CarrierUSD $307,096
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10464
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?5
Insurance broker nameMUTUAL MEDICAL

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