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STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 401k Plan overview

Plan NameSTRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN
Plan identification number 003

STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF STRUCTURAL IW LOCAL 1 ANNUITY PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF STRUCTURAL IW LOCAL 1 ANNUITY PLAN
Employer identification number (EIN):366551011
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01CRAIG SATALIC GEORGE WEILAND III2018-09-27
0032016-01-01CRAIG SATALIC TERRY PESHIA2017-10-05
0032015-01-01CRAIG SATALIC TERRY PESHIA2016-10-13
0032014-01-01CRAIG SATALIC TERRY PESHIA2015-10-07
0032013-01-01CRAIG SATALIC TERRY PESHIA2014-09-26
0032012-01-01TERRY PESHIA CRAIG SATALIC2013-10-10
0032011-01-01CRAIG SATALIC TERRY PESHIA2013-10-18
0032010-01-01CRAIG SATALIC TERRY PESHIA2013-10-18
0032009-01-01CRAIG SATALIC TERRY PESHIA2013-10-18
0032009-01-01ROBERT BOSKOVICH TERRY PESHIA2010-10-12

Plan Statistics for STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN

401k plan membership statisitcs for STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN

Measure Date Value
2022: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,554
Total number of active participants reported on line 7a of the Form 55002022-01-013,083
Number of retired or separated participants receiving benefits2022-01-01166
Number of other retired or separated participants entitled to future benefits2022-01-01308
Total of all active and inactive participants2022-01-013,557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-013,560
Number of participants with account balances2022-01-012,351
Number of employers contributing to the scheme2022-01-011,894
2021: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,614
Total number of active participants reported on line 7a of the Form 55002021-01-013,069
Number of retired or separated participants receiving benefits2021-01-01170
Number of other retired or separated participants entitled to future benefits2021-01-01305
Total of all active and inactive participants2021-01-013,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-013,554
Number of participants with account balances2021-01-012,388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-011,877
2020: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,583
Total number of active participants reported on line 7a of the Form 55002020-01-013,125
Number of retired or separated participants receiving benefits2020-01-01169
Number of other retired or separated participants entitled to future benefits2020-01-01314
Total of all active and inactive participants2020-01-013,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-013,614
Number of participants with account balances2020-01-012,514
Number of employers contributing to the scheme2020-01-011,864
2019: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,577
Total number of active participants reported on line 7a of the Form 55002019-01-013,095
Number of retired or separated participants receiving benefits2019-01-01163
Number of other retired or separated participants entitled to future benefits2019-01-01320
Total of all active and inactive participants2019-01-013,578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-013,583
Number of participants with account balances2019-01-012,448
Number of employers contributing to the scheme2019-01-011,850
2018: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,612
Total number of active participants reported on line 7a of the Form 55002018-01-013,095
Number of retired or separated participants receiving benefits2018-01-01100
Number of other retired or separated participants entitled to future benefits2018-01-01375
Total of all active and inactive participants2018-01-013,570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-013,577
Number of participants with account balances2018-01-012,464
Number of employers contributing to the scheme2018-01-011,836
2017: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,648
Total number of active participants reported on line 7a of the Form 55002017-01-013,136
Number of retired or separated participants receiving benefits2017-01-01150
Number of other retired or separated participants entitled to future benefits2017-01-01318
Total of all active and inactive participants2017-01-013,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-013,612
Number of participants with account balances2017-01-012,508
Number of employers contributing to the scheme2017-01-011,813
2016: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,624
Total number of active participants reported on line 7a of the Form 55002016-01-013,174
Number of retired or separated participants receiving benefits2016-01-01146
Number of other retired or separated participants entitled to future benefits2016-01-01323
Total of all active and inactive participants2016-01-013,643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-013,648
Number of participants with account balances2016-01-012,539
Number of employers contributing to the scheme2016-01-011,791
2015: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,544
Total number of active participants reported on line 7a of the Form 55002015-01-013,149
Number of retired or separated participants receiving benefits2015-01-01117
Number of other retired or separated participants entitled to future benefits2015-01-01355
Total of all active and inactive participants2015-01-013,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-013,624
Number of participants with account balances2015-01-012,536
Number of employers contributing to the scheme2015-01-011,775
2014: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,648
Total number of active participants reported on line 7a of the Form 55002014-01-013,086
Number of retired or separated participants receiving benefits2014-01-01125
Number of other retired or separated participants entitled to future benefits2014-01-01327
Total of all active and inactive participants2014-01-013,538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-013,544
Number of participants with account balances2014-01-012,364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-011,747
2013: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,766
Total number of active participants reported on line 7a of the Form 55002013-01-013,181
Number of retired or separated participants receiving benefits2013-01-01130
Number of other retired or separated participants entitled to future benefits2013-01-01327
Total of all active and inactive participants2013-01-013,638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0110
Total participants2013-01-013,648
Number of participants with account balances2013-01-011,936
Number of employers contributing to the scheme2013-01-011,720
2012: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,870
Total number of active participants reported on line 7a of the Form 55002012-01-013,293
Number of retired or separated participants receiving benefits2012-01-01119
Number of other retired or separated participants entitled to future benefits2012-01-01349
Total of all active and inactive participants2012-01-013,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-013,766
Number of participants with account balances2012-01-012,058
Number of employers contributing to the scheme2012-01-011,707
2011: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,971
Total number of active participants reported on line 7a of the Form 55002011-01-013,410
Number of retired or separated participants receiving benefits2011-01-01116
Number of other retired or separated participants entitled to future benefits2011-01-01331
Total of all active and inactive participants2011-01-013,857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0113
Total participants2011-01-013,870
Number of participants with account balances2011-01-012,186
Number of employers contributing to the scheme2011-01-011,696
2010: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,314
Total number of active participants reported on line 7a of the Form 55002010-01-013,562
Number of retired or separated participants receiving benefits2010-01-01105
Number of other retired or separated participants entitled to future benefits2010-01-01297
Total of all active and inactive participants2010-01-013,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-013,971
Number of participants with account balances2010-01-012,340
Number of employers contributing to the scheme2010-01-011,678
2009: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,683
Total number of active participants reported on line 7a of the Form 55002009-01-014,046
Number of retired or separated participants receiving benefits2009-01-0196
Number of other retired or separated participants entitled to future benefits2009-01-01165
Total of all active and inactive participants2009-01-014,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-014,314
Number of participants with account balances2009-01-012,747
Number of employers contributing to the scheme2009-01-011,685

Financial Data on STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN

Measure Date Value
2022 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$132,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$179,517
Total income from all sources (including contributions)2022-12-31$1,835,794
Total of all expenses incurred2022-12-31$31,582,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$31,135,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$27,857,570
Value of total assets at end of year2022-12-31$393,435,364
Value of total assets at beginning of year2022-12-31$423,228,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$446,430
Total interest from all sources2022-12-31$7,982,179
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,072
Administrative expenses professional fees incurred2022-12-31$98,164
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$143,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$22,297
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$5,716
Other income not declared elsewhere2022-12-31$25,971
Administrative expenses (other) incurred2022-12-31$226,024
Liabilities. Value of operating payables at end of year2022-12-31$132,895
Liabilities. Value of operating payables at beginning of year2022-12-31$173,801
Total non interest bearing cash at end of year2022-12-31$45,780
Total non interest bearing cash at beginning of year2022-12-31$295,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-29,746,498
Value of net assets at end of year (total assets less liabilities)2022-12-31$393,302,469
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$423,048,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$31,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$137,891,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$173,406,430
Interest earned on other investments2022-12-31$7,981,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$300,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$300,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$253,022,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$246,928,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-24,596,240
Net investment gain/loss from pooled separate accounts2022-12-31$-9,434,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$27,714,559
Employer contributions (assets) at end of year2022-12-31$2,438,737
Employer contributions (assets) at beginning of year2022-12-31$2,296,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$31,135,862
Contract administrator fees2022-12-31$90,492
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$179,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$257,223
Total income from all sources (including contributions)2021-12-31$57,265,471
Total of all expenses incurred2021-12-31$32,302,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$31,850,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$26,370,498
Value of total assets at end of year2021-12-31$423,228,484
Value of total assets at beginning of year2021-12-31$398,343,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$452,514
Total interest from all sources2021-12-31$7,943,245
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,672
Administrative expenses professional fees incurred2021-12-31$84,578
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$94,227
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$5,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$25,366
Other income not declared elsewhere2021-12-31$38,571
Administrative expenses (other) incurred2021-12-31$215,479
Liabilities. Value of operating payables at end of year2021-12-31$173,801
Liabilities. Value of operating payables at beginning of year2021-12-31$231,857
Total non interest bearing cash at end of year2021-12-31$295,626
Total non interest bearing cash at beginning of year2021-12-31$288,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$24,962,582
Value of net assets at end of year (total assets less liabilities)2021-12-31$423,048,967
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$398,086,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$31,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$173,406,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$138,834,056
Interest earned on other investments2021-12-31$7,943,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$300,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$581,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$581,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$246,928,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$256,257,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$19,415,274
Net investment gain/loss from pooled separate accounts2021-12-31$3,488,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$26,276,271
Employer contributions (assets) at end of year2021-12-31$2,296,870
Employer contributions (assets) at beginning of year2021-12-31$2,380,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$31,850,375
Contract administrator fees2021-12-31$121,457
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$257,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$133,731
Total income from all sources (including contributions)2020-12-31$56,093,550
Total of all expenses incurred2020-12-31$36,428,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$35,906,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$28,013,638
Value of total assets at end of year2020-12-31$398,343,608
Value of total assets at beginning of year2020-12-31$378,555,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$522,451
Total interest from all sources2020-12-31$8,264,008
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$11,898
Administrative expenses professional fees incurred2020-12-31$109,195
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$532,143
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$25,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,521
Other income not declared elsewhere2020-12-31$586,692
Administrative expenses (other) incurred2020-12-31$245,310
Liabilities. Value of operating payables at end of year2020-12-31$231,857
Liabilities. Value of operating payables at beginning of year2020-12-31$131,210
Total non interest bearing cash at end of year2020-12-31$288,659
Total non interest bearing cash at beginning of year2020-12-31$152,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$19,664,789
Value of net assets at end of year (total assets less liabilities)2020-12-31$398,086,385
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$378,421,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$113,514,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$109,209,785
Value of interest in pooled separate accounts at end of year2020-12-31$24,732,392
Value of interest in pooled separate accounts at beginning of year2020-12-31$21,950,264
Interest earned on other investments2020-12-31$8,261,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,169,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,115,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,115,463
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$256,257,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$244,034,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,217,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$27,481,495
Employer contributions (assets) at end of year2020-12-31$2,380,414
Employer contributions (assets) at beginning of year2020-12-31$2,091,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$35,906,310
Contract administrator fees2020-12-31$137,446
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$133,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$237,641
Total income from all sources (including contributions)2019-12-31$62,696,534
Total of all expenses incurred2019-12-31$26,992,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$26,508,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,157,441
Value of total assets at end of year2019-12-31$378,555,327
Value of total assets at beginning of year2019-12-31$342,955,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$483,914
Total interest from all sources2019-12-31$9,104,350
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$11,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$11,917
Administrative expenses professional fees incurred2019-12-31$87,154
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$79,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,521
Other income not declared elsewhere2019-12-31$888,887
Administrative expenses (other) incurred2019-12-31$213,335
Liabilities. Value of operating payables at end of year2019-12-31$131,210
Liabilities. Value of operating payables at beginning of year2019-12-31$237,641
Total non interest bearing cash at end of year2019-12-31$152,941
Total non interest bearing cash at beginning of year2019-12-31$99,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$35,704,211
Value of net assets at end of year (total assets less liabilities)2019-12-31$378,421,596
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$342,717,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$109,209,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,961,734
Value of interest in pooled separate accounts at end of year2019-12-31$21,950,264
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,341,643
Interest earned on other investments2019-12-31$9,097,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,115,463
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$387,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$387,381
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$244,034,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$236,328,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,533,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$27,148,896
Employer contributions (assets) at end of year2019-12-31$2,091,092
Employer contributions (assets) at beginning of year2019-12-31$2,757,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$26,508,409
Contract administrator fees2019-12-31$153,425
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$237,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$210,445
Total income from all sources (including contributions)2018-12-31$29,905,303
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$26,857,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,386,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$29,621,742
Value of total assets at end of year2018-12-31$342,955,026
Value of total assets at beginning of year2018-12-31$339,879,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$471,270
Total interest from all sources2018-12-31$8,779,777
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$14,147
Administrative expenses professional fees incurred2018-12-31$84,297
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$15,622,468
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,279,384
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$79,253
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$50,071
Other income not declared elsewhere2018-12-31$73,695
Administrative expenses (other) incurred2018-12-31$204,341
Liabilities. Value of operating payables at end of year2018-12-31$237,641
Liabilities. Value of operating payables at beginning of year2018-12-31$210,445
Total non interest bearing cash at end of year2018-12-31$99,058
Total non interest bearing cash at beginning of year2018-12-31$273,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,047,882
Value of net assets at end of year (total assets less liabilities)2018-12-31$342,717,385
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$339,669,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$29,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$103,303,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$92,972,312
Interest earned on other investments2018-12-31$8,774,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$387,381
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$266,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$266,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$236,328,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$227,983,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,584,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$28,342,358
Employer contributions (assets) at end of year2018-12-31$2,757,672
Employer contributions (assets) at beginning of year2018-12-31$2,711,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,386,151
Contract administrator fees2018-12-31$153,132
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$210,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$214,619
Total income from all sources (including contributions)2017-12-31$54,369,649
Total of all expenses incurred2017-12-31$21,959,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$21,478,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,738,421
Value of total assets at end of year2017-12-31$339,879,948
Value of total assets at beginning of year2017-12-31$307,473,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$480,568
Total interest from all sources2017-12-31$8,266,384
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$18,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$18,486
Administrative expenses professional fees incurred2017-12-31$91,643
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$15,622,468
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$14,861,087
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$494,510
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$50,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$57,977
Other income not declared elsewhere2017-12-31$59,624
Administrative expenses (other) incurred2017-12-31$202,421
Liabilities. Value of operating payables at end of year2017-12-31$210,445
Liabilities. Value of operating payables at beginning of year2017-12-31$214,619
Total non interest bearing cash at end of year2017-12-31$273,388
Total non interest bearing cash at beginning of year2017-12-31$65,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$32,410,507
Value of net assets at end of year (total assets less liabilities)2017-12-31$339,669,503
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$307,258,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$29,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$92,972,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$66,333,045
Interest earned on other investments2017-12-31$8,264,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$266,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$633,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$633,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$227,983,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$222,980,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,286,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,243,911
Employer contributions (assets) at end of year2017-12-31$2,711,522
Employer contributions (assets) at beginning of year2017-12-31$2,542,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$21,478,574
Contract administrator fees2017-12-31$157,504
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$214,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$245,410
Total income from all sources (including contributions)2016-12-31$42,904,413
Total of all expenses incurred2016-12-31$23,178,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$22,795,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$27,307,184
Value of total assets at end of year2016-12-31$307,473,615
Value of total assets at beginning of year2016-12-31$287,778,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$382,953
Total interest from all sources2016-12-31$8,856,292
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$16,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$16,582
Administrative expenses professional fees incurred2016-12-31$129,128
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$14,861,087
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$11,367,898
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$300,076
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$57,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$66,030
Other income not declared elsewhere2016-12-31$329,373
Administrative expenses (other) incurred2016-12-31$225,825
Liabilities. Value of operating payables at end of year2016-12-31$214,619
Liabilities. Value of operating payables at beginning of year2016-12-31$245,410
Total non interest bearing cash at end of year2016-12-31$65,390
Total non interest bearing cash at beginning of year2016-12-31$221,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$19,725,721
Value of net assets at end of year (total assets less liabilities)2016-12-31$307,258,996
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$287,533,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$28,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$66,333,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,706,973
Interest earned on other investments2016-12-31$8,855,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$633,945
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$209,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$209,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$949
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$222,980,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$212,861,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,394,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$27,007,108
Employer contributions (assets) at end of year2016-12-31$2,542,053
Employer contributions (assets) at beginning of year2016-12-31$2,345,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$22,795,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$245,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$83,642
Total income from all sources (including contributions)2015-12-31$35,081,412
Total of all expenses incurred2015-12-31$20,593,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$20,244,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$27,051,931
Value of total assets at end of year2015-12-31$287,778,685
Value of total assets at beginning of year2015-12-31$273,129,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$349,141
Total interest from all sources2015-12-31$8,060,350
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$16,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$16,694
Administrative expenses professional fees incurred2015-12-31$108,470
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$11,367,898
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,828,528
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$181,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$66,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$133,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$6,348
Other income not declared elsewhere2015-12-31$300,718
Administrative expenses (other) incurred2015-12-31$212,671
Liabilities. Value of operating payables at end of year2015-12-31$245,410
Liabilities. Value of operating payables at beginning of year2015-12-31$77,294
Total non interest bearing cash at end of year2015-12-31$221,981
Total non interest bearing cash at beginning of year2015-12-31$98,076
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$14,487,907
Value of net assets at end of year (total assets less liabilities)2015-12-31$287,533,275
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$273,045,368
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$28,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$60,706,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$750,411
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$57,737,426
Interest earned on other investments2015-12-31$8,060,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$209,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$369,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$369,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$168
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$212,861,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$203,028,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-348,281
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$26,870,903
Employer contributions (assets) at end of year2015-12-31$2,345,242
Employer contributions (assets) at beginning of year2015-12-31$2,182,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$20,244,364
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
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$83,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,517
Total income from all sources (including contributions)2014-12-31$31,668,398
Total of all expenses incurred2014-12-31$21,121,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,780,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,481,741
Value of total assets at end of year2014-12-31$273,129,010
Value of total assets at beginning of year2014-12-31$262,516,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$340,999
Total interest from all sources2014-12-31$6,957,008
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,521
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$10,521
Administrative expenses professional fees incurred2014-12-31$122,955
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,828,528
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$8,524,026
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,026
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$133,829
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$91,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,348
Other income not declared elsewhere2014-12-31$547,329
Administrative expenses (other) incurred2014-12-31$191,544
Liabilities. Value of operating payables at end of year2014-12-31$77,294
Liabilities. Value of operating payables at beginning of year2014-12-31$17,517
Total non interest bearing cash at end of year2014-12-31$98,076
Total non interest bearing cash at beginning of year2014-12-31$58,215
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$10,546,407
Value of net assets at end of year (total assets less liabilities)2014-12-31$273,045,368
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$262,498,961
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$26,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$750,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$739,173
Value of interest in pooled separate accounts at end of year2014-12-31$57,737,426
Value of interest in pooled separate accounts at beginning of year2014-12-31$48,862,688
Interest earned on other investments2014-12-31$6,956,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$369,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$139,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$139,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$203,028,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$202,597,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,239
Net investment gain/loss from pooled separate accounts2014-12-31$3,660,560
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$20,474,715
Employer contributions (assets) at end of year2014-12-31$2,182,988
Employer contributions (assets) at beginning of year2014-12-31$1,504,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,780,992
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
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 name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,610
Total income from all sources (including contributions)2013-12-31$34,929,391
Total of all expenses incurred2013-12-31$24,226,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,917,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,572,725
Value of total assets at end of year2013-12-31$262,516,478
Value of total assets at beginning of year2013-12-31$251,802,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$308,812
Total interest from all sources2013-12-31$7,809,999
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$8,213
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$8,213
Administrative expenses professional fees incurred2013-12-31$102,625
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$8,524,026
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$179,351
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$150,777
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$91,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$109,897
Other income not declared elsewhere2013-12-31$379,460
Administrative expenses (other) incurred2013-12-31$180,849
Liabilities. Value of operating payables at end of year2013-12-31$17,517
Liabilities. Value of operating payables at beginning of year2013-12-31$6,610
Total non interest bearing cash at end of year2013-12-31$58,215
Total non interest bearing cash at beginning of year2013-12-31$-4,656
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$10,703,339
Value of net assets at end of year (total assets less liabilities)2013-12-31$262,498,961
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$251,795,622
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$25,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$739,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$604,523
Value of interest in pooled separate accounts at end of year2013-12-31$48,862,688
Value of interest in pooled separate accounts at beginning of year2013-12-31$46,130,069
Interest earned on other investments2013-12-31$7,809,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$139,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$28,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$28,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$202,597,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$203,187,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,913
Net investment gain/loss from pooled separate accounts2013-12-31$11,145,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$15,421,948
Employer contributions (assets) at end of year2013-12-31$1,504,105
Employer contributions (assets) at beginning of year2013-12-31$1,567,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,917,240
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
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,301
Total income from all sources (including contributions)2012-12-31$33,236,148
Total of all expenses incurred2012-12-31$19,553,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,236,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,490,068
Value of total assets at end of year2012-12-31$251,802,232
Value of total assets at beginning of year2012-12-31$238,140,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$317,179
Total interest from all sources2012-12-31$9,313,142
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$111,172
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$179,351
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,267,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$109,897
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$747,870
Other income not declared elsewhere2012-12-31$383,296
Administrative expenses (other) incurred2012-12-31$181,007
Liabilities. Value of operating payables at end of year2012-12-31$6,610
Liabilities. Value of operating payables at beginning of year2012-12-31$27,301
Total non interest bearing cash at end of year2012-12-31$-4,656
Total non interest bearing cash at beginning of year2012-12-31$184,401
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$13,682,471
Value of net assets at end of year (total assets less liabilities)2012-12-31$251,795,622
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$238,113,151
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$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$604,523
Value of interest in pooled separate accounts at end of year2012-12-31$46,130,069
Value of interest in pooled separate accounts at beginning of year2012-12-31$40,083,853
Interest earned on other investments2012-12-31$9,306,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$28,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,236,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,236,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$203,187,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$192,642,020
Net investment gain/loss from pooled separate accounts2012-12-31$6,049,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$16,222,503
Employer contributions (assets) at end of year2012-12-31$1,567,386
Employer contributions (assets) at beginning of year2012-12-31$2,246,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,236,498
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
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$5,683,543
Total unrealized appreciation/depreciation of assets2011-12-31$5,683,543
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,102
Total income from all sources (including contributions)2011-12-31$30,579,313
Total of all expenses incurred2011-12-31$21,377,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$20,997,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,235,527
Value of total assets at end of year2011-12-31$258,224,233
Value of total assets at beginning of year2011-12-31$249,014,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$380,943
Total interest from all sources2011-12-31$8,649,842
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$115,026
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$172,820
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$747,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$108,953
Other income not declared elsewhere2011-12-31$340,237
Administrative expenses (other) incurred2011-12-31$240,917
Liabilities. Value of operating payables at end of year2011-12-31$27,301
Liabilities. Value of operating payables at beginning of year2011-12-31$19,102
Total non interest bearing cash at end of year2011-12-31$184,401
Total non interest bearing cash at beginning of year2011-12-31$62,116
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$9,201,345
Value of net assets at end of year (total assets less liabilities)2011-12-31$258,196,932
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$248,995,587
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$25,000
Value of interest in pooled separate accounts at end of year2011-12-31$40,083,853
Value of interest in pooled separate accounts at beginning of year2011-12-31$43,610,049
Interest earned on other investments2011-12-31$8,647,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,236,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,185,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,185,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,020
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$212,725,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$201,592,438
Net investment gain/loss from pooled separate accounts2011-12-31$-329,836
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$16,062,707
Employer contributions (assets) at end of year2011-12-31$2,246,265
Employer contributions (assets) at beginning of year2011-12-31$1,455,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$20,997,025
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,278,770
Total unrealized appreciation/depreciation of assets2010-12-31$5,278,770
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$97,857
Total income from all sources (including contributions)2010-12-31$32,404,133
Total loss/gain on sale of assets2010-12-31$785,234
Total of all expenses incurred2010-12-31$29,472,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$29,078,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,631,912
Value of total assets at end of year2010-12-31$249,014,689
Value of total assets at beginning of year2010-12-31$246,161,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$394,383
Total interest from all sources2010-12-31$8,490,413
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$174,340
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$258,428
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$108,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,022,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$73,196
Other income not declared elsewhere2010-12-31$292,453
Administrative expenses (other) incurred2010-12-31$195,043
Liabilities. Value of operating payables at end of year2010-12-31$19,102
Liabilities. Value of operating payables at beginning of year2010-12-31$24,661
Total non interest bearing cash at end of year2010-12-31$62,116
Total non interest bearing cash at beginning of year2010-12-31$104,113
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$2,931,697
Value of net assets at end of year (total assets less liabilities)2010-12-31$248,995,587
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$246,063,890
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$25,000
Value of interest in pooled separate accounts at end of year2010-12-31$43,610,049
Value of interest in pooled separate accounts at beginning of year2010-12-31$39,810,816
Interest earned on other investments2010-12-31$8,487,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,185,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,218,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,218,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$201,592,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$202,998,805
Net investment gain/loss from pooled separate accounts2010-12-31$4,925,351
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$12,373,484
Employer contributions (assets) at end of year2010-12-31$1,455,266
Employer contributions (assets) at beginning of year2010-12-31$1,006,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$29,078,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Aggregate proceeds on sale of assets2010-12-31$9,020,954
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,235,720
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 name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599

Form 5500 Responses for STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN

2022: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STRUCTURAL IRON WORKERS LOCAL #1 ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51425-1
Policy instance 1
Insurance contract or identification numberSF 51425-1
Number of Individuals Covered3560
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51425-1
Policy instance 1
Insurance contract or identification numberSF 51425-1
Number of Individuals Covered3554
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51425
Policy instance 1
Insurance contract or identification numberSF 51425
Number of Individuals Covered3614
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51425
Policy instance 1
Insurance contract or identification numberSF 51425
Number of Individuals Covered3583
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51425
Policy instance 1
Insurance contract or identification numberSF 51425
Number of Individuals Covered3577
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51425
Policy instance 1
Insurance contract or identification numberSF 51425
Number of Individuals Covered3612
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51425
Policy instance 1
Insurance contract or identification numberSF 51425
Number of Individuals Covered3624
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51425
Policy instance 1
Insurance contract or identification numberSF 51425
Number of Individuals Covered3544
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51425
Policy instance 1
Insurance contract or identification numberSF 51425
Number of Individuals Covered3647
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51425
Policy instance 1
Insurance contract or identification numberSF 51425
Number of Individuals Covered3766
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51425
Policy instance 1
Insurance contract or identification numberSF 51425
Number of Individuals Covered3870
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51425
Policy instance 1
Insurance contract or identification numberSF 51425
Number of Individuals Covered3971
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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