IRON RANGE PLUMBERS & FITTERS LOCAL 589 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN
401k plan membership statisitcs for IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN
Measure | Date | Value |
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2023: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2023 401k membership |
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Current value of assets | 2023-04-30 | 31,280,060 |
Acturial value of assets for funding standard account | 2023-04-30 | 32,464,455 |
Accrued liability for plan using immediate gains methods | 2023-04-30 | 30,550,075 |
Accrued liability under unit credit cost method | 2023-04-30 | 30,550,075 |
RPA 94 current liability | 2023-04-30 | 60,221,789 |
Expected increase in current liability due to benefits accruing during the plan year | 2023-04-30 | 2,148,543 |
Expected release from RPA 94 current liability for plan year | 2023-04-30 | 1,932,663 |
Expected plan disbursements for the plan year | 2023-04-30 | 1,951,023 |
Current value of assets | 2023-04-30 | 31,280,060 |
Number of retired participants and beneficiaries receiving payment | 2023-04-30 | 111 |
Current liability for retired participants and beneficiaries receiving payment | 2023-04-30 | 27,667,992 |
Number of terminated vested participants | 2023-04-30 | 30 |
Current liability for terminated vested participants | 2023-04-30 | 6,155,317 |
Current liability for active participants non vested benefits | 2023-04-30 | 906,238 |
Current liability for active participants vested benefits | 2023-04-30 | 25,492,242 |
Total number of active articipats | 2023-04-30 | 146 |
Current liability for active participants | 2023-04-30 | 26,398,480 |
Total participant count with liabilities | 2023-04-30 | 287 |
Total current liabilitoes for participants with libailities | 2023-04-30 | 60,221,789 |
Total employer contributions in plan year | 2023-04-30 | 1,760,301 |
Employer’s normal cost for plan year as of valuation date | 2023-04-30 | 835,046 |
Prior year credit balance | 2023-04-30 | 5,868,559 |
Amortization credits as of valuation date | 2023-04-30 | 1,269,109 |
2022: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-05-01 | 285 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 151 |
Number of retired or separated participants receiving benefits | 2022-05-01 | 113 |
Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 31 |
Total of all active and inactive participants | 2022-05-01 | 295 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-05-01 | 0 |
Total participants | 2022-05-01 | 295 |
Number of employers contributing to the scheme | 2022-05-01 | 29 |
Current value of assets | 2022-04-30 | 33,918,909 |
Acturial value of assets for funding standard account | 2022-04-30 | 30,950,211 |
Accrued liability for plan using immediate gains methods | 2022-04-30 | 29,625,967 |
Accrued liability under unit credit cost method | 2022-04-30 | 29,625,967 |
RPA 94 current liability | 2022-04-30 | 57,460,695 |
Expected increase in current liability due to benefits accruing during the plan year | 2022-04-30 | 1,634,337 |
Expected release from RPA 94 current liability for plan year | 2022-04-30 | 1,886,479 |
Expected plan disbursements for the plan year | 2022-04-30 | 1,905,438 |
Current value of assets | 2022-04-30 | 33,918,909 |
Number of retired participants and beneficiaries receiving payment | 2022-04-30 | 109 |
Current liability for retired participants and beneficiaries receiving payment | 2022-04-30 | 26,307,693 |
Number of terminated vested participants | 2022-04-30 | 33 |
Current liability for terminated vested participants | 2022-04-30 | 6,623,232 |
Current liability for active participants non vested benefits | 2022-04-30 | 787,713 |
Current liability for active participants vested benefits | 2022-04-30 | 23,742,057 |
Total number of active articipats | 2022-04-30 | 143 |
Current liability for active participants | 2022-04-30 | 24,529,770 |
Total participant count with liabilities | 2022-04-30 | 285 |
Total current liabilitoes for participants with libailities | 2022-04-30 | 57,460,695 |
Total employer contributions in plan year | 2022-04-30 | 1,819,400 |
Employer’s normal cost for plan year as of valuation date | 2022-04-30 | 681,125 |
Prior year credit balance | 2022-04-30 | 4,944,767 |
Amortization credits as of valuation date | 2022-04-30 | 1,468,331 |
2021: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-05-01 | 289 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 143 |
Number of retired or separated participants receiving benefits | 2021-05-01 | 109 |
Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 33 |
Total of all active and inactive participants | 2021-05-01 | 285 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-05-01 | 0 |
Total participants | 2021-05-01 | 285 |
Number of employers contributing to the scheme | 2021-05-01 | 26 |
Current value of assets | 2021-04-30 | 26,713,599 |
Acturial value of assets for funding standard account | 2021-04-30 | 28,484,865 |
Accrued liability for plan using immediate gains methods | 2021-04-30 | 27,881,187 |
Accrued liability under unit credit cost method | 2021-04-30 | 27,881,187 |
RPA 94 current liability | 2021-04-30 | 50,315,968 |
Expected increase in current liability due to benefits accruing during the plan year | 2021-04-30 | 1,350,908 |
Expected release from RPA 94 current liability for plan year | 2021-04-30 | 1,837,706 |
Expected plan disbursements for the plan year | 2021-04-30 | 1,863,250 |
Current value of assets | 2021-04-30 | 26,713,599 |
Number of retired participants and beneficiaries receiving payment | 2021-04-30 | 106 |
Current liability for retired participants and beneficiaries receiving payment | 2021-04-30 | 23,847,615 |
Number of terminated vested participants | 2021-04-30 | 26 |
Current liability for terminated vested participants | 2021-04-30 | 4,493,349 |
Current liability for active participants non vested benefits | 2021-04-30 | 561,013 |
Current liability for active participants vested benefits | 2021-04-30 | 21,413,991 |
Total number of active articipats | 2021-04-30 | 146 |
Current liability for active participants | 2021-04-30 | 21,975,004 |
Total participant count with liabilities | 2021-04-30 | 278 |
Total current liabilitoes for participants with libailities | 2021-04-30 | 50,315,968 |
Total employer contributions in plan year | 2021-04-30 | 1,530,339 |
Employer’s normal cost for plan year as of valuation date | 2021-04-30 | 644,116 |
Prior year credit balance | 2021-04-30 | 4,338,105 |
Amortization credits as of valuation date | 2021-04-30 | 1,309,562 |
2020: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-05-01 | 289 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 146 |
Number of retired or separated participants receiving benefits | 2020-05-01 | 108 |
Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 35 |
Total of all active and inactive participants | 2020-05-01 | 289 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-05-01 | 0 |
Total participants | 2020-05-01 | 289 |
Number of employers contributing to the scheme | 2020-05-01 | 44 |
Current value of assets | 2020-04-30 | 27,997,557 |
Acturial value of assets for funding standard account | 2020-04-30 | 28,173,642 |
Accrued liability for plan using immediate gains methods | 2020-04-30 | 27,533,337 |
Accrued liability under unit credit cost method | 2020-04-30 | 27,553,337 |
RPA 94 current liability | 2020-04-30 | 47,501,290 |
Expected increase in current liability due to benefits accruing during the plan year | 2020-04-30 | 1,255,272 |
Expected release from RPA 94 current liability for plan year | 2020-04-30 | 1,743,880 |
Expected plan disbursements for the plan year | 2020-04-30 | 1,770,823 |
Current value of assets | 2020-04-30 | 27,997,557 |
Number of retired participants and beneficiaries receiving payment | 2020-04-30 | 109 |
Current liability for retired participants and beneficiaries receiving payment | 2020-04-30 | 21,766,234 |
Number of terminated vested participants | 2020-04-30 | 33 |
Current liability for terminated vested participants | 2020-04-30 | 3,951,027 |
Current liability for active participants non vested benefits | 2020-04-30 | 1,205,662 |
Current liability for active participants vested benefits | 2020-04-30 | 20,578,367 |
Total number of active articipats | 2020-04-30 | 150 |
Current liability for active participants | 2020-04-30 | 21,784,029 |
Total participant count with liabilities | 2020-04-30 | 292 |
Total current liabilitoes for participants with libailities | 2020-04-30 | 47,501,290 |
Total employer contributions in plan year | 2020-04-30 | 1,463,928 |
Employer’s normal cost for plan year as of valuation date | 2020-04-30 | 647,101 |
Prior year credit balance | 2020-04-30 | 3,789,655 |
Amortization credits as of valuation date | 2020-04-30 | 1,393,017 |
2019: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-05-01 | 285 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 152 |
Number of retired or separated participants receiving benefits | 2019-05-01 | 107 |
Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 33 |
Total of all active and inactive participants | 2019-05-01 | 292 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-05-01 | 0 |
Total participants | 2019-05-01 | 292 |
Number of employers contributing to the scheme | 2019-05-01 | 34 |
Current value of assets | 2019-04-30 | 26,646,657 |
Acturial value of assets for funding standard account | 2019-04-30 | 26,067,638 |
Accrued liability for plan using immediate gains methods | 2019-04-30 | 31,947,997 |
Accrued liability under unit credit cost method | 2019-04-30 | 29,084,923 |
RPA 94 current liability | 2019-04-30 | 49,227,418 |
Expected increase in current liability due to benefits accruing during the plan year | 2019-04-30 | 1,343,327 |
Expected plan disbursements for the plan year | 2019-04-30 | 1,735,756 |
Current value of assets | 2019-04-30 | 26,646,657 |
Number of retired participants and beneficiaries receiving payment | 2019-04-30 | 101 |
Current liability for retired participants and beneficiaries receiving payment | 2019-04-30 | 20,872,078 |
Number of terminated vested participants | 2019-04-30 | 42 |
Current liability for terminated vested participants | 2019-04-30 | 4,303,027 |
Current liability for active participants non vested benefits | 2019-04-30 | 1,347,059 |
Current liability for active participants vested benefits | 2019-04-30 | 22,705,254 |
Total number of active articipats | 2019-04-30 | 142 |
Current liability for active participants | 2019-04-30 | 24,052,313 |
Total participant count with liabilities | 2019-04-30 | 285 |
Total current liabilitoes for participants with libailities | 2019-04-30 | 49,227,418 |
Total employer contributions in plan year | 2019-04-30 | 1,516,927 |
Employer’s normal cost for plan year as of valuation date | 2019-04-30 | 356,489 |
Prior year credit balance | 2019-04-30 | 3,466,326 |
Amortization credits as of valuation date | 2019-04-30 | 916,134 |
2018: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-05-01 | 285 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 151 |
Number of retired or separated participants receiving benefits | 2018-05-01 | 110 |
Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 24 |
Total of all active and inactive participants | 2018-05-01 | 285 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-05-01 | 0 |
Total participants | 2018-05-01 | 285 |
Number of employers contributing to the scheme | 2018-05-01 | 28 |
Current value of assets | 2018-04-30 | 25,089,515 |
Acturial value of assets for funding standard account | 2018-04-30 | 24,760,359 |
Accrued liability for plan using immediate gains methods | 2018-04-30 | 27,265,936 |
Accrued liability under unit credit cost method | 2018-04-30 | 24,868,379 |
RPA 94 current liability | 2018-04-30 | 40,747,088 |
Expected increase in current liability due to benefits accruing during the plan year | 2018-04-30 | 1,132,414 |
Expected plan disbursements for the plan year | 2018-04-30 | 1,589,074 |
Current value of assets | 2018-04-30 | 25,089,515 |
Number of retired participants and beneficiaries receiving payment | 2018-04-30 | 97 |
Current liability for retired participants and beneficiaries receiving payment | 2018-04-30 | 18,571,265 |
Number of terminated vested participants | 2018-04-30 | 32 |
Current liability for terminated vested participants | 2018-04-30 | 2,776,998 |
Current liability for active participants non vested benefits | 2018-04-30 | 950,505 |
Current liability for active participants vested benefits | 2018-04-30 | 18,448,320 |
Total number of active articipats | 2018-04-30 | 155 |
Current liability for active participants | 2018-04-30 | 19,398,825 |
Total participant count with liabilities | 2018-04-30 | 284 |
Total current liabilitoes for participants with libailities | 2018-04-30 | 40,747,088 |
Total employer contributions in plan year | 2018-04-30 | 1,137,050 |
Employer’s normal cost for plan year as of valuation date | 2018-04-30 | 317,542 |
Prior year credit balance | 2018-04-30 | 3,353,542 |
Amortization credits as of valuation date | 2018-04-30 | 848,814 |
2017: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-05-01 | 284 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 142 |
Number of retired or separated participants receiving benefits | 2017-05-01 | 101 |
Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 42 |
Total of all active and inactive participants | 2017-05-01 | 285 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-05-01 | 0 |
Total participants | 2017-05-01 | 285 |
Number of employers contributing to the scheme | 2017-05-01 | 28 |
Current value of assets | 2017-04-30 | 22,833,059 |
Acturial value of assets for funding standard account | 2017-04-30 | 23,727,604 |
Accrued liability for plan using immediate gains methods | 2017-04-30 | 25,695,370 |
Accrued liability under unit credit cost method | 2017-04-30 | 23,667,377 |
RPA 94 current liability | 2017-04-30 | 37,556,755 |
Expected increase in current liability due to benefits accruing during the plan year | 2017-04-30 | 978,623 |
Expected plan disbursements for the plan year | 2017-04-30 | 1,519,596 |
Current value of assets | 2017-04-30 | 22,833,059 |
Number of retired participants and beneficiaries receiving payment | 2017-04-30 | 96 |
Current liability for retired participants and beneficiaries receiving payment | 2017-04-30 | 17,951,311 |
Number of terminated vested participants | 2017-04-30 | 26 |
Current liability for terminated vested participants | 2017-04-30 | 2,413,026 |
Current liability for active participants non vested benefits | 2017-04-30 | 866,180 |
Current liability for active participants vested benefits | 2017-04-30 | 16,326,238 |
Total number of active articipats | 2017-04-30 | 165 |
Current liability for active participants | 2017-04-30 | 17,192,418 |
Total participant count with liabilities | 2017-04-30 | 287 |
Total current liabilitoes for participants with libailities | 2017-04-30 | 37,556,755 |
Total employer contributions in plan year | 2017-04-30 | 1,346,840 |
Employer’s normal cost for plan year as of valuation date | 2017-04-30 | 307,317 |
Prior year credit balance | 2017-04-30 | 3,040,945 |
Amortization credits as of valuation date | 2017-04-30 | 848,814 |
2016: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-05-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 155 |
Number of retired or separated participants receiving benefits | 2016-05-01 | 97 |
Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 32 |
Total of all active and inactive participants | 2016-05-01 | 284 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-05-01 | 0 |
Total participants | 2016-05-01 | 284 |
Number of employers contributing to the scheme | 2016-05-01 | 29 |
Current value of assets | 2016-04-30 | 22,484,629 |
Acturial value of assets for funding standard account | 2016-04-30 | 22,742,498 |
Accrued liability for plan using immediate gains methods | 2016-04-30 | 25,250,241 |
Accrued liability under unit credit cost method | 2016-04-30 | 23,337,054 |
RPA 94 current liability | 2016-04-30 | 36,394,003 |
Expected increase in current liability due to benefits accruing during the plan year | 2016-04-30 | 949,092 |
Expected plan disbursements for the plan year | 2016-04-30 | 1,466,385 |
Current value of assets | 2016-04-30 | 22,742,498 |
Number of retired participants and beneficiaries receiving payment | 2016-04-30 | 96 |
Current liability for retired participants and beneficiaries receiving payment | 2016-04-30 | 16,869,938 |
Number of terminated vested participants | 2016-04-30 | 31 |
Current liability for terminated vested participants | 2016-04-30 | 2,480,326 |
Current liability for active participants non vested benefits | 2016-04-30 | 696,569 |
Current liability for active participants vested benefits | 2016-04-30 | 16,347,170 |
Total number of active articipats | 2016-04-30 | 164 |
Current liability for active participants | 2016-04-30 | 17,043,739 |
Total participant count with liabilities | 2016-04-30 | 291 |
Total current liabilitoes for participants with libailities | 2016-04-30 | 36,394,003 |
Total employer contributions in plan year | 2016-04-30 | 1,210,213 |
Total employee contributions in plan year | 2016-04-30 | 0 |
Prior year funding deficiency | 2016-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2016-04-30 | 300,259 |
Prior year credit balance | 2016-04-30 | 3,004,336 |
Amortization credits as of valuation date | 2016-04-30 | 855,145 |
2015: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-05-01 | 291 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 165 |
Number of retired or separated participants receiving benefits | 2015-05-01 | 96 |
Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 26 |
Total of all active and inactive participants | 2015-05-01 | 287 |
Total participants | 2015-05-01 | 287 |
Number of employers contributing to the scheme | 2015-05-01 | 41 |
Current value of assets | 2015-04-30 | 21,663,241 |
Acturial value of assets for funding standard account | 2015-04-30 | 20,910,707 |
Accrued liability for plan using immediate gains methods | 2015-04-30 | 23,147,591 |
Accrued liability under unit credit cost method | 2015-04-30 | 21,420,143 |
RPA 94 current liability | 2015-04-30 | 34,317,179 |
Expected increase in current liability due to benefits accruing during the plan year | 2015-04-30 | 874,858 |
Expected plan disbursements for the plan year | 2015-04-30 | 1,386,289 |
Current value of assets | 2015-04-30 | 20,910,707 |
Number of retired participants and beneficiaries receiving payment | 2015-04-30 | 97 |
Current liability for retired participants and beneficiaries receiving payment | 2015-04-30 | 15,799,926 |
Number of terminated vested participants | 2015-04-30 | 29 |
Current liability for terminated vested participants | 2015-04-30 | 2,485,968 |
Current liability for active participants non vested benefits | 2015-04-30 | 633,839 |
Current liability for active participants vested benefits | 2015-04-30 | 15,397,446 |
Total number of active articipats | 2015-04-30 | 155 |
Current liability for active participants | 2015-04-30 | 16,031,285 |
Total participant count with liabilities | 2015-04-30 | 281 |
Total current liabilitoes for participants with libailities | 2015-04-30 | 34,317,179 |
Total employer contributions in plan year | 2015-04-30 | 1,519,684 |
Total employee contributions in plan year | 2015-04-30 | 0 |
Prior year funding deficiency | 2015-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2015-04-30 | 268,858 |
Prior year credit balance | 2015-04-30 | 2,378,539 |
Amortization credits as of valuation date | 2015-04-30 | 986,504 |
2014: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-05-01 | 281 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 164 |
Number of retired or separated participants receiving benefits | 2014-05-01 | 96 |
Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 31 |
Total of all active and inactive participants | 2014-05-01 | 291 |
Total participants | 2014-05-01 | 291 |
Number of employers contributing to the scheme | 2014-05-01 | 41 |
Current value of assets | 2014-04-30 | 19,760,056 |
Acturial value of assets for funding standard account | 2014-04-30 | 19,531,470 |
Accrued liability for plan using immediate gains methods | 2014-04-30 | 22,232,655 |
Accrued liability under unit credit cost method | 2014-04-30 | 20,882,216 |
RPA 94 current liability | 2014-04-30 | 33,082,683 |
Expected increase in current liability due to benefits accruing during the plan year | 2014-04-30 | 729,507 |
Expected plan disbursements for the plan year | 2014-04-30 | 1,390,770 |
Current value of assets | 2014-04-30 | 19,531,470 |
Number of retired participants and beneficiaries receiving payment | 2014-04-30 | 95 |
Current liability for retired participants and beneficiaries receiving payment | 2014-04-30 | 15,442,314 |
Number of terminated vested participants | 2014-04-30 | 22 |
Current liability for terminated vested participants | 2014-04-30 | 1,978,093 |
Current liability for active participants non vested benefits | 2014-04-30 | 569,956 |
Current liability for active participants vested benefits | 2014-04-30 | 15,092,320 |
Total number of active articipats | 2014-04-30 | 164 |
Current liability for active participants | 2014-04-30 | 15,662,276 |
Total participant count with liabilities | 2014-04-30 | 281 |
Total current liabilitoes for participants with libailities | 2014-04-30 | 33,082,683 |
Total employer contributions in plan year | 2014-04-30 | 1,116,583 |
Total employee contributions in plan year | 2014-04-30 | 0 |
Prior year funding deficiency | 2014-04-30 | 0 |
Employer’s normal cost for plan year as of valuation date | 2014-04-30 | 252,469 |
Prior year credit balance | 2014-04-30 | 2,100,979 |
Amortization credits as of valuation date | 2014-04-30 | 1,043,179 |
2013: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-05-01 | 281 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 155 |
Number of retired or separated participants receiving benefits | 2013-05-01 | 97 |
Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 29 |
Total of all active and inactive participants | 2013-05-01 | 281 |
Total participants | 2013-05-01 | 281 |
Number of employers contributing to the scheme | 2013-05-01 | 38 |
2012: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-05-01 | 264 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 164 |
Number of retired or separated participants receiving benefits | 2012-05-01 | 95 |
Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 22 |
Total of all active and inactive participants | 2012-05-01 | 281 |
Total participants | 2012-05-01 | 281 |
Number of employers contributing to the scheme | 2012-05-01 | 38 |
2011: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-05-01 | 260 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 151 |
Number of retired or separated participants receiving benefits | 2011-05-01 | 92 |
Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 21 |
Total of all active and inactive participants | 2011-05-01 | 264 |
Total participants | 2011-05-01 | 264 |
Number of employers contributing to the scheme | 2011-05-01 | 37 |
2010: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-05-01 | 264 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 147 |
Number of retired or separated participants receiving benefits | 2010-05-01 | 94 |
Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 19 |
Total of all active and inactive participants | 2010-05-01 | 260 |
Total participants | 2010-05-01 | 260 |
Number of employers contributing to the scheme | 2010-05-01 | 29 |
2009: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-05-01 | 259 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 119 |
Number of retired or separated participants receiving benefits | 2009-05-01 | 92 |
Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 20 |
Total of all active and inactive participants | 2009-05-01 | 231 |
Total participants | 2009-05-01 | 231 |
Number of employers contributing to the scheme | 2009-05-01 | 29 |
Measure | Date | Value |
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2023 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2023 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $26,603 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $88,046 |
Total income from all sources (including contributions) | 2023-04-30 | $2,632,884 |
Total of all expenses incurred | 2023-04-30 | $2,031,605 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-30 | $1,760,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-30 | $1,760,301 |
Value of total assets at end of year | 2023-04-30 | $31,907,942 |
Value of total assets at beginning of year | 2023-04-30 | $31,368,106 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-30 | $271,171 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-04-30 | $679,226 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-04-30 | $679,226 |
Administrative expenses professional fees incurred | 2023-04-30 | $25,025 |
Was this plan covered by a fidelity bond | 2023-04-30 | Yes |
Value of fidelity bond cover | 2023-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-04-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-04-30 | $39,741 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-04-30 | $45,047 |
Other income not declared elsewhere | 2023-04-30 | $1,133 |
Administrative expenses (other) incurred | 2023-04-30 | $51,996 |
Liabilities. Value of operating payables at end of year | 2023-04-30 | $26,603 |
Liabilities. Value of operating payables at beginning of year | 2023-04-30 | $88,046 |
Total non interest bearing cash at end of year | 2023-04-30 | $175,966 |
Total non interest bearing cash at beginning of year | 2023-04-30 | $147,496 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
Value of net income/loss | 2023-04-30 | $601,279 |
Value of net assets at end of year (total assets less liabilities) | 2023-04-30 | $31,881,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-04-30 | $31,280,060 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-04-30 | No |
Investment advisory and management fees | 2023-04-30 | $116,050 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-04-30 | $31,513,553 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-04-30 | $30,909,001 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-04-30 | $192,224 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2023-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-04-30 | No |
Contributions received in cash from employer | 2023-04-30 | $1,760,301 |
Employer contributions (assets) at end of year | 2023-04-30 | $178,682 |
Employer contributions (assets) at beginning of year | 2023-04-30 | $266,562 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-04-30 | $1,760,434 |
Contract administrator fees | 2023-04-30 | $78,100 |
Did the plan have assets held for investment | 2023-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-04-30 | Unqualified |
Accountancy firm name | 2023-04-30 | BAUMAN ASSOCIATES, LTD |
Accountancy firm EIN | 2023-04-30 | 391277627 |
2022 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2022 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $88,046 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $105,863 |
Total income from all sources (including contributions) | 2022-04-30 | $-464,377 |
Total of all expenses incurred | 2022-04-30 | $2,174,472 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-30 | $1,883,781 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-30 | $1,819,399 |
Value of total assets at end of year | 2022-04-30 | $31,368,106 |
Value of total assets at beginning of year | 2022-04-30 | $34,024,772 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-30 | $290,691 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-04-30 | $663,906 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-04-30 | $663,906 |
Administrative expenses professional fees incurred | 2022-04-30 | $32,863 |
Was this plan covered by a fidelity bond | 2022-04-30 | Yes |
Value of fidelity bond cover | 2022-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-04-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-04-30 | $45,047 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-04-30 | $22,554 |
Other income not declared elsewhere | 2022-04-30 | $600 |
Administrative expenses (other) incurred | 2022-04-30 | $54,075 |
Liabilities. Value of operating payables at end of year | 2022-04-30 | $88,046 |
Liabilities. Value of operating payables at beginning of year | 2022-04-30 | $105,863 |
Total non interest bearing cash at end of year | 2022-04-30 | $147,496 |
Total non interest bearing cash at beginning of year | 2022-04-30 | $231,911 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
Value of net income/loss | 2022-04-30 | $-2,638,849 |
Value of net assets at end of year (total assets less liabilities) | 2022-04-30 | $31,280,060 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-04-30 | $33,918,909 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-04-30 | No |
Investment advisory and management fees | 2022-04-30 | $128,553 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-04-30 | $30,909,001 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-04-30 | $33,472,469 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-04-30 | $-2,948,282 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-04-30 | No |
Contributions received in cash from employer | 2022-04-30 | $1,819,399 |
Employer contributions (assets) at end of year | 2022-04-30 | $266,562 |
Employer contributions (assets) at beginning of year | 2022-04-30 | $297,838 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-04-30 | $1,883,781 |
Contract administrator fees | 2022-04-30 | $75,200 |
Did the plan have assets held for investment | 2022-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-04-30 | Unqualified |
Accountancy firm name | 2022-04-30 | BAUMAN ASSOCIATES, LTD |
Accountancy firm EIN | 2022-04-30 | 391277627 |
2021 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2021 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $105,863 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $9,772 |
Total income from all sources (including contributions) | 2021-04-30 | $9,180,780 |
Total of all expenses incurred | 2021-04-30 | $1,975,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-04-30 | $1,705,816 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-04-30 | $1,530,339 |
Value of total assets at end of year | 2021-04-30 | $34,024,772 |
Value of total assets at beginning of year | 2021-04-30 | $26,723,371 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-04-30 | $269,654 |
Total interest from all sources | 2021-04-30 | $6 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-04-30 | $554,736 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-04-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-04-30 | $554,736 |
Administrative expenses professional fees incurred | 2021-04-30 | $28,269 |
Was this plan covered by a fidelity bond | 2021-04-30 | Yes |
Value of fidelity bond cover | 2021-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-04-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-04-30 | $22,554 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-04-30 | $6,710 |
Other income not declared elsewhere | 2021-04-30 | $19 |
Administrative expenses (other) incurred | 2021-04-30 | $44,332 |
Liabilities. Value of operating payables at end of year | 2021-04-30 | $105,863 |
Liabilities. Value of operating payables at beginning of year | 2021-04-30 | $9,772 |
Total non interest bearing cash at end of year | 2021-04-30 | $231,911 |
Total non interest bearing cash at beginning of year | 2021-04-30 | $173,282 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
Value of net income/loss | 2021-04-30 | $7,205,310 |
Value of net assets at end of year (total assets less liabilities) | 2021-04-30 | $33,918,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-04-30 | $26,713,599 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-04-30 | No |
Investment advisory and management fees | 2021-04-30 | $124,253 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-04-30 | $33,472,469 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-04-30 | $26,445,139 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-04-30 | $6 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-04-30 | $7,095,680 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-04-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-04-30 | No |
Contributions received in cash from employer | 2021-04-30 | $1,530,339 |
Employer contributions (assets) at end of year | 2021-04-30 | $297,838 |
Employer contributions (assets) at beginning of year | 2021-04-30 | $98,240 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-04-30 | $1,705,816 |
Contract administrator fees | 2021-04-30 | $72,800 |
Did the plan have assets held for investment | 2021-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-04-30 | Unqualified |
Accountancy firm name | 2021-04-30 | BAUMAN ASSOCIATES, LTD |
Accountancy firm EIN | 2021-04-30 | 391277627 |
2020 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2020 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $9,772 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $84,938 |
Total income from all sources (including contributions) | 2020-04-30 | $1,290,311 |
Total of all expenses incurred | 2020-04-30 | $2,574,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-30 | $2,119,514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-30 | $1,463,928 |
Value of total assets at end of year | 2020-04-30 | $26,723,371 |
Value of total assets at beginning of year | 2020-04-30 | $28,082,495 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-30 | $454,755 |
Total interest from all sources | 2020-04-30 | $322,413 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-04-30 | No |
Administrative expenses professional fees incurred | 2020-04-30 | $42,944 |
Was this plan covered by a fidelity bond | 2020-04-30 | Yes |
Value of fidelity bond cover | 2020-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-04-30 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-04-30 | $540,089 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-04-30 | $6,710 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-04-30 | $24,012 |
Other income not declared elsewhere | 2020-04-30 | $32,742 |
Administrative expenses (other) incurred | 2020-04-30 | $53,639 |
Liabilities. Value of operating payables at end of year | 2020-04-30 | $9,772 |
Liabilities. Value of operating payables at beginning of year | 2020-04-30 | $84,938 |
Total non interest bearing cash at end of year | 2020-04-30 | $173,282 |
Total non interest bearing cash at beginning of year | 2020-04-30 | $15,490 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
Value of net income/loss | 2020-04-30 | $-1,283,958 |
Value of net assets at end of year (total assets less liabilities) | 2020-04-30 | $26,713,599 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-04-30 | $27,997,557 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-04-30 | No |
Investment advisory and management fees | 2020-04-30 | $290,172 |
Value of interest in pooled separate accounts at end of year | 2020-04-30 | $26,445,139 |
Value of interest in pooled separate accounts at beginning of year | 2020-04-30 | $17,259,233 |
Interest earned on other investments | 2020-04-30 | $322,413 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-04-30 | $10,549,992 |
Net investment gain/loss from pooled separate accounts | 2020-04-30 | $-528,772 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-04-30 | No |
Contributions received in cash from employer | 2020-04-30 | $1,463,928 |
Employer contributions (assets) at end of year | 2020-04-30 | $98,240 |
Employer contributions (assets) at beginning of year | 2020-04-30 | $233,768 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-04-30 | $1,579,425 |
Contract administrator fees | 2020-04-30 | $68,000 |
Did the plan have assets held for investment | 2020-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-04-30 | Unqualified |
Accountancy firm name | 2020-04-30 | BAUMAN ASSOCIATES, LTD |
Accountancy firm EIN | 2020-04-30 | 391277627 |
2019 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2019 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $84,938 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $27,383 |
Total income from all sources (including contributions) | 2019-04-30 | $3,177,740 |
Total of all expenses incurred | 2019-04-30 | $1,956,630 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-04-30 | $1,603,936 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-04-30 | $1,553,370 |
Value of total assets at end of year | 2019-04-30 | $28,082,495 |
Value of total assets at beginning of year | 2019-04-30 | $26,803,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-04-30 | $352,694 |
Total interest from all sources | 2019-04-30 | $306,946 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-04-30 | No |
Administrative expenses professional fees incurred | 2019-04-30 | $45,284 |
Was this plan covered by a fidelity bond | 2019-04-30 | Yes |
Value of fidelity bond cover | 2019-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-04-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-04-30 | $24,012 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-04-30 | $59,806 |
Other income not declared elsewhere | 2019-04-30 | $822 |
Administrative expenses (other) incurred | 2019-04-30 | $43,381 |
Liabilities. Value of operating payables at end of year | 2019-04-30 | $84,938 |
Liabilities. Value of operating payables at beginning of year | 2019-04-30 | $14,676 |
Total non interest bearing cash at end of year | 2019-04-30 | $15,490 |
Total non interest bearing cash at beginning of year | 2019-04-30 | $14,657 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
Value of net income/loss | 2019-04-30 | $1,221,110 |
Value of net assets at end of year (total assets less liabilities) | 2019-04-30 | $27,997,557 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-04-30 | $26,776,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-04-30 | No |
Investment advisory and management fees | 2019-04-30 | $211,629 |
Value of interest in pooled separate accounts at end of year | 2019-04-30 | $17,259,233 |
Value of interest in pooled separate accounts at beginning of year | 2019-04-30 | $15,487,632 |
Interest earned on other investments | 2019-04-30 | $306,946 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-04-30 | $10,549,992 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-04-30 | $11,142,318 |
Net investment gain/loss from pooled separate accounts | 2019-04-30 | $1,316,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-04-30 | No |
Contributions received in cash from employer | 2019-04-30 | $1,553,370 |
Employer contributions (assets) at end of year | 2019-04-30 | $233,768 |
Employer contributions (assets) at beginning of year | 2019-04-30 | $99,417 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-04-30 | $1,603,936 |
Contract administrator fees | 2019-04-30 | $52,400 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-04-30 | $12,707 |
Did the plan have assets held for investment | 2019-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-04-30 | Unqualified |
Accountancy firm name | 2019-04-30 | BAUMAN ASSOCIATES, LTD |
Accountancy firm EIN | 2019-04-30 | 391277627 |
2018 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2018 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $27,383 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $41,570 |
Total income from all sources (including contributions) | 2018-04-30 | $3,547,971 |
Total of all expenses incurred | 2018-04-30 | $1,715,736 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-04-30 | $1,407,599 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-30 | $1,140,393 |
Value of total assets at end of year | 2018-04-30 | $26,803,830 |
Value of total assets at beginning of year | 2018-04-30 | $24,985,782 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-30 | $308,137 |
Total interest from all sources | 2018-04-30 | $314,474 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-04-30 | No |
Administrative expenses professional fees incurred | 2018-04-30 | $26,576 |
Was this plan covered by a fidelity bond | 2018-04-30 | Yes |
Value of fidelity bond cover | 2018-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-04-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-04-30 | $59,806 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-04-30 | $14,123 |
Other income not declared elsewhere | 2018-04-30 | $112 |
Administrative expenses (other) incurred | 2018-04-30 | $38,817 |
Liabilities. Value of operating payables at end of year | 2018-04-30 | $14,676 |
Liabilities. Value of operating payables at beginning of year | 2018-04-30 | $41,570 |
Total non interest bearing cash at end of year | 2018-04-30 | $14,657 |
Total non interest bearing cash at beginning of year | 2018-04-30 | $4,254 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
Value of net income/loss | 2018-04-30 | $1,832,235 |
Value of net assets at end of year (total assets less liabilities) | 2018-04-30 | $26,776,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-04-30 | $24,944,212 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-04-30 | No |
Investment advisory and management fees | 2018-04-30 | $192,744 |
Value of interest in pooled separate accounts at end of year | 2018-04-30 | $15,487,632 |
Value of interest in pooled separate accounts at beginning of year | 2018-04-30 | $15,314,639 |
Interest earned on other investments | 2018-04-30 | $314,474 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-04-30 | $11,142,318 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-04-30 | $9,481,480 |
Net investment gain/loss from pooled separate accounts | 2018-04-30 | $2,092,992 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-04-30 | Yes |
Contributions received in cash from employer | 2018-04-30 | $1,140,393 |
Employer contributions (assets) at end of year | 2018-04-30 | $99,417 |
Employer contributions (assets) at beginning of year | 2018-04-30 | $171,286 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-04-30 | $1,407,599 |
Contract administrator fees | 2018-04-30 | $50,000 |
Liabilities. Value of benefit claims payable at end of year | 2018-04-30 | $12,707 |
Did the plan have assets held for investment | 2018-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-04-30 | Unqualified |
Accountancy firm name | 2018-04-30 | BAUMAN ASSOCIATES, LTD |
Accountancy firm EIN | 2018-04-30 | 391277627 |
2017 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $41,570 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $42,473 |
Total income from all sources (including contributions) | 2017-04-30 | $3,868,825 |
Total of all expenses incurred | 2017-04-30 | $1,646,933 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-04-30 | $1,364,036 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-04-30 | $1,310,265 |
Value of total assets at end of year | 2017-04-30 | $24,985,782 |
Value of total assets at beginning of year | 2017-04-30 | $22,764,793 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-04-30 | $282,897 |
Total interest from all sources | 2017-04-30 | $321,339 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-04-30 | No |
Administrative expenses professional fees incurred | 2017-04-30 | $186,280 |
Was this plan covered by a fidelity bond | 2017-04-30 | Yes |
Value of fidelity bond cover | 2017-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-04-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-04-30 | $14,123 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-04-30 | $16,444 |
Other income not declared elsewhere | 2017-04-30 | $129 |
Administrative expenses (other) incurred | 2017-04-30 | $33,052 |
Liabilities. Value of operating payables at end of year | 2017-04-30 | $41,570 |
Liabilities. Value of operating payables at beginning of year | 2017-04-30 | $42,473 |
Total non interest bearing cash at end of year | 2017-04-30 | $4,254 |
Total non interest bearing cash at beginning of year | 2017-04-30 | $26,937 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
Value of net income/loss | 2017-04-30 | $2,221,892 |
Value of net assets at end of year (total assets less liabilities) | 2017-04-30 | $24,944,212 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-04-30 | $22,722,320 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-04-30 | No |
Investment advisory and management fees | 2017-04-30 | $15,565 |
Value of interest in pooled separate accounts at end of year | 2017-04-30 | $15,314,639 |
Value of interest in pooled separate accounts at beginning of year | 2017-04-30 | $13,077,548 |
Interest earned on other investments | 2017-04-30 | $321,339 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-04-30 | $9,481,480 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-04-30 | $9,436,687 |
Net investment gain/loss from pooled separate accounts | 2017-04-30 | $2,237,092 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-04-30 | No |
Contributions received in cash from employer | 2017-04-30 | $1,310,265 |
Employer contributions (assets) at end of year | 2017-04-30 | $171,286 |
Employer contributions (assets) at beginning of year | 2017-04-30 | $207,177 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-04-30 | $1,364,036 |
Contract administrator fees | 2017-04-30 | $48,000 |
Did the plan have assets held for investment | 2017-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-04-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-04-30 | Unqualified |
Accountancy firm name | 2017-04-30 | BAUMAN ASSOCIATES, LTD |
Accountancy firm EIN | 2017-04-30 | 391277627 |
2016 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $42,473 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $101,746 |
Total income from all sources (including contributions) | 2016-04-30 | $1,100,698 |
Total loss/gain on sale of assets | 2016-04-30 | $0 |
Total of all expenses incurred | 2016-04-30 | $1,530,139 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $1,308,914 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-30 | $1,295,089 |
Value of total assets at end of year | 2016-04-30 | $22,764,793 |
Value of total assets at beginning of year | 2016-04-30 | $23,253,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $221,225 |
Total interest from all sources | 2016-04-30 | $318,689 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-30 | No |
Administrative expenses professional fees incurred | 2016-04-30 | $140,953 |
Was this plan covered by a fidelity bond | 2016-04-30 | Yes |
Value of fidelity bond cover | 2016-04-30 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-04-30 | $16,444 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-04-30 | $3,125 |
Other income not declared elsewhere | 2016-04-30 | $2,221 |
Administrative expenses (other) incurred | 2016-04-30 | $18,351 |
Liabilities. Value of operating payables at end of year | 2016-04-30 | $42,473 |
Liabilities. Value of operating payables at beginning of year | 2016-04-30 | $101,746 |
Total non interest bearing cash at end of year | 2016-04-30 | $26,937 |
Total non interest bearing cash at beginning of year | 2016-04-30 | $1,171,663 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
Value of net income/loss | 2016-04-30 | $-429,441 |
Value of net assets at end of year (total assets less liabilities) | 2016-04-30 | $22,722,320 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-04-30 | $23,151,761 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
Investment advisory and management fees | 2016-04-30 | $15,321 |
Value of interest in pooled separate accounts at end of year | 2016-04-30 | $13,077,548 |
Value of interest in pooled separate accounts at beginning of year | 2016-04-30 | $13,717,848 |
Interest earned on other investments | 2016-04-30 | $318,689 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-04-30 | $9,436,687 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-04-30 | $8,165,692 |
Net investment gain/loss from pooled separate accounts | 2016-04-30 | $-515,301 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
Contributions received in cash from employer | 2016-04-30 | $1,295,089 |
Employer contributions (assets) at end of year | 2016-04-30 | $207,177 |
Employer contributions (assets) at beginning of year | 2016-04-30 | $195,179 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-04-30 | $1,308,914 |
Contract administrator fees | 2016-04-30 | $46,600 |
Did the plan have assets held for investment | 2016-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-04-30 | Disclaimer |
Accountancy firm name | 2016-04-30 | WALKER, GIROUX & HAHNE, LLC |
Accountancy firm EIN | 2016-04-30 | 463893925 |
2015 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $101,746 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $43,102 |
Total income from all sources (including contributions) | 2015-04-30 | $3,209,956 |
Total loss/gain on sale of assets | 2015-04-30 | $0 |
Total of all expenses incurred | 2015-04-30 | $1,540,672 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $1,302,088 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $1,479,492 |
Value of total assets at end of year | 2015-04-30 | $23,253,507 |
Value of total assets at beginning of year | 2015-04-30 | $21,525,579 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $238,584 |
Total interest from all sources | 2015-04-30 | $312,874 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
Administrative expenses professional fees incurred | 2015-04-30 | $158,298 |
Was this plan covered by a fidelity bond | 2015-04-30 | Yes |
Value of fidelity bond cover | 2015-04-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-04-30 | $3,125 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-04-30 | $5,664 |
Administrative expenses (other) incurred | 2015-04-30 | $14,982 |
Liabilities. Value of operating payables at end of year | 2015-04-30 | $101,746 |
Liabilities. Value of operating payables at beginning of year | 2015-04-30 | $43,102 |
Total non interest bearing cash at end of year | 2015-04-30 | $1,171,663 |
Total non interest bearing cash at beginning of year | 2015-04-30 | $86,065 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
Value of net income/loss | 2015-04-30 | $1,669,284 |
Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $23,151,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $21,482,477 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
Investment advisory and management fees | 2015-04-30 | $15,254 |
Value of interest in pooled separate accounts at end of year | 2015-04-30 | $13,717,848 |
Value of interest in pooled separate accounts at beginning of year | 2015-04-30 | $13,010,258 |
Interest earned on other investments | 2015-04-30 | $312,874 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-04-30 | $8,165,692 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-04-30 | $8,247,937 |
Net investment gain/loss from pooled separate accounts | 2015-04-30 | $1,417,590 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
Contributions received in cash from employer | 2015-04-30 | $1,479,492 |
Employer contributions (assets) at end of year | 2015-04-30 | $195,179 |
Employer contributions (assets) at beginning of year | 2015-04-30 | $175,655 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-30 | $1,302,088 |
Contract administrator fees | 2015-04-30 | $50,050 |
Did the plan have assets held for investment | 2015-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Disclaimer |
Accountancy firm name | 2015-04-30 | WALKER, GIROUX & HAHNE, LLC |
Accountancy firm EIN | 2015-04-30 | 463893925 |
2014 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $43,102 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $19,653 |
Total income from all sources (including contributions) | 2014-04-30 | $3,607,273 |
Total loss/gain on sale of assets | 2014-04-30 | $0 |
Total of all expenses incurred | 2014-04-30 | $1,468,257 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $1,249,686 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $1,125,273 |
Value of total assets at end of year | 2014-04-30 | $21,525,579 |
Value of total assets at beginning of year | 2014-04-30 | $19,363,114 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $218,571 |
Total interest from all sources | 2014-04-30 | $321,951 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
Administrative expenses professional fees incurred | 2014-04-30 | $132,720 |
Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
Value of fidelity bond cover | 2014-04-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-04-30 | $5,664 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-04-30 | $83 |
Administrative expenses (other) incurred | 2014-04-30 | $22,188 |
Liabilities. Value of operating payables at end of year | 2014-04-30 | $43,102 |
Liabilities. Value of operating payables at beginning of year | 2014-04-30 | $19,653 |
Total non interest bearing cash at end of year | 2014-04-30 | $86,065 |
Total non interest bearing cash at beginning of year | 2014-04-30 | $10,353 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
Value of net income/loss | 2014-04-30 | $2,139,016 |
Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $21,482,477 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $19,343,461 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
Investment advisory and management fees | 2014-04-30 | $14,463 |
Value of interest in pooled separate accounts at end of year | 2014-04-30 | $13,010,258 |
Value of interest in pooled separate accounts at beginning of year | 2014-04-30 | $11,465,210 |
Interest earned on other investments | 2014-04-30 | $321,951 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-04-30 | $8,247,937 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-04-30 | $7,745,695 |
Net investment gain/loss from pooled separate accounts | 2014-04-30 | $2,160,049 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
Contributions received in cash from employer | 2014-04-30 | $1,125,273 |
Employer contributions (assets) at end of year | 2014-04-30 | $175,655 |
Employer contributions (assets) at beginning of year | 2014-04-30 | $141,773 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $1,249,686 |
Contract administrator fees | 2014-04-30 | $49,200 |
Did the plan have assets held for investment | 2014-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Disclaimer |
Accountancy firm name | 2014-04-30 | WALKER, GIROUX & HAHNE, LLC |
Accountancy firm EIN | 2014-04-30 | 463893925 |
2013 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-04-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $19,653 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $0 |
Total income from all sources (including contributions) | 2013-04-30 | $3,248,710 |
Total loss/gain on sale of assets | 2013-04-30 | $0 |
Total of all expenses incurred | 2013-04-30 | $1,472,665 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $1,244,309 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-04-30 | $1,225,691 |
Value of total assets at end of year | 2013-04-30 | $19,363,114 |
Value of total assets at beginning of year | 2013-04-30 | $17,567,416 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $228,356 |
Total interest from all sources | 2013-04-30 | $302,817 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-04-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | No |
Administrative expenses professional fees incurred | 2013-04-30 | $155,567 |
Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
Value of fidelity bond cover | 2013-04-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-04-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-04-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-04-30 | $83 |
Other income not declared elsewhere | 2013-04-30 | $111,402 |
Administrative expenses (other) incurred | 2013-04-30 | $10,863 |
Liabilities. Value of operating payables at end of year | 2013-04-30 | $19,653 |
Total non interest bearing cash at end of year | 2013-04-30 | $10,353 |
Total non interest bearing cash at beginning of year | 2013-04-30 | $83,346 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
Value of net income/loss | 2013-04-30 | $1,776,045 |
Value of net assets at end of year (total assets less liabilities) | 2013-04-30 | $19,343,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-04-30 | $17,567,416 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
Investment advisory and management fees | 2013-04-30 | $14,126 |
Value of interest in pooled separate accounts at end of year | 2013-04-30 | $11,465,210 |
Value of interest in pooled separate accounts at beginning of year | 2013-04-30 | $10,716,410 |
Interest earned on other investments | 2013-04-30 | $302,817 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-04-30 | $7,745,695 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-04-30 | $6,767,660 |
Net investment gain/loss from pooled separate accounts | 2013-04-30 | $1,608,800 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
Contributions received in cash from employer | 2013-04-30 | $1,225,691 |
Employer contributions (assets) at end of year | 2013-04-30 | $141,773 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-04-30 | $1,244,309 |
Contract administrator fees | 2013-04-30 | $47,800 |
Did the plan have assets held for investment | 2013-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Disclaimer |
Accountancy firm name | 2013-04-30 | WALKER, GIROUX, & HAHNE, LLC |
Accountancy firm EIN | 2013-04-30 | 463893925 |
2012 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-04-30 | $1,507,408 |
Total of all expenses incurred | 2012-04-30 | $1,418,076 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $1,235,102 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-04-30 | $1,038,283 |
Value of total assets at end of year | 2012-04-30 | $17,567,416 |
Value of total assets at beginning of year | 2012-04-30 | $17,478,084 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-04-30 | $182,974 |
Total interest from all sources | 2012-04-30 | $333,530 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | No |
Administrative expenses professional fees incurred | 2012-04-30 | $115,056 |
Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
Value of fidelity bond cover | 2012-04-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-04-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
Other income not declared elsewhere | 2012-04-30 | $1,018 |
Administrative expenses (other) incurred | 2012-04-30 | $9,951 |
Total non interest bearing cash at end of year | 2012-04-30 | $83,346 |
Total non interest bearing cash at beginning of year | 2012-04-30 | $9,545 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
Value of net income/loss | 2012-04-30 | $89,332 |
Value of net assets at end of year (total assets less liabilities) | 2012-04-30 | $17,567,416 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-04-30 | $17,478,084 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
Investment advisory and management fees | 2012-04-30 | $14,167 |
Value of interest in pooled separate accounts at end of year | 2012-04-30 | $10,716,410 |
Value of interest in pooled separate accounts at beginning of year | 2012-04-30 | $10,561,833 |
Interest earned on other investments | 2012-04-30 | $333,511 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-04-30 | $242,904 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-04-30 | $242,904 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-04-30 | $19 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-04-30 | $6,767,660 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-04-30 | $6,663,802 |
Net investment gain/loss from pooled separate accounts | 2012-04-30 | $134,577 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
Contributions received in cash from employer | 2012-04-30 | $1,038,283 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-04-30 | $1,235,102 |
Contract administrator fees | 2012-04-30 | $43,800 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-04-30 | No |
Did the plan have assets held for investment | 2012-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Disclaimer |
Accountancy firm name | 2012-04-30 | WALKER GIROUX & HAHNE LTD |
Accountancy firm EIN | 2012-04-30 | 411359264 |
2011 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-04-30 | $3,131,578 |
Total of all expenses incurred | 2011-04-30 | $1,476,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $1,284,166 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-04-30 | $1,109,111 |
Value of total assets at end of year | 2011-04-30 | $17,478,084 |
Value of total assets at beginning of year | 2011-04-30 | $15,823,157 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $192,485 |
Total interest from all sources | 2011-04-30 | $308,666 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
Administrative expenses professional fees incurred | 2011-04-30 | $94,813 |
Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
Value of fidelity bond cover | 2011-04-30 | $1,000,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2011-04-30 | 0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
Administrative expenses (other) incurred | 2011-04-30 | $9,379 |
Total non interest bearing cash at end of year | 2011-04-30 | $9,545 |
Total non interest bearing cash at beginning of year | 2011-04-30 | $18,312 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
Value of net income/loss | 2011-04-30 | $1,654,927 |
Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $17,478,084 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $15,823,157 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
Investment advisory and management fees | 2011-04-30 | $13,887 |
Value of interest in pooled separate accounts at end of year | 2011-04-30 | $10,561,833 |
Value of interest in pooled separate accounts at beginning of year | 2011-04-30 | $9,388,032 |
Interest earned on other investments | 2011-04-30 | $308,511 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-04-30 | $242,904 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-04-30 | $178,053 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-04-30 | $178,053 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-04-30 | $155 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-04-30 | $6,663,802 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-04-30 | $6,238,760 |
Net investment gain/loss from pooled separate accounts | 2011-04-30 | $1,713,801 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
Contributions received in cash from employer | 2011-04-30 | $1,109,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $1,284,166 |
Contract administrator fees | 2011-04-30 | $74,406 |
Did the plan have assets held for investment | 2011-04-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Disclaimer |
Accountancy firm name | 2011-04-30 | WALKER GIROUX & HAHNE LTD |
Accountancy firm EIN | 2011-04-30 | 411359264 |
2010 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2010 401k financial data |
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Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2010-04-30 | 0 |