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IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 401k Plan overview

Plan NameIRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN
Plan identification number 001

IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

IRON RANGE PLUMBERS & FITTERS LOCAL 589 has sponsored the creation of one or more 401k plans.

Company Name:IRON RANGE PLUMBERS & FITTERS LOCAL 589
Employer identification number (EIN):416057633
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-01
0012021-05-01
0012020-05-01
0012020-05-01
0012019-05-01
0012018-05-01
0012017-05-01JASON QUIGGIN JOHN RODORIGO2019-02-11
0012016-05-01JASON QUIGGIN JOHN RODORIGO2018-02-16
0012016-05-01 JOHN RODORIGO2018-02-13
0012016-05-01 JOHN RODORIGO2018-02-15
0012015-05-01JASON QUIGGIN JOHN RODORIGO2017-02-14
0012014-05-01JASON QUIGGIN JOHN RODORIGO2016-02-12
0012013-05-01JOHN GRAHEK JOHN RODORIGO2015-02-16
0012012-05-01JOHN GRAHEK JOHN RODORIGO2014-02-17
0012011-05-01JOHN GRAHEK JOHN RODORIGO2013-02-15
0012010-05-01JOHN GRAHEK
0012009-05-01JOHN GRAHEK

Plan Statistics for IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN

401k plan membership statisitcs for IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN

Measure Date Value
2023: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2023 401k membership
Current value of assets2023-04-3031,280,060
Acturial value of assets for funding standard account2023-04-3032,464,455
Accrued liability for plan using immediate gains methods2023-04-3030,550,075
Accrued liability under unit credit cost method2023-04-3030,550,075
RPA 94 current liability2023-04-3060,221,789
Expected increase in current liability due to benefits accruing during the plan year2023-04-302,148,543
Expected release from RPA 94 current liability for plan year2023-04-301,932,663
Expected plan disbursements for the plan year2023-04-301,951,023
Current value of assets2023-04-3031,280,060
Number of retired participants and beneficiaries receiving payment2023-04-30111
Current liability for retired participants and beneficiaries receiving payment2023-04-3027,667,992
Number of terminated vested participants2023-04-3030
Current liability for terminated vested participants2023-04-306,155,317
Current liability for active participants non vested benefits2023-04-30906,238
Current liability for active participants vested benefits2023-04-3025,492,242
Total number of active articipats2023-04-30146
Current liability for active participants2023-04-3026,398,480
Total participant count with liabilities2023-04-30287
Total current liabilitoes for participants with libailities2023-04-3060,221,789
Total employer contributions in plan year2023-04-301,760,301
Employer’s normal cost for plan year as of valuation date2023-04-30835,046
Prior year credit balance2023-04-305,868,559
Amortization credits as of valuation date2023-04-301,269,109
2022: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-01285
Total number of active participants reported on line 7a of the Form 55002022-05-01151
Number of retired or separated participants receiving benefits2022-05-01113
Number of other retired or separated participants entitled to future benefits2022-05-0131
Total of all active and inactive participants2022-05-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-010
Total participants2022-05-01295
Number of employers contributing to the scheme2022-05-0129
Current value of assets2022-04-3033,918,909
Acturial value of assets for funding standard account2022-04-3030,950,211
Accrued liability for plan using immediate gains methods2022-04-3029,625,967
Accrued liability under unit credit cost method2022-04-3029,625,967
RPA 94 current liability2022-04-3057,460,695
Expected increase in current liability due to benefits accruing during the plan year2022-04-301,634,337
Expected release from RPA 94 current liability for plan year2022-04-301,886,479
Expected plan disbursements for the plan year2022-04-301,905,438
Current value of assets2022-04-3033,918,909
Number of retired participants and beneficiaries receiving payment2022-04-30109
Current liability for retired participants and beneficiaries receiving payment2022-04-3026,307,693
Number of terminated vested participants2022-04-3033
Current liability for terminated vested participants2022-04-306,623,232
Current liability for active participants non vested benefits2022-04-30787,713
Current liability for active participants vested benefits2022-04-3023,742,057
Total number of active articipats2022-04-30143
Current liability for active participants2022-04-3024,529,770
Total participant count with liabilities2022-04-30285
Total current liabilitoes for participants with libailities2022-04-3057,460,695
Total employer contributions in plan year2022-04-301,819,400
Employer’s normal cost for plan year as of valuation date2022-04-30681,125
Prior year credit balance2022-04-304,944,767
Amortization credits as of valuation date2022-04-301,468,331
2021: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01289
Total number of active participants reported on line 7a of the Form 55002021-05-01143
Number of retired or separated participants receiving benefits2021-05-01109
Number of other retired or separated participants entitled to future benefits2021-05-0133
Total of all active and inactive participants2021-05-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-010
Total participants2021-05-01285
Number of employers contributing to the scheme2021-05-0126
Current value of assets2021-04-3026,713,599
Acturial value of assets for funding standard account2021-04-3028,484,865
Accrued liability for plan using immediate gains methods2021-04-3027,881,187
Accrued liability under unit credit cost method2021-04-3027,881,187
RPA 94 current liability2021-04-3050,315,968
Expected increase in current liability due to benefits accruing during the plan year2021-04-301,350,908
Expected release from RPA 94 current liability for plan year2021-04-301,837,706
Expected plan disbursements for the plan year2021-04-301,863,250
Current value of assets2021-04-3026,713,599
Number of retired participants and beneficiaries receiving payment2021-04-30106
Current liability for retired participants and beneficiaries receiving payment2021-04-3023,847,615
Number of terminated vested participants2021-04-3026
Current liability for terminated vested participants2021-04-304,493,349
Current liability for active participants non vested benefits2021-04-30561,013
Current liability for active participants vested benefits2021-04-3021,413,991
Total number of active articipats2021-04-30146
Current liability for active participants2021-04-3021,975,004
Total participant count with liabilities2021-04-30278
Total current liabilitoes for participants with libailities2021-04-3050,315,968
Total employer contributions in plan year2021-04-301,530,339
Employer’s normal cost for plan year as of valuation date2021-04-30644,116
Prior year credit balance2021-04-304,338,105
Amortization credits as of valuation date2021-04-301,309,562
2020: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01289
Total number of active participants reported on line 7a of the Form 55002020-05-01146
Number of retired or separated participants receiving benefits2020-05-01108
Number of other retired or separated participants entitled to future benefits2020-05-0135
Total of all active and inactive participants2020-05-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-010
Total participants2020-05-01289
Number of employers contributing to the scheme2020-05-0144
Current value of assets2020-04-3027,997,557
Acturial value of assets for funding standard account2020-04-3028,173,642
Accrued liability for plan using immediate gains methods2020-04-3027,533,337
Accrued liability under unit credit cost method2020-04-3027,553,337
RPA 94 current liability2020-04-3047,501,290
Expected increase in current liability due to benefits accruing during the plan year2020-04-301,255,272
Expected release from RPA 94 current liability for plan year2020-04-301,743,880
Expected plan disbursements for the plan year2020-04-301,770,823
Current value of assets2020-04-3027,997,557
Number of retired participants and beneficiaries receiving payment2020-04-30109
Current liability for retired participants and beneficiaries receiving payment2020-04-3021,766,234
Number of terminated vested participants2020-04-3033
Current liability for terminated vested participants2020-04-303,951,027
Current liability for active participants non vested benefits2020-04-301,205,662
Current liability for active participants vested benefits2020-04-3020,578,367
Total number of active articipats2020-04-30150
Current liability for active participants2020-04-3021,784,029
Total participant count with liabilities2020-04-30292
Total current liabilitoes for participants with libailities2020-04-3047,501,290
Total employer contributions in plan year2020-04-301,463,928
Employer’s normal cost for plan year as of valuation date2020-04-30647,101
Prior year credit balance2020-04-303,789,655
Amortization credits as of valuation date2020-04-301,393,017
2019: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01285
Total number of active participants reported on line 7a of the Form 55002019-05-01152
Number of retired or separated participants receiving benefits2019-05-01107
Number of other retired or separated participants entitled to future benefits2019-05-0133
Total of all active and inactive participants2019-05-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-010
Total participants2019-05-01292
Number of employers contributing to the scheme2019-05-0134
Current value of assets2019-04-3026,646,657
Acturial value of assets for funding standard account2019-04-3026,067,638
Accrued liability for plan using immediate gains methods2019-04-3031,947,997
Accrued liability under unit credit cost method2019-04-3029,084,923
RPA 94 current liability2019-04-3049,227,418
Expected increase in current liability due to benefits accruing during the plan year2019-04-301,343,327
Expected plan disbursements for the plan year2019-04-301,735,756
Current value of assets2019-04-3026,646,657
Number of retired participants and beneficiaries receiving payment2019-04-30101
Current liability for retired participants and beneficiaries receiving payment2019-04-3020,872,078
Number of terminated vested participants2019-04-3042
Current liability for terminated vested participants2019-04-304,303,027
Current liability for active participants non vested benefits2019-04-301,347,059
Current liability for active participants vested benefits2019-04-3022,705,254
Total number of active articipats2019-04-30142
Current liability for active participants2019-04-3024,052,313
Total participant count with liabilities2019-04-30285
Total current liabilitoes for participants with libailities2019-04-3049,227,418
Total employer contributions in plan year2019-04-301,516,927
Employer’s normal cost for plan year as of valuation date2019-04-30356,489
Prior year credit balance2019-04-303,466,326
Amortization credits as of valuation date2019-04-30916,134
2018: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01285
Total number of active participants reported on line 7a of the Form 55002018-05-01151
Number of retired or separated participants receiving benefits2018-05-01110
Number of other retired or separated participants entitled to future benefits2018-05-0124
Total of all active and inactive participants2018-05-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-010
Total participants2018-05-01285
Number of employers contributing to the scheme2018-05-0128
Current value of assets2018-04-3025,089,515
Acturial value of assets for funding standard account2018-04-3024,760,359
Accrued liability for plan using immediate gains methods2018-04-3027,265,936
Accrued liability under unit credit cost method2018-04-3024,868,379
RPA 94 current liability2018-04-3040,747,088
Expected increase in current liability due to benefits accruing during the plan year2018-04-301,132,414
Expected plan disbursements for the plan year2018-04-301,589,074
Current value of assets2018-04-3025,089,515
Number of retired participants and beneficiaries receiving payment2018-04-3097
Current liability for retired participants and beneficiaries receiving payment2018-04-3018,571,265
Number of terminated vested participants2018-04-3032
Current liability for terminated vested participants2018-04-302,776,998
Current liability for active participants non vested benefits2018-04-30950,505
Current liability for active participants vested benefits2018-04-3018,448,320
Total number of active articipats2018-04-30155
Current liability for active participants2018-04-3019,398,825
Total participant count with liabilities2018-04-30284
Total current liabilitoes for participants with libailities2018-04-3040,747,088
Total employer contributions in plan year2018-04-301,137,050
Employer’s normal cost for plan year as of valuation date2018-04-30317,542
Prior year credit balance2018-04-303,353,542
Amortization credits as of valuation date2018-04-30848,814
2017: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01284
Total number of active participants reported on line 7a of the Form 55002017-05-01142
Number of retired or separated participants receiving benefits2017-05-01101
Number of other retired or separated participants entitled to future benefits2017-05-0142
Total of all active and inactive participants2017-05-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-010
Total participants2017-05-01285
Number of employers contributing to the scheme2017-05-0128
Current value of assets2017-04-3022,833,059
Acturial value of assets for funding standard account2017-04-3023,727,604
Accrued liability for plan using immediate gains methods2017-04-3025,695,370
Accrued liability under unit credit cost method2017-04-3023,667,377
RPA 94 current liability2017-04-3037,556,755
Expected increase in current liability due to benefits accruing during the plan year2017-04-30978,623
Expected plan disbursements for the plan year2017-04-301,519,596
Current value of assets2017-04-3022,833,059
Number of retired participants and beneficiaries receiving payment2017-04-3096
Current liability for retired participants and beneficiaries receiving payment2017-04-3017,951,311
Number of terminated vested participants2017-04-3026
Current liability for terminated vested participants2017-04-302,413,026
Current liability for active participants non vested benefits2017-04-30866,180
Current liability for active participants vested benefits2017-04-3016,326,238
Total number of active articipats2017-04-30165
Current liability for active participants2017-04-3017,192,418
Total participant count with liabilities2017-04-30287
Total current liabilitoes for participants with libailities2017-04-3037,556,755
Total employer contributions in plan year2017-04-301,346,840
Employer’s normal cost for plan year as of valuation date2017-04-30307,317
Prior year credit balance2017-04-303,040,945
Amortization credits as of valuation date2017-04-30848,814
2016: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01287
Total number of active participants reported on line 7a of the Form 55002016-05-01155
Number of retired or separated participants receiving benefits2016-05-0197
Number of other retired or separated participants entitled to future benefits2016-05-0132
Total of all active and inactive participants2016-05-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-01284
Number of employers contributing to the scheme2016-05-0129
Current value of assets2016-04-3022,484,629
Acturial value of assets for funding standard account2016-04-3022,742,498
Accrued liability for plan using immediate gains methods2016-04-3025,250,241
Accrued liability under unit credit cost method2016-04-3023,337,054
RPA 94 current liability2016-04-3036,394,003
Expected increase in current liability due to benefits accruing during the plan year2016-04-30949,092
Expected plan disbursements for the plan year2016-04-301,466,385
Current value of assets2016-04-3022,742,498
Number of retired participants and beneficiaries receiving payment2016-04-3096
Current liability for retired participants and beneficiaries receiving payment2016-04-3016,869,938
Number of terminated vested participants2016-04-3031
Current liability for terminated vested participants2016-04-302,480,326
Current liability for active participants non vested benefits2016-04-30696,569
Current liability for active participants vested benefits2016-04-3016,347,170
Total number of active articipats2016-04-30164
Current liability for active participants2016-04-3017,043,739
Total participant count with liabilities2016-04-30291
Total current liabilitoes for participants with libailities2016-04-3036,394,003
Total employer contributions in plan year2016-04-301,210,213
Total employee contributions in plan year2016-04-300
Prior year funding deficiency2016-04-300
Employer’s normal cost for plan year as of valuation date2016-04-30300,259
Prior year credit balance2016-04-303,004,336
Amortization credits as of valuation date2016-04-30855,145
2015: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01291
Total number of active participants reported on line 7a of the Form 55002015-05-01165
Number of retired or separated participants receiving benefits2015-05-0196
Number of other retired or separated participants entitled to future benefits2015-05-0126
Total of all active and inactive participants2015-05-01287
Total participants2015-05-01287
Number of employers contributing to the scheme2015-05-0141
Current value of assets2015-04-3021,663,241
Acturial value of assets for funding standard account2015-04-3020,910,707
Accrued liability for plan using immediate gains methods2015-04-3023,147,591
Accrued liability under unit credit cost method2015-04-3021,420,143
RPA 94 current liability2015-04-3034,317,179
Expected increase in current liability due to benefits accruing during the plan year2015-04-30874,858
Expected plan disbursements for the plan year2015-04-301,386,289
Current value of assets2015-04-3020,910,707
Number of retired participants and beneficiaries receiving payment2015-04-3097
Current liability for retired participants and beneficiaries receiving payment2015-04-3015,799,926
Number of terminated vested participants2015-04-3029
Current liability for terminated vested participants2015-04-302,485,968
Current liability for active participants non vested benefits2015-04-30633,839
Current liability for active participants vested benefits2015-04-3015,397,446
Total number of active articipats2015-04-30155
Current liability for active participants2015-04-3016,031,285
Total participant count with liabilities2015-04-30281
Total current liabilitoes for participants with libailities2015-04-3034,317,179
Total employer contributions in plan year2015-04-301,519,684
Total employee contributions in plan year2015-04-300
Prior year funding deficiency2015-04-300
Employer’s normal cost for plan year as of valuation date2015-04-30268,858
Prior year credit balance2015-04-302,378,539
Amortization credits as of valuation date2015-04-30986,504
2014: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01281
Total number of active participants reported on line 7a of the Form 55002014-05-01164
Number of retired or separated participants receiving benefits2014-05-0196
Number of other retired or separated participants entitled to future benefits2014-05-0131
Total of all active and inactive participants2014-05-01291
Total participants2014-05-01291
Number of employers contributing to the scheme2014-05-0141
Current value of assets2014-04-3019,760,056
Acturial value of assets for funding standard account2014-04-3019,531,470
Accrued liability for plan using immediate gains methods2014-04-3022,232,655
Accrued liability under unit credit cost method2014-04-3020,882,216
RPA 94 current liability2014-04-3033,082,683
Expected increase in current liability due to benefits accruing during the plan year2014-04-30729,507
Expected plan disbursements for the plan year2014-04-301,390,770
Current value of assets2014-04-3019,531,470
Number of retired participants and beneficiaries receiving payment2014-04-3095
Current liability for retired participants and beneficiaries receiving payment2014-04-3015,442,314
Number of terminated vested participants2014-04-3022
Current liability for terminated vested participants2014-04-301,978,093
Current liability for active participants non vested benefits2014-04-30569,956
Current liability for active participants vested benefits2014-04-3015,092,320
Total number of active articipats2014-04-30164
Current liability for active participants2014-04-3015,662,276
Total participant count with liabilities2014-04-30281
Total current liabilitoes for participants with libailities2014-04-3033,082,683
Total employer contributions in plan year2014-04-301,116,583
Total employee contributions in plan year2014-04-300
Prior year funding deficiency2014-04-300
Employer’s normal cost for plan year as of valuation date2014-04-30252,469
Prior year credit balance2014-04-302,100,979
Amortization credits as of valuation date2014-04-301,043,179
2013: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01281
Total number of active participants reported on line 7a of the Form 55002013-05-01155
Number of retired or separated participants receiving benefits2013-05-0197
Number of other retired or separated participants entitled to future benefits2013-05-0129
Total of all active and inactive participants2013-05-01281
Total participants2013-05-01281
Number of employers contributing to the scheme2013-05-0138
2012: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01264
Total number of active participants reported on line 7a of the Form 55002012-05-01164
Number of retired or separated participants receiving benefits2012-05-0195
Number of other retired or separated participants entitled to future benefits2012-05-0122
Total of all active and inactive participants2012-05-01281
Total participants2012-05-01281
Number of employers contributing to the scheme2012-05-0138
2011: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01260
Total number of active participants reported on line 7a of the Form 55002011-05-01151
Number of retired or separated participants receiving benefits2011-05-0192
Number of other retired or separated participants entitled to future benefits2011-05-0121
Total of all active and inactive participants2011-05-01264
Total participants2011-05-01264
Number of employers contributing to the scheme2011-05-0137
2010: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-01264
Total number of active participants reported on line 7a of the Form 55002010-05-01147
Number of retired or separated participants receiving benefits2010-05-0194
Number of other retired or separated participants entitled to future benefits2010-05-0119
Total of all active and inactive participants2010-05-01260
Total participants2010-05-01260
Number of employers contributing to the scheme2010-05-0129
2009: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01259
Total number of active participants reported on line 7a of the Form 55002009-05-01119
Number of retired or separated participants receiving benefits2009-05-0192
Number of other retired or separated participants entitled to future benefits2009-05-0120
Total of all active and inactive participants2009-05-01231
Total participants2009-05-01231
Number of employers contributing to the scheme2009-05-0129

Financial Data on IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN

Measure Date Value
2023 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2023 401k financial data
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 incurred2023-04-30$2,031,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$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 year2023-04-30$31,907,942
Value of total assets at beginning of year2023-04-30$31,368,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$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 year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$679,226
Administrative expenses professional fees incurred2023-04-30$25,025
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$39,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$45,047
Other income not declared elsewhere2023-04-30$1,133
Administrative expenses (other) incurred2023-04-30$51,996
Liabilities. Value of operating payables at end of year2023-04-30$26,603
Liabilities. Value of operating payables at beginning of year2023-04-30$88,046
Total non interest bearing cash at end of year2023-04-30$175,966
Total non interest bearing cash at beginning of year2023-04-30$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 appraiser2023-04-30No
Value of net income/loss2023-04-30$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)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$116,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$31,513,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$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 assets2023-04-30Yes
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$1,760,301
Employer contributions (assets) at end of year2023-04-30$178,682
Employer contributions (assets) at beginning of year2023-04-30$266,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$1,760,434
Contract administrator fees2023-04-30$78,100
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30BAUMAN ASSOCIATES, LTD
Accountancy firm EIN2023-04-30391277627
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 incurred2022-04-30$2,174,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$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 year2022-04-30$31,368,106
Value of total assets at beginning of year2022-04-30$34,024,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$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 year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$663,906
Administrative expenses professional fees incurred2022-04-30$32,863
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$45,047
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$22,554
Other income not declared elsewhere2022-04-30$600
Administrative expenses (other) incurred2022-04-30$54,075
Liabilities. Value of operating payables at end of year2022-04-30$88,046
Liabilities. Value of operating payables at beginning of year2022-04-30$105,863
Total non interest bearing cash at end of year2022-04-30$147,496
Total non interest bearing cash at beginning of year2022-04-30$231,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-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)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$128,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$30,909,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$33,472,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-2,948,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$1,819,399
Employer contributions (assets) at end of year2022-04-30$266,562
Employer contributions (assets) at beginning of year2022-04-30$297,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$1,883,781
Contract administrator fees2022-04-30$75,200
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30BAUMAN ASSOCIATES, LTD
Accountancy firm EIN2022-04-30391277627
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 incurred2021-04-30$1,975,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$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 year2021-04-30$34,024,772
Value of total assets at beginning of year2021-04-30$26,723,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$269,654
Total interest from all sources2021-04-30$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 year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$554,736
Administrative expenses professional fees incurred2021-04-30$28,269
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$22,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$6,710
Other income not declared elsewhere2021-04-30$19
Administrative expenses (other) incurred2021-04-30$44,332
Liabilities. Value of operating payables at end of year2021-04-30$105,863
Liabilities. Value of operating payables at beginning of year2021-04-30$9,772
Total non interest bearing cash at end of year2021-04-30$231,911
Total non interest bearing cash at beginning of year2021-04-30$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 appraiser2021-04-30No
Value of net income/loss2021-04-30$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)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$124,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$33,472,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$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 assets2021-04-30No
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$1,530,339
Employer contributions (assets) at end of year2021-04-30$297,838
Employer contributions (assets) at beginning of year2021-04-30$98,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$1,705,816
Contract administrator fees2021-04-30$72,800
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30BAUMAN ASSOCIATES, LTD
Accountancy firm EIN2021-04-30391277627
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 incurred2020-04-30$2,574,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$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 year2020-04-30$26,723,371
Value of total assets at beginning of year2020-04-30$28,082,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$454,755
Total interest from all sources2020-04-30$322,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Administrative expenses professional fees incurred2020-04-30$42,944
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
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 year2020-04-30$6,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$24,012
Other income not declared elsewhere2020-04-30$32,742
Administrative expenses (other) incurred2020-04-30$53,639
Liabilities. Value of operating payables at end of year2020-04-30$9,772
Liabilities. Value of operating payables at beginning of year2020-04-30$84,938
Total non interest bearing cash at end of year2020-04-30$173,282
Total non interest bearing cash at beginning of year2020-04-30$15,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$-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)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$290,172
Value of interest in pooled separate accounts at end of year2020-04-30$26,445,139
Value of interest in pooled separate accounts at beginning of year2020-04-30$17,259,233
Interest earned on other investments2020-04-30$322,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-04-30$10,549,992
Net investment gain/loss from pooled separate accounts2020-04-30$-528,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$1,463,928
Employer contributions (assets) at end of year2020-04-30$98,240
Employer contributions (assets) at beginning of year2020-04-30$233,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$1,579,425
Contract administrator fees2020-04-30$68,000
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30BAUMAN ASSOCIATES, LTD
Accountancy firm EIN2020-04-30391277627
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 incurred2019-04-30$1,956,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$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 year2019-04-30$28,082,495
Value of total assets at beginning of year2019-04-30$26,803,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$352,694
Total interest from all sources2019-04-30$306,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Administrative expenses professional fees incurred2019-04-30$45,284
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$500,000
If this is an individual account plan, was there a blackout period2019-04-30No
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$24,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$59,806
Other income not declared elsewhere2019-04-30$822
Administrative expenses (other) incurred2019-04-30$43,381
Liabilities. Value of operating payables at end of year2019-04-30$84,938
Liabilities. Value of operating payables at beginning of year2019-04-30$14,676
Total non interest bearing cash at end of year2019-04-30$15,490
Total non interest bearing cash at beginning of year2019-04-30$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 appraiser2019-04-30No
Value of net income/loss2019-04-30$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)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Investment advisory and management fees2019-04-30$211,629
Value of interest in pooled separate accounts at end of year2019-04-30$17,259,233
Value of interest in pooled separate accounts at beginning of year2019-04-30$15,487,632
Interest earned on other investments2019-04-30$306,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-04-30$10,549,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-04-30$11,142,318
Net investment gain/loss from pooled separate accounts2019-04-30$1,316,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30Yes
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$1,553,370
Employer contributions (assets) at end of year2019-04-30$233,768
Employer contributions (assets) at beginning of year2019-04-30$99,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$1,603,936
Contract administrator fees2019-04-30$52,400
Liabilities. Value of benefit claims payable at beginning of year2019-04-30$12,707
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30BAUMAN ASSOCIATES, LTD
Accountancy firm EIN2019-04-30391277627
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 incurred2018-04-30$1,715,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$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 year2018-04-30$26,803,830
Value of total assets at beginning of year2018-04-30$24,985,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$308,137
Total interest from all sources2018-04-30$314,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Administrative expenses professional fees incurred2018-04-30$26,576
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$59,806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$14,123
Other income not declared elsewhere2018-04-30$112
Administrative expenses (other) incurred2018-04-30$38,817
Liabilities. Value of operating payables at end of year2018-04-30$14,676
Liabilities. Value of operating payables at beginning of year2018-04-30$41,570
Total non interest bearing cash at end of year2018-04-30$14,657
Total non interest bearing cash at beginning of year2018-04-30$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 appraiser2018-04-30No
Value of net income/loss2018-04-30$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)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$192,744
Value of interest in pooled separate accounts at end of year2018-04-30$15,487,632
Value of interest in pooled separate accounts at beginning of year2018-04-30$15,314,639
Interest earned on other investments2018-04-30$314,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-04-30$11,142,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-04-30$9,481,480
Net investment gain/loss from pooled separate accounts2018-04-30$2,092,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30Yes
Contributions received in cash from employer2018-04-30$1,140,393
Employer contributions (assets) at end of year2018-04-30$99,417
Employer contributions (assets) at beginning of year2018-04-30$171,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$1,407,599
Contract administrator fees2018-04-30$50,000
Liabilities. Value of benefit claims payable at end of year2018-04-30$12,707
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30BAUMAN ASSOCIATES, LTD
Accountancy firm EIN2018-04-30391277627
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 incurred2017-04-30$1,646,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$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 year2017-04-30$24,985,782
Value of total assets at beginning of year2017-04-30$22,764,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$282,897
Total interest from all sources2017-04-30$321,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Administrative expenses professional fees incurred2017-04-30$186,280
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$14,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$16,444
Other income not declared elsewhere2017-04-30$129
Administrative expenses (other) incurred2017-04-30$33,052
Liabilities. Value of operating payables at end of year2017-04-30$41,570
Liabilities. Value of operating payables at beginning of year2017-04-30$42,473
Total non interest bearing cash at end of year2017-04-30$4,254
Total non interest bearing cash at beginning of year2017-04-30$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 appraiser2017-04-30No
Value of net income/loss2017-04-30$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)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$15,565
Value of interest in pooled separate accounts at end of year2017-04-30$15,314,639
Value of interest in pooled separate accounts at beginning of year2017-04-30$13,077,548
Interest earned on other investments2017-04-30$321,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-04-30$9,481,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-04-30$9,436,687
Net investment gain/loss from pooled separate accounts2017-04-30$2,237,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$1,310,265
Employer contributions (assets) at end of year2017-04-30$171,286
Employer contributions (assets) at beginning of year2017-04-30$207,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$1,364,036
Contract administrator fees2017-04-30$48,000
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30BAUMAN ASSOCIATES, LTD
Accountancy firm EIN2017-04-30391277627
2016 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-04-30$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 assets2016-04-30$0
Total of all expenses incurred2016-04-30$1,530,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$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 year2016-04-30$22,764,793
Value of total assets at beginning of year2016-04-30$23,253,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$221,225
Total interest from all sources2016-04-30$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 year2016-04-30No
Administrative expenses professional fees incurred2016-04-30$140,953
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$16,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$3,125
Other income not declared elsewhere2016-04-30$2,221
Administrative expenses (other) incurred2016-04-30$18,351
Liabilities. Value of operating payables at end of year2016-04-30$42,473
Liabilities. Value of operating payables at beginning of year2016-04-30$101,746
Total non interest bearing cash at end of year2016-04-30$26,937
Total non interest bearing cash at beginning of year2016-04-30$1,171,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-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)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Investment advisory and management fees2016-04-30$15,321
Value of interest in pooled separate accounts at end of year2016-04-30$13,077,548
Value of interest in pooled separate accounts at beginning of year2016-04-30$13,717,848
Interest earned on other investments2016-04-30$318,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-04-30$9,436,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-04-30$8,165,692
Net investment gain/loss from pooled separate accounts2016-04-30$-515,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$1,295,089
Employer contributions (assets) at end of year2016-04-30$207,177
Employer contributions (assets) at beginning of year2016-04-30$195,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$1,308,914
Contract administrator fees2016-04-30$46,600
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30WALKER, GIROUX & HAHNE, LLC
Accountancy firm EIN2016-04-30463893925
2015 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-04-30$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 assets2015-04-30$0
Total of all expenses incurred2015-04-30$1,540,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$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 year2015-04-30$23,253,507
Value of total assets at beginning of year2015-04-30$21,525,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$238,584
Total interest from all sources2015-04-30$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 year2015-04-30No
Administrative expenses professional fees incurred2015-04-30$158,298
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$3,125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$5,664
Administrative expenses (other) incurred2015-04-30$14,982
Liabilities. Value of operating payables at end of year2015-04-30$101,746
Liabilities. Value of operating payables at beginning of year2015-04-30$43,102
Total non interest bearing cash at end of year2015-04-30$1,171,663
Total non interest bearing cash at beginning of year2015-04-30$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 appraiser2015-04-30No
Value of net income/loss2015-04-30$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)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$15,254
Value of interest in pooled separate accounts at end of year2015-04-30$13,717,848
Value of interest in pooled separate accounts at beginning of year2015-04-30$13,010,258
Interest earned on other investments2015-04-30$312,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-04-30$8,165,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-04-30$8,247,937
Net investment gain/loss from pooled separate accounts2015-04-30$1,417,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$1,479,492
Employer contributions (assets) at end of year2015-04-30$195,179
Employer contributions (assets) at beginning of year2015-04-30$175,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$1,302,088
Contract administrator fees2015-04-30$50,050
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30WALKER, GIROUX & HAHNE, LLC
Accountancy firm EIN2015-04-30463893925
2014 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-30$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 assets2014-04-30$0
Total of all expenses incurred2014-04-30$1,468,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$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 year2014-04-30$21,525,579
Value of total assets at beginning of year2014-04-30$19,363,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$218,571
Total interest from all sources2014-04-30$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 year2014-04-30No
Administrative expenses professional fees incurred2014-04-30$132,720
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$1,000,000
If this is an individual account plan, was there a blackout period2014-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$5,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$83
Administrative expenses (other) incurred2014-04-30$22,188
Liabilities. Value of operating payables at end of year2014-04-30$43,102
Liabilities. Value of operating payables at beginning of year2014-04-30$19,653
Total non interest bearing cash at end of year2014-04-30$86,065
Total non interest bearing cash at beginning of year2014-04-30$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 appraiser2014-04-30No
Value of net income/loss2014-04-30$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)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$14,463
Value of interest in pooled separate accounts at end of year2014-04-30$13,010,258
Value of interest in pooled separate accounts at beginning of year2014-04-30$11,465,210
Interest earned on other investments2014-04-30$321,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$8,247,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-30$7,745,695
Net investment gain/loss from pooled separate accounts2014-04-30$2,160,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$1,125,273
Employer contributions (assets) at end of year2014-04-30$175,655
Employer contributions (assets) at beginning of year2014-04-30$141,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$1,249,686
Contract administrator fees2014-04-30$49,200
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30WALKER, GIROUX & HAHNE, LLC
Accountancy firm EIN2014-04-30463893925
2013 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-04-30$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 assets2013-04-30$0
Total of all expenses incurred2013-04-30$1,472,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$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 year2013-04-30$19,363,114
Value of total assets at beginning of year2013-04-30$17,567,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$228,356
Total interest from all sources2013-04-30$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 year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$155,567
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$1,000,000
If this is an individual account plan, was there a blackout period2013-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$83
Other income not declared elsewhere2013-04-30$111,402
Administrative expenses (other) incurred2013-04-30$10,863
Liabilities. Value of operating payables at end of year2013-04-30$19,653
Total non interest bearing cash at end of year2013-04-30$10,353
Total non interest bearing cash at beginning of year2013-04-30$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 appraiser2013-04-30No
Value of net income/loss2013-04-30$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)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$14,126
Value of interest in pooled separate accounts at end of year2013-04-30$11,465,210
Value of interest in pooled separate accounts at beginning of year2013-04-30$10,716,410
Interest earned on other investments2013-04-30$302,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-04-30$7,745,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-04-30$6,767,660
Net investment gain/loss from pooled separate accounts2013-04-30$1,608,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30Yes
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$1,225,691
Employer contributions (assets) at end of year2013-04-30$141,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$1,244,309
Contract administrator fees2013-04-30$47,800
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30WALKER, GIROUX, & HAHNE, LLC
Accountancy firm EIN2013-04-30463893925
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 incurred2012-04-30$1,418,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$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 year2012-04-30$17,567,416
Value of total assets at beginning of year2012-04-30$17,478,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$182,974
Total interest from all sources2012-04-30$333,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$115,056
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$1,000,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Other income not declared elsewhere2012-04-30$1,018
Administrative expenses (other) incurred2012-04-30$9,951
Total non interest bearing cash at end of year2012-04-30$83,346
Total non interest bearing cash at beginning of year2012-04-30$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 appraiser2012-04-30No
Value of net income/loss2012-04-30$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)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$14,167
Value of interest in pooled separate accounts at end of year2012-04-30$10,716,410
Value of interest in pooled separate accounts at beginning of year2012-04-30$10,561,833
Interest earned on other investments2012-04-30$333,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$242,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$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 year2012-04-30$6,767,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-04-30$6,663,802
Net investment gain/loss from pooled separate accounts2012-04-30$134,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$1,038,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$1,235,102
Contract administrator fees2012-04-30$43,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-04-30No
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30WALKER GIROUX & HAHNE LTD
Accountancy firm EIN2012-04-30411359264
2011 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-04-30$3,131,578
Total of all expenses incurred2011-04-30$1,476,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$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 year2011-04-30$17,478,084
Value of total assets at beginning of year2011-04-30$15,823,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$192,485
Total interest from all sources2011-04-30$308,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$94,813
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$1,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-04-300
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Administrative expenses (other) incurred2011-04-30$9,379
Total non interest bearing cash at end of year2011-04-30$9,545
Total non interest bearing cash at beginning of year2011-04-30$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 appraiser2011-04-30No
Value of net income/loss2011-04-30$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)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$13,887
Value of interest in pooled separate accounts at end of year2011-04-30$10,561,833
Value of interest in pooled separate accounts at beginning of year2011-04-30$9,388,032
Interest earned on other investments2011-04-30$308,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$242,904
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$178,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$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 year2011-04-30$6,663,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$6,238,760
Net investment gain/loss from pooled separate accounts2011-04-30$1,713,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$1,109,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$1,284,166
Contract administrator fees2011-04-30$74,406
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30WALKER GIROUX & HAHNE LTD
Accountancy firm EIN2011-04-30411359264
2010 : IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2010 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-04-300

Form 5500 Responses for IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN

2022: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2022 form 5500 responses
2022-05-01Type of plan entityMulti-employer plan
2022-05-01Plan is a collectively bargained planYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement - TrustYes
2021: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Submission has been amendedYes
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Submission has been amendedYes
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2010 form 5500 responses
2010-05-01Type of plan entityMulti-employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planYes
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: IRON RANGE PLUMBERS & FITTERS RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002116
Policy instance 1
Insurance contract or identification number002116
Number of Individuals Covered284
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002116
Policy instance 1
Insurance contract or identification number002116
Number of Individuals Covered284
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $6,987
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,884
Insurance broker organization code?3
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002116
Policy instance 1
Insurance contract or identification number002116
Number of Individuals Covered284
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $3,260
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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