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IOWA LABORERS HEALTH AND WELFARE FUND 401k Plan overview

Plan NameIOWA LABORERS HEALTH AND WELFARE FUND
Plan identification number 501

IOWA LABORERS HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

IOWA LABORERS HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:IOWA LABORERS HEALTH AND WELFARE FUND
Employer identification number (EIN):420946060
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IOWA LABORERS HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-11-01
5012020-11-01
5012019-11-01
5012018-11-01
5012017-11-01
5012016-11-01WILLIAM GERHART JAMES PIAZZA JR.2018-05-25
5012015-11-01WILLIAM GERHART JAMES PIAZZA JR.2017-05-12
5012014-11-01WILLIAM GERHART JAMES PIAZZA JR.2016-07-20
5012013-11-01WILLIAM GERHART JAMES PIAZZA JR.2015-08-15
5012012-11-01WILLIAM GERHART JAMES PIAZZA JR.2014-08-15
5012011-11-01WILLIAM GERHART JAMES PIAZZA JR.2013-08-09
5012009-11-01WILLIAM GERHART JAMES PIAZZA JR.2011-08-15

Plan Statistics for IOWA LABORERS HEALTH AND WELFARE FUND

401k plan membership statisitcs for IOWA LABORERS HEALTH AND WELFARE FUND

Measure Date Value
2021: IOWA LABORERS HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-11-012,758
Total number of active participants reported on line 7a of the Form 55002021-11-012,205
Number of retired or separated participants receiving benefits2021-11-01528
Total of all active and inactive participants2021-11-012,733
Number of employers contributing to the scheme2021-11-01201
2020: IOWA LABORERS HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-11-012,885
Total number of active participants reported on line 7a of the Form 55002020-11-012,227
Number of retired or separated participants receiving benefits2020-11-01531
Total of all active and inactive participants2020-11-012,758
Number of employers contributing to the scheme2020-11-01215
2019: IOWA LABORERS HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-11-013,034
Total number of active participants reported on line 7a of the Form 55002019-11-012,368
Number of retired or separated participants receiving benefits2019-11-01517
Total of all active and inactive participants2019-11-012,885
Number of employers contributing to the scheme2019-11-01229
2018: IOWA LABORERS HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-11-013,219
Total number of active participants reported on line 7a of the Form 55002018-11-012,515
Number of retired or separated participants receiving benefits2018-11-01519
Total of all active and inactive participants2018-11-013,034
Number of employers contributing to the scheme2018-11-01225
2017: IOWA LABORERS HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-11-013,164
Total number of active participants reported on line 7a of the Form 55002017-11-012,671
Number of retired or separated participants receiving benefits2017-11-01548
Total of all active and inactive participants2017-11-013,219
Number of employers contributing to the scheme2017-11-01230
2016: IOWA LABORERS HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-11-012,771
Total number of active participants reported on line 7a of the Form 55002016-11-012,650
Number of retired or separated participants receiving benefits2016-11-01514
Total of all active and inactive participants2016-11-013,164
Number of employers contributing to the scheme2016-11-01233
2015: IOWA LABORERS HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-11-012,989
Total number of active participants reported on line 7a of the Form 55002015-11-012,771
Number of retired or separated participants receiving benefits2015-11-01504
Total of all active and inactive participants2015-11-013,275
Number of employers contributing to the scheme2015-11-01220
2014: IOWA LABORERS HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-11-012,913
Total number of active participants reported on line 7a of the Form 55002014-11-012,490
Number of retired or separated participants receiving benefits2014-11-01499
Total of all active and inactive participants2014-11-012,989
Number of employers contributing to the scheme2014-11-01225
2013: IOWA LABORERS HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-11-012,922
Total number of active participants reported on line 7a of the Form 55002013-11-012,442
Number of retired or separated participants receiving benefits2013-11-01471
Total of all active and inactive participants2013-11-012,913
Number of employers contributing to the scheme2013-11-01275
2012: IOWA LABORERS HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-11-012,553
Total number of active participants reported on line 7a of the Form 55002012-11-012,480
Number of retired or separated participants receiving benefits2012-11-01442
Total of all active and inactive participants2012-11-012,922
Number of employers contributing to the scheme2012-11-01275
2011: IOWA LABORERS HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-11-012,941
Total number of active participants reported on line 7a of the Form 55002011-11-012,103
Number of retired or separated participants receiving benefits2011-11-01450
Total of all active and inactive participants2011-11-012,553
Number of employers contributing to the scheme2011-11-01274
2009: IOWA LABORERS HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-11-014,265
Total number of active participants reported on line 7a of the Form 55002009-11-012,211
Number of retired or separated participants receiving benefits2009-11-01392
Total of all active and inactive participants2009-11-012,603
Number of employers contributing to the scheme2009-11-01300

Financial Data on IOWA LABORERS HEALTH AND WELFARE FUND

Measure Date Value
2022 : IOWA LABORERS HEALTH AND WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-31$-2,223,484
Total unrealized appreciation/depreciation of assets2022-10-31$-2,223,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$18,342,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$18,633,328
Total income from all sources (including contributions)2022-10-31$24,498,990
Total of all expenses incurred2022-10-31$30,796,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$27,943,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$26,262,051
Value of total assets at end of year2022-10-31$20,965,067
Value of total assets at beginning of year2022-10-31$27,553,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$2,852,876
Total interest from all sources2022-10-31$185,639
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$274,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Administrative expenses professional fees incurred2022-10-31$207,573
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$2,501,033
Assets. Other investments not covered elsewhere at end of year2022-10-31$1,089,637
Assets. Other investments not covered elsewhere at beginning of year2022-10-31$1,429,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-10-31$743,907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-31$2,207,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-10-31$535,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-10-31$503,375
Administrative expenses (other) incurred2022-10-31$244,167
Liabilities. Value of operating payables at end of year2022-10-31$122,172
Liabilities. Value of operating payables at beginning of year2022-10-31$134,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-6,297,572
Value of net assets at end of year (total assets less liabilities)2022-10-31$2,622,264
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$8,919,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Investment advisory and management fees2022-10-31$70,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$4,517,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$9,208,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-31$4,306,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-10-31$3,861,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-10-31$3,861,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-31$185,639
Expenses. Payments to insurance carriers foe the provision of benefits2022-10-31$4,785,682
Asset value of US Government securities at end of year2022-10-31$1,055,323
Asset value of US Government securities at beginning of year2022-10-31$724,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31Yes
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$23,761,018
Employer contributions (assets) at end of year2022-10-31$2,492,364
Employer contributions (assets) at beginning of year2022-10-31$2,512,056
Income. Dividends from common stock2022-10-31$274,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$23,158,004
Asset. Corporate debt instrument debt (other) at end of year2022-10-31$3,919,222
Asset. Corporate debt instrument debt (other) at beginning of year2022-10-31$3,698,974
Contract administrator fees2022-10-31$2,330,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-10-31$2,841,109
Assets. Corporate common stocks other than exployer securities at beginning of year2022-10-31$3,912,053
Liabilities. Value of benefit claims payable at end of year2022-10-31$17,685,000
Liabilities. Value of benefit claims payable at beginning of year2022-10-31$17,995,000
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31UHY, LLP
Accountancy firm EIN2022-10-31200694403
2021 : IOWA LABORERS HEALTH AND WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-10-31$2,358,866
Total unrealized appreciation/depreciation of assets2021-10-31$2,358,866
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$18,633,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$18,918,711
Total income from all sources (including contributions)2021-10-31$28,415,349
Total of all expenses incurred2021-10-31$29,613,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$26,662,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$25,625,021
Value of total assets at end of year2021-10-31$27,553,164
Value of total assets at beginning of year2021-10-31$29,036,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$2,950,429
Total interest from all sources2021-10-31$140,825
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$290,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Administrative expenses professional fees incurred2021-10-31$185,523
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$500,000
If this is an individual account plan, was there a blackout period2021-10-31No
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Contributions received from participants2021-10-31$2,737,833
Assets. Other investments not covered elsewhere at end of year2021-10-31$1,429,159
Assets. Other investments not covered elsewhere at beginning of year2021-10-31$2,444,170
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-10-31$2,207,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-10-31$1,650,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-10-31$503,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-10-31$385,407
Administrative expenses (other) incurred2021-10-31$258,562
Liabilities. Value of operating payables at end of year2021-10-31$134,953
Liabilities. Value of operating payables at beginning of year2021-10-31$114,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$-1,197,972
Value of net assets at end of year (total assets less liabilities)2021-10-31$8,919,836
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$10,117,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Investment advisory and management fees2021-10-31$85,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-31$9,208,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$8,313,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-10-31$3,861,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-10-31$3,454,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-10-31$3,454,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-10-31$140,825
Expenses. Payments to insurance carriers foe the provision of benefits2021-10-31$4,446,463
Asset value of US Government securities at end of year2021-10-31$724,192
Asset value of US Government securities at beginning of year2021-10-31$1,741,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31Yes
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Contributions received in cash from employer2021-10-31$22,887,188
Employer contributions (assets) at end of year2021-10-31$2,512,056
Employer contributions (assets) at beginning of year2021-10-31$2,687,240
Income. Dividends from common stock2021-10-31$290,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$22,216,429
Asset. Corporate debt instrument debt (other) at end of year2021-10-31$3,698,974
Asset. Corporate debt instrument debt (other) at beginning of year2021-10-31$4,123,187
Contract administrator fees2021-10-31$2,421,158
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-10-31$3,912,053
Assets. Corporate common stocks other than exployer securities at beginning of year2021-10-31$4,621,995
Liabilities. Value of benefit claims payable at end of year2021-10-31$17,995,000
Liabilities. Value of benefit claims payable at beginning of year2021-10-31$18,419,000
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Unqualified
Accountancy firm name2021-10-31UHY, LLP
Accountancy firm EIN2021-10-31200694403
2020 : IOWA LABORERS HEALTH AND WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-10-31$406,199
Total unrealized appreciation/depreciation of assets2020-10-31$406,199
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$18,918,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$18,133,363
Total income from all sources (including contributions)2020-10-31$26,783,991
Total of all expenses incurred2020-10-31$30,568,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$27,579,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$25,744,121
Value of total assets at end of year2020-10-31$29,036,519
Value of total assets at beginning of year2020-10-31$32,035,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$2,989,239
Total interest from all sources2020-10-31$279,203
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$354,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Administrative expenses professional fees incurred2020-10-31$164,942
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$500,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Contributions received from participants2020-10-31$2,364,669
Assets. Other investments not covered elsewhere at end of year2020-10-31$2,444,170
Assets. Other investments not covered elsewhere at beginning of year2020-10-31$5,984,896
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-10-31$1,650,442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-10-31$899,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-10-31$385,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-10-31$401,990
Administrative expenses (other) incurred2020-10-31$218,485
Liabilities. Value of operating payables at end of year2020-10-31$114,304
Liabilities. Value of operating payables at beginning of year2020-10-31$216,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$-3,784,393
Value of net assets at end of year (total assets less liabilities)2020-10-31$10,117,808
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$13,902,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Investment advisory and management fees2020-10-31$91,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$8,313,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-31$7,329,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-10-31$3,454,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-10-31$4,536,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-10-31$4,536,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-10-31$279,203
Expenses. Payments to insurance carriers foe the provision of benefits2020-10-31$4,848,514
Asset value of US Government securities at end of year2020-10-31$1,741,427
Asset value of US Government securities at beginning of year2020-10-31$1,949,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31Yes
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$23,379,452
Employer contributions (assets) at end of year2020-10-31$2,687,240
Employer contributions (assets) at beginning of year2020-10-31$3,205,355
Income. Dividends from common stock2020-10-31$354,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$22,730,631
Asset. Corporate debt instrument debt (other) at end of year2020-10-31$4,123,187
Asset. Corporate debt instrument debt (other) at beginning of year2020-10-31$3,690,487
Contract administrator fees2020-10-31$2,513,891
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-10-31$4,621,995
Assets. Corporate common stocks other than exployer securities at beginning of year2020-10-31$4,439,657
Liabilities. Value of benefit claims payable at end of year2020-10-31$18,419,000
Liabilities. Value of benefit claims payable at beginning of year2020-10-31$17,515,000
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31No
Opinion of an independent qualified public accountant for this plan2020-10-31Unqualified
Accountancy firm name2020-10-31LWBJ, LLP
Accountancy firm EIN2020-10-31421462849
2019 : IOWA LABORERS HEALTH AND WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-10-31$1,020,297
Total unrealized appreciation/depreciation of assets2019-10-31$1,020,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$18,133,363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$16,727,911
Total income from all sources (including contributions)2019-10-31$29,428,587
Total of all expenses incurred2019-10-31$29,160,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$26,233,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$27,668,559
Value of total assets at end of year2019-10-31$32,035,564
Value of total assets at beginning of year2019-10-31$30,362,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$2,927,372
Total interest from all sources2019-10-31$380,307
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$359,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Administrative expenses professional fees incurred2019-10-31$180,952
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$500,000
If this is an individual account plan, was there a blackout period2019-10-31No
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Contributions received from participants2019-10-31$2,396,203
Assets. Other investments not covered elsewhere at end of year2019-10-31$5,984,896
Assets. Other investments not covered elsewhere at beginning of year2019-10-31$5,287,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-10-31$899,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-10-31$699,541
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-10-31$401,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-10-31$454,620
Administrative expenses (other) incurred2019-10-31$249,301
Liabilities. Value of operating payables at end of year2019-10-31$216,373
Liabilities. Value of operating payables at beginning of year2019-10-31$248,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$267,951
Value of net assets at end of year (total assets less liabilities)2019-10-31$13,902,201
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$13,634,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Investment advisory and management fees2019-10-31$92,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-31$7,329,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$6,880,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-10-31$4,536,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-10-31$3,402,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-10-31$3,402,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-10-31$380,307
Expenses. Payments to insurance carriers foe the provision of benefits2019-10-31$4,558,154
Asset value of US Government securities at end of year2019-10-31$1,949,418
Asset value of US Government securities at beginning of year2019-10-31$2,746,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31Yes
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$25,272,356
Employer contributions (assets) at end of year2019-10-31$3,205,355
Employer contributions (assets) at beginning of year2019-10-31$2,861,346
Income. Dividends from common stock2019-10-31$359,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$21,675,110
Asset. Corporate debt instrument debt (other) at end of year2019-10-31$3,690,487
Asset. Corporate debt instrument debt (other) at beginning of year2019-10-31$4,694,105
Contract administrator fees2019-10-31$2,404,301
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-10-31$4,439,657
Assets. Corporate common stocks other than exployer securities at beginning of year2019-10-31$3,790,884
Liabilities. Value of benefit claims payable at end of year2019-10-31$17,515,000
Liabilities. Value of benefit claims payable at beginning of year2019-10-31$16,025,000
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31No
Opinion of an independent qualified public accountant for this plan2019-10-31Unqualified
Accountancy firm name2019-10-31LWBJ, LLP
Accountancy firm EIN2019-10-31421462849
2018 : IOWA LABORERS HEALTH AND WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-10-31$-375,843
Total unrealized appreciation/depreciation of assets2018-10-31$-375,843
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$16,727,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$16,925,557
Total income from all sources (including contributions)2018-10-31$28,177,715
Total of all expenses incurred2018-10-31$27,523,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$24,649,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$27,908,017
Value of total assets at end of year2018-10-31$30,362,161
Value of total assets at beginning of year2018-10-31$29,905,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$2,874,067
Total interest from all sources2018-10-31$289,737
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$355,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Administrative expenses professional fees incurred2018-10-31$206,233
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$2,351,816
Assets. Other investments not covered elsewhere at end of year2018-10-31$5,287,797
Assets. Other investments not covered elsewhere at beginning of year2018-10-31$1,302,966
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-10-31$699,541
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-10-31$612,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-10-31$454,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-10-31$271,716
Administrative expenses (other) incurred2018-10-31$287,653
Liabilities. Value of operating payables at end of year2018-10-31$248,291
Liabilities. Value of operating payables at beginning of year2018-10-31$141,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$654,192
Value of net assets at end of year (total assets less liabilities)2018-10-31$13,634,250
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$12,980,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Investment advisory and management fees2018-10-31$95,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$6,880,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$7,248,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-10-31$3,402,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-10-31$5,934,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-10-31$5,934,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$289,737
Expenses. Payments to insurance carriers foe the provision of benefits2018-10-31$4,241,935
Asset value of US Government securities at end of year2018-10-31$2,746,115
Asset value of US Government securities at beginning of year2018-10-31$3,265,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31Yes
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$25,556,201
Employer contributions (assets) at end of year2018-10-31$2,861,346
Employer contributions (assets) at beginning of year2018-10-31$2,542,907
Income. Dividends from common stock2018-10-31$355,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$20,407,521
Asset. Corporate debt instrument debt (other) at end of year2018-10-31$4,694,105
Asset. Corporate debt instrument debt (other) at beginning of year2018-10-31$4,783,467
Contract administrator fees2018-10-31$2,284,857
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-10-31$3,790,884
Assets. Corporate common stocks other than exployer securities at beginning of year2018-10-31$4,214,437
Liabilities. Value of benefit claims payable at end of year2018-10-31$16,025,000
Liabilities. Value of benefit claims payable at beginning of year2018-10-31$16,512,000
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31No
Opinion of an independent qualified public accountant for this plan2018-10-31Unqualified
Accountancy firm name2018-10-31LWBJ, LLP
Accountancy firm EIN2018-10-31421462849
2017 : IOWA LABORERS HEALTH AND WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-10-31$1,438,554
Total unrealized appreciation/depreciation of assets2017-10-31$1,438,554
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$16,925,557
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$18,949,024
Total income from all sources (including contributions)2017-10-31$30,394,083
Total loss/gain on sale of assets2017-10-31$187,494
Total of all expenses incurred2017-10-31$27,230,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$24,037,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$28,090,282
Value of total assets at end of year2017-10-31$29,905,615
Value of total assets at beginning of year2017-10-31$28,765,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$3,192,968
Total income from rents2017-10-31$28,056
Total interest from all sources2017-10-31$281,866
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$367,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Assets. Real estate other than employer real property at end of year2017-10-31$0
Assets. Real estate other than employer real property at beginning of year2017-10-31$194,905
Administrative expenses professional fees incurred2017-10-31$166,617
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$500,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Contributions received from participants2017-10-31$2,319,961
Assets. Other investments not covered elsewhere at end of year2017-10-31$1,302,966
Assets. Other investments not covered elsewhere at beginning of year2017-10-31$992,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-10-31$612,998
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-10-31$525,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-10-31$271,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-10-31$315,096
Administrative expenses (other) incurred2017-10-31$386,051
Liabilities. Value of operating payables at end of year2017-10-31$141,841
Liabilities. Value of operating payables at beginning of year2017-10-31$188,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$3,163,942
Value of net assets at end of year (total assets less liabilities)2017-10-31$12,980,058
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$9,816,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Investment advisory and management fees2017-10-31$165,039
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$7,248,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$8,454,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-10-31$5,934,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-10-31$3,683,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-10-31$3,683,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-31$281,866
Expenses. Payments to insurance carriers foe the provision of benefits2017-10-31$4,760,446
Asset value of US Government securities at end of year2017-10-31$3,265,377
Asset value of US Government securities at beginning of year2017-10-31$1,740,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31Yes
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$25,770,321
Employer contributions (assets) at end of year2017-10-31$2,542,907
Employer contributions (assets) at beginning of year2017-10-31$3,187,342
Income. Dividends from common stock2017-10-31$367,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$19,276,727
Asset. Corporate debt instrument debt (other) at end of year2017-10-31$4,783,467
Asset. Corporate debt instrument debt (other) at beginning of year2017-10-31$6,406,004
Contract administrator fees2017-10-31$2,475,261
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-10-31$4,214,437
Assets. Corporate common stocks other than exployer securities at beginning of year2017-10-31$3,578,667
Liabilities. Value of benefit claims payable at end of year2017-10-31$16,512,000
Liabilities. Value of benefit claims payable at beginning of year2017-10-31$18,445,000
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Aggregate proceeds on sale of assets2017-10-31$375,000
Aggregate carrying amount (costs) on sale of assets2017-10-31$187,506
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31No
Opinion of an independent qualified public accountant for this plan2017-10-31Unqualified
Accountancy firm name2017-10-31LWBJ, LLP
Accountancy firm EIN2017-10-31421462849
2016 : IOWA LABORERS HEALTH AND WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-10-31$-159,892
Total unrealized appreciation/depreciation of assets2016-10-31$-159,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$18,949,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$17,447,828
Total income from all sources (including contributions)2016-10-31$29,313,397
Total of all expenses incurred2016-10-31$31,243,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$28,084,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$28,630,101
Value of total assets at end of year2016-10-31$28,765,140
Value of total assets at beginning of year2016-10-31$29,194,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$3,159,141
Total income from rents2016-10-31$48,096
Total interest from all sources2016-10-31$300,968
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$494,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Assets. Real estate other than employer real property at end of year2016-10-31$194,905
Assets. Real estate other than employer real property at beginning of year2016-10-31$208,977
Administrative expenses professional fees incurred2016-10-31$155,413
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
If this is an individual account plan, was there a blackout period2016-10-31No
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Contributions received from participants2016-10-31$2,383,206
Assets. Other investments not covered elsewhere at end of year2016-10-31$992,939
Assets. Other investments not covered elsewhere at beginning of year2016-10-31$1,880,281
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-10-31$525,580
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-10-31$288,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-10-31$315,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-10-31$35,946
Administrative expenses (other) incurred2016-10-31$508,885
Liabilities. Value of operating payables at end of year2016-10-31$188,928
Liabilities. Value of operating payables at beginning of year2016-10-31$219,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$-1,930,184
Value of net assets at end of year (total assets less liabilities)2016-10-31$9,816,116
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$11,746,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Investment advisory and management fees2016-10-31$161,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$8,454,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$10,239,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-10-31$3,683,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-31$1,818,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-31$1,818,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-31$300,968
Expenses. Payments to insurance carriers foe the provision of benefits2016-10-31$5,600,563
Asset value of US Government securities at end of year2016-10-31$1,740,775
Asset value of US Government securities at beginning of year2016-10-31$2,101,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31Yes
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$26,246,895
Employer contributions (assets) at end of year2016-10-31$3,187,342
Employer contributions (assets) at beginning of year2016-10-31$2,662,459
Income. Dividends from common stock2016-10-31$494,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$22,483,877
Asset. Corporate debt instrument debt (other) at end of year2016-10-31$6,406,004
Asset. Corporate debt instrument debt (other) at beginning of year2016-10-31$6,196,615
Contract administrator fees2016-10-31$2,333,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-10-31$3,578,667
Assets. Corporate common stocks other than exployer securities at beginning of year2016-10-31$3,796,798
Liabilities. Value of benefit claims payable at end of year2016-10-31$18,445,000
Liabilities. Value of benefit claims payable at beginning of year2016-10-31$17,192,000
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31No
Opinion of an independent qualified public accountant for this plan2016-10-31Unqualified
Accountancy firm name2016-10-31LWBJ, LLP
Accountancy firm EIN2016-10-31421462849
2015 : IOWA LABORERS HEALTH AND WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-10-31$-868,128
Total unrealized appreciation/depreciation of assets2015-10-31$-868,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$17,447,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$6,350,325
Total income from all sources (including contributions)2015-10-31$26,604,539
Total of all expenses incurred2015-10-31$39,760,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$36,744,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$26,458,269
Value of total assets at end of year2015-10-31$29,194,128
Value of total assets at beginning of year2015-10-31$31,252,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$3,016,429
Total income from rents2015-10-31$47,641
Total interest from all sources2015-10-31$320,459
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$646,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Assets. Real estate other than employer real property at end of year2015-10-31$208,977
Assets. Real estate other than employer real property at beginning of year2015-10-31$223,049
Administrative expenses professional fees incurred2015-10-31$160,421
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
If this is an individual account plan, was there a blackout period2015-10-31No
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Contributions received from participants2015-10-31$2,325,685
Assets. Other investments not covered elsewhere at end of year2015-10-31$1,880,281
Assets. Other investments not covered elsewhere at beginning of year2015-10-31$1,182,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-10-31$288,636
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-10-31$117,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-10-31$35,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-10-31$175,905
Administrative expenses (other) incurred2015-10-31$507,285
Liabilities. Value of operating payables at end of year2015-10-31$219,882
Liabilities. Value of operating payables at beginning of year2015-10-31$287,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$-13,156,157
Value of net assets at end of year (total assets less liabilities)2015-10-31$11,746,300
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$24,902,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Investment advisory and management fees2015-10-31$171,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$10,239,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$10,781,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-31$1,818,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-31$6,272,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-31$6,272,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-31$320,459
Expenses. Payments to insurance carriers foe the provision of benefits2015-10-31$5,290,574
Asset value of US Government securities at end of year2015-10-31$2,101,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31Yes
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$24,132,584
Employer contributions (assets) at end of year2015-10-31$2,662,459
Employer contributions (assets) at beginning of year2015-10-31$2,887,703
Income. Dividends from common stock2015-10-31$646,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$31,453,693
Asset. Corporate debt instrument debt (other) at end of year2015-10-31$6,196,615
Asset. Corporate debt instrument debt (other) at beginning of year2015-10-31$7,871,575
Contract administrator fees2015-10-31$2,177,594
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-10-31$3,796,798
Assets. Corporate common stocks other than exployer securities at beginning of year2015-10-31$1,916,148
Liabilities. Value of benefit claims payable at end of year2015-10-31$17,192,000
Liabilities. Value of benefit claims payable at beginning of year2015-10-31$5,887,000
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31No
Opinion of an independent qualified public accountant for this plan2015-10-31Unqualified
Accountancy firm name2015-10-31LWBJ, LLP
Accountancy firm EIN2015-10-31421462849
2014 : IOWA LABORERS HEALTH AND WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-10-31$374,156
Total unrealized appreciation/depreciation of assets2014-10-31$374,156
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$6,350,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$4,419,273
Total income from all sources (including contributions)2014-10-31$25,739,290
Total of all expenses incurred2014-10-31$25,680,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$22,946,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$24,567,240
Value of total assets at end of year2014-10-31$31,252,782
Value of total assets at beginning of year2014-10-31$29,263,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$2,734,583
Total income from rents2014-10-31$47,096
Total interest from all sources2014-10-31$332,311
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$418,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Assets. Real estate other than employer real property at end of year2014-10-31$223,049
Assets. Real estate other than employer real property at beginning of year2014-10-31$189,972
Administrative expenses professional fees incurred2014-10-31$169,008
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
If this is an individual account plan, was there a blackout period2014-10-31No
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$2,334,889
Assets. Other investments not covered elsewhere at end of year2014-10-31$1,182,454
Assets. Other investments not covered elsewhere at beginning of year2014-10-31$1,230,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-10-31$117,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-10-31$530,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-10-31$175,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-10-31$158,071
Administrative expenses (other) incurred2014-10-31$503,985
Liabilities. Value of operating payables at end of year2014-10-31$287,420
Liabilities. Value of operating payables at beginning of year2014-10-31$244,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$58,703
Value of net assets at end of year (total assets less liabilities)2014-10-31$24,902,457
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$24,843,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Investment advisory and management fees2014-10-31$166,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$10,781,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$9,580,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-31$6,272,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-31$6,534,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-31$6,534,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$332,311
Expenses. Payments to insurance carriers foe the provision of benefits2014-10-31$5,281,911
Asset value of US Government securities at beginning of year2014-10-31$277,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31Yes
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$22,232,351
Employer contributions (assets) at end of year2014-10-31$2,887,703
Employer contributions (assets) at beginning of year2014-10-31$2,110,638
Income. Dividends from common stock2014-10-31$418,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$17,664,093
Asset. Corporate debt instrument debt (other) at end of year2014-10-31$7,871,575
Asset. Corporate debt instrument debt (other) at beginning of year2014-10-31$7,370,931
Contract administrator fees2014-10-31$1,895,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-10-31$1,916,148
Assets. Corporate common stocks other than exployer securities at beginning of year2014-10-31$1,437,956
Liabilities. Value of benefit claims payable at end of year2014-10-31$5,887,000
Liabilities. Value of benefit claims payable at beginning of year2014-10-31$4,017,000
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31No
Opinion of an independent qualified public accountant for this plan2014-10-31Unqualified
Accountancy firm name2014-10-31LWBJ, LLP
Accountancy firm EIN2014-10-31421462849
2013 : IOWA LABORERS HEALTH AND WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-10-31$299,232
Total unrealized appreciation/depreciation of assets2013-10-31$299,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$4,419,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$4,819,692
Total income from all sources (including contributions)2013-10-31$21,225,990
Total of all expenses incurred2013-10-31$22,413,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$20,136,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$20,177,944
Value of total assets at end of year2013-10-31$29,263,027
Value of total assets at beginning of year2013-10-31$30,850,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$2,276,286
Total income from rents2013-10-31$48,141
Total interest from all sources2013-10-31$378,704
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$321,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Assets. Real estate other than employer real property at end of year2013-10-31$189,972
Assets. Real estate other than employer real property at beginning of year2013-10-31$202,158
Administrative expenses professional fees incurred2013-10-31$169,758
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$500,000
If this is an individual account plan, was there a blackout period2013-10-31No
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Contributions received from participants2013-10-31$2,230,628
Assets. Other investments not covered elsewhere at end of year2013-10-31$1,230,878
Assets. Other investments not covered elsewhere at beginning of year2013-10-31$2,229,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-10-31$530,046
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-10-31$97,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-10-31$158,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-10-31$132,241
Administrative expenses (other) incurred2013-10-31$192,017
Liabilities. Value of operating payables at end of year2013-10-31$244,202
Liabilities. Value of operating payables at beginning of year2013-10-31$162,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$-1,187,043
Value of net assets at end of year (total assets less liabilities)2013-10-31$24,843,754
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$26,030,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Investment advisory and management fees2013-10-31$172,864
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$9,580,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$6,228,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-10-31$6,534,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-31$11,466,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-31$11,466,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-31$378,704
Expenses. Payments to insurance carriers foe the provision of benefits2013-10-31$4,198,754
Asset value of US Government securities at end of year2013-10-31$277,754
Asset value of US Government securities at beginning of year2013-10-31$1,897,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31Yes
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$17,947,316
Employer contributions (assets) at end of year2013-10-31$2,110,638
Employer contributions (assets) at beginning of year2013-10-31$1,898,487
Income. Dividends from common stock2013-10-31$321,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$15,937,993
Asset. Corporate debt instrument debt (other) at end of year2013-10-31$7,370,931
Asset. Corporate debt instrument debt (other) at beginning of year2013-10-31$6,830,925
Contract administrator fees2013-10-31$1,741,647
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-10-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-10-31$1,437,956
Assets. Corporate common stocks other than exployer securities at beginning of year2013-10-31$0
Liabilities. Value of benefit claims payable at end of year2013-10-31$4,017,000
Liabilities. Value of benefit claims payable at beginning of year2013-10-31$4,525,209
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31No
Opinion of an independent qualified public accountant for this plan2013-10-31Unqualified
Accountancy firm name2013-10-31LWBJ, LLP
Accountancy firm EIN2013-10-31421462849
2012 : IOWA LABORERS HEALTH AND WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-10-31$648,885
Total unrealized appreciation/depreciation of assets2012-10-31$648,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$4,819,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$5,266,800
Total income from all sources (including contributions)2012-10-31$22,245,327
Total of all expenses incurred2012-10-31$21,186,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$19,084,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$20,837,943
Value of total assets at end of year2012-10-31$30,850,489
Value of total assets at beginning of year2012-10-31$30,238,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$2,102,303
Total income from rents2012-10-31$45,696
Total interest from all sources2012-10-31$320,765
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$392,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Assets. Real estate other than employer real property at end of year2012-10-31$202,158
Assets. Real estate other than employer real property at beginning of year2012-10-31$214,344
Administrative expenses professional fees incurred2012-10-31$125,458
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$500,000
If this is an individual account plan, was there a blackout period2012-10-31No
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Contributions received from participants2012-10-31$1,984,934
Assets. Other investments not covered elsewhere at end of year2012-10-31$2,229,737
Assets. Other investments not covered elsewhere at beginning of year2012-10-31$5,267,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-10-31$97,119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-10-31$141,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-10-31$132,241
Administrative expenses (other) incurred2012-10-31$151,013
Liabilities. Value of operating payables at end of year2012-10-31$162,242
Liabilities. Value of operating payables at beginning of year2012-10-31$268,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$1,058,850
Value of net assets at end of year (total assets less liabilities)2012-10-31$26,030,797
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$24,971,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Investment advisory and management fees2012-10-31$122,856
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$6,228,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$5,632,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-10-31$11,466,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-31$14,042,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-31$14,042,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$320,765
Expenses. Payments to insurance carriers foe the provision of benefits2012-10-31$4,070,394
Asset value of US Government securities at end of year2012-10-31$1,897,749
Asset value of US Government securities at beginning of year2012-10-31$3,055,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31Yes
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$18,853,009
Employer contributions (assets) at end of year2012-10-31$1,898,487
Employer contributions (assets) at beginning of year2012-10-31$1,884,704
Income. Dividends from common stock2012-10-31$392,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$15,013,780
Asset. Corporate debt instrument debt (other) at end of year2012-10-31$6,830,925
Asset. Corporate debt instrument debt (other) at beginning of year2012-10-31$0
Contract administrator fees2012-10-31$1,702,976
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-10-31No
Liabilities. Value of benefit claims payable at end of year2012-10-31$4,525,209
Liabilities. Value of benefit claims payable at beginning of year2012-10-31$4,998,000
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31No
Opinion of an independent qualified public accountant for this plan2012-10-31Unqualified
Accountancy firm name2012-10-31LWBJ, LLP
Accountancy firm EIN2012-10-31421462849
2011 : IOWA LABORERS HEALTH AND WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-10-31$191,641
Total unrealized appreciation/depreciation of assets2011-10-31$191,641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$5,266,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$5,152,214
Total income from all sources (including contributions)2011-10-31$20,453,572
Total loss/gain on sale of assets2011-10-31$-461,623
Total of all expenses incurred2011-10-31$20,175,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$18,105,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$19,982,452
Value of total assets at end of year2011-10-31$30,238,747
Value of total assets at beginning of year2011-10-31$29,846,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$2,070,377
Total income from rents2011-10-31$41,131
Total interest from all sources2011-10-31$501,671
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$171,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Assets. Real estate other than employer real property at end of year2011-10-31$214,344
Assets. Real estate other than employer real property at beginning of year2011-10-31$226,530
Administrative expenses professional fees incurred2011-10-31$187,420
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$500,000
If this is an individual account plan, was there a blackout period2011-10-31No
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Contributions received from participants2011-10-31$1,977,369
Assets. Other investments not covered elsewhere at end of year2011-10-31$5,267,655
Assets. Other investments not covered elsewhere at beginning of year2011-10-31$1,670,622
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-10-31$141,178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-10-31$63,430
Other income not declared elsewhere2011-10-31$27,074
Administrative expenses (other) incurred2011-10-31$140,012
Liabilities. Value of operating payables at end of year2011-10-31$268,800
Liabilities. Value of operating payables at beginning of year2011-10-31$167,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$278,089
Value of net assets at end of year (total assets less liabilities)2011-10-31$24,971,947
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$24,693,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Investment advisory and management fees2011-10-31$75,829
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$5,632,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$2,973,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$14,042,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$19,678,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$19,678,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-31$501,671
Expenses. Payments to insurance carriers foe the provision of benefits2011-10-31$3,764,554
Asset value of US Government securities at end of year2011-10-31$3,055,675
Asset value of US Government securities at beginning of year2011-10-31$3,255,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31Yes
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$18,005,083
Employer contributions (assets) at end of year2011-10-31$1,884,704
Employer contributions (assets) at beginning of year2011-10-31$1,978,243
Income. Dividends from common stock2011-10-31$171,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$14,340,552
Contract administrator fees2011-10-31$1,667,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-10-31No
Liabilities. Value of benefit claims payable at end of year2011-10-31$4,998,000
Liabilities. Value of benefit claims payable at beginning of year2011-10-31$4,985,042
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Aggregate proceeds on sale of assets2011-10-31$10,019,802
Aggregate carrying amount (costs) on sale of assets2011-10-31$10,481,425
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31No
Opinion of an independent qualified public accountant for this plan2011-10-31Unqualified
Accountancy firm name2011-10-31LWBJ, LLP
Accountancy firm EIN2011-10-31421462849

Form 5500 Responses for IOWA LABORERS HEALTH AND WELFARE FUND

2021: IOWA LABORERS HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-11-01Type of plan entityMulti-employer plan
2021-11-01Plan is a collectively bargained planYes
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement - TrustYes
2020: IOWA LABORERS HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-11-01Type of plan entityMulti-employer plan
2020-11-01Plan is a collectively bargained planYes
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement - TrustYes
2019: IOWA LABORERS HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-11-01Type of plan entityMulti-employer plan
2019-11-01Plan is a collectively bargained planYes
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement - TrustYes
2018: IOWA LABORERS HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-11-01Type of plan entityMulti-employer plan
2018-11-01Plan is a collectively bargained planYes
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement - TrustYes
2017: IOWA LABORERS HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-11-01Type of plan entityMulti-employer plan
2017-11-01Plan is a collectively bargained planYes
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: IOWA LABORERS HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-11-01Type of plan entityMulti-employer plan
2016-11-01Plan is a collectively bargained planYes
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: IOWA LABORERS HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-11-01Type of plan entityMulti-employer plan
2015-11-01Plan is a collectively bargained planYes
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: IOWA LABORERS HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-11-01Type of plan entityMulti-employer plan
2014-11-01Plan is a collectively bargained planYes
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: IOWA LABORERS HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-11-01Type of plan entityMulti-employer plan
2013-11-01Plan is a collectively bargained planYes
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: IOWA LABORERS HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-11-01Type of plan entityMulti-employer plan
2012-11-01Plan is a collectively bargained planYes
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: IOWA LABORERS HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-11-01Type of plan entityMulti-employer plan
2011-11-01Plan is a collectively bargained planYes
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2009: IOWA LABORERS HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-11-01Type of plan entityMulti-employer plan
2009-11-01This submission is the final filingNo
2009-11-01Plan is a collectively bargained planYes
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10355
Policy instance 2
Insurance contract or identification number30028109
Number of Individuals Covered1692
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $281,127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Total amount of commissions paid to insurance brokerUSD $9,283
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $9,283
Insurance broker organization code?3
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number913
Policy instance 1
Insurance contract or identification number913
Number of Individuals Covered2344
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306641
Policy instance 4
Insurance contract or identification number306641
Number of Individuals Covered497
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $55,200
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,313,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,200
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306633
Policy instance 3
Insurance contract or identification number306633
Number of Individuals Covered83
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $9,000
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $226,678
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,000
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306641
Policy instance 4
Insurance contract or identification number306641
Number of Individuals Covered471
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $51,000
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,249,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,000
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306633
Policy instance 3
Insurance contract or identification number306633
Number of Individuals Covered98
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $11,000
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $257,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,000
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10355
Policy instance 2
Insurance contract or identification numberSL10355
Number of Individuals Covered2251
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $615,307
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number913
Policy instance 1
Insurance contract or identification number913
Number of Individuals Covered2414
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306641
Policy instance 4
Insurance contract or identification number306641
Number of Individuals Covered472
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $52,600
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,272,228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,600
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306633
Policy instance 3
Insurance contract or identification number306633
Number of Individuals Covered89
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $10,100
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $236,410
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,100
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10355
Policy instance 2
Insurance contract or identification numberSL10355
Number of Individuals Covered2486
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $705,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number913
Policy instance 1
Insurance contract or identification number913
Number of Individuals Covered2565
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306641
Policy instance 4
Insurance contract or identification number306641
Number of Individuals Covered466
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $52,800
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,210,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,800
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number306633
Policy instance 3
Insurance contract or identification number306633
Number of Individuals Covered85
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $9,300
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $215,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,300
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10355
Policy instance 2
Insurance contract or identification numberSL10355
Number of Individuals Covered3148
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $571,419
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number913
Policy instance 1
Insurance contract or identification number913
Number of Individuals Covered2879
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WELLMARK BLUE CROSS BLUE SHIELD OF SOUTH DAKOTA (National Association of Insurance Commissioners NAIC id number: 88848 )
Policy contract number913
Policy instance 1
Insurance contract or identification number913
Number of Individuals Covered2985
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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