401k Plan data: ALLIED WORKERS LOCAL 48 ANNUITY PLAN plan

ALLIED WORKERS LOCAL 48 ANNUITY PLAN 401k Plan overview

Plan Name	ALLIED WORKERS LOCAL 48 ANNUITY PLAN
Plan identification number	001

ALLIED WORKERS LOCAL 48 ANNUITY PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

ALLIED WORKERS LOCAL 48 ANNUITY PL BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name: ALLIED WORKERS LOCAL 48 ANNUITY PL BOARD OF TRUSTEES

Employer identification number (EIN): 454606516

NAIC Classification: 238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIED WORKERS LOCAL 48 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 PHILLIP RAINWATER
001 2012-07-01 PHILLIP RAINWATER
001 2011-11-04 PHILLIP RAINWATER MATT CALDWELL 2013-04-12

Plan Statistics for ALLIED WORKERS LOCAL 48 ANNUITY PLAN

401k plan membership statisitcs for ALLIED WORKERS LOCAL 48 ANNUITY PLAN

Measure Date Value
2021: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 508
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 252
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 303
Total of all active and inactive participants 2021-07-01 555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 555
Number of participants with account balances 2021-07-01 555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
Number of employers contributing to the scheme 2021-07-01 14
2020: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 520
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 213
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 295
Total of all active and inactive participants 2020-07-01 508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 508
Number of participants with account balances 2020-07-01 508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
Number of employers contributing to the scheme 2020-07-01 14
2019: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 493
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 520
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 520
Number of participants with account balances 2019-07-01 520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
Number of employers contributing to the scheme 2019-07-01 18
2018: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 463
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 493
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 493
Number of participants with account balances 2018-07-01 493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0
Number of employers contributing to the scheme 2018-07-01 19
2017: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 381
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 463
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 463
Number of participants with account balances 2017-07-01 463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
Number of employers contributing to the scheme 2017-07-01 19
2016: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 324
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 381
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 381
Number of participants with account balances 2016-07-01 381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
Number of employers contributing to the scheme 2016-07-01 15
2015: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 290
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 324
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 324
Number of participants with account balances 2015-07-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
Number of employers contributing to the scheme 2015-07-01 18
2014: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 231
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 290
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 290
Number of participants with account balances 2014-07-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
Number of employers contributing to the scheme 2014-07-01 16
2013: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 265
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 231
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 231
Number of participants with account balances 2013-07-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 15
Number of employers contributing to the scheme 2013-07-01 16
2012: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 216
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 265
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 265
Number of participants with account balances 2012-07-01 265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
Number of employers contributing to the scheme 2012-07-01 18
2011: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-04 0
Total number of active participants reported on line 7a of the Form 5500 2011-11-04 216
Number of retired or separated participants receiving benefits 2011-11-04 0
Number of other retired or separated participants entitled to future benefits 2011-11-04 0
Total of all active and inactive participants 2011-11-04 216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-04 0
Total participants 2011-11-04 216
Number of participants with account balances 2011-11-04 216
Number of employers contributing to the scheme 2011-11-04 32

Measure	Date	Value
2021: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	508
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	252
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	303
Total of all active and inactive participants	2021-07-01	555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	555
Number of participants with account balances	2021-07-01	555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
Number of employers contributing to the scheme	2021-07-01	14
2020: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	520
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	213
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	295
Total of all active and inactive participants	2020-07-01	508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	508
Number of participants with account balances	2020-07-01	508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
Number of employers contributing to the scheme	2020-07-01	14
2019: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	493
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	520
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	520
Number of participants with account balances	2019-07-01	520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
Number of employers contributing to the scheme	2019-07-01	18
2018: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	463
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	493
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	493
Number of participants with account balances	2018-07-01	493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0
Number of employers contributing to the scheme	2018-07-01	19
2017: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	381
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	463
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	463
Number of participants with account balances	2017-07-01	463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
Number of employers contributing to the scheme	2017-07-01	19
2016: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	324
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	381
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	381
Number of participants with account balances	2016-07-01	381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
Number of employers contributing to the scheme	2016-07-01	15
2015: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	290
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	324
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	324
Number of participants with account balances	2015-07-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
Number of employers contributing to the scheme	2015-07-01	18
2014: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	231
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	290
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	290
Number of participants with account balances	2014-07-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
Number of employers contributing to the scheme	2014-07-01	16
2013: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	265
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	231
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	231
Number of participants with account balances	2013-07-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	15
Number of employers contributing to the scheme	2013-07-01	16
2012: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	216
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	265
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	265
Number of participants with account balances	2012-07-01	265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
Number of employers contributing to the scheme	2012-07-01	18
2011: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-04	0
Total number of active participants reported on line 7a of the Form 5500	2011-11-04	216
Number of retired or separated participants receiving benefits	2011-11-04	0
Number of other retired or separated participants entitled to future benefits	2011-11-04	0
Total of all active and inactive participants	2011-11-04	216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-04	0
Total participants	2011-11-04	216
Number of participants with account balances	2011-11-04	216
Number of employers contributing to the scheme	2011-11-04	32

Financial Data on ALLIED WORKERS LOCAL 48 ANNUITY PLAN

Measure	Date	Value
2022 : ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$1,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$2,184
Total income from all sources (including contributions)	2022-06-30	$-390,102
Total of all expenses incurred	2022-06-30	$538,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$450,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$848,754
Value of total assets at end of year	2022-06-30	$7,588,543
Value of total assets at beginning of year	2022-06-30	$8,518,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$88,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Administrative expenses professional fees incurred	2022-06-30	$13,518
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$1,970
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$1,012
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$4,963
Administrative expenses (other) incurred	2022-06-30	$4,246
Liabilities. Value of operating payables at end of year	2022-06-30	$1,404
Liabilities. Value of operating payables at beginning of year	2022-06-30	$2,184
Total non interest bearing cash at end of year	2022-06-30	$166,868
Total non interest bearing cash at beginning of year	2022-06-30	$185,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-928,807
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$7,587,139
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$8,515,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$52,857
Value of interest in pooled separate accounts at end of year	2022-06-30	$7,342,766
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$8,252,849
Net investment gain/loss from pooled separate accounts	2022-06-30	$-1,238,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$848,754
Employer contributions (assets) at end of year	2022-06-30	$76,939
Employer contributions (assets) at beginning of year	2022-06-30	$73,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$450,084
Contract administrator fees	2022-06-30	$18,000
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN	2022-06-30	621802605
2021 : ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$2,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$2,321
Total income from all sources (including contributions)	2021-06-30	$2,626,817
Total of all expenses incurred	2021-06-30	$345,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$247,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$778,578
Value of total assets at end of year	2021-06-30	$8,518,130
Value of total assets at beginning of year	2021-06-30	$6,237,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$98,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Administrative expenses professional fees incurred	2021-06-30	$13,795
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Funding deficiency by the employer to the plan for this plan year	2021-06-30	$0
Minimum employer required contribution for this plan year	2021-06-30	$778,578
Amount contributed by the employer to the plan for this plan year	2021-06-30	$778,578
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$1,012
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$1,103
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$4,963
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$5,095
Other income not declared elsewhere	2021-06-30	$33,787
Administrative expenses (other) incurred	2021-06-30	$11,036
Liabilities. Value of operating payables at end of year	2021-06-30	$2,184
Liabilities. Value of operating payables at beginning of year	2021-06-30	$2,321
Total non interest bearing cash at end of year	2021-06-30	$185,774
Total non interest bearing cash at beginning of year	2021-06-30	$169,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,280,973
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$8,515,946
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$6,234,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$55,843
Value of interest in pooled separate accounts at end of year	2021-06-30	$8,252,849
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$6,002,208
Net investment gain/loss from pooled separate accounts	2021-06-30	$1,814,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$778,578
Employer contributions (assets) at end of year	2021-06-30	$73,532
Employer contributions (assets) at beginning of year	2021-06-30	$59,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$247,170
Contract administrator fees	2021-06-30	$18,000
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN	2021-06-30	621802605
2020 : ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$2,321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$511
Total income from all sources (including contributions)	2020-06-30	$1,189,350
Total of all expenses incurred	2020-06-30	$247,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$156,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$922,940
Value of total assets at end of year	2020-06-30	$6,237,294
Value of total assets at beginning of year	2020-06-30	$5,293,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$90,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Administrative expenses professional fees incurred	2020-06-30	$18,363
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$1,103
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$1,195
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$5,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$4,906
Administrative expenses (other) incurred	2020-06-30	$8,351
Liabilities. Value of operating payables at end of year	2020-06-30	$2,321
Liabilities. Value of operating payables at beginning of year	2020-06-30	$511
Total non interest bearing cash at end of year	2020-06-30	$169,530
Total non interest bearing cash at beginning of year	2020-06-30	$173,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$941,747
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$6,234,973
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$5,293,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$45,912
Value of interest in pooled separate accounts at end of year	2020-06-30	$6,002,208
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$5,024,557
Net investment gain/loss from pooled separate accounts	2020-06-30	$266,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$922,940
Employer contributions (assets) at end of year	2020-06-30	$59,358
Employer contributions (assets) at beginning of year	2020-06-30	$89,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$156,977
Contract administrator fees	2020-06-30	$18,000
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Unqualified
Accountancy firm name	2020-06-30	DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN	2020-06-30	621802605
2019 : ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$2,477
Total income from all sources (including contributions)	2019-06-30	$1,391,525
Total of all expenses incurred	2019-06-30	$253,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$182,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,116,555
Value of total assets at end of year	2019-06-30	$5,293,737
Value of total assets at beginning of year	2019-06-30	$4,157,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$70,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Administrative expenses professional fees incurred	2019-06-30	$12,104
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$1,116,555
Amount contributed by the employer to the plan for this plan year	2019-06-30	$1,116,555
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$1,195
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$941
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$4,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$3,501
Other income not declared elsewhere	2019-06-30	$215
Administrative expenses (other) incurred	2019-06-30	$3,576
Liabilities. Value of operating payables at end of year	2019-06-30	$511
Liabilities. Value of operating payables at beginning of year	2019-06-30	$2,477
Total non interest bearing cash at end of year	2019-06-30	$173,654
Total non interest bearing cash at beginning of year	2019-06-30	$171,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$1,138,521
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$5,293,226
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$4,154,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$36,434
Value of interest in pooled separate accounts at end of year	2019-06-30	$5,024,557
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$3,905,680
Net investment gain/loss from pooled separate accounts	2019-06-30	$274,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$1,116,555
Employer contributions (assets) at end of year	2019-06-30	$89,425
Employer contributions (assets) at beginning of year	2019-06-30	$75,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$182,890
Contract administrator fees	2019-06-30	$18,000
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Unqualified
Accountancy firm name	2019-06-30	DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN	2019-06-30	621802605
2018 : ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$2,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$1,355
Total income from all sources (including contributions)	2018-06-30	$1,071,420
Total of all expenses incurred	2018-06-30	$162,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$83,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$783,906
Value of total assets at end of year	2018-06-30	$4,157,182
Value of total assets at beginning of year	2018-06-30	$3,246,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$78,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Administrative expenses professional fees incurred	2018-06-30	$22,651
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$783,906
Amount contributed by the employer to the plan for this plan year	2018-06-30	$783,906
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$941
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$3,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$9,334
Other income not declared elsewhere	2018-06-30	$6,543
Administrative expenses (other) incurred	2018-06-30	$7,360
Liabilities. Value of operating payables at end of year	2018-06-30	$2,477
Liabilities. Value of operating payables at beginning of year	2018-06-30	$1,355
Total non interest bearing cash at end of year	2018-06-30	$171,756
Total non interest bearing cash at beginning of year	2018-06-30	$125,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$909,245
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$4,154,705
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$3,245,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$30,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$3,057,314
Value of interest in pooled separate accounts at end of year	2018-06-30	$3,905,680
Net investment gain/loss from pooled separate accounts	2018-06-30	$280,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$783,906
Employer contributions (assets) at end of year	2018-06-30	$75,304
Employer contributions (assets) at beginning of year	2018-06-30	$54,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$83,737
Contract administrator fees	2018-06-30	$18,000
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN	2018-06-30	621802605
2017 : ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$1,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$543
Total income from all sources (including contributions)	2017-06-30	$1,101,926
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$136,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$59,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$782,670
Value of total assets at end of year	2017-06-30	$3,246,815
Value of total assets at beginning of year	2017-06-30	$2,280,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$76,844
Total interest from all sources	2017-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$15,270
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$9,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$24,000
Other income not declared elsewhere	2017-06-30	$26,651
Administrative expenses (other) incurred	2017-06-30	$3,457
Liabilities. Value of operating payables at end of year	2017-06-30	$1,355
Liabilities. Value of operating payables at beginning of year	2017-06-30	$543
Total non interest bearing cash at end of year	2017-06-30	$125,617
Total non interest bearing cash at beginning of year	2017-06-30	$181,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$965,129
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$3,245,460
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$2,280,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$3,057,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,010,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$292,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$782,670
Employer contributions (assets) at end of year	2017-06-30	$54,550
Employer contributions (assets) at beginning of year	2017-06-30	$65,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$59,953
Contract administrator fees	2017-06-30	$58,117
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CRI, LLC
Accountancy firm EIN	2017-06-30	721396621
2016 : ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$92,544
Total unrealized appreciation/depreciation of assets	2016-06-30	$92,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$252
Total income from all sources (including contributions)	2016-06-30	$888,649
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$66,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$8,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$772,085
Value of total assets at end of year	2016-06-30	$2,280,874
Value of total assets at beginning of year	2016-06-30	$1,458,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$57,535
Total interest from all sources	2016-06-30	$20
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$11,835
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$24,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$35,000
Other income not declared elsewhere	2016-06-30	$24,000
Administrative expenses (other) incurred	2016-06-30	$4,240
Liabilities. Value of operating payables at end of year	2016-06-30	$543
Liabilities. Value of operating payables at beginning of year	2016-06-30	$252
Total non interest bearing cash at end of year	2016-06-30	$181,136
Total non interest bearing cash at beginning of year	2016-06-30	$172,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$822,315
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$2,280,331
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$1,458,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$2,010,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$1,175,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$1,175,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$20
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$772,085
Employer contributions (assets) at end of year	2016-06-30	$65,281
Employer contributions (assets) at beginning of year	2016-06-30	$74,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$8,799
Contract administrator fees	2016-06-30	$41,460
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	AGH, LLC
Accountancy firm EIN	2016-06-30	582588678
2015 : ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$-1,464
Total unrealized appreciation/depreciation of assets	2015-06-30	$-1,464
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$252
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$776,391
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$79,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$30,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$734,501
Value of total assets at end of year	2015-06-30	$1,458,268
Value of total assets at beginning of year	2015-06-30	$761,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$49,377
Total interest from all sources	2015-06-30	$8,354
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$10,885
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$35,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$30,672
Other income not declared elsewhere	2015-06-30	$35,000
Administrative expenses (other) incurred	2015-06-30	$6,812
Liabilities. Value of operating payables at end of year	2015-06-30	$252
Liabilities. Value of operating payables at beginning of year	2015-06-30	$0
Total non interest bearing cash at end of year	2015-06-30	$172,904
Total non interest bearing cash at beginning of year	2015-06-30	$86,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$696,624
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$1,458,016
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$761,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$1,175,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$587,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$587,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$8,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$734,501
Employer contributions (assets) at end of year	2015-06-30	$74,846
Employer contributions (assets) at beginning of year	2015-06-30	$56,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$30,390
Contract administrator fees	2015-06-30	$31,680
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	AGH, LLC
Accountancy firm EIN	2015-06-30	582588678
2014 : ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$741
Total unrealized appreciation/depreciation of assets	2014-06-30	$741
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$455,074
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$10,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$451,576
Value of total assets at end of year	2014-06-30	$761,392
Value of total assets at beginning of year	2014-06-30	$316,478
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$10,160
Total interest from all sources	2014-06-30	$2,757
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Administrative expenses professional fees incurred	2014-06-30	$6,475
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$30,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$0
Administrative expenses (other) incurred	2014-06-30	$3,685
Total non interest bearing cash at end of year	2014-06-30	$86,735
Total non interest bearing cash at beginning of year	2014-06-30	$278,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$444,914
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$761,392
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$316,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$587,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$2,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$451,576
Employer contributions (assets) at end of year	2014-06-30	$56,762
Employer contributions (assets) at beginning of year	2014-06-30	$37,557
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	AGH, LLC
Accountancy firm EIN	2014-06-30	582588678
2013 : ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$313,732
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$42,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$313,732
Value of total assets at end of year	2013-06-30	$316,478
Value of total assets at beginning of year	2013-06-30	$45,626
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$42,880
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Administrative expenses professional fees incurred	2013-06-30	$2,813
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$33,006
Administrative expenses (other) incurred	2013-06-30	$4,067
Total non interest bearing cash at end of year	2013-06-30	$278,921
Total non interest bearing cash at beginning of year	2013-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$270,852
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$316,478
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$45,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$313,732
Employer contributions (assets) at end of year	2013-06-30	$37,557
Employer contributions (assets) at beginning of year	2013-06-30	$12,620
Contract administrator fees	2013-06-30	$36,000
Did the plan have assets held for investment	2013-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	AGH, LLC
Accountancy firm EIN	2013-06-30	582588678
2012 : ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$45,685
Expenses. Total of all expenses incurred	2012-06-30	$59
Total plan assets at end of year	2012-06-30	$45,626
Total plan assets at beginning of year	2012-06-30	$0
Expenses. Other expenses not covered elsewhere	2012-06-30	$59
Net income (gross income less expenses)	2012-06-30	$45,626
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$45,626
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$0
Total contributions received or receivable from employer(s)	2012-06-30	$45,685
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$0

Form 5500 Responses for ALLIED WORKERS LOCAL 48 ANNUITY PLAN

2021: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: ALLIED WORKERS LOCAL 48 ANNUITY PLAN 2011 form 5500 responses
2011-11-04	Type of plan entity	Multi-employer plan
2011-11-04	First time form 5500 has been submitted	Yes
2011-11-04	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-11-04	Plan is a collectively bargained plan	Yes
2011-11-04	Plan funding arrangement – Trust	Yes
2011-11-04	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119539

Policy instance

Insurance contract or identification number	119539
Number of Individuals Covered	555
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $16,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,706
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119539

Policy instance

Insurance contract or identification number	119539
Number of Individuals Covered	508
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $14,070
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,070
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119539

Policy instance

Insurance contract or identification number	119539
Number of Individuals Covered	520
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $10,053
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,053
Insurance broker organization code?	7

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119539

Policy instance

Insurance contract or identification number	119539
Number of Individuals Covered	493
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $8,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,763
Insurance broker organization code?	7

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119539

Policy instance

Insurance contract or identification number	119539
Number of Individuals Covered	463
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $7,122
Total amount of fees paid to insurance company	USD $65
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ALLIED WORKERS LOCAL 48 ANNUITY PL BOARD OF TRUSTEES
Employer identification number (EIN):	454606516
NAIC Classification:	238300