IRONWORKERS LOCAL 549-550 MEDICAL AND BENEFIT PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN
401k plan membership statisitcs for IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $1,063,196 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $1,178,768 |
| Total income from all sources (including contributions) | 2023-03-31 | $10,368,399 |
| Total of all expenses incurred | 2023-03-31 | $9,802,207 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $8,703,437 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $10,580,408 |
| Value of total assets at end of year | 2023-03-31 | $13,711,104 |
| Value of total assets at beginning of year | 2023-03-31 | $13,260,484 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $1,098,770 |
| Total interest from all sources | 2023-03-31 | $19,404 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $147,111 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $147,111 |
| Administrative expenses professional fees incurred | 2023-03-31 | $169,461 |
| Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
| Value of fidelity bond cover | 2023-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Contributions received from participants | 2023-03-31 | $938,819 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-31 | $196,547 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-31 | $81,083 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-03-31 | $38,575 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-03-31 | $53,214 |
| Administrative expenses (other) incurred | 2023-03-31 | $62,004 |
| Liabilities. Value of operating payables at end of year | 2023-03-31 | $89,621 |
| Liabilities. Value of operating payables at beginning of year | 2023-03-31 | $100,554 |
| Total non interest bearing cash at end of year | 2023-03-31 | $3,799,347 |
| Total non interest bearing cash at beginning of year | 2023-03-31 | $3,407,701 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Value of net income/loss | 2023-03-31 | $566,192 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $12,647,908 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $12,081,716 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Investment advisory and management fees | 2023-03-31 | $25,998 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $6,662,916 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $6,910,105 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $2,178,693 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $1,810,151 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $1,810,151 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-03-31 | $19,404 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-03-31 | $1,428,852 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $-378,524 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
| Contributions received in cash from employer | 2023-03-31 | $9,641,589 |
| Employer contributions (assets) at end of year | 2023-03-31 | $873,601 |
| Employer contributions (assets) at beginning of year | 2023-03-31 | $1,051,444 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $7,274,585 |
| Contract administrator fees | 2023-03-31 | $841,307 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2023-03-31 | $935,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-03-31 | $1,025,000 |
| Did the plan have assets held for investment | 2023-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
| Accountancy firm name | 2023-03-31 | KOZICKI HUGHES TICKERHOOF |
| Accountancy firm EIN | 2023-03-31 | 550526247 |
| 2022 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $1,178,768 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $1,324,180 |
| Total income from all sources (including contributions) | 2022-03-31 | $10,886,825 |
| Total of all expenses incurred | 2022-03-31 | $10,263,508 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $9,159,815 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $10,915,529 |
| Value of total assets at end of year | 2022-03-31 | $13,260,484 |
| Value of total assets at beginning of year | 2022-03-31 | $12,782,579 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $1,103,693 |
| Total interest from all sources | 2022-03-31 | $436 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $143,524 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $143,524 |
| Administrative expenses professional fees incurred | 2022-03-31 | $112,854 |
| Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
| Value of fidelity bond cover | 2022-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
| Contributions received from participants | 2022-03-31 | $1,024,466 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-03-31 | $81,083 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-03-31 | $88,436 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-03-31 | $53,214 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-03-31 | $70,201 |
| Other income not declared elsewhere | 2022-03-31 | $6 |
| Administrative expenses (other) incurred | 2022-03-31 | $45,056 |
| Liabilities. Value of operating payables at end of year | 2022-03-31 | $100,554 |
| Liabilities. Value of operating payables at beginning of year | 2022-03-31 | $83,979 |
| Total non interest bearing cash at end of year | 2022-03-31 | $3,407,701 |
| Total non interest bearing cash at beginning of year | 2022-03-31 | $2,860,712 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Value of net income/loss | 2022-03-31 | $623,317 |
| Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $12,081,716 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $11,458,399 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
| Investment advisory and management fees | 2022-03-31 | $26,430 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $6,910,105 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $7,455,470 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $1,810,151 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $1,701,093 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $1,701,093 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-03-31 | $436 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-03-31 | $1,408,761 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $-172,670 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
| Contributions received in cash from employer | 2022-03-31 | $9,891,063 |
| Employer contributions (assets) at end of year | 2022-03-31 | $1,051,444 |
| Employer contributions (assets) at beginning of year | 2022-03-31 | $676,868 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $7,751,054 |
| Contract administrator fees | 2022-03-31 | $919,353 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-03-31 | $1,025,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-03-31 | $1,170,000 |
| Did the plan have assets held for investment | 2022-03-31 | 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 | 2022-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
| Accountancy firm name | 2022-03-31 | KOZICKI HUGHES TICKERHOOF PLLC |
| Accountancy firm EIN | 2022-03-31 | 550526247 |
| 2021 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $1,324,180 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $940,768 |
| Total income from all sources (including contributions) | 2021-03-31 | $10,393,028 |
| Total loss/gain on sale of assets | 2021-03-31 | $0 |
| Total of all expenses incurred | 2021-03-31 | $9,675,253 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $8,643,498 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $9,625,404 |
| Value of total assets at end of year | 2021-03-31 | $12,782,579 |
| Value of total assets at beginning of year | 2021-03-31 | $11,681,392 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $1,031,755 |
| Total interest from all sources | 2021-03-31 | $749 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $200,092 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $200,092 |
| Administrative expenses professional fees incurred | 2021-03-31 | $109,697 |
| Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
| Value of fidelity bond cover | 2021-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
| Contributions received from participants | 2021-03-31 | $1,093,449 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-03-31 | $88,436 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-03-31 | $89,228 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-03-31 | $70,201 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-03-31 | $66,418 |
| Other income not declared elsewhere | 2021-03-31 | $31 |
| Administrative expenses (other) incurred | 2021-03-31 | $35,168 |
| Liabilities. Value of operating payables at end of year | 2021-03-31 | $83,979 |
| Liabilities. Value of operating payables at beginning of year | 2021-03-31 | $112,753 |
| Total non interest bearing cash at end of year | 2021-03-31 | $2,860,712 |
| Total non interest bearing cash at beginning of year | 2021-03-31 | $2,278,794 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
| Value of net income/loss | 2021-03-31 | $717,775 |
| Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $11,458,399 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $10,740,624 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
| Investment advisory and management fees | 2021-03-31 | $10,210 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $7,455,470 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $5,188,625 |
| Income. Interest from US Government securities | 2021-03-31 | $0 |
| Income. Interest from corporate debt instruments | 2021-03-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $1,701,093 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $3,440,799 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $3,440,799 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-03-31 | $749 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-03-31 | $1,438,925 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $566,752 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
| Contributions received in cash from employer | 2021-03-31 | $8,531,955 |
| Employer contributions (assets) at end of year | 2021-03-31 | $676,868 |
| Employer contributions (assets) at beginning of year | 2021-03-31 | $683,946 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $7,204,573 |
| Contract administrator fees | 2021-03-31 | $876,680 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-03-31 | $1,170,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-03-31 | $761,597 |
| Did the plan have assets held for investment | 2021-03-31 | 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 | 2021-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
| Aggregate proceeds on sale of assets | 2021-03-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2021-03-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
| Accountancy firm name | 2021-03-31 | KOZICKI HUGHES TICKERHOOF PLLC |
| Accountancy firm EIN | 2021-03-31 | 550526247 |
| 2020 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $940,768 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $940,768 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $1,388,415 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $1,388,415 |
| Total income from all sources (including contributions) | 2020-03-31 | $10,886,211 |
| Total income from all sources (including contributions) | 2020-03-31 | $10,886,211 |
| Total loss/gain on sale of assets | 2020-03-31 | $71,093 |
| Total loss/gain on sale of assets | 2020-03-31 | $71,093 |
| Total of all expenses incurred | 2020-03-31 | $9,645,664 |
| Total of all expenses incurred | 2020-03-31 | $9,645,664 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $8,723,313 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $8,723,313 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $10,748,472 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $10,748,472 |
| Value of total assets at end of year | 2020-03-31 | $11,681,392 |
| Value of total assets at end of year | 2020-03-31 | $11,681,392 |
| Value of total assets at beginning of year | 2020-03-31 | $10,888,492 |
| Value of total assets at beginning of year | 2020-03-31 | $10,888,492 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $922,351 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $922,351 |
| Total interest from all sources | 2020-03-31 | $16,080 |
| Total interest from all sources | 2020-03-31 | $16,080 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $124,836 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $124,836 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $124,836 |
| Administrative expenses professional fees incurred | 2020-03-31 | $136,225 |
| Administrative expenses professional fees incurred | 2020-03-31 | $136,225 |
| Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
| Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
| Value of fidelity bond cover | 2020-03-31 | $500,000 |
| Value of fidelity bond cover | 2020-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
| Contributions received from participants | 2020-03-31 | $1,332,530 |
| Contributions received from participants | 2020-03-31 | $1,332,530 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $89,228 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $89,228 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $147,385 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $147,385 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-03-31 | $66,418 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-03-31 | $66,418 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-03-31 | $53,372 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-03-31 | $53,372 |
| Other income not declared elsewhere | 2020-03-31 | $62 |
| Other income not declared elsewhere | 2020-03-31 | $62 |
| Administrative expenses (other) incurred | 2020-03-31 | $27,428 |
| Administrative expenses (other) incurred | 2020-03-31 | $27,428 |
| Liabilities. Value of operating payables at end of year | 2020-03-31 | $112,753 |
| Liabilities. Value of operating payables at end of year | 2020-03-31 | $112,753 |
| Liabilities. Value of operating payables at beginning of year | 2020-03-31 | $160,393 |
| Liabilities. Value of operating payables at beginning of year | 2020-03-31 | $160,393 |
| Total non interest bearing cash at end of year | 2020-03-31 | $2,278,794 |
| Total non interest bearing cash at end of year | 2020-03-31 | $2,278,794 |
| Total non interest bearing cash at beginning of year | 2020-03-31 | $1,750,562 |
| Total non interest bearing cash at beginning of year | 2020-03-31 | $1,750,562 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Value of net income/loss | 2020-03-31 | $1,240,547 |
| Value of net income/loss | 2020-03-31 | $1,240,547 |
| Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $10,740,624 |
| Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $10,740,624 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $9,500,077 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $9,500,077 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
| Investment advisory and management fees | 2020-03-31 | $10,553 |
| Investment advisory and management fees | 2020-03-31 | $10,553 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $5,188,625 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $5,188,625 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $1,051,751 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $1,051,751 |
| Interest earned on other investments | 2020-03-31 | $1,127 |
| Interest earned on other investments | 2020-03-31 | $1,127 |
| Income. Interest from US Government securities | 2020-03-31 | $3,168 |
| Income. Interest from US Government securities | 2020-03-31 | $3,168 |
| Income. Interest from corporate debt instruments | 2020-03-31 | $216 |
| Income. Interest from corporate debt instruments | 2020-03-31 | $216 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $3,440,799 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $3,440,799 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $2,943,211 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $2,943,211 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $2,943,211 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $2,943,211 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-03-31 | $11,569 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-03-31 | $11,569 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-03-31 | $1,885,400 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-03-31 | $1,885,400 |
| Asset value of US Government securities at end of year | 2020-03-31 | $0 |
| Asset value of US Government securities at end of year | 2020-03-31 | $0 |
| Asset value of US Government securities at beginning of year | 2020-03-31 | $3,076,231 |
| Asset value of US Government securities at beginning of year | 2020-03-31 | $3,076,231 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $-74,332 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $-74,332 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
| Contributions received in cash from employer | 2020-03-31 | $9,415,942 |
| Contributions received in cash from employer | 2020-03-31 | $9,415,942 |
| Employer contributions (assets) at end of year | 2020-03-31 | $683,946 |
| Employer contributions (assets) at end of year | 2020-03-31 | $683,946 |
| Employer contributions (assets) at beginning of year | 2020-03-31 | $1,063,121 |
| Employer contributions (assets) at beginning of year | 2020-03-31 | $1,063,121 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $6,837,913 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $6,837,913 |
| Asset. Corporate debt instrument preferred debt at end of year | 2020-03-31 | $0 |
| Asset. Corporate debt instrument preferred debt at end of year | 2020-03-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-03-31 | $856,231 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-03-31 | $856,231 |
| Contract administrator fees | 2020-03-31 | $748,145 |
| Contract administrator fees | 2020-03-31 | $748,145 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-03-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-03-31 | $761,597 |
| Liabilities. Value of benefit claims payable at end of year | 2020-03-31 | $761,597 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-03-31 | $1,174,650 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-03-31 | $1,174,650 |
| Did the plan have assets held for investment | 2020-03-31 | Yes |
| Did the plan have assets held for investment | 2020-03-31 | 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 | 2020-03-31 | 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 | 2020-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
| Aggregate proceeds on sale of assets | 2020-03-31 | $4,378,610 |
| Aggregate proceeds on sale of assets | 2020-03-31 | $4,378,610 |
| Aggregate carrying amount (costs) on sale of assets | 2020-03-31 | $4,307,517 |
| Aggregate carrying amount (costs) on sale of assets | 2020-03-31 | $4,307,517 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Unqualified |
| Accountancy firm name | 2020-03-31 | KOZICKI HUGHES TICKERHOOF PLLC |
| Accountancy firm name | 2020-03-31 | KOZICKI HUGHES TICKERHOOF PLLC |
| Accountancy firm EIN | 2020-03-31 | 550526247 |
| Accountancy firm EIN | 2020-03-31 | 550526247 |
| 2018 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $1,284,624 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $843,352 |
| Total income from all sources (including contributions) | 2018-03-31 | $9,487,930 |
| Total loss/gain on sale of assets | 2018-03-31 | $31,017 |
| Total of all expenses incurred | 2018-03-31 | $10,539,714 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $9,685,859 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $9,191,884 |
| Value of total assets at end of year | 2018-03-31 | $9,610,557 |
| Value of total assets at beginning of year | 2018-03-31 | $10,221,069 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $853,855 |
| Total interest from all sources | 2018-03-31 | $150,916 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $31,018 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $31,018 |
| Administrative expenses professional fees incurred | 2018-03-31 | $118,921 |
| Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
| Value of fidelity bond cover | 2018-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
| Contributions received from participants | 2018-03-31 | $1,396,901 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-03-31 | $135,332 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-03-31 | $177,130 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-03-31 | $14,405 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-03-31 | $28,855 |
| Other income not declared elsewhere | 2018-03-31 | $97,492 |
| Administrative expenses (other) incurred | 2018-03-31 | $28,118 |
| Liabilities. Value of operating payables at end of year | 2018-03-31 | $74,712 |
| Liabilities. Value of operating payables at beginning of year | 2018-03-31 | $122,286 |
| Total non interest bearing cash at end of year | 2018-03-31 | $1,379,425 |
| Total non interest bearing cash at beginning of year | 2018-03-31 | $1,191,168 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Value of net income/loss | 2018-03-31 | $-1,051,784 |
| Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $8,325,933 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $9,377,717 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
| Investment advisory and management fees | 2018-03-31 | $29,413 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $1,306,113 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $1,727,462 |
| Interest earned on other investments | 2018-03-31 | $411 |
| Income. Interest from US Government securities | 2018-03-31 | $83,010 |
| Income. Interest from corporate debt instruments | 2018-03-31 | $61,586 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $1,734,511 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $1,374,185 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $1,374,185 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-03-31 | $5,909 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-03-31 | $1,824,972 |
| Asset value of US Government securities at end of year | 2018-03-31 | $2,917,695 |
| Asset value of US Government securities at beginning of year | 2018-03-31 | $2,301,192 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $-14,397 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
| Contributions received in cash from employer | 2018-03-31 | $7,794,983 |
| Employer contributions (assets) at end of year | 2018-03-31 | $598,198 |
| Employer contributions (assets) at beginning of year | 2018-03-31 | $644,288 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $7,860,887 |
| Asset. Corporate debt instrument preferred debt at end of year | 2018-03-31 | $1,539,283 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2018-03-31 | $2,805,644 |
| Contract administrator fees | 2018-03-31 | $677,403 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-03-31 | $1,195,507 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-03-31 | $692,211 |
| Did the plan have assets held for investment | 2018-03-31 | 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 | 2018-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
| Aggregate proceeds on sale of assets | 2018-03-31 | $6,682,868 |
| Aggregate carrying amount (costs) on sale of assets | 2018-03-31 | $6,651,851 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Unqualified |
| Accountancy firm name | 2018-03-31 | WILSON KOZICKI & GWYNN, PLLC |
| Accountancy firm EIN | 2018-03-31 | 550526247 |
| 2017 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $843,352 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $834,530 |
| Total income from all sources (including contributions) | 2017-03-31 | $8,439,241 |
| Total loss/gain on sale of assets | 2017-03-31 | $42,385 |
| Total of all expenses incurred | 2017-03-31 | $9,859,694 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $8,928,293 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $8,104,510 |
| Value of total assets at end of year | 2017-03-31 | $10,221,069 |
| Value of total assets at beginning of year | 2017-03-31 | $11,632,700 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $931,401 |
| Total interest from all sources | 2017-03-31 | $170,901 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $51,659 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $46,199 |
| Administrative expenses professional fees incurred | 2017-03-31 | $190,465 |
| Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
| Value of fidelity bond cover | 2017-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
| Contributions received from participants | 2017-03-31 | $1,317,759 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-03-31 | $177,130 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-03-31 | $64,736 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-03-31 | $28,855 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-03-31 | $29,070 |
| Other income not declared elsewhere | 2017-03-31 | $75 |
| Administrative expenses (other) incurred | 2017-03-31 | $88,029 |
| Liabilities. Value of operating payables at end of year | 2017-03-31 | $122,286 |
| Liabilities. Value of operating payables at beginning of year | 2017-03-31 | $102,976 |
| Total non interest bearing cash at end of year | 2017-03-31 | $1,191,168 |
| Total non interest bearing cash at beginning of year | 2017-03-31 | $924,404 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Value of net income/loss | 2017-03-31 | $-1,420,453 |
| Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $9,377,717 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $10,798,170 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
| Investment advisory and management fees | 2017-03-31 | $25,435 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $1,727,462 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $551,687 |
| Interest earned on other investments | 2017-03-31 | $571 |
| Income. Interest from US Government securities | 2017-03-31 | $77,680 |
| Income. Interest from corporate debt instruments | 2017-03-31 | $92,625 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $1,374,185 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $2,171,701 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $2,171,701 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-03-31 | $25 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-03-31 | $1,825,458 |
| Asset value of US Government securities at end of year | 2017-03-31 | $2,301,192 |
| Asset value of US Government securities at beginning of year | 2017-03-31 | $2,262,005 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $69,711 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
| Contributions received in cash from employer | 2017-03-31 | $6,786,751 |
| Employer contributions (assets) at end of year | 2017-03-31 | $644,288 |
| Employer contributions (assets) at beginning of year | 2017-03-31 | $544,530 |
| Income. Dividends from common stock | 2017-03-31 | $5,460 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $7,102,835 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-03-31 | $2,805,644 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-03-31 | $3,740,689 |
| Contract administrator fees | 2017-03-31 | $627,472 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-03-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-03-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-03-31 | $1,372,948 |
| Liabilities. Value of benefit claims payable at end of year | 2017-03-31 | $692,211 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-03-31 | $702,484 |
| Did the plan have assets held for investment | 2017-03-31 | 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 | 2017-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
| Aggregate proceeds on sale of assets | 2017-03-31 | $10,829,585 |
| Aggregate carrying amount (costs) on sale of assets | 2017-03-31 | $10,787,200 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Unqualified |
| Accountancy firm name | 2017-03-31 | WILSON KOZICKI & GWYNN, PLLC |
| Accountancy firm EIN | 2017-03-31 | 550526247 |
| 2016 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $834,530 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $851,351 |
| Total income from all sources (including contributions) | 2016-03-31 | $6,935,861 |
| Total loss/gain on sale of assets | 2016-03-31 | $-128,294 |
| Total of all expenses incurred | 2016-03-31 | $9,254,349 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $8,256,392 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $6,852,633 |
| Value of total assets at end of year | 2016-03-31 | $11,632,700 |
| Value of total assets at beginning of year | 2016-03-31 | $13,968,009 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $997,957 |
| Total interest from all sources | 2016-03-31 | $258,755 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $39,071 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
| Administrative expenses professional fees incurred | 2016-03-31 | $108,111 |
| Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
| Value of fidelity bond cover | 2016-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Contributions received from participants | 2016-03-31 | $1,229,422 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $64,736 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $99,291 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-03-31 | $29,070 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-03-31 | $44,327 |
| Other income not declared elsewhere | 2016-03-31 | $848 |
| Administrative expenses (other) incurred | 2016-03-31 | $139,134 |
| Liabilities. Value of operating payables at end of year | 2016-03-31 | $102,976 |
| Liabilities. Value of operating payables at beginning of year | 2016-03-31 | $85,538 |
| Total non interest bearing cash at end of year | 2016-03-31 | $924,404 |
| Total non interest bearing cash at beginning of year | 2016-03-31 | $766,950 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Value of net income/loss | 2016-03-31 | $-2,318,488 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $10,798,170 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $13,116,658 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Investment advisory and management fees | 2016-03-31 | $39,510 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $551,687 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $960,424 |
| Interest earned on other investments | 2016-03-31 | $510 |
| Income. Interest from US Government securities | 2016-03-31 | $103,710 |
| Income. Interest from corporate debt instruments | 2016-03-31 | $153,080 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $2,171,701 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $2,396,042 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $2,396,042 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-03-31 | $1,455 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-03-31 | $1,860,642 |
| Asset value of US Government securities at end of year | 2016-03-31 | $2,262,005 |
| Asset value of US Government securities at beginning of year | 2016-03-31 | $3,307,135 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-03-31 | $-87,152 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Contributions received in cash from employer | 2016-03-31 | $5,623,211 |
| Employer contributions (assets) at end of year | 2016-03-31 | $544,530 |
| Employer contributions (assets) at beginning of year | 2016-03-31 | $470,591 |
| Income. Dividends from common stock | 2016-03-31 | $39,071 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $6,395,750 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-03-31 | $3,740,689 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-03-31 | $4,301,986 |
| Contract administrator fees | 2016-03-31 | $711,202 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-03-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-03-31 | $1,372,948 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-03-31 | $1,665,590 |
| Liabilities. Value of benefit claims payable at end of year | 2016-03-31 | $702,484 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-03-31 | $721,486 |
| Did the plan have assets held for investment | 2016-03-31 | 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 | 2016-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
| Aggregate proceeds on sale of assets | 2016-03-31 | $17,638,045 |
| Aggregate carrying amount (costs) on sale of assets | 2016-03-31 | $17,766,339 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
| Accountancy firm name | 2016-03-31 | WILSON KOZICKI & GWYNN, PLLC |
| Accountancy firm EIN | 2016-03-31 | 550526247 |
| 2015 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $851,351 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $742,140 |
| Total income from all sources (including contributions) | 2015-03-31 | $7,851,743 |
| Total loss/gain on sale of assets | 2015-03-31 | $147,169 |
| Total of all expenses incurred | 2015-03-31 | $9,776,954 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $8,878,358 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $7,382,986 |
| Value of total assets at end of year | 2015-03-31 | $13,968,009 |
| Value of total assets at beginning of year | 2015-03-31 | $15,784,009 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $898,596 |
| Total interest from all sources | 2015-03-31 | $353,894 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $99,773 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
| Administrative expenses professional fees incurred | 2015-03-31 | $99,433 |
| Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
| Value of fidelity bond cover | 2015-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Contributions received from participants | 2015-03-31 | $1,141,729 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $99,291 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $159,154 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-03-31 | $44,327 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-03-31 | $72,582 |
| Other income not declared elsewhere | 2015-03-31 | $14,302 |
| Administrative expenses (other) incurred | 2015-03-31 | $149,705 |
| Liabilities. Value of operating payables at end of year | 2015-03-31 | $85,538 |
| Liabilities. Value of operating payables at beginning of year | 2015-03-31 | $96,501 |
| Total non interest bearing cash at end of year | 2015-03-31 | $766,950 |
| Total non interest bearing cash at beginning of year | 2015-03-31 | $1,138,648 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Value of net income/loss | 2015-03-31 | $-1,925,211 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $13,116,658 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $15,041,869 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Investment advisory and management fees | 2015-03-31 | $47,103 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $960,424 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $1,005,116 |
| Interest earned on other investments | 2015-03-31 | $14,267 |
| Income. Interest from US Government securities | 2015-03-31 | $175,069 |
| Income. Interest from corporate debt instruments | 2015-03-31 | $163,081 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $2,396,042 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $1,523,264 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $1,523,264 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-03-31 | $1,477 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-03-31 | $196,089 |
| Asset value of US Government securities at end of year | 2015-03-31 | $3,307,135 |
| Asset value of US Government securities at beginning of year | 2015-03-31 | $4,027,103 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $-146,381 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Contributions received in cash from employer | 2015-03-31 | $6,241,257 |
| Employer contributions (assets) at end of year | 2015-03-31 | $470,591 |
| Employer contributions (assets) at beginning of year | 2015-03-31 | $553,881 |
| Income. Dividends from common stock | 2015-03-31 | $99,773 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $8,682,269 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-03-31 | $4,301,986 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-03-31 | $5,178,559 |
| Contract administrator fees | 2015-03-31 | $602,355 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-03-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-03-31 | $1,665,590 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-03-31 | $2,198,284 |
| Liabilities. Value of benefit claims payable at end of year | 2015-03-31 | $721,486 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-03-31 | $573,057 |
| Did the plan have assets held for investment | 2015-03-31 | 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 | 2015-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
| Aggregate proceeds on sale of assets | 2015-03-31 | $11,421,723 |
| Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $11,274,554 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
| Accountancy firm name | 2015-03-31 | WILSON KOZICKI & GWYNN, PLLC |
| Accountancy firm EIN | 2015-03-31 | 550526247 |
| 2014 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $742,140 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $757,036 |
| Total income from all sources (including contributions) | 2014-03-31 | $8,284,517 |
| Total loss/gain on sale of assets | 2014-03-31 | $405,942 |
| Total of all expenses incurred | 2014-03-31 | $8,328,334 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $7,360,434 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $7,423,552 |
| Value of total assets at end of year | 2014-03-31 | $15,784,009 |
| Value of total assets at beginning of year | 2014-03-31 | $15,842,722 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $967,900 |
| Total interest from all sources | 2014-03-31 | $399,276 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $55,342 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
| Administrative expenses professional fees incurred | 2014-03-31 | $142,630 |
| Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
| Value of fidelity bond cover | 2014-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
| Contributions received from participants | 2014-03-31 | $1,178,616 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $159,154 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $181,800 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-03-31 | $72,582 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-03-31 | $31,939 |
| Other income not declared elsewhere | 2014-03-31 | $163,689 |
| Administrative expenses (other) incurred | 2014-03-31 | $204,543 |
| Liabilities. Value of operating payables at end of year | 2014-03-31 | $96,501 |
| Liabilities. Value of operating payables at beginning of year | 2014-03-31 | $89,018 |
| Total non interest bearing cash at end of year | 2014-03-31 | $1,138,648 |
| Total non interest bearing cash at beginning of year | 2014-03-31 | $15,920 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Value of net income/loss | 2014-03-31 | $-43,817 |
| Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $15,041,869 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $15,085,686 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
| Investment advisory and management fees | 2014-03-31 | $52,105 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $1,005,116 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $983,268 |
| Interest earned on other investments | 2014-03-31 | $16,313 |
| Income. Interest from US Government securities | 2014-03-31 | $191,923 |
| Income. Interest from corporate debt instruments | 2014-03-31 | $189,586 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $1,523,264 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $1,837,215 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $1,837,215 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-03-31 | $1,454 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-03-31 | $196,147 |
| Asset value of US Government securities at end of year | 2014-03-31 | $4,027,103 |
| Asset value of US Government securities at beginning of year | 2014-03-31 | $5,060,330 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $-163,284 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
| Contributions received in cash from employer | 2014-03-31 | $6,244,936 |
| Employer contributions (assets) at end of year | 2014-03-31 | $553,881 |
| Employer contributions (assets) at beginning of year | 2014-03-31 | $456,830 |
| Income. Dividends from common stock | 2014-03-31 | $55,342 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $7,164,287 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-03-31 | $5,178,559 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-03-31 | $4,603,442 |
| Contract administrator fees | 2014-03-31 | $568,622 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-03-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-03-31 | $2,198,284 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-03-31 | $2,703,917 |
| Liabilities. Value of benefit claims payable at end of year | 2014-03-31 | $573,057 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-03-31 | $636,079 |
| Did the plan have assets held for investment | 2014-03-31 | 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 | 2014-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
| Aggregate proceeds on sale of assets | 2014-03-31 | $9,079,821 |
| Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $8,673,879 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Unqualified |
| Accountancy firm name | 2014-03-31 | WILSON KOZICKI & GWYNN, PLLC |
| Accountancy firm EIN | 2014-03-31 | 550526247 |
| 2013 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $757,036 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $724,025 |
| Total income from all sources (including contributions) | 2013-03-31 | $7,668,048 |
| Total loss/gain on sale of assets | 2013-03-31 | $247,701 |
| Total of all expenses incurred | 2013-03-31 | $7,600,528 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $6,827,712 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $6,639,382 |
| Value of total assets at end of year | 2013-03-31 | $15,842,722 |
| Value of total assets at beginning of year | 2013-03-31 | $15,742,191 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $772,816 |
| Total interest from all sources | 2013-03-31 | $372,910 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $79,976 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
| Administrative expenses professional fees incurred | 2013-03-31 | $151,701 |
| Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
| Value of fidelity bond cover | 2013-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
| Contributions received from participants | 2013-03-31 | $1,259,127 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-03-31 | $181,800 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $356,726 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-03-31 | $31,939 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-03-31 | $71,532 |
| Other income not declared elsewhere | 2013-03-31 | $321,268 |
| Administrative expenses (other) incurred | 2013-03-31 | $75,673 |
| Liabilities. Value of operating payables at end of year | 2013-03-31 | $89,018 |
| Liabilities. Value of operating payables at beginning of year | 2013-03-31 | $30,998 |
| Total non interest bearing cash at end of year | 2013-03-31 | $15,920 |
| Total non interest bearing cash at beginning of year | 2013-03-31 | $7,941 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Value of net income/loss | 2013-03-31 | $67,520 |
| Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $15,085,686 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $15,018,166 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
| Investment advisory and management fees | 2013-03-31 | $60,717 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $983,268 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $1,223,374 |
| Interest earned on other investments | 2013-03-31 | $9,655 |
| Income. Interest from US Government securities | 2013-03-31 | $192,223 |
| Income. Interest from corporate debt instruments | 2013-03-31 | $170,060 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $1,837,215 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $1,164,300 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $1,164,300 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-03-31 | $972 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-03-31 | $218,221 |
| Asset value of US Government securities at end of year | 2013-03-31 | $5,060,330 |
| Asset value of US Government securities at beginning of year | 2013-03-31 | $5,210,944 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-03-31 | $6,811 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
| Contributions received in cash from employer | 2013-03-31 | $5,380,255 |
| Employer contributions (assets) at end of year | 2013-03-31 | $456,830 |
| Employer contributions (assets) at beginning of year | 2013-03-31 | $540,424 |
| Income. Dividends from common stock | 2013-03-31 | $79,976 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $6,609,491 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-03-31 | $4,603,442 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-03-31 | $4,833,945 |
| Contract administrator fees | 2013-03-31 | $484,725 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-03-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-03-31 | $2,703,917 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-03-31 | $2,404,537 |
| Liabilities. Value of benefit claims payable at end of year | 2013-03-31 | $636,079 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-03-31 | $621,495 |
| Did the plan have assets held for investment | 2013-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
| Aggregate proceeds on sale of assets | 2013-03-31 | $22,819,962 |
| Aggregate carrying amount (costs) on sale of assets | 2013-03-31 | $22,572,261 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Unqualified |
| Accountancy firm name | 2013-03-31 | BODKIN WILSON & KOZICKI PLLC |
| Accountancy firm EIN | 2013-03-31 | 550526247 |
| 2012 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $724,025 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $838,604 |
| Total income from all sources (including contributions) | 2012-03-31 | $7,480,724 |
| Total loss/gain on sale of assets | 2012-03-31 | $96,455 |
| Total of all expenses incurred | 2012-03-31 | $6,950,430 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $6,232,449 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $6,790,429 |
| Value of total assets at end of year | 2012-03-31 | $15,742,191 |
| Value of total assets at beginning of year | 2012-03-31 | $15,326,476 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $717,981 |
| Total interest from all sources | 2012-03-31 | $342,776 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $40,965 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
| Administrative expenses professional fees incurred | 2012-03-31 | $155,906 |
| Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
| Value of fidelity bond cover | 2012-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
| Contributions received from participants | 2012-03-31 | $1,332,399 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-03-31 | $356,726 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $314,947 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-03-31 | $71,532 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-03-31 | $116,694 |
| Other income not declared elsewhere | 2012-03-31 | $384,736 |
| Administrative expenses (other) incurred | 2012-03-31 | $31,919 |
| Liabilities. Value of operating payables at end of year | 2012-03-31 | $30,998 |
| Liabilities. Value of operating payables at beginning of year | 2012-03-31 | $68,910 |
| Total non interest bearing cash at end of year | 2012-03-31 | $7,941 |
| Total non interest bearing cash at beginning of year | 2012-03-31 | $4,905 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Value of net income/loss | 2012-03-31 | $530,294 |
| Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $15,018,166 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $14,487,872 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
| Investment advisory and management fees | 2012-03-31 | $74,320 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $1,223,374 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $1,126,577 |
| Interest earned on other investments | 2012-03-31 | $99 |
| Income. Interest from US Government securities | 2012-03-31 | $176,729 |
| Income. Interest from corporate debt instruments | 2012-03-31 | $164,973 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $1,164,300 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $1,812,478 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $1,812,478 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-03-31 | $975 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-03-31 | $224,056 |
| Asset value of US Government securities at end of year | 2012-03-31 | $5,210,944 |
| Asset value of US Government securities at beginning of year | 2012-03-31 | $4,321,786 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-03-31 | $-174,637 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
| Contributions received in cash from employer | 2012-03-31 | $5,458,030 |
| Employer contributions (assets) at end of year | 2012-03-31 | $540,424 |
| Employer contributions (assets) at beginning of year | 2012-03-31 | $479,152 |
| Income. Dividends from common stock | 2012-03-31 | $40,965 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $6,008,393 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-03-31 | $4,833,945 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-03-31 | $4,408,103 |
| Contract administrator fees | 2012-03-31 | $455,836 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-03-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-03-31 | $2,404,537 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-03-31 | $2,858,528 |
| Liabilities. Value of benefit claims payable at end of year | 2012-03-31 | $621,495 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-03-31 | $653,000 |
| Did the plan have assets held for investment | 2012-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
| Aggregate proceeds on sale of assets | 2012-03-31 | $12,575,390 |
| Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $12,478,935 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Unqualified |
| Accountancy firm name | 2012-03-31 | BODKIN WILSON & KOZICKI PLLC |
| Accountancy firm EIN | 2012-03-31 | 550526247 |
| 2011 : IRONWORKERS LOCAL 549-550 MEDICAL & BENEFIT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $204,122 |
| Total unrealized appreciation/depreciation of assets | 2011-03-31 | $204,122 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $838,604 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $472,955 |
| Total income from all sources (including contributions) | 2011-03-31 | $7,656,165 |
| Total loss/gain on sale of assets | 2011-03-31 | $222,428 |
| Total of all expenses incurred | 2011-03-31 | $7,223,244 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $6,504,954 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $6,328,851 |
| Value of total assets at end of year | 2011-03-31 | $15,326,476 |
| Value of total assets at beginning of year | 2011-03-31 | $14,527,906 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $718,290 |
| Total interest from all sources | 2011-03-31 | $339,321 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $57,534 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
| Administrative expenses professional fees incurred | 2011-03-31 | $104,625 |
| Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
| Value of fidelity bond cover | 2011-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
| Contributions received from participants | 2011-03-31 | $1,340,518 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $314,947 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $289,746 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-03-31 | $116,694 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-03-31 | $39,322 |
| Other income not declared elsewhere | 2011-03-31 | $359,544 |
| Administrative expenses (other) incurred | 2011-03-31 | $78,589 |
| Liabilities. Value of operating payables at end of year | 2011-03-31 | $68,910 |
| Liabilities. Value of operating payables at beginning of year | 2011-03-31 | $42,633 |
| Total non interest bearing cash at end of year | 2011-03-31 | $4,905 |
| Total non interest bearing cash at beginning of year | 2011-03-31 | $100 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Value of net income/loss | 2011-03-31 | $432,921 |
| Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $14,487,872 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $14,054,951 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
| Investment advisory and management fees | 2011-03-31 | $78,432 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $1,126,577 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $995,650 |
| Income. Interest from US Government securities | 2011-03-31 | $185,127 |
| Income. Interest from corporate debt instruments | 2011-03-31 | $153,621 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $1,812,478 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $751,550 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $751,550 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-03-31 | $573 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-03-31 | $219,245 |
| Asset value of US Government securities at end of year | 2011-03-31 | $4,321,786 |
| Asset value of US Government securities at beginning of year | 2011-03-31 | $5,112,853 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-03-31 | $144,365 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
| Contributions received in cash from employer | 2011-03-31 | $4,988,333 |
| Employer contributions (assets) at end of year | 2011-03-31 | $479,152 |
| Employer contributions (assets) at beginning of year | 2011-03-31 | $427,208 |
| Income. Dividends from common stock | 2011-03-31 | $57,534 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $6,285,709 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-03-31 | $4,408,103 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-03-31 | $4,140,189 |
| Contract administrator fees | 2011-03-31 | $456,644 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-03-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-03-31 | $2,858,528 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-03-31 | $2,809,807 |
| Liabilities. Value of benefit claims payable at end of year | 2011-03-31 | $653,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-03-31 | $391,000 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-03-31 | $803 |
| Did the plan have assets held for investment | 2011-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
| Aggregate proceeds on sale of assets | 2011-03-31 | $5,691,783 |
| Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $5,469,355 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Unqualified |
| Accountancy firm name | 2011-03-31 | BODKIN WILSON & KOZICKI PLLC |
| Accountancy firm EIN | 2011-03-31 | 550526247 |
