?>
Logo

BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 401k Plan overview

Plan NameBOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND
Plan identification number 001

BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BD OF TRUSTEES-BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES-BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND
Employer identification number (EIN):516129775
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PATRICK MOSS
0012016-01-01PATRICK MOSS
0012015-01-01DONALD R VALANE DONALD R VALANE2016-10-14
0012014-01-01DONALD R VALANE DONALD R VALANE2015-10-06
0012013-01-01DONALD R VALANE DONALD R VALANE2014-10-09
0012012-01-01DONALD VALANE DONALD VALANE2013-10-02
0012011-01-01HANY KILADA
0012009-01-01JOSEPH R. GREGORIO JOSEPH R. GREGORIO2010-09-28
0012009-01-01JOSEPH R. GREGORIO JOSEPH R. GREGORIO2010-09-20
0012009-01-01JOSEPH GREGORIO JOSPH GREGORIO2010-09-20

Plan Statistics for BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND

401k plan membership statisitcs for BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND

Measure Date Value
2022: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01725
Total number of active participants reported on line 7a of the Form 55002022-01-01583
Number of retired or separated participants receiving benefits2022-01-0118
Number of other retired or separated participants entitled to future benefits2022-01-01143
Total of all active and inactive participants2022-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01745
Number of participants with account balances2022-01-01745
Number of employers contributing to the scheme2022-01-0130
2021: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01792
Total number of active participants reported on line 7a of the Form 55002021-01-01568
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-01139
Total of all active and inactive participants2021-01-01724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01725
Number of participants with account balances2021-01-01725
Number of employers contributing to the scheme2021-01-0126
2020: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01952
Total number of active participants reported on line 7a of the Form 55002020-01-01619
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-01156
Total of all active and inactive participants2020-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01792
Number of participants with account balances2020-01-01792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0122
2019: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01913
Total number of active participants reported on line 7a of the Form 55002019-01-01734
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-01199
Total of all active and inactive participants2019-01-01952
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01952
Number of participants with account balances2019-01-01952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0124
2018: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01830
Total number of active participants reported on line 7a of the Form 55002018-01-01690
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-01205
Total of all active and inactive participants2018-01-01913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01913
Number of participants with account balances2018-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0130
2017: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01855
Total number of active participants reported on line 7a of the Form 55002017-01-01639
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-01173
Total of all active and inactive participants2017-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01830
Number of participants with account balances2017-01-01830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0128
2016: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01877
Total number of active participants reported on line 7a of the Form 55002016-01-01626
Number of retired or separated participants receiving benefits2016-01-0117
Number of other retired or separated participants entitled to future benefits2016-01-01212
Total of all active and inactive participants2016-01-01855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01855
Number of participants with account balances2016-01-01855
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0128
2015: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01712
Total number of active participants reported on line 7a of the Form 55002015-01-01625
Number of retired or separated participants receiving benefits2015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-01239
Total of all active and inactive participants2015-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01877
Number of participants with account balances2015-01-01877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0115
2014: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01825
Total number of active participants reported on line 7a of the Form 55002014-01-01504
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-01194
Total of all active and inactive participants2014-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01712
Number of participants with account balances2014-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-019
2013: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01765
Total number of active participants reported on line 7a of the Form 55002013-01-01582
Number of retired or separated participants receiving benefits2013-01-0117
Number of other retired or separated participants entitled to future benefits2013-01-01226
Total of all active and inactive participants2013-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01825
Number of participants with account balances2013-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-019
2012: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01899
Total number of active participants reported on line 7a of the Form 55002012-01-01532
Number of retired or separated participants receiving benefits2012-01-0120
Number of other retired or separated participants entitled to future benefits2012-01-01213
Total of all active and inactive participants2012-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01765
Number of participants with account balances2012-01-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-019
2011: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,031
Total number of active participants reported on line 7a of the Form 55002011-01-01631
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-01250
Total of all active and inactive participants2011-01-01899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01899
Number of participants with account balances2011-01-01899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-011
2009: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,048
Total number of active participants reported on line 7a of the Form 55002009-01-01726
Number of retired or separated participants receiving benefits2009-01-0124
Number of other retired or separated participants entitled to future benefits2009-01-01312
Total of all active and inactive participants2009-01-011,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,064
Number of participants with account balances2009-01-011,064
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND

Measure Date Value
2022 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$62,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$68,877
Total income from all sources (including contributions)2022-12-31$-3,886,398
Total of all expenses incurred2022-12-31$4,018,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,606,434
Expenses. Certain deemed distributions of participant loans2022-12-31$191,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,557,564
Value of total assets at end of year2022-12-31$46,651,716
Value of total assets at beginning of year2022-12-31$54,562,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$220,066
Total interest from all sources2022-12-31$214,287
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$450,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$450,540
Administrative expenses professional fees incurred2022-12-31$52,463
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$115,429
Participant contributions at beginning of year2022-12-31$213,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$499,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$233,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$35,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$38,713
Other income not declared elsewhere2022-12-31$87,720
Administrative expenses (other) incurred2022-12-31$24,886
Liabilities. Value of operating payables at end of year2022-12-31$27,125
Liabilities. Value of operating payables at beginning of year2022-12-31$30,164
Total non interest bearing cash at end of year2022-12-31$641,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,904,567
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,588,871
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$54,493,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$28,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,293,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,945,743
Value of interest in pooled separate accounts at end of year2022-12-31$12,689,552
Value of interest in pooled separate accounts at beginning of year2022-12-31$17,232,534
Interest on participant loans2022-12-31$4,980
Interest earned on other investments2022-12-31$209,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$135,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$680,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$680,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,827,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$16,450,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,248,212
Net investment gain/loss from pooled separate accounts2022-12-31$-3,948,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,557,564
Employer contributions (assets) at end of year2022-12-31$260,544
Employer contributions (assets) at beginning of year2022-12-31$567,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,606,434
Contract administrator fees2022-12-31$114,592
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$177,869
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$221,618
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$11,799
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$15,930
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2022-12-31133082707
2021 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$68,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$73,321
Total income from all sources (including contributions)2021-12-31$6,862,387
Total of all expenses incurred2021-12-31$4,728,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,488,802
Expenses. Certain deemed distributions of participant loans2021-12-31$13,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,986,981
Value of total assets at end of year2021-12-31$54,562,315
Value of total assets at beginning of year2021-12-31$52,432,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$226,668
Total interest from all sources2021-12-31$210,818
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,113,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,113,715
Administrative expenses professional fees incurred2021-12-31$58,276
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$2,285,660
Amount contributed by the employer to the plan for this plan year2021-12-31$2,285,660
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$213,337
Participant contributions at beginning of year2021-12-31$167,827
Participant contributions at beginning of year2021-12-31$384,884
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$450,004
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$233,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$38,713
Other income not declared elsewhere2021-12-31$150,188
Administrative expenses (other) incurred2021-12-31$26,652
Liabilities. Value of operating payables at end of year2021-12-31$30,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,133,764
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,493,438
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$52,359,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,945,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,019,613
Value of interest in pooled separate accounts at end of year2021-12-31$17,232,534
Value of interest in pooled separate accounts at beginning of year2021-12-31$16,360,243
Interest on participant loans2021-12-31$8,334
Interest earned on other investments2021-12-31$202,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$680,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$489,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$489,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$16,450,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,372,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-165,411
Net investment gain/loss from pooled separate accounts2021-12-31$2,566,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,986,981
Employer contributions (assets) at end of year2021-12-31$567,822
Employer contributions (assets) at beginning of year2021-12-31$188,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,488,802
Contract administrator fees2021-12-31$114,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$221,618
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$73,321
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$15,930
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GOULD, KOBRICK, & SCHLAPP, P.C.
Accountancy firm EIN2021-12-31133082707
2020 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$100,477
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$100,477
Total income from all sources (including contributions)2020-12-31$8,315,401
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,028,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,858,405
Expenses. Certain deemed distributions of participant loans2020-12-31$100,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,772,630
Value of total assets at end of year2020-12-31$51,370,300
Value of total assets at beginning of year2020-12-31$53,082,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,178
Total interest from all sources2020-12-31$271,160
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$290,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$290,661
Administrative expenses professional fees incurred2020-12-31$63,768
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$167,827
Participant contributions at beginning of year2020-12-31$164,346
Assets. Other investments not covered elsewhere at end of year2020-12-31$450,004
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$644,902
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,428
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$384,884
Other income not declared elsewhere2020-12-31$-159,797
Administrative expenses (other) incurred2020-12-31$69,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,712,659
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,370,300
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,082,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$34,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,019,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,279,333
Value of interest in pooled separate accounts at end of year2020-12-31$16,360,243
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,335,187
Interest on participant loans2020-12-31$7,457
Interest earned on other investments2020-12-31$263,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$489,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$542,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$542,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,372,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,659,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,637,776
Net investment gain/loss from pooled separate accounts2020-12-31$4,502,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,748,202
Employer contributions (assets) at end of year2020-12-31$188,449
Employer contributions (assets) at beginning of year2020-12-31$351,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,858,405
Contract administrator fees2020-12-31$114,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$73,321
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$133,056
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DONALD R VALANE CPA PC
Accountancy firm EIN2020-12-31113496023
2019 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,463,542
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,203,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,698,941
Expenses. Certain deemed distributions of participant loans2019-12-31$101,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,551,702
Value of total assets at end of year2019-12-31$53,082,959
Value of total assets at beginning of year2019-12-31$45,822,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$402,245
Total interest from all sources2019-12-31$300,798
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$452,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$452,211
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$164,346
Participant contributions at beginning of year2019-12-31$169,110
Assets. Other investments not covered elsewhere at end of year2019-12-31$644,902
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$612,851
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,498
Other income not declared elsewhere2019-12-31$257,057
Administrative expenses (other) incurred2019-12-31$402,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,260,423
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,082,959
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,822,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,279,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,416,787
Value of interest in pooled separate accounts at end of year2019-12-31$17,335,187
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,050,747
Interest on participant loans2019-12-31$11,867
Interest earned on other investments2019-12-31$288,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,659,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,573,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,461,643
Net investment gain/loss from pooled separate accounts2019-12-31$4,440,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,549,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,698,941
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DONALD R VALANE CPA PC
Accountancy firm EIN2019-12-31113496023
2018 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,308,665
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,185,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,784,261
Expenses. Certain deemed distributions of participant loans2018-12-31$55,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,822,006
Value of total assets at end of year2018-12-31$45,822,536
Value of total assets at beginning of year2018-12-31$50,699,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$345,895
Total interest from all sources2018-12-31$274,990
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$288,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$288,391
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$169,110
Participant contributions at beginning of year2018-12-31$285,703
Assets. Other investments not covered elsewhere at end of year2018-12-31$612,851
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$661,436
Other income not declared elsewhere2018-12-31$158,915
Administrative expenses (other) incurred2018-12-31$345,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,877,051
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,822,536
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,699,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,416,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,093,304
Value of interest in pooled separate accounts at end of year2018-12-31$15,050,747
Value of interest in pooled separate accounts at beginning of year2018-12-31$16,827,542
Interest on participant loans2018-12-31$8,885
Interest earned on other investments2018-12-31$266,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,573,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,831,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,140,657
Net investment gain/loss from pooled separate accounts2018-12-31$-1,094,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,822,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,784,261
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DONALD R VALANE CPA PC
Accountancy firm EIN2018-12-31113496023
2017 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$10,231,463
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,610,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,165,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,887,652
Value of total assets at end of year2017-12-31$50,699,587
Value of total assets at beginning of year2017-12-31$44,078,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$444,816
Total interest from all sources2017-12-31$297,648
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$249,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$249,092
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$285,703
Participant contributions at beginning of year2017-12-31$324,901
Assets. Other investments not covered elsewhere at end of year2017-12-31$661,436
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$631,956
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,514,432
Other income not declared elsewhere2017-12-31$287,756
Administrative expenses (other) incurred2017-12-31$444,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,620,709
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,699,587
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,078,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,093,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,973,637
Value of interest in pooled separate accounts at end of year2017-12-31$16,827,542
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,372,714
Interest on participant loans2017-12-31$14,743
Interest earned on other investments2017-12-31$282,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,831,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,775,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,625,314
Net investment gain/loss from pooled separate accounts2017-12-31$2,884,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,373,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,165,938
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DONALD R VALANE CPA PC
Accountancy firm EIN2017-12-31113496023
2016 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,595,455
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,711,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,164,353
Expenses. Certain deemed distributions of participant loans2016-12-31$60,573
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,679,648
Value of total assets at end of year2016-12-31$44,078,878
Value of total assets at beginning of year2016-12-31$43,195,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$487,009
Total interest from all sources2016-12-31$295,772
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$168,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$168,559
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$324,901
Participant contributions at beginning of year2016-12-31$455,631
Assets. Other investments not covered elsewhere at end of year2016-12-31$631,956
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$588,847
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$77,025
Other income not declared elsewhere2016-12-31$383,287
Administrative expenses (other) incurred2016-12-31$487,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$883,520
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,078,878
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,195,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,973,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$686,333
Value of interest in pooled separate accounts at end of year2016-12-31$13,372,714
Value of interest in pooled separate accounts at beginning of year2016-12-31$22,561,632
Interest on participant loans2016-12-31$15,009
Interest earned on other investments2016-12-31$280,763
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,775,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$18,902,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$779,046
Net investment gain/loss from pooled separate accounts2016-12-31$289,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,602,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,164,353
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31VOLK AND VALANE LLC
Accountancy firm EIN2016-12-31205094634
2015 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,753,796
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,739,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,138,967
Expenses. Certain deemed distributions of participant loans2015-12-31$131,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,434,553
Value of total assets at end of year2015-12-31$43,195,358
Value of total assets at beginning of year2015-12-31$42,181,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$469,022
Total interest from all sources2015-12-31$319,086
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,444
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$15,444
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$455,631
Participant contributions at beginning of year2015-12-31$339,252
Assets. Other investments not covered elsewhere at end of year2015-12-31$588,847
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$644,092
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$180,241
Other income not declared elsewhere2015-12-31$255,274
Administrative expenses (other) incurred2015-12-31$469,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,013,834
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,195,358
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,181,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$686,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$803,487
Value of interest in pooled separate accounts at end of year2015-12-31$22,561,632
Value of interest in pooled separate accounts at beginning of year2015-12-31$21,199,418
Interest on participant loans2015-12-31$17,228
Interest earned on other investments2015-12-31$301,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$18,902,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$19,195,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-104,545
Net investment gain/loss from pooled separate accounts2015-12-31$-166,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,254,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,138,967
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31VOLK AND VALANE LLC
Accountancy firm EIN2015-12-31205094634
2014 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,229,594
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,866,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,388,215
Expenses. Certain deemed distributions of participant loans2014-12-31$174,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,434,430
Value of total assets at end of year2014-12-31$42,181,524
Value of total assets at beginning of year2014-12-31$42,817,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$303,499
Total interest from all sources2014-12-31$348,572
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$18,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$18,073
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$339,252
Participant contributions at beginning of year2014-12-31$364,343
Assets. Other investments not covered elsewhere at end of year2014-12-31$644,092
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$658,066
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$158,978
Other income not declared elsewhere2014-12-31$150,513
Administrative expenses (other) incurred2014-12-31$303,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-636,431
Value of net assets at end of year (total assets less liabilities)2014-12-31$42,181,524
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,817,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$803,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$860,870
Value of interest in pooled separate accounts at end of year2014-12-31$21,199,418
Value of interest in pooled separate accounts at beginning of year2014-12-31$20,171,392
Interest on participant loans2014-12-31$13,021
Interest earned on other investments2014-12-31$335,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$19,195,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$20,763,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-17,441
Net investment gain/loss from pooled separate accounts2014-12-31$1,295,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,275,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,388,215
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31VOLK & VALANE LLC
Accountancy firm EIN2014-12-31205094634
2013 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,549,980
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,810,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,114,133
Expenses. Certain deemed distributions of participant loans2013-12-31$236,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,859,281
Value of total assets at end of year2013-12-31$42,817,955
Value of total assets at beginning of year2013-12-31$41,078,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$460,323
Total interest from all sources2013-12-31$437,581
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$13,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$13,073
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$364,343
Participant contributions at beginning of year2013-12-31$474,221
Assets. Other investments not covered elsewhere at end of year2013-12-31$658,066
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$967,512
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$54,888
Other income not declared elsewhere2013-12-31$52,655
Administrative expenses (other) incurred2013-12-31$460,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,739,167
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,817,955
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,078,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$860,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$714,996
Value of interest in pooled separate accounts at end of year2013-12-31$20,171,392
Value of interest in pooled separate accounts at beginning of year2013-12-31$15,634,801
Interest on participant loans2013-12-31$16,595
Interest earned on other investments2013-12-31$420,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$20,763,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$23,287,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$167,355
Net investment gain/loss from pooled separate accounts2013-12-31$4,020,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,804,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,114,133
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31VOLK & VALANE LLC
Accountancy firm EIN2013-12-31205094634
2012 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,891,810
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,552,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,097,798
Expenses. Certain deemed distributions of participant loans2012-12-31$25,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,633,497
Value of total assets at end of year2012-12-31$41,078,788
Value of total assets at beginning of year2012-12-31$40,739,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$428,781
Total interest from all sources2012-12-31$545,942
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$15,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$15,961
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$474,221
Participant contributions at beginning of year2012-12-31$435,004
Assets. Other investments not covered elsewhere at end of year2012-12-31$967,512
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$934,057
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$41,305
Other income not declared elsewhere2012-12-31$347,676
Administrative expenses (other) incurred2012-12-31$428,781
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$339,787
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,078,788
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,739,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$714,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$767,111
Value of interest in pooled separate accounts at end of year2012-12-31$15,634,801
Value of interest in pooled separate accounts at beginning of year2012-12-31$14,343,368
Interest on participant loans2012-12-31$13,850
Interest earned on other investments2012-12-31$532,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$23,287,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$24,259,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$130,393
Net investment gain/loss from pooled separate accounts2012-12-31$2,218,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,592,192
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,097,798
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31VOLK & VALANE LLC
Accountancy firm EIN2012-12-31205094634
2011 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$110,846
Total income from all sources (including contributions)2011-12-31$2,031,985
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,390,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,392,327
Expenses. Certain deemed distributions of participant loans2011-12-31$329,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,740,993
Value of total assets at end of year2011-12-31$40,739,001
Value of total assets at beginning of year2011-12-31$45,208,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$668,727
Total interest from all sources2011-12-31$652,572
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$19,410
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$435,004
Participant contributions at beginning of year2011-12-31$564,482
Assets. Other investments not covered elsewhere at end of year2011-12-31$934,057
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$908,093
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$166,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$110,846
Other income not declared elsewhere2011-12-31$398,791
Administrative expenses (other) incurred2011-12-31$668,727
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$1,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,358,177
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,739,001
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$45,097,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$767,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,018,457
Value of interest in pooled separate accounts at end of year2011-12-31$14,343,368
Value of interest in pooled separate accounts at beginning of year2011-12-31$17,212,262
Interest on participant loans2011-12-31$17,298
Interest earned on other investments2011-12-31$635,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$281,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$281,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$24,259,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$25,015,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-150,916
Net investment gain/loss from pooled separate accounts2011-12-31$-579,721
Net investment gain or loss from common/collective trusts2011-12-31$-49,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,574,588
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$206,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,392,327
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31VOLK & VALANE LLC
Accountancy firm EIN2011-12-31205094634
2010 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$110,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$55,419
Total income from all sources (including contributions)2010-12-31$5,701,761
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,401,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,051,037
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,275,280
Value of total assets at end of year2010-12-31$45,208,024
Value of total assets at beginning of year2010-12-31$42,852,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$350,742
Total interest from all sources2010-12-31$755,930
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$2,252,073
Amount contributed by the employer to the plan for this plan year2010-12-31$2,252,073
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$564,482
Participant contributions at beginning of year2010-12-31$446,739
Assets. Other investments not covered elsewhere at end of year2010-12-31$908,093
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$620,573
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$23,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$110,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$55,419
Other income not declared elsewhere2010-12-31$204,500
Administrative expenses (other) incurred2010-12-31$350,742
Total non interest bearing cash at end of year2010-12-31$1,268
Total non interest bearing cash at beginning of year2010-12-31$1,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,299,982
Value of net assets at end of year (total assets less liabilities)2010-12-31$45,097,178
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$42,797,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,018,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$733,624
Value of interest in pooled separate accounts at end of year2010-12-31$17,212,262
Value of interest in pooled separate accounts at beginning of year2010-12-31$14,603,185
Interest on participant loans2010-12-31$13,371
Interest earned on other investments2010-12-31$728,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$281,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$212,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$212,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$25,015,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$25,801,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$2,466,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,252,073
Employer contributions (assets) at end of year2010-12-31$206,760
Employer contributions (assets) at beginning of year2010-12-31$433,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,051,037
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31VOLK & VALANE, LLC
Accountancy firm EIN2010-12-31205094634
2009 : BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,517,088
Amount contributed by the employer to the plan for this plan year2009-12-31$1,517,088

Form 5500 Responses for BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND

2022: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BOILERMAKERS LOCAL LODGE NO. 5 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039226
Policy instance 1
Insurance contract or identification number039226
Number of Individuals Covered745
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039226
Policy instance 1
Insurance contract or identification number039226
Number of Individuals Covered725
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039226
Policy instance 1
Insurance contract or identification number039226
Number of Individuals Covered792
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039226
Policy instance 1
Insurance contract or identification number039226
Number of Individuals Covered952
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039226
Policy instance 1
Insurance contract or identification number039226
Number of Individuals Covered913
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039226
Policy instance 1
Insurance contract or identification number039226
Number of Individuals Covered830
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039226
Policy instance 1
Insurance contract or identification number039226
Number of Individuals Covered877
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039226
Policy instance 1
Insurance contract or identification number039226
Number of Individuals Covered712
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39226-001
Policy instance 1
Insurance contract or identification number39226-001
Number of Individuals Covered825
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39226-001
Policy instance 1
Insurance contract or identification number39226-001
Number of Individuals Covered765
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39226-001
Policy instance 1
Insurance contract or identification number39226-001
Number of Individuals Covered899
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39226-001
Policy instance 1
Insurance contract or identification number39226-001
Number of Individuals Covered1031
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3