401k Plan data: U.A. LOCAL 13 ANNUITY FUND plan

U.A. LOCAL 13 ANNUITY FUND 401k Plan overview

Plan Name	U.A. LOCAL 13 ANNUITY FUND
Plan identification number	001

U.A. LOCAL 13 ANNUITY FUND Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

U.A. LOCAL 13 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name: U.A. LOCAL 13 ANNUITY FUND

Employer identification number (EIN): 521041321

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL 13 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DAN O'NEIL 2023-08-07 MATTHEW ROSE 2023-08-07
001 2021-01-01 DAVID KING 2022-09-23 SCOTT WILD 2022-09-26
001 2020-01-01 MATT ROSE 2021-09-16 PAT DONNELLY 2021-09-16
001 2019-01-01 KEVIN COLEMAN 2020-10-12 BETH HOWARD 2020-10-12
001 2018-01-01 JAMES CATERNOLO 2019-09-19 KEVIN GOTTERMEIER 2019-09-19
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 TERENCE J. MOORE ELISABETH P. HOWARD 2014-09-18
001 2012-01-01 TERENCE J. MOORE ELISABETH P. HOWARD 2013-10-03
001 2011-01-01 TERENCE J. MOORE ELISABETH P, HOWARD 2012-09-05
001 2010-01-01 TERENCE MOORE ELISABETH HOWARD 2011-10-13
001 2009-01-01 BILL KURTZ ELISABETH P HOWARD 2010-09-15
001 2009-01-01 BILL KURTZ ELISABETH P HOWARD 2010-09-15
001 2009-01-01 BILL KURTZ ELISABETH P HOWARD 2010-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DAN O'NEIL	2023-08-07	MATTHEW ROSE	2023-08-07
001	2021-01-01	DAVID KING	2022-09-23	SCOTT WILD	2022-09-26
001	2020-01-01	MATT ROSE	2021-09-16	PAT DONNELLY	2021-09-16
001	2019-01-01	KEVIN COLEMAN	2020-10-12	BETH HOWARD	2020-10-12
001	2018-01-01	JAMES CATERNOLO	2019-09-19	KEVIN GOTTERMEIER	2019-09-19
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	TERENCE J. MOORE		ELISABETH P. HOWARD	2014-09-18
001	2012-01-01	TERENCE J. MOORE		ELISABETH P. HOWARD	2013-10-03
001	2011-01-01	TERENCE J. MOORE		ELISABETH P, HOWARD	2012-09-05
001	2010-01-01	TERENCE MOORE		ELISABETH HOWARD	2011-10-13
001	2009-01-01	BILL KURTZ		ELISABETH P HOWARD	2010-09-15
001	2009-01-01	BILL KURTZ		ELISABETH P HOWARD	2010-09-15
001	2009-01-01	BILL KURTZ		ELISABETH P HOWARD	2010-09-15

Plan Statistics for U.A. LOCAL 13 ANNUITY FUND

401k plan membership statisitcs for U.A. LOCAL 13 ANNUITY FUND

Measure Date Value
2022: U.A. LOCAL 13 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,327
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,030
Number of retired or separated participants receiving benefits 2022-01-01 68
Number of other retired or separated participants entitled to future benefits 2022-01-01 254
Total of all active and inactive participants 2022-01-01 1,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,352
Number of participants with account balances 2022-01-01 1,352
Number of employers contributing to the scheme 2022-01-01 43
2021: U.A. LOCAL 13 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,300
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,012
Number of retired or separated participants receiving benefits 2021-01-01 68
Number of other retired or separated participants entitled to future benefits 2021-01-01 247
Total of all active and inactive participants 2021-01-01 1,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,327
Number of participants with account balances 2021-01-01 1,327
Number of employers contributing to the scheme 2021-01-01 40
2020: U.A. LOCAL 13 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,261
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,007
Number of retired or separated participants receiving benefits 2020-01-01 60
Number of other retired or separated participants entitled to future benefits 2020-01-01 233
Total of all active and inactive participants 2020-01-01 1,300
Total participants 2020-01-01 1,300
Number of participants with account balances 2020-01-01 1,300
Number of employers contributing to the scheme 2020-01-01 40
2019: U.A. LOCAL 13 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,228
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 978
Number of retired or separated participants receiving benefits 2019-01-01 48
Number of other retired or separated participants entitled to future benefits 2019-01-01 235
Total of all active and inactive participants 2019-01-01 1,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,261
Number of participants with account balances 2019-01-01 1,261
Number of employers contributing to the scheme 2019-01-01 60
2018: U.A. LOCAL 13 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,172
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 957
Number of retired or separated participants receiving benefits 2018-01-01 46
Number of other retired or separated participants entitled to future benefits 2018-01-01 225
Total of all active and inactive participants 2018-01-01 1,228
Total participants 2018-01-01 1,228
Number of participants with account balances 2018-01-01 1,228
Number of employers contributing to the scheme 2018-01-01 49
2017: U.A. LOCAL 13 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,056
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 918
Number of retired or separated participants receiving benefits 2017-01-01 37
Number of other retired or separated participants entitled to future benefits 2017-01-01 217
Total of all active and inactive participants 2017-01-01 1,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,172
Number of participants with account balances 2017-01-01 1,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
Number of employers contributing to the scheme 2017-01-01 39
2016: U.A. LOCAL 13 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,045
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 810
Number of retired or separated participants receiving benefits 2016-01-01 32
Number of other retired or separated participants entitled to future benefits 2016-01-01 214
Total of all active and inactive participants 2016-01-01 1,056
Total participants 2016-01-01 1,056
Number of participants with account balances 2016-01-01 1,056
Number of employers contributing to the scheme 2016-01-01 33
2015: U.A. LOCAL 13 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,050
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 806
Number of retired or separated participants receiving benefits 2015-01-01 22
Number of other retired or separated participants entitled to future benefits 2015-01-01 217
Total of all active and inactive participants 2015-01-01 1,045
Total participants 2015-01-01 1,045
Number of participants with account balances 2015-01-01 1,045
Number of employers contributing to the scheme 2015-01-01 33
2014: U.A. LOCAL 13 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,022
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 812
Number of retired or separated participants receiving benefits 2014-01-01 18
Number of other retired or separated participants entitled to future benefits 2014-01-01 220
Total of all active and inactive participants 2014-01-01 1,050
Total participants 2014-01-01 1,050
Number of participants with account balances 2014-01-01 1,050
Number of employers contributing to the scheme 2014-01-01 39
2013: U.A. LOCAL 13 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,005
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 782
Number of retired or separated participants receiving benefits 2013-01-01 16
Number of other retired or separated participants entitled to future benefits 2013-01-01 224
Total of all active and inactive participants 2013-01-01 1,022
Total participants 2013-01-01 1,022
Number of participants with account balances 2013-01-01 1,022
Number of employers contributing to the scheme 2013-01-01 40
2012: U.A. LOCAL 13 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 975
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 777
Number of retired or separated participants receiving benefits 2012-01-01 13
Number of other retired or separated participants entitled to future benefits 2012-01-01 215
Total of all active and inactive participants 2012-01-01 1,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,005
Number of participants with account balances 2012-01-01 1,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
Number of employers contributing to the scheme 2012-01-01 40
2011: U.A. LOCAL 13 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 951
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 760
Number of retired or separated participants receiving benefits 2011-01-01 11
Number of other retired or separated participants entitled to future benefits 2011-01-01 204
Total of all active and inactive participants 2011-01-01 975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 975
Number of participants with account balances 2011-01-01 975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
Number of employers contributing to the scheme 2011-01-01 40
2010: U.A. LOCAL 13 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year 2010-01-01 942
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 741
Number of retired or separated participants receiving benefits 2010-01-01 12
Number of other retired or separated participants entitled to future benefits 2010-01-01 198
Total of all active and inactive participants 2010-01-01 951
Total participants 2010-01-01 951
Number of participants with account balances 2010-01-01 951
Number of employers contributing to the scheme 2010-01-01 54
2009: U.A. LOCAL 13 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,096
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 729
Number of retired or separated participants receiving benefits 2009-01-01 13
Number of other retired or separated participants entitled to future benefits 2009-01-01 200
Total of all active and inactive participants 2009-01-01 942
Total participants 2009-01-01 942
Number of participants with account balances 2009-01-01 942
Number of employers contributing to the scheme 2009-01-01 83

Measure	Date	Value
2022: U.A. LOCAL 13 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,327
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,030
Number of retired or separated participants receiving benefits	2022-01-01	68
Number of other retired or separated participants entitled to future benefits	2022-01-01	254
Total of all active and inactive participants	2022-01-01	1,352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,352
Number of participants with account balances	2022-01-01	1,352
Number of employers contributing to the scheme	2022-01-01	43
2021: U.A. LOCAL 13 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,300
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,012
Number of retired or separated participants receiving benefits	2021-01-01	68
Number of other retired or separated participants entitled to future benefits	2021-01-01	247
Total of all active and inactive participants	2021-01-01	1,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,327
Number of participants with account balances	2021-01-01	1,327
Number of employers contributing to the scheme	2021-01-01	40
2020: U.A. LOCAL 13 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,261
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,007
Number of retired or separated participants receiving benefits	2020-01-01	60
Number of other retired or separated participants entitled to future benefits	2020-01-01	233
Total of all active and inactive participants	2020-01-01	1,300
Total participants	2020-01-01	1,300
Number of participants with account balances	2020-01-01	1,300
Number of employers contributing to the scheme	2020-01-01	40
2019: U.A. LOCAL 13 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,228
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	978
Number of retired or separated participants receiving benefits	2019-01-01	48
Number of other retired or separated participants entitled to future benefits	2019-01-01	235
Total of all active and inactive participants	2019-01-01	1,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,261
Number of participants with account balances	2019-01-01	1,261
Number of employers contributing to the scheme	2019-01-01	60
2018: U.A. LOCAL 13 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,172
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	957
Number of retired or separated participants receiving benefits	2018-01-01	46
Number of other retired or separated participants entitled to future benefits	2018-01-01	225
Total of all active and inactive participants	2018-01-01	1,228
Total participants	2018-01-01	1,228
Number of participants with account balances	2018-01-01	1,228
Number of employers contributing to the scheme	2018-01-01	49
2017: U.A. LOCAL 13 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,056
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	918
Number of retired or separated participants receiving benefits	2017-01-01	37
Number of other retired or separated participants entitled to future benefits	2017-01-01	217
Total of all active and inactive participants	2017-01-01	1,172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,172
Number of participants with account balances	2017-01-01	1,172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	39
2016: U.A. LOCAL 13 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,045
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	810
Number of retired or separated participants receiving benefits	2016-01-01	32
Number of other retired or separated participants entitled to future benefits	2016-01-01	214
Total of all active and inactive participants	2016-01-01	1,056
Total participants	2016-01-01	1,056
Number of participants with account balances	2016-01-01	1,056
Number of employers contributing to the scheme	2016-01-01	33
2015: U.A. LOCAL 13 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,050
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	806
Number of retired or separated participants receiving benefits	2015-01-01	22
Number of other retired or separated participants entitled to future benefits	2015-01-01	217
Total of all active and inactive participants	2015-01-01	1,045
Total participants	2015-01-01	1,045
Number of participants with account balances	2015-01-01	1,045
Number of employers contributing to the scheme	2015-01-01	33
2014: U.A. LOCAL 13 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,022
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	812
Number of retired or separated participants receiving benefits	2014-01-01	18
Number of other retired or separated participants entitled to future benefits	2014-01-01	220
Total of all active and inactive participants	2014-01-01	1,050
Total participants	2014-01-01	1,050
Number of participants with account balances	2014-01-01	1,050
Number of employers contributing to the scheme	2014-01-01	39
2013: U.A. LOCAL 13 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,005
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	782
Number of retired or separated participants receiving benefits	2013-01-01	16
Number of other retired or separated participants entitled to future benefits	2013-01-01	224
Total of all active and inactive participants	2013-01-01	1,022
Total participants	2013-01-01	1,022
Number of participants with account balances	2013-01-01	1,022
Number of employers contributing to the scheme	2013-01-01	40
2012: U.A. LOCAL 13 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	975
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	777
Number of retired or separated participants receiving benefits	2012-01-01	13
Number of other retired or separated participants entitled to future benefits	2012-01-01	215
Total of all active and inactive participants	2012-01-01	1,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,005
Number of participants with account balances	2012-01-01	1,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
Number of employers contributing to the scheme	2012-01-01	40
2011: U.A. LOCAL 13 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	951
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	760
Number of retired or separated participants receiving benefits	2011-01-01	11
Number of other retired or separated participants entitled to future benefits	2011-01-01	204
Total of all active and inactive participants	2011-01-01	975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	975
Number of participants with account balances	2011-01-01	975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	40
2010: U.A. LOCAL 13 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year	2010-01-01	942
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	741
Number of retired or separated participants receiving benefits	2010-01-01	12
Number of other retired or separated participants entitled to future benefits	2010-01-01	198
Total of all active and inactive participants	2010-01-01	951
Total participants	2010-01-01	951
Number of participants with account balances	2010-01-01	951
Number of employers contributing to the scheme	2010-01-01	54
2009: U.A. LOCAL 13 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,096
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	729
Number of retired or separated participants receiving benefits	2009-01-01	13
Number of other retired or separated participants entitled to future benefits	2009-01-01	200
Total of all active and inactive participants	2009-01-01	942
Total participants	2009-01-01	942
Number of participants with account balances	2009-01-01	942
Number of employers contributing to the scheme	2009-01-01	83

Financial Data on U.A. LOCAL 13 ANNUITY FUND

Measure	Date	Value
2022 : U.A. LOCAL 13 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	$23,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$44,463
Total income from all sources (including contributions)	2022-12-31	$-16,239,886
Total of all expenses incurred	2022-12-31	$10,856,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$10,349,729
Expenses. Certain deemed distributions of participant loans	2022-12-31	$274,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,528,828
Value of total assets at end of year	2022-12-31	$159,723,632
Value of total assets at beginning of year	2022-12-31	$186,840,446
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$231,895
Total interest from all sources	2022-12-31	$468,647
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$5,137,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$5,137,550
Administrative expenses professional fees incurred	2022-12-31	$89,718
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,891,809
Participant contributions at end of year	2022-12-31	$2,234,101
Participant contributions at beginning of year	2022-12-31	$1,762,664
Participant contributions at end of year	2022-12-31	$161,076
Participant contributions at beginning of year	2022-12-31	$152,363
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$15,978
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$116,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$121,245
Other income not declared elsewhere	2022-12-31	$300,000
Administrative expenses (other) incurred	2022-12-31	$142,177
Liabilities. Value of operating payables at end of year	2022-12-31	$23,594
Liabilities. Value of operating payables at beginning of year	2022-12-31	$44,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-27,095,945
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$159,700,038
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$186,795,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$117,987,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$141,574,953
Value of interest in pooled separate accounts at end of year	2022-12-31	$15,923,380
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$23,007,869
Interest on participant loans	2022-12-31	$118,751
Interest earned on other investments	2022-12-31	$349,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$659,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$574,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$574,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$22,061,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$19,039,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-25,593,594
Net investment gain/loss from pooled separate accounts	2022-12-31	$-6,081,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$6,621,041
Employer contributions (assets) at end of year	2022-12-31	$563,104
Employer contributions (assets) at beginning of year	2022-12-31	$591,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$10,349,729
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$16,364
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$15,540
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BONADIO & CO. LLP
Accountancy firm EIN	2022-12-31	161131146
2021 : U.A. LOCAL 13 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	$44,463
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$15,558
Total income from all sources (including contributions)	2021-12-31	$32,564,439
Total of all expenses incurred	2021-12-31	$10,886,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$10,523,568
Expenses. Certain deemed distributions of participant loans	2021-12-31	$150,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,634,134
Value of total assets at end of year	2021-12-31	$186,840,446
Value of total assets at beginning of year	2021-12-31	$165,133,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$212,504
Total interest from all sources	2021-12-31	$417,551
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$6,475,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$6,475,071
Administrative expenses professional fees incurred	2021-12-31	$71,229
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,350,593
Participant contributions at end of year	2021-12-31	$1,762,664
Participant contributions at beginning of year	2021-12-31	$1,959,314
Participant contributions at end of year	2021-12-31	$152,363
Participant contributions at beginning of year	2021-12-31	$116,071
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$121,245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$118,763
Other income not declared elsewhere	2021-12-31	$150,000
Administrative expenses (other) incurred	2021-12-31	$141,275
Liabilities. Value of operating payables at end of year	2021-12-31	$44,463
Liabilities. Value of operating payables at beginning of year	2021-12-31	$15,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$21,677,611
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$186,795,983
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$165,118,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$141,574,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$124,000,848
Value of interest in pooled separate accounts at end of year	2021-12-31	$23,007,869
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$19,300,766
Interest on participant loans	2021-12-31	$124,378
Interest earned on other investments	2021-12-31	$293,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$574,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$442,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$442,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$19,039,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$18,751,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$12,149,002
Net investment gain/loss from pooled separate accounts	2021-12-31	$4,738,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$6,283,541
Employer contributions (assets) at end of year	2021-12-31	$591,961
Employer contributions (assets) at beginning of year	2021-12-31	$427,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$10,523,568
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$15,540
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$16,990
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2021-12-31	161131146
2020 : U.A. LOCAL 13 ANNUITY FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$15,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$12,175
Total income from all sources (including contributions)	2020-12-31	$27,121,788
Total of all expenses incurred	2020-12-31	$5,833,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,430,984
Expenses. Certain deemed distributions of participant loans	2020-12-31	$201,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,216,351
Value of total assets at end of year	2020-12-31	$165,133,930
Value of total assets at beginning of year	2020-12-31	$143,842,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$200,624
Total interest from all sources	2020-12-31	$463,460
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$4,281,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$4,281,555
Administrative expenses professional fees incurred	2020-12-31	$72,857
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,644,925
Participant contributions at end of year	2020-12-31	$1,959,314
Participant contributions at beginning of year	2020-12-31	$1,915,118
Participant contributions at end of year	2020-12-31	$116,071
Participant contributions at beginning of year	2020-12-31	$141,599
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$118,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$133,701
Other income not declared elsewhere	2020-12-31	$150,000
Administrative expenses (other) incurred	2020-12-31	$127,767
Liabilities. Value of operating payables at end of year	2020-12-31	$15,558
Liabilities. Value of operating payables at beginning of year	2020-12-31	$12,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$21,288,465
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$165,118,372
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$143,829,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$124,000,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$109,443,214
Value of interest in pooled separate accounts at end of year	2020-12-31	$19,300,766
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$15,196,282
Interest on participant loans	2020-12-31	$117,771
Interest earned on other investments	2020-12-31	$345,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$442,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$475,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$475,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$18,751,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$16,262,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$11,660,247
Net investment gain/loss from pooled separate accounts	2020-12-31	$3,350,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$5,571,426
Employer contributions (assets) at end of year	2020-12-31	$427,437
Employer contributions (assets) at beginning of year	2020-12-31	$257,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,430,984
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2020-12-31	$16,990
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-12-31	$16,867
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2020-12-31	161131146
2019 : U.A. LOCAL 13 ANNUITY FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$12,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$91,816
Total income from all sources (including contributions)	2019-12-31	$31,267,256
Total of all expenses incurred	2019-12-31	$8,379,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,681,364
Expenses. Certain deemed distributions of participant loans	2019-12-31	$466,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,488,546
Value of total assets at end of year	2019-12-31	$143,842,082
Value of total assets at beginning of year	2019-12-31	$121,033,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$231,834
Total interest from all sources	2019-12-31	$472,402
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$4,348,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$4,348,159
Administrative expenses professional fees incurred	2019-12-31	$78,280
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,477,630
Participant contributions at end of year	2019-12-31	$1,915,118
Participant contributions at beginning of year	2019-12-31	$2,191,628
Participant contributions at end of year	2019-12-31	$141,599
Participant contributions at beginning of year	2019-12-31	$138,357
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$133,701
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$120,143
Other income not declared elsewhere	2019-12-31	$300,000
Administrative expenses (other) incurred	2019-12-31	$153,554
Liabilities. Value of operating payables at end of year	2019-12-31	$12,175
Liabilities. Value of operating payables at beginning of year	2019-12-31	$91,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$22,887,832
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$143,829,907
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$120,942,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$109,443,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,669,779
Value of interest in pooled separate accounts at end of year	2019-12-31	$15,196,282
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$9,890,359
Interest on participant loans	2019-12-31	$138,989
Interest earned on other investments	2019-12-31	$333,413
Value of interest in common/collective trusts at beginning of year	2019-12-31	$69,311,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$475,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$432,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$432,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$16,262,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$16,942,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$-9,641,354
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,148,333
Net investment gain or loss from common/collective trusts	2019-12-31	$26,151,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$5,010,916
Employer contributions (assets) at end of year	2019-12-31	$257,088
Employer contributions (assets) at beginning of year	2019-12-31	$318,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,681,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2019-12-31	$16,867
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-12-31	$19,033
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2019-12-31	161131146
2018 : U.A. LOCAL 13 ANNUITY FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$91,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$29,063
Total income from all sources (including contributions)	2018-12-31	$872,935
Total of all expenses incurred	2018-12-31	$7,347,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$6,946,758
Expenses. Certain deemed distributions of participant loans	2018-12-31	$187,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,686,537
Value of total assets at end of year	2018-12-31	$121,033,891
Value of total assets at beginning of year	2018-12-31	$127,445,586
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$212,667
Total interest from all sources	2018-12-31	$427,383
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,404,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,404,603
Administrative expenses professional fees incurred	2018-12-31	$81,751
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,306,595
Participant contributions at end of year	2018-12-31	$2,191,628
Participant contributions at beginning of year	2018-12-31	$2,227,084
Participant contributions at end of year	2018-12-31	$138,357
Participant contributions at beginning of year	2018-12-31	$92,863
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$120,143
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$87,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,547
Other income not declared elsewhere	2018-12-31	$150,000
Administrative expenses (other) incurred	2018-12-31	$130,916
Liabilities. Value of operating payables at end of year	2018-12-31	$91,816
Liabilities. Value of operating payables at beginning of year	2018-12-31	$27,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-6,474,448
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$120,942,075
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$127,416,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,669,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$23,583,005
Value of interest in pooled separate accounts at end of year	2018-12-31	$9,890,359
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$10,963,970
Interest on participant loans	2018-12-31	$137,565
Interest earned on other investments	2018-12-31	$289,818
Value of interest in common/collective trusts at end of year	2018-12-31	$69,311,094
Value of interest in common/collective trusts at beginning of year	2018-12-31	$73,007,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$432,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$337,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$337,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$16,942,970
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$16,888,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,042,745
Net investment gain/loss from pooled separate accounts	2018-12-31	$-881,926
Net investment gain or loss from common/collective trusts	2018-12-31	$-2,870,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$4,379,942
Employer contributions (assets) at end of year	2018-12-31	$318,323
Employer contributions (assets) at beginning of year	2018-12-31	$236,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$6,946,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$19,033
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$21,146
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2018-12-31	161131146
2017 : U.A. LOCAL 13 ANNUITY FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$29,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$14,243
Total income from all sources (including contributions)	2017-12-31	$20,016,792
Total of all expenses incurred	2017-12-31	$4,118,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,717,634
Expenses. Certain deemed distributions of participant loans	2017-12-31	$231,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,302,152
Value of total assets at end of year	2017-12-31	$127,445,586
Value of total assets at beginning of year	2017-12-31	$111,532,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$169,247
Total interest from all sources	2017-12-31	$430,251
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$712,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$712,216
Administrative expenses professional fees incurred	2017-12-31	$63,622
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$926,188
Participant contributions at end of year	2017-12-31	$2,227,084
Participant contributions at beginning of year	2017-12-31	$2,510,299
Participant contributions at end of year	2017-12-31	$92,863
Participant contributions at beginning of year	2017-12-31	$69,062
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$87,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$1,547
Other income not declared elsewhere	2017-12-31	$150,000
Administrative expenses (other) incurred	2017-12-31	$105,625
Liabilities. Value of operating payables at end of year	2017-12-31	$27,516
Liabilities. Value of operating payables at beginning of year	2017-12-31	$12,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$15,898,202
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$127,416,523
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$111,518,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$23,583,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,856,973
Value of interest in pooled separate accounts at end of year	2017-12-31	$10,963,970
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$8,628,672
Interest on participant loans	2017-12-31	$170,614
Interest earned on other investments	2017-12-31	$259,637
Value of interest in common/collective trusts at end of year	2017-12-31	$73,007,526
Value of interest in common/collective trusts at beginning of year	2017-12-31	$65,342,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$337,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$153,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$153,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$16,888,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$14,699,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,993,378
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,611,688
Net investment gain or loss from common/collective trusts	2017-12-31	$9,817,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$3,375,964
Employer contributions (assets) at end of year	2017-12-31	$236,488
Employer contributions (assets) at beginning of year	2017-12-31	$251,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,717,634
Assets. Value of buildings and other operty used in plan operation at end of year	2017-12-31	$21,146
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$19,758
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2017-12-31	161131146
2016 : U.A. LOCAL 13 ANNUITY FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$14,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$28,871
Total income from all sources (including contributions)	2016-12-31	$9,689,009
Total of all expenses incurred	2016-12-31	$5,565,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,066,261
Expenses. Certain deemed distributions of participant loans	2016-12-31	$262,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,982,043
Value of total assets at end of year	2016-12-31	$111,532,564
Value of total assets at beginning of year	2016-12-31	$107,423,598
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$236,382
Total interest from all sources	2016-12-31	$370,635
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$547,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$547,542
Administrative expenses professional fees incurred	2016-12-31	$115,890
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$946,929
Participant contributions at end of year	2016-12-31	$2,510,299
Participant contributions at beginning of year	2016-12-31	$2,466,074
Participant contributions at end of year	2016-12-31	$69,062
Participant contributions at beginning of year	2016-12-31	$74,209
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$44,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$1,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$9,712
Other income not declared elsewhere	2016-12-31	$290,683
Administrative expenses (other) incurred	2016-12-31	$120,492
Liabilities. Value of operating payables at end of year	2016-12-31	$12,696
Liabilities. Value of operating payables at beginning of year	2016-12-31	$19,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,123,594
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$111,518,321
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$107,394,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,856,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$14,364,019
Value of interest in pooled separate accounts at end of year	2016-12-31	$8,628,672
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$10,304,716
Interest on participant loans	2016-12-31	$146,325
Interest earned on other investments	2016-12-31	$224,310
Value of interest in common/collective trusts at end of year	2016-12-31	$65,342,675
Value of interest in common/collective trusts at beginning of year	2016-12-31	$66,152,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$153,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$342,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$342,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$14,699,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$13,477,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,008,105
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,009,908
Net investment gain or loss from common/collective trusts	2016-12-31	$2,480,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,990,910
Employer contributions (assets) at end of year	2016-12-31	$251,180
Employer contributions (assets) at beginning of year	2016-12-31	$220,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,066,261
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$19,758
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$22,283
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2016-12-31	161131146
2015 : U.A. LOCAL 13 ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$28,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$14,992
Total income from all sources (including contributions)	2015-12-31	$1,076,584
Total of all expenses incurred	2015-12-31	$7,292,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,861,756
Expenses. Certain deemed distributions of participant loans	2015-12-31	$212,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,592,357
Value of total assets at end of year	2015-12-31	$107,423,598
Value of total assets at beginning of year	2015-12-31	$113,625,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$218,187
Total interest from all sources	2015-12-31	$391,329
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$523,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$523,327
Administrative expenses professional fees incurred	2015-12-31	$101,458
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$993,152
Participant contributions at end of year	2015-12-31	$2,466,074
Participant contributions at beginning of year	2015-12-31	$2,567,988
Participant contributions at end of year	2015-12-31	$74,209
Participant contributions at beginning of year	2015-12-31	$135,847
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$80,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$2,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$9,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$11,260
Other income not declared elsewhere	2015-12-31	$250,565
Administrative expenses (other) incurred	2015-12-31	$116,729
Liabilities. Value of operating payables at end of year	2015-12-31	$19,159
Liabilities. Value of operating payables at beginning of year	2015-12-31	$3,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-6,215,438
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$107,394,727
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$113,610,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$14,364,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$13,554,749
Value of interest in pooled separate accounts at end of year	2015-12-31	$10,304,716
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$11,044,312
Interest on participant loans	2015-12-31	$152,109
Interest earned on other investments	2015-12-31	$239,220
Value of interest in common/collective trusts at end of year	2015-12-31	$66,152,269
Value of interest in common/collective trusts at beginning of year	2015-12-31	$71,046,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$342,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$41,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$41,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$13,477,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$15,026,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-697,779
Net investment gain/loss from pooled separate accounts	2015-12-31	$-55,430
Net investment gain or loss from common/collective trusts	2015-12-31	$-2,927,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,518,526
Employer contributions (assets) at end of year	2015-12-31	$220,068
Employer contributions (assets) at beginning of year	2015-12-31	$180,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,861,756
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$22,283
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$23,542
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2015-12-31	161131146
2014 : U.A. LOCAL 13 ANNUITY FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$14,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$10,466
Total income from all sources (including contributions)	2014-12-31	$9,370,383
Total of all expenses incurred	2014-12-31	$4,871,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,555,436
Expenses. Certain deemed distributions of participant loans	2014-12-31	$152,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,214,243
Value of total assets at end of year	2014-12-31	$113,625,157
Value of total assets at beginning of year	2014-12-31	$109,122,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$163,721
Total interest from all sources	2014-12-31	$449,236
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$292,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$292,373
Administrative expenses professional fees incurred	2014-12-31	$51,551
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,872,521
Participant contributions at end of year	2014-12-31	$2,567,988
Participant contributions at beginning of year	2014-12-31	$2,837,762
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$86,838
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$2,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$4,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$11,260
Other income not declared elsewhere	2014-12-31	$137,539
Administrative expenses (other) incurred	2014-12-31	$112,170
Liabilities. Value of operating payables at end of year	2014-12-31	$3,732
Liabilities. Value of operating payables at beginning of year	2014-12-31	$10,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$4,498,536
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$113,610,165
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$109,111,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$13,554,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$11,476,239
Value of interest in pooled separate accounts at end of year	2014-12-31	$11,044,312
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$10,486,778
Interest on participant loans	2014-12-31	$165,147
Interest earned on other investments	2014-12-31	$284,089
Value of interest in common/collective trusts at end of year	2014-12-31	$71,046,695
Value of interest in common/collective trusts at beginning of year	2014-12-31	$65,803,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$41,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$349,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$349,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$15,026,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$17,812,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$355,682
Net investment gain/loss from pooled separate accounts	2014-12-31	$863,207
Net investment gain or loss from common/collective trusts	2014-12-31	$3,058,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,254,884
Employer contributions (assets) at end of year	2014-12-31	$316,704
Employer contributions (assets) at beginning of year	2014-12-31	$324,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,555,436
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$23,542
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$26,910
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2014-12-31	161131146
2013 : U.A. LOCAL 13 ANNUITY FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$10,466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$12,766
Total income from all sources (including contributions)	2013-12-31	$18,167,154
Total of all expenses incurred	2013-12-31	$4,349,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,086,285
Expenses. Certain deemed distributions of participant loans	2013-12-31	$140,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,847,597
Value of total assets at end of year	2013-12-31	$109,122,095
Value of total assets at beginning of year	2013-12-31	$95,306,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$123,132
Total interest from all sources	2013-12-31	$508,300
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$215,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$215,355
Administrative expenses professional fees incurred	2013-12-31	$31,246
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$2,837,762
Participant contributions at beginning of year	2013-12-31	$2,521,239
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$107,833
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$4,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$146,468
Other income not declared elsewhere	2013-12-31	$7,085
Administrative expenses (other) incurred	2013-12-31	$91,886
Liabilities. Value of operating payables at end of year	2013-12-31	$10,466
Liabilities. Value of operating payables at beginning of year	2013-12-31	$12,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$13,817,552
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$109,111,629
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$95,294,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$11,476,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,763,498
Value of interest in pooled separate accounts at end of year	2013-12-31	$10,486,778
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$8,318,102
Interest on participant loans	2013-12-31	$158,220
Interest earned on other investments	2013-12-31	$350,080
Value of interest in common/collective trusts at end of year	2013-12-31	$65,803,711
Value of interest in common/collective trusts at beginning of year	2013-12-31	$55,252,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$349,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$359,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$359,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$17,812,649
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$18,633,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,547,609
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,912,455
Net investment gain or loss from common/collective trusts	2013-12-31	$9,128,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$3,739,764
Employer contributions (assets) at end of year	2013-12-31	$324,619
Employer contributions (assets) at beginning of year	2013-12-31	$289,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,086,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$26,910
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$21,936
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BONADIO & CO. LLP
Accountancy firm EIN	2013-12-31	161131146
2012 : U.A. LOCAL 13 ANNUITY FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$12,766
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$11,589
Total income from all sources (including contributions)	2012-12-31	$13,316,539
Total of all expenses incurred	2012-12-31	$4,259,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,973,559
Expenses. Certain deemed distributions of participant loans	2012-12-31	$163,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,088,455
Value of total assets at end of year	2012-12-31	$95,306,843
Value of total assets at beginning of year	2012-12-31	$86,248,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$122,350
Total interest from all sources	2012-12-31	$593,142
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$287,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$287,341
Administrative expenses professional fees incurred	2012-12-31	$30,823
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Participant contributions at end of year	2012-12-31	$2,521,239
Participant contributions at beginning of year	2012-12-31	$2,568,811
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$84,525
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$146,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$2,915
Other income not declared elsewhere	2012-12-31	$2,081
Administrative expenses (other) incurred	2012-12-31	$91,527
Liabilities. Value of operating payables at end of year	2012-12-31	$12,766
Liabilities. Value of operating payables at beginning of year	2012-12-31	$11,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$9,057,448
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$95,294,077
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$86,236,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,763,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,946,547
Value of interest in pooled separate accounts at end of year	2012-12-31	$8,318,102
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$7,077,520
Interest on participant loans	2012-12-31	$162,784
Interest earned on other investments	2012-12-31	$430,358
Value of interest in common/collective trusts at end of year	2012-12-31	$55,252,573
Value of interest in common/collective trusts at beginning of year	2012-12-31	$48,704,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$359,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$492,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$492,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$18,633,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$19,099,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$914,191
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,163,308
Net investment gain or loss from common/collective trusts	2012-12-31	$6,268,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$4,003,930
Employer contributions (assets) at end of year	2012-12-31	$289,265
Employer contributions (assets) at beginning of year	2012-12-31	$330,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,973,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$21,936
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$24,129
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BONADIO & CO. LLP
Accountancy firm EIN	2012-12-31	161131146
2011 : U.A. LOCAL 13 ANNUITY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$11,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$130,791
Total income from all sources (including contributions)	2011-12-31	$3,008,190
Total of all expenses incurred	2011-12-31	$3,492,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,075,166
Expenses. Certain deemed distributions of participant loans	2011-12-31	$281,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$4,197,146
Value of total assets at end of year	2011-12-31	$86,248,218
Value of total assets at beginning of year	2011-12-31	$86,851,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$136,109
Total interest from all sources	2011-12-31	$589,767
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$220,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$220,921
Administrative expenses professional fees incurred	2011-12-31	$32,493
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Participant contributions at end of year	2011-12-31	$2,568,811
Participant contributions at beginning of year	2011-12-31	$2,294,634
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$174,377
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$2,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$3,898
Other income not declared elsewhere	2011-12-31	$648
Administrative expenses (other) incurred	2011-12-31	$103,616
Liabilities. Value of operating payables at end of year	2011-12-31	$11,589
Liabilities. Value of operating payables at beginning of year	2011-12-31	$130,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-484,099
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$86,236,629
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$86,720,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,946,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,221,578
Value of interest in pooled separate accounts at end of year	2011-12-31	$26,177,464
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$6,439,807
Interest on participant loans	2011-12-31	$144,454
Interest earned on other investments	2011-12-31	$443,178
Value of interest in common/collective trusts at end of year	2011-12-31	$48,704,704
Value of interest in common/collective trusts at beginning of year	2011-12-31	$50,978,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$492,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$52,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$52,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$2,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$15,143,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-447,275
Net investment gain/loss from pooled separate accounts	2011-12-31	$-415,940
Net investment gain or loss from common/collective trusts	2011-12-31	$-1,137,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$4,022,769
Employer contributions (assets) at end of year	2011-12-31	$330,799
Employer contributions (assets) at beginning of year	2011-12-31	$687,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,075,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2011-12-31	$24,129
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-12-31	$29,597
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BONADIO & CO. LLP
Accountancy firm EIN	2011-12-31	161131146
2010 : U.A. LOCAL 13 ANNUITY FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$130,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$17,935
Total income from all sources (including contributions)	2010-12-31	$11,927,527
Total of all expenses incurred	2010-12-31	$4,118,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$3,650,796
Expenses. Certain deemed distributions of participant loans	2010-12-31	$319,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,552,086
Value of total assets at end of year	2010-12-31	$86,851,519
Value of total assets at beginning of year	2010-12-31	$78,929,354
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$147,458
Total interest from all sources	2010-12-31	$584,030
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$361,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$361,738
Administrative expenses professional fees incurred	2010-12-31	$39,093
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Participant contributions at end of year	2010-12-31	$2,294,634
Participant contributions at beginning of year	2010-12-31	$2,310,172
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$100,282
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$3,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$3,873
Other income not declared elsewhere	2010-12-31	$8,741
Administrative expenses (other) incurred	2010-12-31	$108,365
Liabilities. Value of operating payables at end of year	2010-12-31	$130,791
Liabilities. Value of operating payables at beginning of year	2010-12-31	$17,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$7,809,309
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$86,720,728
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$78,911,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,221,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,547,176
Value of interest in pooled separate accounts at end of year	2010-12-31	$6,439,807
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,624,606
Interest on participant loans	2010-12-31	$135,195
Interest earned on other investments	2010-12-31	$447,325
Value of interest in common/collective trusts at end of year	2010-12-31	$50,978,760
Value of interest in common/collective trusts at beginning of year	2010-12-31	$45,352,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$52,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$5,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$5,961
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$15,143,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$15,449,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,089,587
Net investment gain/loss from pooled separate accounts	2010-12-31	$5,581,070
Net investment gain or loss from common/collective trusts	2010-12-31	$750,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$3,451,804
Employer contributions (assets) at end of year	2010-12-31	$687,013
Employer contributions (assets) at beginning of year	2010-12-31	$600,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,650,796
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$29,597
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$34,923
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2010-12-31	161131146
2009 : U.A. LOCAL 13 ANNUITY FUND 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for U.A. LOCAL 13 ANNUITY FUND

2022: U.A. LOCAL 13 ANNUITY FUND 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: U.A. LOCAL 13 ANNUITY FUND 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: U.A. LOCAL 13 ANNUITY FUND 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: U.A. LOCAL 13 ANNUITY FUND 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: U.A. LOCAL 13 ANNUITY FUND 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: U.A. LOCAL 13 ANNUITY FUND 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: U.A. LOCAL 13 ANNUITY FUND 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: U.A. LOCAL 13 ANNUITY FUND 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: U.A. LOCAL 13 ANNUITY FUND 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: U.A. LOCAL 13 ANNUITY FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: U.A. LOCAL 13 ANNUITY FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: U.A. LOCAL 13 ANNUITY FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: U.A. LOCAL 13 ANNUITY FUND 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: U.A. LOCAL 13 ANNUITY FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038807

Policy instance

Insurance contract or identification number	038807
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038807

Policy instance

Insurance contract or identification number	038807
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038807

Policy instance

Insurance contract or identification number	038807
Number of Individuals Covered	1300
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038807

Policy instance

Insurance contract or identification number	038807
Number of Individuals Covered	1261
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038807

Policy instance

Insurance contract or identification number	038807
Number of Individuals Covered	1228
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038807

Policy instance

Insurance contract or identification number	038807
Number of Individuals Covered	1172
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038807

Policy instance

Insurance contract or identification number	038807
Number of Individuals Covered	1045
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038807

Policy instance

Insurance contract or identification number	038807
Number of Individuals Covered	1050
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038807

Policy instance

Insurance contract or identification number	038807
Number of Individuals Covered	1022
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038807

Policy instance

Insurance contract or identification number	038807
Number of Individuals Covered	1005
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038807

Policy instance

Insurance contract or identification number	038807
Number of Individuals Covered	975
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )

Policy contract number

038807

Policy instance

Insurance contract or identification number	038807
Number of Individuals Covered	951
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	U.A. LOCAL 13 ANNUITY FUND
Employer identification number (EIN):	521041321
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors