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SOUTHERN IRONWORKERS PENSION FUND 401k Plan overview

Plan NameSOUTHERN IRONWORKERS PENSION FUND
Plan identification number 001

SOUTHERN IRONWORKERS PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES SOUTHERN IRONWORKERS PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES SOUTHERN IRONWORKERS PENSION FUND
Employer identification number (EIN):596227091
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN IRONWORKERS PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIAM MCMILLAN2023-10-02 ANDY LEE STONE2023-10-02
0012021-01-01WILLIAM MCMILLAN2022-09-07 ANDY LEE STONE2022-09-07
0012020-01-01WILLIAM MCMILLAN2021-09-02 ANDY LEE STONE2021-09-02
0012019-01-01WILLIAM MCMILLAN2020-10-12 ANDY LEE STONE2020-10-12
0012019-01-01WILLIAM MCMILLAN2020-10-12 ANDY LEE STONE2020-10-12
0012018-01-01WILLIAM MCMILLAN2019-10-11 CHRIS ROWLAND2019-10-11
0012018-01-01WILLIAM MCMILLAN2019-10-11 CHRIS ROWLAND2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DAVID EDENFIELD
0012011-01-01DAVID EDENFIELD
0012009-01-01DAVID EDENFILED

Plan Statistics for SOUTHERN IRONWORKERS PENSION FUND

401k plan membership statisitcs for SOUTHERN IRONWORKERS PENSION FUND

Measure Date Value
2022: SOUTHERN IRONWORKERS PENSION FUND 2022 401k membership
Current value of assets2022-12-31192,966,551
Acturial value of assets for funding standard account2022-12-31173,979,055
Accrued liability for plan using immediate gains methods2022-12-31173,817,723
Accrued liability under unit credit cost method2022-12-31173,817,723
RPA 94 current liability2022-12-31350,672,984
Expected increase in current liability due to benefits accruing during the plan year2022-12-3111,164,576
Expected plan disbursements for the plan year2022-12-3112,127,361
Current value of assets2022-12-31192,966,551
Number of retired participants and beneficiaries receiving payment2022-12-31701
Current liability for retired participants and beneficiaries receiving payment2022-12-31173,887,635
Number of terminated vested participants2022-12-31316
Current liability for terminated vested participants2022-12-3144,641,916
Current liability for active participants non vested benefits2022-12-3116,397,428
Current liability for active participants vested benefits2022-12-31115,746,005
Total number of active articipats2022-12-311,032
Current liability for active participants2022-12-31132,143,433
Total participant count with liabilities2022-12-312,049
Total current liabilitoes for participants with libailities2022-12-31350,672,984
Total employer contributions in plan year2022-12-319,144,057
Employer’s normal cost for plan year as of valuation date2022-12-313,899,473
Prior year credit balance2022-12-3139,100,054
Amortization credits as of valuation date2022-12-31937,589
Total participants, beginning-of-year2022-01-011,939
Total number of active participants reported on line 7a of the Form 55002022-01-01905
Number of retired or separated participants receiving benefits2022-01-01603
Number of other retired or separated participants entitled to future benefits2022-01-01280
Total of all active and inactive participants2022-01-011,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01115
Total participants2022-01-011,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01214
Number of employers contributing to the scheme2022-01-0181
2021: SOUTHERN IRONWORKERS PENSION FUND 2021 401k membership
Current value of assets2021-12-31166,308,443
Acturial value of assets for funding standard account2021-12-31157,098,290
Accrued liability for plan using immediate gains methods2021-12-31169,383,511
Accrued liability under unit credit cost method2021-12-31169,383,511
RPA 94 current liability2021-12-31329,406,244
Expected increase in current liability due to benefits accruing during the plan year2021-12-3111,084,437
Expected plan disbursements for the plan year2021-12-3111,666,881
Current value of assets2021-12-31166,308,443
Number of retired participants and beneficiaries receiving payment2021-12-31685
Current liability for retired participants and beneficiaries receiving payment2021-12-31163,738,520
Number of terminated vested participants2021-12-31291
Current liability for terminated vested participants2021-12-3138,913,780
Current liability for active participants non vested benefits2021-12-3118,338,687
Current liability for active participants vested benefits2021-12-31108,415,257
Total number of active articipats2021-12-31985
Current liability for active participants2021-12-31126,753,944
Total participant count with liabilities2021-12-311,961
Total current liabilitoes for participants with libailities2021-12-31329,406,244
Total employer contributions in plan year2021-12-3110,327,771
Employer’s normal cost for plan year as of valuation date2021-12-314,111,081
Prior year credit balance2021-12-3137,242,985
Amortization credits as of valuation date2021-12-31233,578
Total participants, beginning-of-year2021-01-011,979
Total number of active participants reported on line 7a of the Form 55002021-01-01964
Number of retired or separated participants receiving benefits2021-01-01585
Number of other retired or separated participants entitled to future benefits2021-01-01274
Total of all active and inactive participants2021-01-011,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01116
Total participants2021-01-011,939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01145
Number of employers contributing to the scheme2021-01-0173
2020: SOUTHERN IRONWORKERS PENSION FUND 2020 401k membership
Current value of assets2020-12-31150,081,281
Acturial value of assets for funding standard account2020-12-31143,995,683
Accrued liability for plan using immediate gains methods2020-12-31159,470,980
Accrued liability under unit credit cost method2020-12-31159,470,980
RPA 94 current liability2020-12-31293,883,059
Expected increase in current liability due to benefits accruing during the plan year2020-12-319,617,727
Expected plan disbursements for the plan year2020-12-3111,120,547
Current value of assets2020-12-31150,081,281
Number of retired participants and beneficiaries receiving payment2020-12-31662
Current liability for retired participants and beneficiaries receiving payment2020-12-31147,320,906
Number of terminated vested participants2020-12-31313
Current liability for terminated vested participants2020-12-3137,866,305
Current liability for active participants non vested benefits2020-12-3115,508,224
Current liability for active participants vested benefits2020-12-3193,187,624
Total number of active articipats2020-12-311,049
Current liability for active participants2020-12-31108,695,848
Total participant count with liabilities2020-12-312,024
Total current liabilitoes for participants with libailities2020-12-31293,883,059
Total employer contributions in plan year2020-12-3110,146,340
Employer’s normal cost for plan year as of valuation date2020-12-313,888,074
Prior year credit balance2020-12-3135,240,498
Total participants, beginning-of-year2020-01-012,030
Total number of active participants reported on line 7a of the Form 55002020-01-011,029
Number of retired or separated participants receiving benefits2020-01-01569
Number of other retired or separated participants entitled to future benefits2020-01-01271
Total of all active and inactive participants2020-01-011,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01110
Total participants2020-01-011,979
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01243
Number of employers contributing to the scheme2020-01-0168
2019: SOUTHERN IRONWORKERS PENSION FUND 2019 401k membership
Current value of assets2019-12-31124,795,992
Acturial value of assets for funding standard account2019-12-31132,424,525
Accrued liability for plan using immediate gains methods2019-12-31152,848,541
Accrued liability under unit credit cost method2019-12-31152,848,541
RPA 94 current liability2019-12-31277,637,970
Expected increase in current liability due to benefits accruing during the plan year2019-12-319,083,278
Expected plan disbursements for the plan year2019-12-3110,600,566
Current value of assets2019-12-31124,795,992
Number of retired participants and beneficiaries receiving payment2019-12-31650
Current liability for retired participants and beneficiaries receiving payment2019-12-31138,156,344
Number of terminated vested participants2019-12-31318
Current liability for terminated vested participants2019-12-3134,470,140
Current liability for active participants non vested benefits2019-12-3116,734,584
Current liability for active participants vested benefits2019-12-3188,276,902
Total number of active articipats2019-12-311,069
Current liability for active participants2019-12-31105,011,486
Total participant count with liabilities2019-12-312,037
Total current liabilitoes for participants with libailities2019-12-31277,637,970
Total employer contributions in plan year2019-12-3111,802,564
Employer’s normal cost for plan year as of valuation date2019-12-313,777,987
Prior year credit balance2019-12-3131,482,912
Total participants, beginning-of-year2019-01-012,132
Total number of active participants reported on line 7a of the Form 55002019-01-011,065
Number of retired or separated participants receiving benefits2019-01-01547
Number of other retired or separated participants entitled to future benefits2019-01-01307
Total of all active and inactive participants2019-01-011,919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01111
Total participants2019-01-012,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01187
Number of employers contributing to the scheme2019-01-0170
2018: SOUTHERN IRONWORKERS PENSION FUND 2018 401k membership
Current value of assets2018-12-31128,723,110
Acturial value of assets for funding standard account2018-12-31125,220,613
Accrued liability for plan using immediate gains methods2018-12-31147,468,707
Accrued liability under unit credit cost method2018-12-31147,468,707
RPA 94 current liability2018-12-31264,351,905
Expected increase in current liability due to benefits accruing during the plan year2018-12-318,792,704
Expected plan disbursements for the plan year2018-12-319,965,631
Current value of assets2018-12-31128,723,110
Number of retired participants and beneficiaries receiving payment2018-12-31638
Current liability for retired participants and beneficiaries receiving payment2018-12-31129,223,178
Number of terminated vested participants2018-12-31316
Current liability for terminated vested participants2018-12-3133,625,902
Current liability for active participants non vested benefits2018-12-3115,805,061
Current liability for active participants vested benefits2018-12-3185,697,764
Total number of active articipats2018-12-311,015
Current liability for active participants2018-12-31101,502,825
Total participant count with liabilities2018-12-311,969
Total current liabilitoes for participants with libailities2018-12-31264,351,905
Total employer contributions in plan year2018-12-319,622,790
Employer’s normal cost for plan year as of valuation date2018-12-313,736,711
Prior year credit balance2018-12-3129,780,716
Total participants, beginning-of-year2018-01-012,100
Total number of active participants reported on line 7a of the Form 55002018-01-01983
Number of retired or separated participants receiving benefits2018-01-01540
Number of other retired or separated participants entitled to future benefits2018-01-01329
Total of all active and inactive participants2018-01-011,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01109
Total participants2018-01-011,961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01171
Number of employers contributing to the scheme2018-01-0163
2017: SOUTHERN IRONWORKERS PENSION FUND 2017 401k membership
Current value of assets2017-12-31113,390,670
Acturial value of assets for funding standard account2017-12-31118,860,704
Accrued liability for plan using immediate gains methods2017-12-31141,304,499
Accrued liability under unit credit cost method2017-12-31141,304,499
RPA 94 current liability2017-12-31250,685,990
Expected increase in current liability due to benefits accruing during the plan year2017-12-317,946,847
Expected plan disbursements for the plan year2017-12-319,498,588
Current value of assets2017-12-31113,390,670
Number of retired participants and beneficiaries receiving payment2017-12-31631
Current liability for retired participants and beneficiaries receiving payment2017-12-31124,869,449
Number of terminated vested participants2017-12-31315
Current liability for terminated vested participants2017-12-3131,833,746
Current liability for active participants non vested benefits2017-12-3113,540,382
Current liability for active participants vested benefits2017-12-3180,442,413
Total number of active articipats2017-12-311,004
Current liability for active participants2017-12-3193,982,795
Total participant count with liabilities2017-12-311,950
Total current liabilitoes for participants with libailities2017-12-31250,685,990
Total employer contributions in plan year2017-12-318,670,249
Employer’s normal cost for plan year as of valuation date2017-12-313,480,863
Prior year credit balance2017-12-3127,178,364
Amortization credits as of valuation date2017-12-315,310,294
Total participants, beginning-of-year2017-01-011,838
Total number of active participants reported on line 7a of the Form 55002017-01-01957
Number of retired or separated participants receiving benefits2017-01-01532
Number of other retired or separated participants entitled to future benefits2017-01-01329
Total of all active and inactive participants2017-01-011,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01111
Total participants2017-01-011,929
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01171
Number of employers contributing to the scheme2017-01-0189
2016: SOUTHERN IRONWORKERS PENSION FUND 2016 401k membership
Current value of assets2016-12-31107,281,700
Acturial value of assets for funding standard account2016-12-31113,959,623
Accrued liability for plan using immediate gains methods2016-12-31132,584,180
Accrued liability under unit credit cost method2016-12-31132,584,180
RPA 94 current liability2016-12-31233,430,536
Expected increase in current liability due to benefits accruing during the plan year2016-12-316,926,044
Expected plan disbursements for the plan year2016-12-318,989,016
Current value of assets2016-12-31107,281,700
Number of retired participants and beneficiaries receiving payment2016-12-31612
Current liability for retired participants and beneficiaries receiving payment2016-12-31117,526,213
Number of terminated vested participants2016-12-31327
Current liability for terminated vested participants2016-12-3129,746,575
Current liability for active participants non vested benefits2016-12-3112,694,653
Current liability for active participants vested benefits2016-12-3173,463,095
Total number of active articipats2016-12-31826
Current liability for active participants2016-12-3186,157,748
Total participant count with liabilities2016-12-311,765
Total current liabilitoes for participants with libailities2016-12-31233,430,536
Total employer contributions in plan year2016-12-318,161,208
Employer’s normal cost for plan year as of valuation date2016-12-313,095,068
Prior year credit balance2016-12-3122,473,375
Amortization credits as of valuation date2016-12-316,972,852
Total participants, beginning-of-year2016-01-011,779
Total number of active participants reported on line 7a of the Form 55002016-01-01879
Number of retired or separated participants receiving benefits2016-01-01524
Number of other retired or separated participants entitled to future benefits2016-01-01328
Total of all active and inactive participants2016-01-011,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01107
Total participants2016-01-011,838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01128
Number of employers contributing to the scheme2016-01-0173
2015: SOUTHERN IRONWORKERS PENSION FUND 2015 401k membership
Current value of assets2015-12-31106,042,716
Acturial value of assets for funding standard account2015-12-31112,130,388
Accrued liability for plan using immediate gains methods2015-12-31132,500,966
Accrued liability under unit credit cost method2015-12-31132,500,966
RPA 94 current liability2015-12-31226,584,469
Expected increase in current liability due to benefits accruing during the plan year2015-12-317,074,299
Expected plan disbursements for the plan year2015-12-319,084,733
Current value of assets2015-12-31106,042,716
Number of retired participants and beneficiaries receiving payment2015-12-31619
Current liability for retired participants and beneficiaries receiving payment2015-12-31117,847,434
Number of terminated vested participants2015-12-31325
Current liability for terminated vested participants2015-12-3128,400,659
Current liability for active participants non vested benefits2015-12-3117,295,312
Current liability for active participants vested benefits2015-12-3163,041,064
Total number of active articipats2015-12-31824
Current liability for active participants2015-12-3180,336,376
Total participant count with liabilities2015-12-311,768
Total current liabilitoes for participants with libailities2015-12-31226,584,469
Total employer contributions in plan year2015-12-315,935,489
Employer’s normal cost for plan year as of valuation date2015-12-313,325,320
Prior year credit balance2015-12-3120,243,780
Amortization credits as of valuation date2015-12-316,929,496
Total participants, beginning-of-year2015-01-011,779
Total number of active participants reported on line 7a of the Form 55002015-01-01866
Number of retired or separated participants receiving benefits2015-01-01509
Number of other retired or separated participants entitled to future benefits2015-01-01365
Total of all active and inactive participants2015-01-011,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01108
Total participants2015-01-011,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01158
Number of employers contributing to the scheme2015-01-0182
2014: SOUTHERN IRONWORKERS PENSION FUND 2014 401k membership
Current value of assets2014-12-31103,017,918
Acturial value of assets for funding standard account2014-12-311,102,442,701
Accrued liability for plan using immediate gains methods2014-12-31126,172,784
Accrued liability under unit credit cost method2014-12-31126,172,784
RPA 94 current liability2014-12-31215,454,937
Expected increase in current liability due to benefits accruing during the plan year2014-12-315,627,336
Expected plan disbursements for the plan year2014-12-318,759,301
Current value of assets2014-12-31103,017,918
Number of retired participants and beneficiaries receiving payment2014-12-31617
Current liability for retired participants and beneficiaries receiving payment2014-12-31114,614,157
Number of terminated vested participants2014-12-31324
Current liability for terminated vested participants2014-12-3126,768,380
Current liability for active participants non vested benefits2014-12-3117,542,868
Current liability for active participants vested benefits2014-12-3156,529,532
Total number of active articipats2014-12-31617
Current liability for active participants2014-12-3174,072,400
Total participant count with liabilities2014-12-311,558
Total current liabilitoes for participants with libailities2014-12-31215,454,937
Total employer contributions in plan year2014-12-314,675,607
Employer’s normal cost for plan year as of valuation date2014-12-312,690,911
Prior year credit balance2014-12-3117,470,326
Amortization credits as of valuation date2014-12-317,661,383
Total participants, beginning-of-year2014-01-011,635
Total number of active participants reported on line 7a of the Form 55002014-01-01786
Number of retired or separated participants receiving benefits2014-01-01514
Number of other retired or separated participants entitled to future benefits2014-01-01372
Total of all active and inactive participants2014-01-011,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01107
Total participants2014-01-011,779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0175
Number of employers contributing to the scheme2014-01-0171
2013: SOUTHERN IRONWORKERS PENSION FUND 2013 401k membership
Current value of assets2013-12-3193,778,649
Acturial value of assets for funding standard account2013-12-31110,455,366
Accrued liability for plan using immediate gains methods2013-12-31123,206,279
Accrued liability under unit credit cost method2013-12-31123,206,279
RPA 94 current liability2013-12-31206,620,899
Expected increase in current liability due to benefits accruing during the plan year2013-12-315,883,734
Expected plan disbursements for the plan year2013-12-318,392,736
Current value of assets2013-12-3193,778,649
Number of retired participants and beneficiaries receiving payment2013-12-31607
Current liability for retired participants and beneficiaries receiving payment2013-12-31106,755,734
Number of terminated vested participants2013-12-31323
Current liability for terminated vested participants2013-12-3124,426,382
Current liability for active participants non vested benefits2013-12-3119,412,687
Current liability for active participants vested benefits2013-12-3156,026,096
Total number of active articipats2013-12-31682
Current liability for active participants2013-12-3175,438,783
Total participant count with liabilities2013-12-311,612
Total current liabilitoes for participants with libailities2013-12-31206,620,899
Total employer contributions in plan year2013-12-312,883,360
Employer’s normal cost for plan year as of valuation date2013-12-312,898,526
Prior year credit balance2013-12-3116,441,845
Amortization credits as of valuation date2013-12-317,583,358
Total participants, beginning-of-year2013-01-011,664
Total number of active participants reported on line 7a of the Form 55002013-01-01645
Number of retired or separated participants receiving benefits2013-01-01513
Number of other retired or separated participants entitled to future benefits2013-01-01373
Total of all active and inactive participants2013-01-011,531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01104
Total participants2013-01-011,635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01144
Number of employers contributing to the scheme2013-01-0171
2012: SOUTHERN IRONWORKERS PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,795
Total number of active participants reported on line 7a of the Form 55002012-01-01679
Number of retired or separated participants receiving benefits2012-01-01511
Number of other retired or separated participants entitled to future benefits2012-01-01375
Total of all active and inactive participants2012-01-011,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0199
Total participants2012-01-011,664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01172
Number of employers contributing to the scheme2012-01-01127
2011: SOUTHERN IRONWORKERS PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,091
Total number of active participants reported on line 7a of the Form 55002011-01-01793
Number of retired or separated participants receiving benefits2011-01-01496
Number of other retired or separated participants entitled to future benefits2011-01-01404
Total of all active and inactive participants2011-01-011,693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01102
Total participants2011-01-011,795
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01211
Number of employers contributing to the scheme2011-01-01126
2009: SOUTHERN IRONWORKERS PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,915
Total number of active participants reported on line 7a of the Form 55002009-01-011,205
Number of retired or separated participants receiving benefits2009-01-01493
Number of other retired or separated participants entitled to future benefits2009-01-01307
Total of all active and inactive participants2009-01-012,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0195
Total participants2009-01-012,100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01374
Number of employers contributing to the scheme2009-01-0160

Financial Data on SOUTHERN IRONWORKERS PENSION FUND

Measure Date Value
2022 : SOUTHERN IRONWORKERS PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-25,376,766
Total unrealized appreciation/depreciation of assets2022-12-31$-25,376,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,078,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,008,257
Total income from all sources (including contributions)2022-12-31$-12,605,251
Total loss/gain on sale of assets2022-12-31$11,269,174
Total of all expenses incurred2022-12-31$12,292,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,405,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,144,057
Value of total assets at end of year2022-12-31$170,147,173
Value of total assets at beginning of year2022-12-31$194,974,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$886,790
Total interest from all sources2022-12-31$289,892
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,269,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$111,297
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$71,880,426
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$47,719,246
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$102,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$85,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,856,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,743,077
Administrative expenses (other) incurred2022-12-31$147,689
Liabilities. Value of operating payables at end of year2022-12-31$222,144
Liabilities. Value of operating payables at beginning of year2022-12-31$265,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,897,769
Value of net assets at end of year (total assets less liabilities)2022-12-31$168,068,782
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$192,966,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$553,348
Interest earned on other investments2022-12-31$19,531
Income. Interest from US Government securities2022-12-31$116,078
Income. Interest from corporate debt instruments2022-12-31$129,733
Value of interest in common/collective trusts at end of year2022-12-31$38,804,622
Value of interest in common/collective trusts at beginning of year2022-12-31$57,227,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,881,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,204,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,204,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$24,550
Asset value of US Government securities at end of year2022-12-31$4,335,746
Asset value of US Government securities at beginning of year2022-12-31$4,251,849
Net investment gain or loss from common/collective trusts2022-12-31$-9,201,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,144,057
Employer contributions (assets) at end of year2022-12-31$846,139
Employer contributions (assets) at beginning of year2022-12-31$1,083,828
Income. Dividends from common stock2022-12-31$1,269,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,405,728
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$4,447,942
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$5,180,086
Contract administrator fees2022-12-31$74,456
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$47,847,976
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$76,222,325
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$99,174,558
Aggregate carrying amount (costs) on sale of assets2022-12-31$87,905,384
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2022-12-31650140643
2021 : SOUTHERN IRONWORKERS PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$12,105,083
Total unrealized appreciation/depreciation of assets2021-12-31$12,105,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,008,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,955,551
Total income from all sources (including contributions)2021-12-31$38,342,028
Total loss/gain on sale of assets2021-12-31$11,388,670
Total of all expenses incurred2021-12-31$11,683,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,689,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,327,771
Value of total assets at end of year2021-12-31$194,974,808
Value of total assets at beginning of year2021-12-31$168,263,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$994,633
Total interest from all sources2021-12-31$258,282
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,384,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$133,026
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$47,719,246
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$42,911,467
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$85,712
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$85,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,743,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,574,148
Administrative expenses (other) incurred2021-12-31$113,577
Liabilities. Value of operating payables at end of year2021-12-31$265,180
Liabilities. Value of operating payables at beginning of year2021-12-31$381,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$26,658,108
Value of net assets at end of year (total assets less liabilities)2021-12-31$192,966,551
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$166,308,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$676,439
Interest earned on other investments2021-12-31$18,390
Income. Interest from US Government securities2021-12-31$83,822
Income. Interest from corporate debt instruments2021-12-31$154,277
Value of interest in common/collective trusts at end of year2021-12-31$57,227,390
Value of interest in common/collective trusts at beginning of year2021-12-31$49,958,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,204,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,478,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,478,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,793
Asset value of US Government securities at end of year2021-12-31$4,251,849
Asset value of US Government securities at beginning of year2021-12-31$4,232,729
Net investment gain or loss from common/collective trusts2021-12-31$2,877,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,327,771
Employer contributions (assets) at end of year2021-12-31$1,083,828
Employer contributions (assets) at beginning of year2021-12-31$985,257
Income. Dividends from common stock2021-12-31$1,384,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,689,287
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$5,180,086
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$5,338,098
Contract administrator fees2021-12-31$71,591
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$76,222,325
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$62,273,825
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$51,028,327
Aggregate carrying amount (costs) on sale of assets2021-12-31$39,639,657
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31STEVEN D. EISENBERG CPA,PA
Accountancy firm EIN2021-12-31650140643
2020 : SOUTHERN IRONWORKERS PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,951,237
Total unrealized appreciation/depreciation of assets2020-12-31$5,951,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,955,551
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,719,814
Total income from all sources (including contributions)2020-12-31$27,373,497
Total loss/gain on sale of assets2020-12-31$6,507,181
Total of all expenses incurred2020-12-31$11,146,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,155,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,146,340
Value of total assets at end of year2020-12-31$168,263,994
Value of total assets at beginning of year2020-12-31$151,801,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$991,061
Total interest from all sources2020-12-31$286,983
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,061,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$99,073
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$42,911,467
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,181,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$85,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$84,388
Administrative expenses (other) incurred2020-12-31$110,110
Liabilities. Value of operating payables at end of year2020-12-31$1,955,551
Liabilities. Value of operating payables at beginning of year2020-12-31$1,719,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,227,162
Value of net assets at end of year (total assets less liabilities)2020-12-31$166,308,443
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$150,081,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$713,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$37,900,051
Interest earned on other investments2020-12-31$50,425
Income. Interest from US Government securities2020-12-31$233,165
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$49,958,477
Value of interest in common/collective trusts at beginning of year2020-12-31$52,025,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,478,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,733,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,733,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,393
Asset value of US Government securities at end of year2020-12-31$4,232,729
Asset value of US Government securities at beginning of year2020-12-31$3,283,975
Net investment gain or loss from common/collective trusts2020-12-31$3,419,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,146,340
Employer contributions (assets) at end of year2020-12-31$985,257
Employer contributions (assets) at beginning of year2020-12-31$1,197,702
Income. Dividends from common stock2020-12-31$1,061,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,155,274
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$5,338,098
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$4,165,473
Contract administrator fees2020-12-31$68,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$62,273,825
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$48,229,186
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$164,714,596
Aggregate carrying amount (costs) on sale of assets2020-12-31$158,207,415
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2020-12-31650140643
2019 : SOUTHERN IRONWORKERS PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$11,564,463
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$11,564,463
Total unrealized appreciation/depreciation of assets2019-12-31$11,564,463
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,719,814
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,719,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,399,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,399,833
Total income from all sources (including contributions)2019-12-31$35,954,110
Total income from all sources (including contributions)2019-12-31$35,954,110
Total loss/gain on sale of assets2019-12-31$4,407,051
Total loss/gain on sale of assets2019-12-31$4,407,051
Total of all expenses incurred2019-12-31$10,668,821
Total of all expenses incurred2019-12-31$10,668,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,676,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,676,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,802,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,802,564
Value of total assets at end of year2019-12-31$151,801,095
Value of total assets at end of year2019-12-31$151,801,095
Value of total assets at beginning of year2019-12-31$126,195,825
Value of total assets at beginning of year2019-12-31$126,195,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$992,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$992,346
Total interest from all sources2019-12-31$366,759
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,017,126
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,017,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$85,445
Administrative expenses professional fees incurred2019-12-31$85,445
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,181,244
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,181,244
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,727,555
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,727,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$84,388
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$84,388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$66,614
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$66,614
Administrative expenses (other) incurred2019-12-31$122,430
Administrative expenses (other) incurred2019-12-31$122,430
Liabilities. Value of operating payables at end of year2019-12-31$1,719,814
Liabilities. Value of operating payables at end of year2019-12-31$1,719,814
Liabilities. Value of operating payables at beginning of year2019-12-31$1,399,833
Liabilities. Value of operating payables at beginning of year2019-12-31$1,399,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$25,285,289
Value of net income/loss2019-12-31$25,285,289
Value of net assets at end of year (total assets less liabilities)2019-12-31$150,081,281
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$124,795,992
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$124,795,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$718,286
Investment advisory and management fees2019-12-31$718,286
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$37,900,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$37,900,051
Interest earned on other investments2019-12-31$133,589
Interest earned on other investments2019-12-31$133,589
Income. Interest from US Government securities2019-12-31$80,729
Income. Interest from corporate debt instruments2019-12-31$129,543
Income. Interest from corporate debt instruments2019-12-31$129,543
Value of interest in common/collective trusts at end of year2019-12-31$52,025,205
Value of interest in common/collective trusts at end of year2019-12-31$52,025,205
Value of interest in common/collective trusts at beginning of year2019-12-31$78,269,419
Value of interest in common/collective trusts at beginning of year2019-12-31$78,269,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,733,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,894,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,894,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,894,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,894,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$22,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$22,898
Asset value of US Government securities at end of year2019-12-31$3,283,975
Asset value of US Government securities at end of year2019-12-31$3,283,975
Asset value of US Government securities at beginning of year2019-12-31$2,957,306
Asset value of US Government securities at beginning of year2019-12-31$2,957,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,262,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,262,149
Net investment gain or loss from common/collective trusts2019-12-31$2,533,998
Net investment gain or loss from common/collective trusts2019-12-31$2,533,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,802,564
Contributions received in cash from employer2019-12-31$11,802,564
Employer contributions (assets) at end of year2019-12-31$1,197,702
Employer contributions (assets) at beginning of year2019-12-31$1,068,185
Employer contributions (assets) at beginning of year2019-12-31$1,068,185
Income. Dividends from common stock2019-12-31$1,017,126
Income. Dividends from common stock2019-12-31$1,017,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,676,475
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$4,165,473
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$4,165,473
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,948,429
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,948,429
Contract administrator fees2019-12-31$66,185
Contract administrator fees2019-12-31$66,185
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$48,229,186
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$48,229,186
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$36,263,987
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$36,263,987
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$35,019,178
Aggregate proceeds on sale of assets2019-12-31$35,019,178
Aggregate carrying amount (costs) on sale of assets2019-12-31$30,612,127
Aggregate carrying amount (costs) on sale of assets2019-12-31$30,612,127
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31STEVEN D. EISENBERG CPA, P.A.
Accountancy firm name2019-12-31STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2019-12-31650140643
Accountancy firm EIN2019-12-31650140643
2018 : SOUTHERN IRONWORKERS PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,273,942
Total unrealized appreciation/depreciation of assets2018-12-31$-3,273,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,399,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,261,213
Total income from all sources (including contributions)2018-12-31$6,180,707
Total loss/gain on sale of assets2018-12-31$13,506,690
Total of all expenses incurred2018-12-31$10,107,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,068,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,999,324
Value of total assets at end of year2018-12-31$126,195,825
Value of total assets at beginning of year2018-12-31$129,984,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,039,220
Total interest from all sources2018-12-31$327,163
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$450,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$135,426
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,727,555
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,639,325
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$66,614
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$80,563
Other income not declared elsewhere2018-12-31$640,984
Administrative expenses (other) incurred2018-12-31$112,462
Liabilities. Value of operating payables at end of year2018-12-31$1,399,833
Liabilities. Value of operating payables at beginning of year2018-12-31$1,261,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$17,518
Value of net income/loss2018-12-31$-3,927,118
Value of net assets at end of year (total assets less liabilities)2018-12-31$124,795,992
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$128,723,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$727,338
Interest earned on other investments2018-12-31$125,659
Income. Interest from US Government securities2018-12-31$71,301
Income. Interest from corporate debt instruments2018-12-31$130,203
Value of interest in common/collective trusts at end of year2018-12-31$78,269,419
Value of interest in common/collective trusts at beginning of year2018-12-31$79,928,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,894,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,389,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,389,470
Asset value of US Government securities at end of year2018-12-31$2,957,306
Asset value of US Government securities at beginning of year2018-12-31$2,558,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,333,677
Net investment gain or loss from common/collective trusts2018-12-31$-11,136,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,981,806
Employer contributions (assets) at end of year2018-12-31$1,068,185
Employer contributions (assets) at beginning of year2018-12-31$955,482
Income. Dividends from common stock2018-12-31$450,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,068,605
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,948,429
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$4,193,021
Contract administrator fees2018-12-31$63,994
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$36,263,987
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$39,239,600
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$51,404,728
Aggregate carrying amount (costs) on sale of assets2018-12-31$37,898,038
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31STEVEN D. EISENBERG CPA, P.A.
Accountancy firm EIN2018-12-31650140643
2017 : SOUTHERN IRONWORKERS PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$5,293,733
Total unrealized appreciation/depreciation of assets2017-12-31$5,293,733
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,261,213
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,195,350
Total income from all sources (including contributions)2017-12-31$25,150,195
Total loss/gain on sale of assets2017-12-31$5,228,948
Total of all expenses incurred2017-12-31$9,817,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,814,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,998,936
Value of total assets at end of year2017-12-31$129,984,323
Value of total assets at beginning of year2017-12-31$114,586,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,003,507
Total interest from all sources2017-12-31$325,151
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$439,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$100,791
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,639,325
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,884,476
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$80,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$75,154
Other income not declared elsewhere2017-12-31$2,671,313
Administrative expenses (other) incurred2017-12-31$105,943
Liabilities. Value of operating payables at end of year2017-12-31$1,261,213
Liabilities. Value of operating payables at beginning of year2017-12-31$1,195,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,332,440
Value of net assets at end of year (total assets less liabilities)2017-12-31$128,723,110
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$113,390,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$734,640
Interest earned on other investments2017-12-31$117,079
Income. Interest from US Government securities2017-12-31$65,531
Income. Interest from corporate debt instruments2017-12-31$137,939
Value of interest in common/collective trusts at end of year2017-12-31$79,928,054
Value of interest in common/collective trusts at beginning of year2017-12-31$72,168,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,389,470
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,528,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,528,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,602
Asset value of US Government securities at end of year2017-12-31$2,558,808
Asset value of US Government securities at beginning of year2017-12-31$2,805,137
Net investment gain or loss from common/collective trusts2017-12-31$5,192,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,998,936
Employer contributions (assets) at end of year2017-12-31$955,482
Employer contributions (assets) at beginning of year2017-12-31$795,033
Income. Dividends from common stock2017-12-31$439,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,814,248
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$4,193,021
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$3,846,585
Contract administrator fees2017-12-31$62,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$39,239,600
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$31,482,266
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$40,712,864
Aggregate carrying amount (costs) on sale of assets2017-12-31$35,483,916
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31STEVEN D EISENBERG CPA, P.A
Accountancy firm EIN2017-12-31650140643
2016 : SOUTHERN IRONWORKERS PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-144,485
Total unrealized appreciation/depreciation of assets2016-12-31$-144,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,195,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,067,152
Total income from all sources (including contributions)2016-12-31$15,391,405
Total loss/gain on sale of assets2016-12-31$2,408,073
Total of all expenses incurred2016-12-31$9,282,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,379,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,479,069
Value of total assets at end of year2016-12-31$114,586,020
Value of total assets at beginning of year2016-12-31$108,348,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$902,698
Total interest from all sources2016-12-31$227,344
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$490,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$89,946
Administrative expenses professional fees incurred2016-12-31$132,149
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,884,476
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,228,289
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$75,154
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$79,999
Other income not declared elsewhere2016-12-31$3,682,139
Administrative expenses (other) incurred2016-12-31$109,667
Liabilities. Value of operating payables at end of year2016-12-31$1,195,350
Liabilities. Value of operating payables at beginning of year2016-12-31$1,067,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,108,970
Value of net assets at end of year (total assets less liabilities)2016-12-31$113,390,670
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$107,281,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$600,557
Interest earned on other investments2016-12-31$23,367
Income. Interest from US Government securities2016-12-31$73,101
Income. Interest from corporate debt instruments2016-12-31$130,689
Value of interest in common/collective trusts at end of year2016-12-31$72,168,704
Value of interest in common/collective trusts at beginning of year2016-12-31$67,596,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,528,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,981,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,981,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$187
Asset value of US Government securities at end of year2016-12-31$2,805,137
Asset value of US Government securities at beginning of year2016-12-31$2,866,476
Net investment gain or loss from common/collective trusts2016-12-31$4,248,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,479,069
Employer contributions (assets) at end of year2016-12-31$795,033
Employer contributions (assets) at beginning of year2016-12-31$601,867
Income. Dividends from common stock2016-12-31$400,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,379,737
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$3,846,585
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$3,892,906
Contract administrator fees2016-12-31$60,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$31,482,266
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$30,100,855
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$26,833,293
Aggregate carrying amount (costs) on sale of assets2016-12-31$24,425,220
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31STEVEN D. EISENBERG CPA, P.A
Accountancy firm EIN2016-12-31650140643
2015 : SOUTHERN IRONWORKERS PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,725,014
Total unrealized appreciation/depreciation of assets2015-12-31$-1,725,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,067,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$923,392
Total income from all sources (including contributions)2015-12-31$10,451,210
Total loss/gain on sale of assets2015-12-31$2,937,207
Total of all expenses incurred2015-12-31$9,212,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,352,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,548,559
Value of total assets at end of year2015-12-31$108,348,852
Value of total assets at beginning of year2015-12-31$106,966,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$859,735
Total interest from all sources2015-12-31$245,101
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$505,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$113,201
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,228,289
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,365,931
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$79,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$78,093
Other income not declared elsewhere2015-12-31$2,386,930
Administrative expenses (other) incurred2015-12-31$102,660
Liabilities. Value of operating payables at end of year2015-12-31$1,067,152
Liabilities. Value of operating payables at beginning of year2015-12-31$923,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,238,984
Value of net assets at end of year (total assets less liabilities)2015-12-31$107,281,700
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$106,042,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$585,309
Interest earned on other investments2015-12-31$23,464
Income. Interest from US Government securities2015-12-31$78,769
Income. Interest from corporate debt instruments2015-12-31$142,773
Value of interest in common/collective trusts at end of year2015-12-31$67,596,650
Value of interest in common/collective trusts at beginning of year2015-12-31$66,468,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,981,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,397,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,397,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$95
Asset value of US Government securities at end of year2015-12-31$2,866,476
Asset value of US Government securities at beginning of year2015-12-31$3,631,276
Net investment gain or loss from common/collective trusts2015-12-31$2,552,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,548,559
Employer contributions (assets) at end of year2015-12-31$601,867
Employer contributions (assets) at beginning of year2015-12-31$494,126
Income. Dividends from common stock2015-12-31$505,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,352,491
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$3,892,906
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$3,913,739
Contract administrator fees2015-12-31$58,565
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$30,100,855
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$29,616,413
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$34,556,221
Aggregate carrying amount (costs) on sale of assets2015-12-31$31,619,014
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN2015-12-31650140643
2014 : SOUTHERN IRONWORKERS PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,854,777
Total unrealized appreciation/depreciation of assets2014-12-31$-1,854,777
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$923,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$811,421
Total income from all sources (including contributions)2014-12-31$12,173,624
Total loss/gain on sale of assets2014-12-31$5,429,999
Total of all expenses incurred2014-12-31$9,148,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,365,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,176,551
Value of total assets at end of year2014-12-31$106,966,108
Value of total assets at beginning of year2014-12-31$103,829,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$783,229
Total interest from all sources2014-12-31$277,144
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$550,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$116,401
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,365,931
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$11,942,354
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$78,093
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$92,376
Other income not declared elsewhere2014-12-31$1,499,056
Administrative expenses (other) incurred2014-12-31$86,889
Liabilities. Value of operating payables at end of year2014-12-31$923,392
Liabilities. Value of operating payables at beginning of year2014-12-31$811,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,024,798
Value of net assets at end of year (total assets less liabilities)2014-12-31$106,042,716
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$103,017,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$522,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,089,481
Interest earned on other investments2014-12-31$37,631
Income. Interest from US Government securities2014-12-31$93,669
Income. Interest from corporate debt instruments2014-12-31$144,777
Value of interest in common/collective trusts at end of year2014-12-31$66,468,688
Value of interest in common/collective trusts at beginning of year2014-12-31$21,729,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,397,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$311,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$311,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,067
Asset value of US Government securities at end of year2014-12-31$3,631,276
Asset value of US Government securities at beginning of year2014-12-31$3,377,345
Net investment gain or loss from common/collective trusts2014-12-31$3,095,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,176,551
Employer contributions (assets) at end of year2014-12-31$494,126
Employer contributions (assets) at beginning of year2014-12-31$280,298
Income. Dividends from common stock2014-12-31$550,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,365,597
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$3,913,739
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$4,688,783
Contract administrator fees2014-12-31$57,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$29,616,413
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$33,318,042
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$60,824,710
Aggregate carrying amount (costs) on sale of assets2014-12-31$55,394,711
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN2014-12-31650140643
2013 : SOUTHERN IRONWORKERS PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,378,715
Total unrealized appreciation/depreciation of assets2013-12-31$5,378,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$811,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$732,267
Total income from all sources (including contributions)2013-12-31$17,923,980
Total loss/gain on sale of assets2013-12-31$11,429,562
Total of all expenses incurred2013-12-31$8,684,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,015,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,245,237
Value of total assets at end of year2013-12-31$103,829,339
Value of total assets at beginning of year2013-12-31$94,510,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$669,624
Total interest from all sources2013-12-31$331,609
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$636,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$80,865
Administrative expenses professional fees incurred2013-12-31$100,467
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$11,942,354
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,361,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$92,376
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$103,544
Other income not declared elsewhere2013-12-31$638,123
Administrative expenses (other) incurred2013-12-31$71,081
Liabilities. Value of operating payables at end of year2013-12-31$811,421
Liabilities. Value of operating payables at beginning of year2013-12-31$732,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,239,269
Value of net assets at end of year (total assets less liabilities)2013-12-31$103,017,918
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$93,778,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$441,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,089,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,549,957
Interest earned on other investments2013-12-31$46,542
Income. Interest from US Government securities2013-12-31$121,587
Income. Interest from corporate debt instruments2013-12-31$162,949
Value of interest in common/collective trusts at end of year2013-12-31$21,729,036
Value of interest in common/collective trusts at beginning of year2013-12-31$32,849,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$311,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$726,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$726,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$531
Asset value of US Government securities at end of year2013-12-31$3,377,345
Asset value of US Government securities at beginning of year2013-12-31$4,891,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-58,114
Net investment gain or loss from common/collective trusts2013-12-31$-2,677,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,245,237
Employer contributions (assets) at end of year2013-12-31$280,298
Employer contributions (assets) at beginning of year2013-12-31$349,292
Income. Dividends from common stock2013-12-31$555,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,015,087
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$4,688,783
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$4,171,202
Contract administrator fees2013-12-31$56,860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$33,318,042
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$27,508,521
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$59,294,506
Aggregate carrying amount (costs) on sale of assets2013-12-31$47,864,944
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN2013-12-31650140643
2012 : SOUTHERN IRONWORKERS PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,784,544
Total unrealized appreciation/depreciation of assets2012-12-31$1,784,544
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$732,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$617,790
Total income from all sources (including contributions)2012-12-31$12,040,922
Total loss/gain on sale of assets2012-12-31$4,571,514
Total of all expenses incurred2012-12-31$8,321,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,620,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,229,931
Value of total assets at end of year2012-12-31$94,510,916
Value of total assets at beginning of year2012-12-31$90,677,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$700,727
Total interest from all sources2012-12-31$402,666
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$798,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$66,071
Administrative expenses professional fees incurred2012-12-31$131,583
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,361,251
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$882,018
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$350,577
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$103,544
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$18,615
Other income not declared elsewhere2012-12-31$91,293
Administrative expenses (other) incurred2012-12-31$61,430
Liabilities. Value of operating payables at end of year2012-12-31$732,267
Liabilities. Value of operating payables at beginning of year2012-12-31$617,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,719,200
Value of net assets at end of year (total assets less liabilities)2012-12-31$93,778,649
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$90,059,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$452,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,549,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,838,868
Interest earned on other investments2012-12-31$48,153
Income. Interest from US Government securities2012-12-31$191,075
Income. Interest from corporate debt instruments2012-12-31$163,296
Value of interest in common/collective trusts at end of year2012-12-31$32,849,820
Value of interest in common/collective trusts at beginning of year2012-12-31$43,730,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$726,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,392,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,392,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$142
Asset value of US Government securities at end of year2012-12-31$4,891,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,594,932
Net investment gain or loss from common/collective trusts2012-12-31$-432,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,879,354
Employer contributions (assets) at end of year2012-12-31$349,292
Employer contributions (assets) at beginning of year2012-12-31$295,632
Income. Dividends from common stock2012-12-31$732,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,620,995
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$4,171,202
Contract administrator fees2012-12-31$54,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$27,508,521
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$25,519,026
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$59,233,171
Aggregate carrying amount (costs) on sale of assets2012-12-31$54,661,657
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31STEVEN D EISENBERG CPA, PA
Accountancy firm EIN2012-12-31650140643
2011 : SOUTHERN IRONWORKERS PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,092,015
Total unrealized appreciation/depreciation of assets2011-12-31$-3,092,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$617,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$537,406
Total income from all sources (including contributions)2011-12-31$4,875,204
Total loss/gain on sale of assets2011-12-31$2,935,760
Total of all expenses incurred2011-12-31$7,990,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,276,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,662,226
Value of total assets at end of year2011-12-31$90,677,239
Value of total assets at beginning of year2011-12-31$93,712,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$713,947
Total interest from all sources2011-12-31$46
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$740,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$238,716
Administrative expenses professional fees incurred2011-12-31$151,776
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-12-31462504
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$882,018
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$294,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$18,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$39,105
Administrative expenses (other) incurred2011-12-31$64,939
Liabilities. Value of operating payables at end of year2011-12-31$617,790
Liabilities. Value of operating payables at beginning of year2011-12-31$537,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,115,163
Value of net assets at end of year (total assets less liabilities)2011-12-31$90,059,449
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$93,174,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$443,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,838,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,200,441
Value of interest in common/collective trusts at end of year2011-12-31$43,730,202
Value of interest in common/collective trusts at beginning of year2011-12-31$40,317,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,392,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,107,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,107,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-176,031
Net investment gain or loss from common/collective trusts2011-12-31$1,805,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,662,226
Employer contributions (assets) at end of year2011-12-31$295,632
Employer contributions (assets) at beginning of year2011-12-31$269,423
Income. Dividends from common stock2011-12-31$501,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,276,420
Contract administrator fees2011-12-31$54,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$25,519,026
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$30,483,220
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$70,059,714
Aggregate carrying amount (costs) on sale of assets2011-12-31$67,123,954
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31STEVEN D EISENBERG CPA, P.A
Accountancy firm EIN2011-12-31650140643
2010 : SOUTHERN IRONWORKERS PENSION FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-721,123
Total unrealized appreciation/depreciation of assets2010-12-31$-721,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$537,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$465,945
Total income from all sources (including contributions)2010-12-31$13,264,203
Total loss/gain on sale of assets2010-12-31$4,663,914
Total of all expenses incurred2010-12-31$7,557,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,839,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,409,890
Value of total assets at end of year2010-12-31$93,712,018
Value of total assets at beginning of year2010-12-31$87,933,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$717,906
Total interest from all sources2010-12-31$1,096
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$635,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$70,591
Administrative expenses professional fees incurred2010-12-31$144,092
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$294,779
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$713,198
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$39,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$49,508
Administrative expenses (other) incurred2010-12-31$82,224
Liabilities. Value of operating payables at end of year2010-12-31$537,406
Liabilities. Value of operating payables at beginning of year2010-12-31$465,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,706,727
Value of net assets at end of year (total assets less liabilities)2010-12-31$93,174,612
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$87,467,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$442,097
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,200,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,310,164
Value of interest in common/collective trusts at end of year2010-12-31$40,317,464
Value of interest in common/collective trusts at beginning of year2010-12-31$36,133,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,107,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,505,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,505,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,681,671
Net investment gain or loss from common/collective trusts2010-12-31$4,593,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,409,890
Employer contributions (assets) at end of year2010-12-31$269,423
Employer contributions (assets) at beginning of year2010-12-31$291,887
Income. Dividends from common stock2010-12-31$565,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,839,570
Contract administrator fees2010-12-31$49,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$30,483,220
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$36,930,104
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$65,051,458
Aggregate carrying amount (costs) on sale of assets2010-12-31$60,387,544
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31STEVEN D EISENBERG CPA, P.A.
Accountancy firm EIN2010-12-31650140643

Form 5500 Responses for SOUTHERN IRONWORKERS PENSION FUND

2022: SOUTHERN IRONWORKERS PENSION FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHERN IRONWORKERS PENSION FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN IRONWORKERS PENSION FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHERN IRONWORKERS PENSION FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN IRONWORKERS PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN IRONWORKERS PENSION FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN IRONWORKERS PENSION FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN IRONWORKERS PENSION FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN IRONWORKERS PENSION FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN IRONWORKERS PENSION FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN IRONWORKERS PENSION FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN IRONWORKERS PENSION FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN IRONWORKERS PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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