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IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameIRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN
Plan identification number 002

IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN Benefits

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

401k Sponsoring company profile

IRON WORKERS LOCAL UNION NO 92 has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS LOCAL UNION NO 92
Employer identification number (EIN):630880818
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DOUG IRWIN
0022016-01-01DOUG IRWIN
0022015-01-01DOUG IRWIN
0022014-01-01
0022013-01-01
0022012-01-01WELDON L MCMANUS
0022011-01-01WELDEN L MCMANUS
0022010-01-01LARRY SMITH
0022009-01-01LARRY O SMITH TRUSTEE
0022009-01-01LARRY O SMITH TRUSTEE

Plan Statistics for IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01786
Total number of active participants reported on line 7a of the Form 55002022-01-01885
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01164
Total of all active and inactive participants2022-01-011,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,049
Number of participants with account balances2022-01-011,049
Number of employers contributing to the scheme2022-01-0132
2021: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01793
Total number of active participants reported on line 7a of the Form 55002021-01-01622
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01164
Total of all active and inactive participants2021-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01786
Number of participants with account balances2021-01-01786
Number of employers contributing to the scheme2021-01-0131
2020: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01779
Total number of active participants reported on line 7a of the Form 55002020-01-01627
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01166
Total of all active and inactive participants2020-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01793
Number of participants with account balances2020-01-01793
Number of employers contributing to the scheme2020-01-0126
2019: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01846
Total number of active participants reported on line 7a of the Form 55002019-01-01617
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01162
Total of all active and inactive participants2019-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01779
Number of participants with account balances2019-01-01779
Number of employers contributing to the scheme2019-01-0130
2018: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01814
Total number of active participants reported on line 7a of the Form 55002018-01-01671
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01175
Total of all active and inactive participants2018-01-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01846
Number of participants with account balances2018-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
Number of employers contributing to the scheme2018-01-0133
2017: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01782
Total number of active participants reported on line 7a of the Form 55002017-01-01641
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01173
Total of all active and inactive participants2017-01-01814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01814
Number of participants with account balances2017-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
Number of employers contributing to the scheme2017-01-0133
2016: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01841
Total number of active participants reported on line 7a of the Form 55002016-01-01639
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01143
Total of all active and inactive participants2016-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01782
Number of participants with account balances2016-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
Number of employers contributing to the scheme2016-01-0134
2015: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01716
Total number of active participants reported on line 7a of the Form 55002015-01-01716
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01125
Total of all active and inactive participants2015-01-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01841
Number of participants with account balances2015-01-01841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
Number of employers contributing to the scheme2015-01-0132
2014: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01712
Total number of active participants reported on line 7a of the Form 55002014-01-01600
Number of other retired or separated participants entitled to future benefits2014-01-01116
Total of all active and inactive participants2014-01-01716
Total participants2014-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01730
Total number of active participants reported on line 7a of the Form 55002013-01-01616
Number of other retired or separated participants entitled to future benefits2013-01-0196
Total of all active and inactive participants2013-01-01712
Total participants2013-01-01712
Number of participants with account balances2013-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01784
Total number of active participants reported on line 7a of the Form 55002012-01-01622
Number of other retired or separated participants entitled to future benefits2012-01-01108
Total of all active and inactive participants2012-01-01730
Total participants2012-01-01730
Number of participants with account balances2012-01-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0136
2011: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01858
Total number of active participants reported on line 7a of the Form 55002011-01-01658
Number of other retired or separated participants entitled to future benefits2011-01-01126
Total of all active and inactive participants2011-01-01784
Total participants2011-01-01784
Number of employers contributing to the scheme2011-01-0142
2010: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01926
Total number of active participants reported on line 7a of the Form 55002010-01-01710
Number of other retired or separated participants entitled to future benefits2010-01-01148
Total of all active and inactive participants2010-01-01858
Total participants2010-01-01858
Number of participants with account balances2010-01-01858
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,035
Total number of active participants reported on line 7a of the Form 55002009-01-01802
Number of other retired or separated participants entitled to future benefits2009-01-01124
Total of all active and inactive participants2009-01-01926
Total participants2009-01-01926
Number of participants with account balances2009-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0180
Number of employers contributing to the scheme2009-01-0172

Financial Data on IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN

Measure Date Value
2022 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$48,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$54,211
Total income from all sources (including contributions)2022-12-31$-1,136,823
Total of all expenses incurred2022-12-31$3,119,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,928,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,670,305
Value of total assets at end of year2022-12-31$47,600,212
Value of total assets at beginning of year2022-12-31$51,862,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$191,593
Total interest from all sources2022-12-31$510,939
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$701,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$701,591
Administrative expenses professional fees incurred2022-12-31$21,205
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$11,555
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$14,422
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$37,630
Other income not declared elsewhere2022-12-31$250
Administrative expenses (other) incurred2022-12-31$33,328
Liabilities. Value of operating payables at end of year2022-12-31$48,287
Liabilities. Value of operating payables at beginning of year2022-12-31$16,581
Total non interest bearing cash at end of year2022-12-31$555,050
Total non interest bearing cash at beginning of year2022-12-31$861,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,256,664
Value of net assets at end of year (total assets less liabilities)2022-12-31$47,551,925
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$51,808,589
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$95,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,342,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,046,566
Interest earned on other investments2022-12-31$510,129
Value of interest in common/collective trusts at end of year2022-12-31$20,328,962
Value of interest in common/collective trusts at beginning of year2022-12-31$19,513,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,019,908
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$3,670,305
Employer contributions (assets) at end of year2022-12-31$361,641
Employer contributions (assets) at beginning of year2022-12-31$426,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,928,248
Contract administrator fees2022-12-31$41,828
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$52
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$155
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2022-12-31621802605
2021 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$54,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$72,000
Total income from all sources (including contributions)2021-12-31$8,925,421
Total of all expenses incurred2021-12-31$3,837,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,482,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,941,174
Value of total assets at end of year2021-12-31$51,862,800
Value of total assets at beginning of year2021-12-31$46,792,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$354,736
Total interest from all sources2021-12-31$428,716
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,198,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,198,722
Administrative expenses professional fees incurred2021-12-31$38,288
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,941,174
Amount contributed by the employer to the plan for this plan year2021-12-31$3,941,174
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$14,422
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$8,538
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$37,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$25,978
Other income not declared elsewhere2021-12-31$570
Administrative expenses (other) incurred2021-12-31$58,715
Liabilities. Value of operating payables at end of year2021-12-31$16,581
Liabilities. Value of operating payables at beginning of year2021-12-31$46,022
Total non interest bearing cash at end of year2021-12-31$861,261
Total non interest bearing cash at beginning of year2021-12-31$690,244
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$5,087,838
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,808,589
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$46,720,751
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$237,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,046,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,764,050
Interest earned on other investments2021-12-31$427,698
Value of interest in common/collective trusts at end of year2021-12-31$19,513,987
Value of interest in common/collective trusts at beginning of year2021-12-31$19,736,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$-52
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$-52
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,356,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$3,941,174
Employer contributions (assets) at end of year2021-12-31$426,219
Employer contributions (assets) at beginning of year2021-12-31$593,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,482,847
Contract administrator fees2021-12-31$20,028
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$155
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$329
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2021-12-31621802605
2020 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$72,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$73,767
Total income from all sources (including contributions)2020-12-31$7,664,167
Total of all expenses incurred2020-12-31$3,352,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,128,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,006,210
Value of total assets at end of year2020-12-31$46,792,751
Value of total assets at beginning of year2020-12-31$42,482,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$224,059
Total interest from all sources2020-12-31$465,434
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$655,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$655,249
Administrative expenses professional fees incurred2020-12-31$37,772
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$4,006,210
Amount contributed by the employer to the plan for this plan year2020-12-31$4,006,210
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,538
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$25,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$55,726
Other income not declared elsewhere2020-12-31$1,475
Administrative expenses (other) incurred2020-12-31$74,078
Liabilities. Value of operating payables at end of year2020-12-31$46,022
Liabilities. Value of operating payables at beginning of year2020-12-31$18,041
Total non interest bearing cash at end of year2020-12-31$690,244
Total non interest bearing cash at beginning of year2020-12-31$845,534
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$4,312,063
Value of net assets at end of year (total assets less liabilities)2020-12-31$46,720,751
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,408,688
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$112,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,764,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,206,153
Value of interest in pooled separate accounts at beginning of year2020-12-31$20,378,926
Interest earned on other investments2020-12-31$463,608
Value of interest in common/collective trusts at end of year2020-12-31$19,736,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$-52
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$19,567,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,369,047
Net investment gain/loss from pooled separate accounts2020-12-31$166,752
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$4,006,210
Employer contributions (assets) at end of year2020-12-31$593,470
Employer contributions (assets) at beginning of year2020-12-31$469,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,128,045
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$329
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$6,843
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2020-12-31621802605
2019 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$73,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$73,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$78,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$78,108
Total income from all sources (including contributions)2019-12-31$8,239,565
Total income from all sources (including contributions)2019-12-31$8,239,565
Total of all expenses incurred2019-12-31$2,748,819
Total of all expenses incurred2019-12-31$2,748,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,609,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,609,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,822,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,822,574
Value of total assets at end of year2019-12-31$42,482,455
Value of total assets at end of year2019-12-31$42,482,455
Value of total assets at beginning of year2019-12-31$36,996,050
Value of total assets at beginning of year2019-12-31$36,996,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$139,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$139,190
Total interest from all sources2019-12-31$424,746
Total interest from all sources2019-12-31$424,746
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$84,596
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$84,596
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$84,596
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$84,596
Administrative expenses professional fees incurred2019-12-31$34,826
Administrative expenses professional fees incurred2019-12-31$34,826
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$500,000
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$3,822,574
Amount contributed by the employer to the plan for this plan year2019-12-31$3,822,574
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,900
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,900
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,081
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$55,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$55,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$30,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$30,881
Other income not declared elsewhere2019-12-31$650
Other income not declared elsewhere2019-12-31$650
Administrative expenses (other) incurred2019-12-31$74,364
Liabilities. Value of operating payables at end of year2019-12-31$18,041
Liabilities. Value of operating payables at end of year2019-12-31$18,041
Liabilities. Value of operating payables at beginning of year2019-12-31$47,227
Liabilities. Value of operating payables at beginning of year2019-12-31$47,227
Total non interest bearing cash at end of year2019-12-31$845,534
Total non interest bearing cash at end of year2019-12-31$845,534
Total non interest bearing cash at beginning of year2019-12-31$822,489
Total non interest bearing cash at beginning of year2019-12-31$822,489
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
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$5,490,746
Value of net income/loss2019-12-31$5,490,746
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,408,688
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,408,688
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,917,942
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,917,942
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,000
Investment advisory and management fees2019-12-31$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,206,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$971,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$971,288
Value of interest in pooled separate accounts at end of year2019-12-31$20,378,926
Value of interest in pooled separate accounts at end of year2019-12-31$20,378,926
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,778,033
Value of interest in pooled separate accounts at beginning of year2019-12-31$15,778,033
Interest earned on other investments2019-12-31$422,060
Interest earned on other investments2019-12-31$422,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,567,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$19,567,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,955,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,955,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$161,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$161,990
Net investment gain/loss from pooled separate accounts2019-12-31$3,745,009
Net investment gain/loss from pooled separate accounts2019-12-31$3,745,009
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
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$3,822,574
Contributions received in cash from employer2019-12-31$3,822,574
Employer contributions (assets) at end of year2019-12-31$469,141
Employer contributions (assets) at end of year2019-12-31$469,141
Employer contributions (assets) at beginning of year2019-12-31$446,319
Employer contributions (assets) at beginning of year2019-12-31$446,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,609,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,609,629
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$6,843
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$6,843
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$14,390
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$14,390
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
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
Accountancy firm name2019-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm name2019-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2019-12-31621802605
Accountancy firm EIN2019-12-31621802605
2018 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$78,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$65,149
Total income from all sources (including contributions)2018-12-31$2,565,736
Total of all expenses incurred2018-12-31$1,576,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,433,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,846,050
Value of total assets at end of year2018-12-31$36,996,050
Value of total assets at beginning of year2018-12-31$35,993,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$142,555
Total interest from all sources2018-12-31$397,792
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$125,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$125,934
Administrative expenses professional fees incurred2018-12-31$23,552
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$3,846,050
Amount contributed by the employer to the plan for this plan year2018-12-31$3,846,050
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,081
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$30,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$30,918
Administrative expenses (other) incurred2018-12-31$89,003
Liabilities. Value of operating payables at end of year2018-12-31$47,227
Liabilities. Value of operating payables at beginning of year2018-12-31$34,231
Total non interest bearing cash at end of year2018-12-31$822,489
Total non interest bearing cash at beginning of year2018-12-31$616,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$989,260
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,917,942
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,928,682
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$971,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,601,777
Value of interest in pooled separate accounts at end of year2018-12-31$15,778,033
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,785,316
Interest earned on other investments2018-12-31$395,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,955,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$18,633,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-106,655
Net investment gain/loss from pooled separate accounts2018-12-31$-1,697,385
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$3,846,050
Employer contributions (assets) at end of year2018-12-31$446,319
Employer contributions (assets) at beginning of year2018-12-31$327,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,433,921
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$14,390
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$21,665
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2018-12-31621802605
2017 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$65,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$32,056
Total income from all sources (including contributions)2017-12-31$6,379,928
Total of all expenses incurred2017-12-31$2,783,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,659,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,522,260
Value of total assets at end of year2017-12-31$35,993,831
Value of total assets at beginning of year2017-12-31$32,364,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$124,134
Total interest from all sources2017-12-31$357,061
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$45,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$45,517
Administrative expenses professional fees incurred2017-12-31$25,834
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$3,522,260
Amount contributed by the employer to the plan for this plan year2017-12-31$3,522,260
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,281
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,482
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$14
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$30,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$25,045
Administrative expenses (other) incurred2017-12-31$68,300
Liabilities. Value of operating payables at end of year2017-12-31$34,231
Liabilities. Value of operating payables at beginning of year2017-12-31$7,011
Total non interest bearing cash at end of year2017-12-31$616,561
Total non interest bearing cash at beginning of year2017-12-31$449,359
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$3,596,171
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,928,682
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,332,511
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,601,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,443,496
Value of interest in pooled separate accounts at end of year2017-12-31$14,785,316
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,588,190
Interest earned on other investments2017-12-31$355,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$18,633,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,559,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$200,539
Net investment gain/loss from pooled separate accounts2017-12-31$2,254,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,522,260
Employer contributions (assets) at end of year2017-12-31$327,848
Employer contributions (assets) at beginning of year2017-12-31$316,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,659,623
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$21,665
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$1,305
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2017-12-31621802605
2016 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$32,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$85,334
Total income from all sources (including contributions)2016-12-31$4,390,542
Total of all expenses incurred2016-12-31$3,992,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,873,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,234,112
Value of total assets at end of year2016-12-31$32,364,567
Value of total assets at beginning of year2016-12-31$32,020,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$119,357
Total interest from all sources2016-12-31$360,416
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$31,064
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$31,064
Administrative expenses professional fees incurred2016-12-31$56,229
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$3,234,112
Amount contributed by the employer to the plan for this plan year2016-12-31$3,234,112
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,482
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,183
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$14
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$25,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$49,593
Other income not declared elsewhere2016-12-31$550
Administrative expenses (other) incurred2016-12-31$63,128
Liabilities. Value of operating payables at end of year2016-12-31$7,011
Liabilities. Value of operating payables at beginning of year2016-12-31$35,741
Total non interest bearing cash at end of year2016-12-31$449,359
Total non interest bearing cash at beginning of year2016-12-31$674,014
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$397,714
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,332,511
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,934,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,443,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,350,664
Value of interest in pooled separate accounts at end of year2016-12-31$11,588,190
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,339,387
Interest earned on other investments2016-12-31$359,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,559,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$19,325,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-6,894
Net investment gain/loss from pooled separate accounts2016-12-31$771,294
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$3,234,112
Employer contributions (assets) at end of year2016-12-31$316,385
Employer contributions (assets) at beginning of year2016-12-31$327,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,873,471
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$1,305
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2016-12-31621802605
2015 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$85,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$52,016
Total income from all sources (including contributions)2015-12-31$3,498,462
Total of all expenses incurred2015-12-31$5,608,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,463,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,278,485
Value of total assets at end of year2015-12-31$32,020,131
Value of total assets at beginning of year2015-12-31$34,097,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$145,766
Total interest from all sources2015-12-31$431,903
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$104,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$104,951
Administrative expenses professional fees incurred2015-12-31$83,926
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$3,278,485
Amount contributed by the employer to the plan for this plan year2015-12-31$3,278,485
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$49,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$39,354
Administrative expenses (other) incurred2015-12-31$61,840
Liabilities. Value of operating payables at end of year2015-12-31$35,741
Liabilities. Value of operating payables at beginning of year2015-12-31$12,662
Total non interest bearing cash at end of year2015-12-31$674,014
Total non interest bearing cash at beginning of year2015-12-31$633,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,110,525
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,934,797
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,045,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,350,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,703,640
Value of interest in pooled separate accounts at end of year2015-12-31$7,339,387
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,925,808
Interest earned on other investments2015-12-31$430,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$19,325,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$23,569,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-366,046
Net investment gain/loss from pooled separate accounts2015-12-31$49,169
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$3,278,485
Employer contributions (assets) at end of year2015-12-31$327,081
Employer contributions (assets) at beginning of year2015-12-31$264,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,463,221
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2015-12-31621802605
2014 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$52,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,186
Total income from all sources (including contributions)2014-12-31$4,418,599
Total of all expenses incurred2014-12-31$3,036,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,909,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,349,115
Value of total assets at end of year2014-12-31$34,097,338
Value of total assets at beginning of year2014-12-31$32,680,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$127,134
Total interest from all sources2014-12-31$474,707
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$83,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$83,049
Administrative expenses professional fees incurred2014-12-31$43,574
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Minimum employer required contribution for this plan year2014-12-31$3,349,115
Amount contributed by the employer to the plan for this plan year2014-12-31$3,349,115
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,500
Administrative expenses (other) incurred2014-12-31$73,845
Liabilities. Value of operating payables at end of year2014-12-31$52,016
Liabilities. Value of operating payables at beginning of year2014-12-31$17,186
Total non interest bearing cash at end of year2014-12-31$633,802
Total non interest bearing cash at beginning of year2014-12-31$262,714
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$1,381,922
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,045,322
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,663,400
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31Yes
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$9,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,703,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,675,249
Value of interest in pooled separate accounts at end of year2014-12-31$6,925,808
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,578,580
Interest earned on other investments2014-12-31$473,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$23,569,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$22,742,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-93,109
Net investment gain/loss from pooled separate accounts2014-12-31$604,837
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$3,349,115
Employer contributions (assets) at end of year2014-12-31$264,277
Employer contributions (assets) at beginning of year2014-12-31$413,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,909,543
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$106
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ALFORD MCKENZIE & BREEDEN CPA
Accountancy firm EIN2014-12-31630928663
2013 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,402
Total income from all sources (including contributions)2013-12-31$5,121,258
Total of all expenses incurred2013-12-31$3,767,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,654,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,851,293
Value of total assets at end of year2013-12-31$32,680,586
Value of total assets at beginning of year2013-12-31$31,319,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$112,765
Total interest from all sources2013-12-31$532,556
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$75,676
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$75,676
Administrative expenses professional fees incurred2013-12-31$18,755
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Minimum employer required contribution for this plan year2013-12-31$2,851,293
Amount contributed by the employer to the plan for this plan year2013-12-31$2,851,293
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,851,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8,500
Administrative expenses (other) incurred2013-12-31$62,265
Liabilities. Value of operating payables at end of year2013-12-31$17,186
Liabilities. Value of operating payables at beginning of year2013-12-31$10,402
Total non interest bearing cash at end of year2013-12-31$262,714
Total non interest bearing cash at beginning of year2013-12-31$267,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,353,956
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,663,400
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,309,444
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$31,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,675,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,114,175
Value of interest in pooled separate accounts at end of year2013-12-31$6,578,580
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,590,954
Interest earned on other investments2013-12-31$532,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$477
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$22,742,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$24,080,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$41,539
Net investment gain/loss from pooled separate accounts2013-12-31$1,620,194
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
Employer contributions (assets) at end of year2013-12-31$413,284
Employer contributions (assets) at beginning of year2013-12-31$265,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,654,537
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. Value of buildings and other operty used in plan operation at end of year2013-12-31$106
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$318
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ALFORD MCKENZIE & BREEDEN CPA
Accountancy firm EIN2013-12-31630928663
2012 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,589
Total income from all sources (including contributions)2012-12-31$4,383,014
Total of all expenses incurred2012-12-31$4,824,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,708,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,759,936
Value of total assets at end of year2012-12-31$31,319,846
Value of total assets at beginning of year2012-12-31$31,759,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$115,869
Total interest from all sources2012-12-31$629,915
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$72,889
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$72,889
Administrative expenses professional fees incurred2012-12-31$21,203
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Minimum employer required contribution for this plan year2012-12-31$2,754,459
Amount contributed by the employer to the plan for this plan year2012-12-31$2,754,459
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,754,459
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,477
Administrative expenses (other) incurred2012-12-31$59,669
Liabilities. Value of operating payables at end of year2012-12-31$10,402
Liabilities. Value of operating payables at beginning of year2012-12-31$8,589
Total non interest bearing cash at end of year2012-12-31$267,838
Total non interest bearing cash at beginning of year2012-12-31$255,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-441,325
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,309,444
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,750,769
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$34,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,114,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,209,663
Value of interest in pooled separate accounts at end of year2012-12-31$4,590,954
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,103,573
Interest earned on other investments2012-12-31$629,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$24,080,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$23,873,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$387,375
Net investment gain/loss from pooled separate accounts2012-12-31$532,899
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
Employer contributions (assets) at end of year2012-12-31$265,739
Employer contributions (assets) at beginning of year2012-12-31$316,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,708,470
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$318
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$530
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALFORD MCKENIZE & BREEDEN CPA
Accountancy firm EIN2012-12-31630928663
2011 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,807
Total income from all sources (including contributions)2011-12-31$3,599,379
Total of all expenses incurred2011-12-31$4,864,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,757,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,905,405
Value of total assets at end of year2011-12-31$31,759,358
Value of total assets at beginning of year2011-12-31$33,029,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$107,231
Total interest from all sources2011-12-31$707,375
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$73,487
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$73,487
Administrative expenses professional fees incurred2011-12-31$17,461
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$2,905,405
Amount contributed by the employer to the plan for this plan year2011-12-31$2,905,405
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,905,405
Administrative expenses (other) incurred2011-12-31$57,711
Liabilities. Value of operating payables at end of year2011-12-31$8,589
Liabilities. Value of operating payables at beginning of year2011-12-31$13,807
Total non interest bearing cash at end of year2011-12-31$255,957
Total non interest bearing cash at beginning of year2011-12-31$319,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,265,177
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,750,769
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,015,946
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$32,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,209,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,223,929
Value of interest in pooled separate accounts at end of year2011-12-31$6,103,573
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,207,921
Interest earned on other investments2011-12-31$706,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$23,873,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,999,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-51,875
Net investment gain/loss from pooled separate accounts2011-12-31$-35,013
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
Employer contributions (assets) at end of year2011-12-31$316,234
Employer contributions (assets) at beginning of year2011-12-31$278,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,757,325
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$530
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$743
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ALFORD MCKENZIE & BREEDEN PC
Accountancy firm EIN2011-12-31630928663
2010 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,739
Total income from all sources (including contributions)2010-12-31$4,768,914
Total of all expenses incurred2010-12-31$5,996,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,877,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,950,666
Value of total assets at end of year2010-12-31$33,029,753
Value of total assets at beginning of year2010-12-31$34,256,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$118,703
Total interest from all sources2010-12-31$807,723
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$90,027
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$90,027
Administrative expenses professional fees incurred2010-12-31$28,074
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Minimum employer required contribution for this plan year2010-12-31$2,950,666
Amount contributed by the employer to the plan for this plan year2010-12-31$2,950,666
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$57,225
Liabilities. Value of operating payables at end of year2010-12-31$13,807
Liabilities. Value of operating payables at beginning of year2010-12-31$12,739
Total non interest bearing cash at end of year2010-12-31$319,106
Total non interest bearing cash at beginning of year2010-12-31$160,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,227,745
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,015,946
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,243,691
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$33,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,223,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,134,939
Value of interest in pooled separate accounts at end of year2010-12-31$7,207,921
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,306,470
Interest earned on other investments2010-12-31$807,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,999,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$26,332,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$55,251
Net investment gain/loss from pooled separate accounts2010-12-31$865,247
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$2,950,666
Employer contributions (assets) at end of year2010-12-31$278,127
Employer contributions (assets) at beginning of year2010-12-31$320,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,877,956
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$743
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$1,040
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ALFORD MCKENZIE & BREEDEN PC
Accountancy firm EIN2010-12-31630928663
2009 : IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$2,942,706
Amount contributed by the employer to the plan for this plan year2009-12-31$2,942,706

Form 5500 Responses for IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN

2022: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL UNION NO. 92 MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038560
Policy instance 1
Insurance contract or identification number038560
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038560
Policy instance 1
Insurance contract or identification number038560
Number of Individuals Covered779
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038560
Policy instance 1
Insurance contract or identification number038560
Number of Individuals Covered846
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038560
Policy instance 1
Insurance contract or identification number038560
Number of Individuals Covered814
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038560
Policy instance 1
Insurance contract or identification number038560
Number of Individuals Covered841
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038560
Policy instance 1
Insurance contract or identification number038560
Number of Individuals Covered716
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038560
Policy instance 1
Insurance contract or identification number038560
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038560
Policy instance 1
Insurance contract or identification number038560
Number of Individuals Covered730
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038560
Policy instance 1
Insurance contract or identification number038560
Number of Individuals Covered784
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038560
Policy instance 1
Insurance contract or identification number038560
Number of Individuals Covered858
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31

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