BOARD OF TRUSTEES, IRON WORKERS WELFARE FUND has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : IRON WORKERS WELFARE FUND 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-01 | $416 |
| Total unrealized appreciation/depreciation of assets | 2023-03-01 | $416 |
| Total transfer of assets from this plan | 2023-03-01 | $1,119,602 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-01 | $24,165 |
| Total income from all sources (including contributions) | 2023-03-01 | $97,479 |
| Total loss/gain on sale of assets | 2023-03-01 | $0 |
| Total of all expenses incurred | 2023-03-01 | $283,767 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-01 | $200,968 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-01 | $94,323 |
| Value of total assets at end of year | 2023-03-01 | $0 |
| Value of total assets at beginning of year | 2023-03-01 | $1,330,055 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-01 | $82,799 |
| Total interest from all sources | 2023-03-01 | $2,740 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-03-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-03-01 | $0 |
| Was this plan covered by a fidelity bond | 2023-03-01 | Yes |
| Value of fidelity bond cover | 2023-03-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-03-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-01 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-03-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-03-01 | $9,966 |
| Administrative expenses (other) incurred | 2023-03-01 | $500 |
| Liabilities. Value of operating payables at end of year | 2023-03-01 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2023-03-01 | $14,199 |
| Total non interest bearing cash at end of year | 2023-03-01 | $0 |
| Total non interest bearing cash at beginning of year | 2023-03-01 | $669,430 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-01 | No |
| Value of net income/loss | 2023-03-01 | $-186,288 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-01 | $1,305,890 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-01 | No |
| Investment advisory and management fees | 2023-03-01 | $60,489 |
| Income. Interest from US Government securities | 2023-03-01 | $446 |
| Income. Interest from corporate debt instruments | 2023-03-01 | $2,184 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-01 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-01 | $15,285 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-01 | $15,285 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-03-01 | $110 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-03-01 | $200,968 |
| Asset value of US Government securities at end of year | 2023-03-01 | $0 |
| Asset value of US Government securities at beginning of year | 2023-03-01 | $176,282 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-01 | No |
| Contributions received in cash from employer | 2023-03-01 | $94,323 |
| Employer contributions (assets) at end of year | 2023-03-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-03-01 | $171,759 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-03-01 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-03-01 | $196,618 |
| Contract administrator fees | 2023-03-01 | $7,600 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2023-03-01 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-03-01 | $100,681 |
| Did the plan have assets held for investment | 2023-03-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2023-03-01 | Unqualified |
| Accountancy firm name | 2023-03-01 | WITHUMSMITH+BROWN |
| Accountancy firm EIN | 2023-03-01 | 222027092 |
| 2022 : IRON WORKERS WELFARE FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-15,308 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-15,308 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $24,165 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $292,614 |
| Total income from all sources (including contributions) | 2022-12-31 | $1,824,426 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,916,738 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,732,601 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,835,599 |
| Value of total assets at end of year | 2022-12-31 | $1,330,055 |
| Value of total assets at beginning of year | 2022-12-31 | $1,690,816 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $184,137 |
| Total interest from all sources | 2022-12-31 | $4,135 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $124,249 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $9,966 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $24,134 |
| Administrative expenses (other) incurred | 2022-12-31 | $13,800 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $14,199 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $268,480 |
| Total non interest bearing cash at end of year | 2022-12-31 | $669,430 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $1,479,985 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-92,312 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,305,890 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,398,202 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $488 |
| Income. Interest from US Government securities | 2022-12-31 | $1,593 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $2,344 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $15,285 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $198 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $1,732,601 |
| Asset value of US Government securities at end of year | 2022-12-31 | $176,282 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,835,599 |
| Employer contributions (assets) at end of year | 2022-12-31 | $171,759 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $207,831 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $196,618 |
| Contract administrator fees | 2022-12-31 | $45,600 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $100,681 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $3,000 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WITHUMSMITH+BROWN |
| Accountancy firm EIN | 2022-12-31 | 222027092 |
| 2021 : IRON WORKERS WELFARE FUND 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $292,614 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $31,669 |
| Total income from all sources (including contributions) | 2021-12-31 | $2,079,853 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,548,729 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,386,104 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,079,853 |
| Value of total assets at end of year | 2021-12-31 | $1,690,816 |
| Value of total assets at beginning of year | 2021-12-31 | $898,747 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $162,625 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $106,516 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $500,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $24,134 |
| Administrative expenses (other) incurred | 2021-12-31 | $6,453 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $268,480 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $31,669 |
| Total non interest bearing cash at end of year | 2021-12-31 | $1,479,985 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $221,739 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $531,124 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,398,202 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $867,078 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $1,386,104 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $2,079,853 |
| Employer contributions (assets) at end of year | 2021-12-31 | $207,831 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $177,008 |
| Contract administrator fees | 2021-12-31 | $49,656 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $3,000 |
| Did the plan have assets held for investment | 2021-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | WITHUMSMITH+BROWN |
| Accountancy firm EIN | 2021-12-31 | 222027092 |
| 2020 : IRON WORKERS WELFARE FUND 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $27,819 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $28,828 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,917,756 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $2,188,251 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,058,467 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,917,756 |
| Value of total assets at end of year | 2020-12-31 | $398,747 |
| Value of total assets at beginning of year | 2020-12-31 | $670,251 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $129,784 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $80,665 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $500,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Other income not declared elsewhere | 2020-12-31 | $500,000 |
| Administrative expenses (other) incurred | 2020-12-31 | $9,900 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $27,819 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $28,828 |
| Total non interest bearing cash at end of year | 2020-12-31 | $258,505 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $295,931 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-270,495 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $370,928 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $641,423 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $2,058,467 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,917,756 |
| Employer contributions (assets) at end of year | 2020-12-31 | $140,242 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $374,320 |
| Contract administrator fees | 2020-12-31 | $39,219 |
| Did the plan have assets held for investment | 2020-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | WITHUMSMITH+BROWN |
| Accountancy firm EIN | 2020-12-31 | 222027092 |
| 2019 : IRON WORKERS WELFARE FUND 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $28,828 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $304,800 |
| Expenses. Interest paid | 2019-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,255,141 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $2,250,079 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,145,454 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,255,141 |
| Value of total assets at end of year | 2019-12-31 | $670,251 |
| Value of total assets at beginning of year | 2019-12-31 | $941,161 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $104,625 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $62,016 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $5,532 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $28,828 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $304,800 |
| Total non interest bearing cash at end of year | 2019-12-31 | $295,931 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $781,713 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $5,062 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $641,423 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $636,361 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $2,145,454 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $2,255,141 |
| Employer contributions (assets) at end of year | 2019-12-31 | $374,320 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $159,448 |
| Contract administrator fees | 2019-12-31 | $37,077 |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | WITHUMSMITH+BROWN |
| Accountancy firm EIN | 2019-12-31 | 222027092 |
| 2018 : IRON WORKERS WELFARE FUND 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $304,800 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $344,557 |
| Expenses. Interest paid | 2018-12-31 | $3,801 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $3,801 |
| Total income from all sources (including contributions) | 2018-12-31 | $2,031,096 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $1,804,545 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,720,696 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,031,096 |
| Value of total assets at end of year | 2018-12-31 | $941,161 |
| Value of total assets at beginning of year | 2018-12-31 | $754,367 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $80,048 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $38,126 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $187,584 |
| Administrative expenses (other) incurred | 2018-12-31 | $4,842 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $304,800 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $156,973 |
| Total non interest bearing cash at end of year | 2018-12-31 | $781,713 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $571,205 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $226,551 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $636,361 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $409,810 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,720,696 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $2,031,096 |
| Employer contributions (assets) at end of year | 2018-12-31 | $159,448 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $183,162 |
| Contract administrator fees | 2018-12-31 | $37,080 |
| Did the plan have assets held for investment | 2018-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | WITHUMSMITH+BROWN |
| Accountancy firm EIN | 2018-12-31 | 222027092 |
| 2017 : IRON WORKERS WELFARE FUND 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $338,558 |
| Total plan liabilities at beginning of year | 2017-12-31 | $310,011 |
| Total income from all sources | 2017-12-31 | $1,748,586 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,341,861 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,233,425 |
| Total plan assets at end of year | 2017-12-31 | $754,367 |
| Total plan assets at beginning of year | 2017-12-31 | $319,095 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $18,811 |
| Net income (gross income less expenses) | 2017-12-31 | $406,725 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $415,809 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,084 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $1,748,586 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $89,625 |
| 2016 : IRON WORKERS WELFARE FUND 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $310,011 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $186,307 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $177,223 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $161,211 |
| Total plan assets at end of year | 2016-12-31 | $319,095 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $10,012 |
| Net income (gross income less expenses) | 2016-12-31 | $9,084 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $9,084 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $186,307 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,000 |
