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IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 401k Plan overview

Plan NameIRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST
Plan identification number 501

IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

IRONWORKERS INTERMOUNTAIN HEALTH & WELFARE TRUST has sponsored the creation of one or more 401k plans.

Company Name:IRONWORKERS INTERMOUNTAIN HEALTH & WELFARE TRUST
Employer identification number (EIN):876123188
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-11-01
5012020-11-01
5012019-11-01
5012018-11-01
5012017-11-01
5012016-11-01MIKE MCDONALD
5012016-11-01
5012015-11-01MIKE MCDONALD
5012014-11-01MIKE MCDONALD
5012013-11-01MIKE MCDONALD
5012012-11-01MIKE MCDONALD
5012011-11-01MIKE MCDONALD
5012010-11-01MIKE MCDONALD
5012009-11-01MIKE MCDONALD
5012008-11-01

Plan Statistics for IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST

401k plan membership statisitcs for IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST

Measure Date Value
2021: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2021 401k membership
Total participants, beginning-of-year2021-11-011,506
Total number of active participants reported on line 7a of the Form 55002021-11-011,404
Number of retired or separated participants receiving benefits2021-11-0174
Total of all active and inactive participants2021-11-011,478
Total participants2021-11-011,478
Number of employers contributing to the scheme2021-11-01206
2020: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2020 401k membership
Total participants, beginning-of-year2020-11-011,520
Total number of active participants reported on line 7a of the Form 55002020-11-011,426
Number of retired or separated participants receiving benefits2020-11-0180
Total of all active and inactive participants2020-11-011,506
Total participants2020-11-011,506
Number of employers contributing to the scheme2020-11-01218
2019: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2019 401k membership
Total participants, beginning-of-year2019-11-011,461
Total number of active participants reported on line 7a of the Form 55002019-11-011,437
Number of retired or separated participants receiving benefits2019-11-0183
Total of all active and inactive participants2019-11-011,520
Total participants2019-11-011,520
Number of employers contributing to the scheme2019-11-01190
2018: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-11-011,618
Total number of active participants reported on line 7a of the Form 55002018-11-011,461
Number of retired or separated participants receiving benefits2018-11-0186
Total of all active and inactive participants2018-11-011,547
Total participants2018-11-011,547
Number of employers contributing to the scheme2018-11-01220
2017: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-11-011,544
Total number of active participants reported on line 7a of the Form 55002017-11-011,503
Number of retired or separated participants receiving benefits2017-11-01115
Total of all active and inactive participants2017-11-011,618
Total participants2017-11-011,618
Number of employers contributing to the scheme2017-11-01214
2016: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-11-011,418
Total number of active participants reported on line 7a of the Form 55002016-11-011,417
Number of retired or separated participants receiving benefits2016-11-01127
Total of all active and inactive participants2016-11-011,544
Total participants2016-11-011,544
Number of employers contributing to the scheme2016-11-01197
2015: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-11-011,382
Total number of active participants reported on line 7a of the Form 55002015-11-011,276
Number of retired or separated participants receiving benefits2015-11-01142
Number of other retired or separated participants entitled to future benefits2015-11-010
Total of all active and inactive participants2015-11-011,418
Number of employers contributing to the scheme2015-11-01221
2014: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-11-011,382
Total number of active participants reported on line 7a of the Form 55002014-11-011,382
Number of retired or separated participants receiving benefits2014-11-01146
Number of other retired or separated participants entitled to future benefits2014-11-010
Total of all active and inactive participants2014-11-011,528
Number of employers contributing to the scheme2014-11-01222
2013: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-11-011,280
Total number of active participants reported on line 7a of the Form 55002013-11-011,382
Number of retired or separated participants receiving benefits2013-11-01122
Total of all active and inactive participants2013-11-011,504
Number of employers contributing to the scheme2013-11-01201
2012: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-11-011,301
Total number of active participants reported on line 7a of the Form 55002012-11-011,280
Number of retired or separated participants receiving benefits2012-11-01120
Total of all active and inactive participants2012-11-011,400
Number of employers contributing to the scheme2012-11-01235
2011: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-11-011,332
Total number of active participants reported on line 7a of the Form 55002011-11-011,301
Number of retired or separated participants receiving benefits2011-11-01317
Total of all active and inactive participants2011-11-011,618
Number of employers contributing to the scheme2011-11-01225
2010: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2010 401k membership
Total participants, beginning-of-year2010-11-011,398
Total number of active participants reported on line 7a of the Form 55002010-11-011,332
Number of retired or separated participants receiving benefits2010-11-01317
Total of all active and inactive participants2010-11-011,649
2009: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-11-012,229
Total number of active participants reported on line 7a of the Form 55002009-11-011,398
Number of retired or separated participants receiving benefits2009-11-01313
Total of all active and inactive participants2009-11-011,711

Financial Data on IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST

Measure Date Value
2022 : IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$7,788,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$7,639,241
Total income from all sources (including contributions)2022-10-31$15,597,502
Total of all expenses incurred2022-10-31$17,100,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$15,663,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$18,664,354
Value of total assets at end of year2022-10-31$33,523,734
Value of total assets at beginning of year2022-10-31$34,877,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$1,437,350
Total interest from all sources2022-10-31$350,000
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$195,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-10-31$195,833
Administrative expenses professional fees incurred2022-10-31$340,638
Was this plan covered by a fidelity bond2022-10-31No
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$865,799
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-10-31$268,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-31$453,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-10-31$4,962,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-10-31$4,356,187
Other income not declared elsewhere2022-10-31$394,577
Administrative expenses (other) incurred2022-10-31$632,942
Liabilities. Value of operating payables at end of year2022-10-31$701,352
Liabilities. Value of operating payables at beginning of year2022-10-31$798,554
Total non interest bearing cash at end of year2022-10-31$4,531,490
Total non interest bearing cash at beginning of year2022-10-31$2,596,799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-1,503,263
Value of net assets at end of year (total assets less liabilities)2022-10-31$25,734,909
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$27,238,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Assets. partnership/joint venture interests at end of year2022-10-31$2,847,878
Assets. partnership/joint venture interests at beginning of year2022-10-31$2,948,387
Investment advisory and management fees2022-10-31$33,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-10-31$8,817,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-10-31$26,865,635
Value of interest in pooled separate accounts at end of year2022-10-31$0
Income. Interest from corporate debt instruments2022-10-31$349,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-10-31$223,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-10-31$7,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-10-31$7,893
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-31$344
Expenses. Payments to insurance carriers foe the provision of benefits2022-10-31$862,364
Asset value of US Government securities at end of year2022-10-31$7,117,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-4,007,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$17,798,555
Employer contributions (assets) at end of year2022-10-31$2,463,347
Employer contributions (assets) at beginning of year2022-10-31$1,999,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$14,801,051
Asset. Corporate debt instrument debt (other) at end of year2022-10-31$7,247,482
Contract administrator fees2022-10-31$429,854
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-10-31No
Liabilities. Value of benefit claims payable at end of year2022-10-31$2,124,600
Liabilities. Value of benefit claims payable at beginning of year2022-10-31$2,484,500
Assets. Value of buildings and other operty used in plan operation at end of year2022-10-31$5,866
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-10-31$5,866
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31HAYNIE & COMPANY
Accountancy firm EIN2022-10-31870328572
2021 : IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$7,639,241
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$6,434,912
Total income from all sources (including contributions)2021-10-31$20,883,443
Total of all expenses incurred2021-10-31$19,350,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$17,916,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$18,980,557
Value of total assets at end of year2021-10-31$34,877,413
Value of total assets at beginning of year2021-10-31$32,140,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$1,434,069
Total interest from all sources2021-10-31$16,049
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$268,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-10-31$268,759
Administrative expenses professional fees incurred2021-10-31$273,482
Was this plan covered by a fidelity bond2021-10-31No
If this is an individual account plan, was there a blackout period2021-10-31No
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Contributions received from participants2021-10-31$1,019,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-10-31$4,356,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-10-31$3,424,509
Other income not declared elsewhere2021-10-31$489,407
Administrative expenses (other) incurred2021-10-31$713,093
Liabilities. Value of operating payables at end of year2021-10-31$798,554
Liabilities. Value of operating payables at beginning of year2021-10-31$1,244,503
Total non interest bearing cash at end of year2021-10-31$2,596,799
Total non interest bearing cash at beginning of year2021-10-31$2,114,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$1,532,731
Value of net assets at end of year (total assets less liabilities)2021-10-31$27,238,172
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$25,705,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Assets. partnership/joint venture interests at end of year2021-10-31$2,948,387
Assets. partnership/joint venture interests at beginning of year2021-10-31$2,732,350
Investment advisory and management fees2021-10-31$12,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-31$26,865,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-31$24,684,242
Value of interest in pooled separate accounts at end of year2021-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-10-31$7,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-10-31$7,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-10-31$7,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-10-31$16,049
Expenses. Payments to insurance carriers foe the provision of benefits2021-10-31$931,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-31$1,128,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Contributions received in cash from employer2021-10-31$17,960,701
Employer contributions (assets) at end of year2021-10-31$2,452,833
Employer contributions (assets) at beginning of year2021-10-31$2,527,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$16,985,410
Contract administrator fees2021-10-31$435,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-10-31No
Liabilities. Value of benefit claims payable at end of year2021-10-31$2,484,500
Liabilities. Value of benefit claims payable at beginning of year2021-10-31$1,765,900
Assets. Value of buildings and other operty used in plan operation at end of year2021-10-31$5,866
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-10-31$74,525
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Unqualified
Accountancy firm name2021-10-31HAYNIE & COMPANY
Accountancy firm EIN2021-10-31870328572
2020 : IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-10-31$-135,663
Total unrealized appreciation/depreciation of assets2020-10-31$-135,663
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$6,434,912
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$5,071,871
Total income from all sources (including contributions)2020-10-31$20,523,820
Total loss/gain on sale of assets2020-10-31$72,176
Total of all expenses incurred2020-10-31$18,613,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$17,116,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$19,540,123
Value of total assets at end of year2020-10-31$32,140,353
Value of total assets at beginning of year2020-10-31$28,867,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$1,496,790
Total interest from all sources2020-10-31$70,504
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$381,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-10-31$381,273
Administrative expenses professional fees incurred2020-10-31$311,763
Was this plan covered by a fidelity bond2020-10-31No
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Contributions received from participants2020-10-31$949,068
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-10-31$21,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-10-31$3,424,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-10-31$2,435,066
Other income not declared elsewhere2020-10-31$16,158
Administrative expenses (other) incurred2020-10-31$783,730
Liabilities. Value of operating payables at end of year2020-10-31$1,244,503
Liabilities. Value of operating payables at beginning of year2020-10-31$832,405
Total non interest bearing cash at end of year2020-10-31$2,114,220
Total non interest bearing cash at beginning of year2020-10-31$4,044,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$1,910,166
Value of net assets at end of year (total assets less liabilities)2020-10-31$25,705,441
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$23,795,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Investment advisory and management fees2020-10-31$20,436
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-10-31$27,416,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-10-31$9,387,504
Value of interest in pooled separate accounts at end of year2020-10-31$0
Income. Interest from US Government securities2020-10-31$29,489
Income. Interest from corporate debt instruments2020-10-31$30,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-10-31$7,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-10-31$2,234,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-10-31$2,234,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-10-31$10,984
Expenses. Payments to insurance carriers foe the provision of benefits2020-10-31$940,682
Asset value of US Government securities at beginning of year2020-10-31$3,990,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-10-31$579,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$18,591,055
Employer contributions (assets) at end of year2020-10-31$2,527,126
Employer contributions (assets) at beginning of year2020-10-31$2,331,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$16,176,182
Asset. Corporate debt instrument debt (other) at beginning of year2020-10-31$6,852,140
Contract administrator fees2020-10-31$380,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-10-31No
Liabilities. Value of benefit claims payable at end of year2020-10-31$1,765,900
Liabilities. Value of benefit claims payable at beginning of year2020-10-31$1,804,400
Assets. Value of buildings and other operty used in plan operation at end of year2020-10-31$74,525
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-10-31$5,866
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Aggregate proceeds on sale of assets2020-10-31$13,101,637
Aggregate carrying amount (costs) on sale of assets2020-10-31$13,029,461
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31No
Opinion of an independent qualified public accountant for this plan2020-10-31Unqualified
Accountancy firm name2020-10-31HAYNIE & COMPANY
Accountancy firm EIN2020-10-31870328572
2019 : IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-10-31$174,093
Total unrealized appreciation/depreciation of assets2019-10-31$174,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$5,071,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$4,488,969
Total income from all sources (including contributions)2019-10-31$21,260,571
Total loss/gain on sale of assets2019-10-31$6,709
Total of all expenses incurred2019-10-31$17,429,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$15,870,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$19,917,344
Value of total assets at end of year2019-10-31$28,867,146
Value of total assets at beginning of year2019-10-31$24,453,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$1,559,188
Total interest from all sources2019-10-31$234,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Administrative expenses professional fees incurred2019-10-31$279,850
Was this plan covered by a fidelity bond2019-10-31No
If this is an individual account plan, was there a blackout period2019-10-31No
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Contributions received from participants2019-10-31$1,018,520
Income. Received or receivable in cash from other sources (including rollovers)2019-10-31$7,940
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-10-31$21,125
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-10-31$78,381
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-10-31$2,435,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-10-31$1,556,605
Other income not declared elsewhere2019-10-31$16,706
Administrative expenses (other) incurred2019-10-31$855,736
Liabilities. Value of operating payables at end of year2019-10-31$832,405
Liabilities. Value of operating payables at beginning of year2019-10-31$887,464
Total non interest bearing cash at end of year2019-10-31$4,044,425
Total non interest bearing cash at beginning of year2019-10-31$2,755,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$3,831,084
Value of net assets at end of year (total assets less liabilities)2019-10-31$23,795,275
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$19,964,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Investment advisory and management fees2019-10-31$30,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-10-31$9,387,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-10-31$12,026,758
Value of interest in pooled separate accounts at end of year2019-10-31$0
Income. Interest from US Government securities2019-10-31$41,754
Income. Interest from corporate debt instruments2019-10-31$178,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-10-31$2,234,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-10-31$1,388,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-10-31$1,388,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-10-31$14,553
Expenses. Payments to insurance carriers foe the provision of benefits2019-10-31$899,507
Asset value of US Government securities at end of year2019-10-31$3,990,507
Asset value of US Government securities at beginning of year2019-10-31$1,801,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-10-31$911,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$18,890,884
Employer contributions (assets) at end of year2019-10-31$2,331,571
Employer contributions (assets) at beginning of year2019-10-31$2,483,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$14,970,792
Asset. Corporate debt instrument debt (other) at end of year2019-10-31$6,852,140
Asset. Corporate debt instrument debt (other) at beginning of year2019-10-31$3,913,294
Contract administrator fees2019-10-31$393,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-10-31No
Liabilities. Value of benefit claims payable at end of year2019-10-31$1,804,400
Liabilities. Value of benefit claims payable at beginning of year2019-10-31$2,044,900
Assets. Value of buildings and other operty used in plan operation at end of year2019-10-31$5,866
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-10-31$5,866
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Aggregate proceeds on sale of assets2019-10-31$8,856,444
Aggregate carrying amount (costs) on sale of assets2019-10-31$8,849,735
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31No
Opinion of an independent qualified public accountant for this plan2019-10-31Unqualified
Accountancy firm name2019-10-31HAYNIE & COMPANY
Accountancy firm EIN2019-10-31870328572
2018 : IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-10-31$-50,362
Total unrealized appreciation/depreciation of assets2018-10-31$-50,362
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$4,488,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$3,648,418
Total income from all sources (including contributions)2018-10-31$22,520,670
Total loss/gain on sale of assets2018-10-31$-13,870
Total of all expenses incurred2018-10-31$17,856,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$16,442,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$22,064,970
Value of total assets at end of year2018-10-31$24,453,160
Value of total assets at beginning of year2018-10-31$18,948,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$1,413,959
Total interest from all sources2018-10-31$138,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Administrative expenses professional fees incurred2018-10-31$276,392
Was this plan covered by a fidelity bond2018-10-31No
If this is an individual account plan, was there a blackout period2018-10-31No
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Contributions received from participants2018-10-31$1,237,876
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-10-31$78,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-10-31$223,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-10-31$1,556,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-10-31$1,157,635
Other income not declared elsewhere2018-10-31$590,496
Administrative expenses (other) incurred2018-10-31$733,317
Liabilities. Value of operating payables at end of year2018-10-31$887,464
Liabilities. Value of operating payables at beginning of year2018-10-31$945,683
Total non interest bearing cash at end of year2018-10-31$2,755,352
Total non interest bearing cash at beginning of year2018-10-31$2,084,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$4,664,151
Value of net assets at end of year (total assets less liabilities)2018-10-31$19,964,191
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$15,300,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Investment advisory and management fees2018-10-31$23,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-10-31$12,026,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-10-31$7,486,170
Income. Interest from US Government securities2018-10-31$19,975
Income. Interest from corporate debt instruments2018-10-31$112,258
Value of interest in common/collective trusts at end of year2018-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-10-31$1,388,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-10-31$861,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-10-31$861,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$6,616
Expenses. Payments to insurance carriers foe the provision of benefits2018-10-31$874,664
Asset value of US Government securities at end of year2018-10-31$1,801,878
Asset value of US Government securities at beginning of year2018-10-31$2,125,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-10-31$-209,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$20,827,094
Employer contributions (assets) at end of year2018-10-31$2,483,217
Employer contributions (assets) at beginning of year2018-10-31$2,257,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$15,567,896
Asset. Corporate debt instrument debt (other) at end of year2018-10-31$3,913,294
Asset. Corporate debt instrument debt (other) at beginning of year2018-10-31$3,904,467
Contract administrator fees2018-10-31$380,593
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-10-31No
Liabilities. Value of benefit claims payable at end of year2018-10-31$2,044,900
Liabilities. Value of benefit claims payable at beginning of year2018-10-31$1,545,100
Assets. Value of buildings and other operty used in plan operation at end of year2018-10-31$5,866
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-10-31$5,400
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Aggregate proceeds on sale of assets2018-10-31$10,375,842
Aggregate carrying amount (costs) on sale of assets2018-10-31$10,389,712
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31No
Opinion of an independent qualified public accountant for this plan2018-10-31Unqualified
Accountancy firm name2018-10-31HAYNIE & COMPANY
Accountancy firm EIN2018-10-31870328572
2017 : IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-10-31$-16,733
Total unrealized appreciation/depreciation of assets2017-10-31$-16,733
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$3,648,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$4,088,676
Total income from all sources (including contributions)2017-10-31$20,892,441
Total loss/gain on sale of assets2017-10-31$-6,264
Total of all expenses incurred2017-10-31$18,349,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$16,858,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$19,476,663
Value of total assets at end of year2017-10-31$18,948,458
Value of total assets at beginning of year2017-10-31$16,845,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$1,132,078
Total interest from all sources2017-10-31$112,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Administrative expenses professional fees incurred2017-10-31$280,386
Was this plan covered by a fidelity bond2017-10-31No
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Contributions received from participants2017-10-31$1,300,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-10-31$223,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-10-31$395,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-10-31$1,157,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-10-31$1,060,946
Other income not declared elsewhere2017-10-31$1,045,899
Administrative expenses (other) incurred2017-10-31$828,834
Liabilities. Value of operating payables at end of year2017-10-31$945,683
Liabilities. Value of operating payables at beginning of year2017-10-31$936,530
Total non interest bearing cash at end of year2017-10-31$2,084,056
Total non interest bearing cash at beginning of year2017-10-31$1,831,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$2,543,218
Value of net assets at end of year (total assets less liabilities)2017-10-31$15,300,040
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$12,756,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Investment advisory and management fees2017-10-31$22,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-10-31$7,486,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-10-31$7,505,909
Income. Interest from US Government securities2017-10-31$18,504
Income. Interest from corporate debt instruments2017-10-31$89,227
Value of interest in common/collective trusts at end of year2017-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-10-31$861,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-10-31$551,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-10-31$551,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-31$4,850
Expenses. Payments to insurance carriers foe the provision of benefits2017-10-31$758,634
Asset value of US Government securities at end of year2017-10-31$2,125,986
Asset value of US Government securities at beginning of year2017-10-31$1,777,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-10-31$280,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31Yes
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$18,175,822
Employer contributions (assets) at end of year2017-10-31$2,257,146
Employer contributions (assets) at beginning of year2017-10-31$2,085,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$16,100,132
Asset. Corporate debt instrument debt (other) at end of year2017-10-31$3,904,467
Asset. Corporate debt instrument debt (other) at beginning of year2017-10-31$2,691,972
Contract administrator fees2017-10-31$358,379
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-10-31No
Liabilities. Value of benefit claims payable at end of year2017-10-31$1,545,100
Liabilities. Value of benefit claims payable at beginning of year2017-10-31$2,091,200
Assets. Value of buildings and other operty used in plan operation at end of year2017-10-31$5,400
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-10-31$6,310
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Aggregate proceeds on sale of assets2017-10-31$7,718,253
Aggregate carrying amount (costs) on sale of assets2017-10-31$7,724,517
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31No
Opinion of an independent qualified public accountant for this plan2017-10-31Unqualified
Accountancy firm name2017-10-31HAYNIE & COMPANY
Accountancy firm EIN2017-10-31870328572
2016 : IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-10-31$85,568
Total unrealized appreciation/depreciation of assets2016-10-31$85,568
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$4,088,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$5,263,398
Total income from all sources (including contributions)2016-10-31$18,330,403
Total loss/gain on sale of assets2016-10-31$-67,732
Total of all expenses incurred2016-10-31$17,723,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$16,202,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$18,340,614
Value of total assets at end of year2016-10-31$16,845,498
Value of total assets at beginning of year2016-10-31$17,413,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$1,520,924
Total interest from all sources2016-10-31$93,913
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$229,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-10-31$229,242
Administrative expenses professional fees incurred2016-10-31$273,444
Was this plan covered by a fidelity bond2016-10-31No
If this is an individual account plan, was there a blackout period2016-10-31No
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Contributions received from participants2016-10-31$1,486,507
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-10-31$395,156
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-10-31$504,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-10-31$1,060,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-10-31$1,010,567
Other income not declared elsewhere2016-10-31$377,358
Administrative expenses (other) incurred2016-10-31$864,717
Liabilities. Value of operating payables at end of year2016-10-31$936,530
Liabilities. Value of operating payables at beginning of year2016-10-31$938,531
Total non interest bearing cash at end of year2016-10-31$1,831,511
Total non interest bearing cash at beginning of year2016-10-31$2,501,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$607,057
Value of net assets at end of year (total assets less liabilities)2016-10-31$12,756,822
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$12,149,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Investment advisory and management fees2016-10-31$20,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-10-31$7,505,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-10-31$6,305,177
Income. Interest from US Government securities2016-10-31$17,692
Income. Interest from corporate debt instruments2016-10-31$69,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-10-31$551,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-31$704,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-31$704,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-31$6,783
Expenses. Payments to insurance carriers foe the provision of benefits2016-10-31$743,819
Asset value of US Government securities at end of year2016-10-31$1,777,211
Asset value of US Government securities at beginning of year2016-10-31$1,602,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-10-31$-728,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$16,854,107
Employer contributions (assets) at end of year2016-10-31$2,085,521
Employer contributions (assets) at beginning of year2016-10-31$2,121,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$15,458,603
Asset. Corporate debt instrument debt (other) at end of year2016-10-31$2,691,972
Asset. Corporate debt instrument debt (other) at beginning of year2016-10-31$3,606,369
Contract administrator fees2016-10-31$362,464
Liabilities. Value of benefit claims payable at end of year2016-10-31$2,091,200
Liabilities. Value of benefit claims payable at beginning of year2016-10-31$3,314,300
Assets. Value of buildings and other operty used in plan operation at end of year2016-10-31$6,310
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-10-31$66,093
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Aggregate proceeds on sale of assets2016-10-31$6,411,794
Aggregate carrying amount (costs) on sale of assets2016-10-31$6,479,526
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31No
Opinion of an independent qualified public accountant for this plan2016-10-31Unqualified
Accountancy firm name2016-10-31ROBISON, HILL & CO.
Accountancy firm EIN2016-10-31870328572
2015 : IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-10-31$31,954
Total unrealized appreciation/depreciation of assets2015-10-31$31,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$5,263,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$5,223,525
Total income from all sources (including contributions)2015-10-31$18,911,691
Total loss/gain on sale of assets2015-10-31$-75,618
Total of all expenses incurred2015-10-31$18,510,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$16,977,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$18,152,738
Value of total assets at end of year2015-10-31$17,413,163
Value of total assets at beginning of year2015-10-31$16,971,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$1,532,269
Total interest from all sources2015-10-31$119,229
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$245,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-10-31$245,103
Administrative expenses professional fees incurred2015-10-31$230,744
Was this plan covered by a fidelity bond2015-10-31No
If this is an individual account plan, was there a blackout period2015-10-31No
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Contributions received from participants2015-10-31$1,464,059
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-10-31$504,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-10-31$270,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-10-31$1,010,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-10-31$883,123
Other income not declared elsewhere2015-10-31$1,232,692
Administrative expenses (other) incurred2015-10-31$924,287
Liabilities. Value of operating payables at end of year2015-10-31$938,531
Liabilities. Value of operating payables at beginning of year2015-10-31$985,751
Total non interest bearing cash at end of year2015-10-31$2,501,677
Total non interest bearing cash at beginning of year2015-10-31$1,770,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$401,498
Value of net assets at end of year (total assets less liabilities)2015-10-31$12,149,765
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$11,748,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Investment advisory and management fees2015-10-31$22,755
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-10-31$6,305,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-10-31$6,054,479
Income. Interest from US Government securities2015-10-31$8,619
Income. Interest from corporate debt instruments2015-10-31$101,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-31$704,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-31$183,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-31$183,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-31$9,076
Expenses. Payments to insurance carriers foe the provision of benefits2015-10-31$725,654
Asset value of US Government securities at end of year2015-10-31$1,602,604
Asset value of US Government securities at beginning of year2015-10-31$904,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-10-31$-794,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$16,688,679
Employer contributions (assets) at end of year2015-10-31$2,121,469
Employer contributions (assets) at beginning of year2015-10-31$2,029,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$16,252,270
Asset. Corporate debt instrument debt (other) at end of year2015-10-31$3,606,369
Asset. Corporate debt instrument debt (other) at beginning of year2015-10-31$5,753,203
Contract administrator fees2015-10-31$354,483
Liabilities. Value of benefit claims payable at end of year2015-10-31$3,314,300
Liabilities. Value of benefit claims payable at beginning of year2015-10-31$3,354,651
Assets. Value of buildings and other operty used in plan operation at end of year2015-10-31$66,093
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-10-31$5,230
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Aggregate proceeds on sale of assets2015-10-31$8,990,051
Aggregate carrying amount (costs) on sale of assets2015-10-31$9,065,669
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31No
Opinion of an independent qualified public accountant for this plan2015-10-31Unqualified
Accountancy firm name2015-10-31ROBISON, HILL & CO.
Accountancy firm EIN2015-10-31870328572
2014 : IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-10-31$-1,726
Total unrealized appreciation/depreciation of assets2014-10-31$-1,726
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$5,223,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$3,905,521
Total income from all sources (including contributions)2014-10-31$17,496,623
Total loss/gain on sale of assets2014-10-31$-76,787
Total of all expenses incurred2014-10-31$19,687,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$18,239,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$16,899,729
Value of total assets at end of year2014-10-31$16,971,792
Value of total assets at beginning of year2014-10-31$17,844,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$1,448,596
Total interest from all sources2014-10-31$172,344
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$304,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-10-31$304,460
Administrative expenses professional fees incurred2014-10-31$275,752
Was this plan covered by a fidelity bond2014-10-31No
If this is an individual account plan, was there a blackout period2014-10-31No
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Contributions received from participants2014-10-31$2,061,366
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-10-31$270,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-10-31$273,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-10-31$883,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-10-31$772,722
Other income not declared elsewhere2014-10-31$239,665
Administrative expenses (other) incurred2014-10-31$769,156
Liabilities. Value of operating payables at end of year2014-10-31$985,751
Liabilities. Value of operating payables at beginning of year2014-10-31$755,394
Total non interest bearing cash at end of year2014-10-31$1,770,047
Total non interest bearing cash at beginning of year2014-10-31$2,503,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$-2,191,131
Value of net assets at end of year (total assets less liabilities)2014-10-31$11,748,267
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$13,939,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Investment advisory and management fees2014-10-31$25,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-10-31$6,054,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-10-31$6,940,966
Income. Interest from US Government securities2014-10-31$11,090
Income. Interest from corporate debt instruments2014-10-31$151,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-31$183,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-31$557,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-31$557,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$9,935
Expenses. Payments to insurance carriers foe the provision of benefits2014-10-31$774,027
Asset value of US Government securities at end of year2014-10-31$904,911
Asset value of US Government securities at beginning of year2014-10-31$581,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-10-31$-41,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31Yes
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$14,838,363
Employer contributions (assets) at end of year2014-10-31$2,029,800
Employer contributions (assets) at beginning of year2014-10-31$1,668,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$17,465,131
Asset. Corporate debt instrument debt (other) at end of year2014-10-31$5,753,203
Asset. Corporate debt instrument debt (other) at beginning of year2014-10-31$5,312,205
Contract administrator fees2014-10-31$378,666
Liabilities. Value of benefit claims payable at end of year2014-10-31$3,354,651
Liabilities. Value of benefit claims payable at beginning of year2014-10-31$2,377,405
Assets. Value of buildings and other operty used in plan operation at end of year2014-10-31$5,230
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-10-31$6,031
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Aggregate proceeds on sale of assets2014-10-31$6,403,360
Aggregate carrying amount (costs) on sale of assets2014-10-31$6,480,147
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31No
Opinion of an independent qualified public accountant for this plan2014-10-31Unqualified
Accountancy firm name2014-10-31ROBISON, HILL & CO.
Accountancy firm EIN2014-10-31870328572
2013 : IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-10-31$-37,598
Total unrealized appreciation/depreciation of assets2013-10-31$-37,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$3,905,520
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$2,885,709
Total income from all sources (including contributions)2013-10-31$15,879,479
Total loss/gain on sale of assets2013-10-31$-109,994
Total of all expenses incurred2013-10-31$16,749,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$15,424,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$15,303,106
Value of total assets at end of year2013-10-31$17,844,919
Value of total assets at beginning of year2013-10-31$17,694,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$1,325,000
Total interest from all sources2013-10-31$234,012
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$344,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-10-31$344,747
Administrative expenses professional fees incurred2013-10-31$242,177
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$500,000
If this is an individual account plan, was there a blackout period2013-10-31No
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Contributions received from participants2013-10-31$2,041,896
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-10-31$273,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-10-31$641,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-10-31$772,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-10-31$596,765
Other income not declared elsewhere2013-10-31$255,993
Administrative expenses (other) incurred2013-10-31$680,184
Liabilities. Value of operating payables at end of year2013-10-31$755,393
Liabilities. Value of operating payables at beginning of year2013-10-31$881,133
Total non interest bearing cash at end of year2013-10-31$2,503,535
Total non interest bearing cash at beginning of year2013-10-31$2,039,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$-869,635
Value of net assets at end of year (total assets less liabilities)2013-10-31$13,939,399
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$14,809,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Investment advisory and management fees2013-10-31$31,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-10-31$6,940,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-10-31$5,207,005
Income. Interest from US Government securities2013-10-31$15,483
Income. Interest from corporate debt instruments2013-10-31$213,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-10-31$557,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-31$512,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-31$512,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-31$5,419
Expenses. Payments to insurance carriers foe the provision of benefits2013-10-31$743,075
Asset value of US Government securities at end of year2013-10-31$581,716
Asset value of US Government securities at beginning of year2013-10-31$2,060,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-10-31$-110,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31Yes
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$13,261,210
Employer contributions (assets) at end of year2013-10-31$1,668,637
Employer contributions (assets) at beginning of year2013-10-31$1,442,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$14,681,039
Asset. Corporate debt instrument debt (other) at end of year2013-10-31$5,312,205
Asset. Corporate debt instrument debt (other) at beginning of year2013-10-31$5,783,421
Contract administrator fees2013-10-31$370,910
Liabilities. Value of benefit claims payable at end of year2013-10-31$2,377,405
Liabilities. Value of benefit claims payable at beginning of year2013-10-31$1,407,811
Assets. Value of buildings and other operty used in plan operation at end of year2013-10-31$6,031
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-10-31$7,625
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Aggregate proceeds on sale of assets2013-10-31$9,919,085
Aggregate carrying amount (costs) on sale of assets2013-10-31$10,029,079
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31No
Opinion of an independent qualified public accountant for this plan2013-10-31Unqualified
Accountancy firm name2013-10-31ROBISON, HILL & CO.
Accountancy firm EIN2013-10-31870328572
2012 : IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-10-31$201,491
Total unrealized appreciation/depreciation of assets2012-10-31$201,491
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$2,763,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$3,579,511
Total income from all sources (including contributions)2012-10-31$16,313,521
Total loss/gain on sale of assets2012-10-31$-87,452
Total of all expenses incurred2012-10-31$16,384,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$15,191,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$14,459,816
Value of total assets at end of year2012-10-31$17,694,743
Value of total assets at beginning of year2012-10-31$18,581,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$1,193,179
Total interest from all sources2012-10-31$305,833
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$338,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-10-31$338,897
Administrative expenses professional fees incurred2012-10-31$261,924
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$500,000
If this is an individual account plan, was there a blackout period2012-10-31No
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Contributions received from participants2012-10-31$2,127,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-10-31$641,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-10-31$323,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-10-31$596,765
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-10-31$365,868
Other income not declared elsewhere2012-10-31$1,094,936
Administrative expenses (other) incurred2012-10-31$540,994
Liabilities. Value of operating payables at end of year2012-10-31$881,133
Liabilities. Value of operating payables at beginning of year2012-10-31$506,481
Total non interest bearing cash at end of year2012-10-31$2,039,252
Total non interest bearing cash at beginning of year2012-10-31$2,023,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$-70,889
Value of net assets at end of year (total assets less liabilities)2012-10-31$14,931,406
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$15,002,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Investment advisory and management fees2012-10-31$25,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-10-31$5,207,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-10-31$5,336,764
Income. Interest from US Government securities2012-10-31$22,104
Income. Interest from corporate debt instruments2012-10-31$274,206
Value of interest in common/collective trusts at beginning of year2012-10-31$682,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-10-31$512,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-31$1,168,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-31$1,168,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$9,523
Expenses. Payments to insurance carriers foe the provision of benefits2012-10-31$826,943
Asset value of US Government securities at end of year2012-10-31$2,060,783
Asset value of US Government securities at beginning of year2012-10-31$1,403,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31Yes
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$12,332,216
Employer contributions (assets) at end of year2012-10-31$1,442,953
Employer contributions (assets) at beginning of year2012-10-31$1,541,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$14,364,288
Asset. Corporate debt instrument debt (other) at end of year2012-10-31$5,783,421
Asset. Corporate debt instrument debt (other) at beginning of year2012-10-31$6,092,005
Contract administrator fees2012-10-31$365,035
Liabilities. Value of benefit claims payable at end of year2012-10-31$1,285,439
Liabilities. Value of benefit claims payable at beginning of year2012-10-31$2,707,162
Assets. Value of buildings and other operty used in plan operation at end of year2012-10-31$7,625
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-10-31$9,666
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Aggregate proceeds on sale of assets2012-10-31$12,992,967
Aggregate carrying amount (costs) on sale of assets2012-10-31$13,080,419
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31No
Opinion of an independent qualified public accountant for this plan2012-10-31Unqualified
Accountancy firm name2012-10-31ROBISON, HILL & CO.
Accountancy firm EIN2012-10-31870328572
2011 : IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-10-31$-383,757
Total unrealized appreciation/depreciation of assets2011-10-31$-383,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$3,213,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$3,334,767
Total income from all sources (including contributions)2011-10-31$14,403,303
Total loss/gain on sale of assets2011-10-31$-180,793
Total of all expenses incurred2011-10-31$17,786,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$16,487,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$13,338,784
Value of total assets at end of year2011-10-31$18,581,806
Value of total assets at beginning of year2011-10-31$22,085,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$1,298,626
Total interest from all sources2011-10-31$329,514
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$389,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-10-31$389,752
Administrative expenses professional fees incurred2011-10-31$264,682
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$500,000
If this is an individual account plan, was there a blackout period2011-10-31No
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Contributions received from participants2011-10-31$2,063,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-10-31$323,520
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-10-31$439,084
Other income not declared elsewhere2011-10-31$697,757
Administrative expenses (other) incurred2011-10-31$608,496
Liabilities. Value of operating payables at end of year2011-10-31$506,481
Liabilities. Value of operating payables at beginning of year2011-10-31$600,367
Total non interest bearing cash at end of year2011-10-31$2,023,715
Total non interest bearing cash at beginning of year2011-10-31$1,083,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$-3,382,836
Value of net assets at end of year (total assets less liabilities)2011-10-31$15,368,163
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$18,750,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Investment advisory and management fees2011-10-31$46,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-10-31$5,336,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-10-31$5,164,140
Income. Interest from US Government securities2011-10-31$26,390
Income. Interest from corporate debt instruments2011-10-31$294,007
Value of interest in common/collective trusts at end of year2011-10-31$682,646
Value of interest in common/collective trusts at beginning of year2011-10-31$6,114,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$1,168,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$954,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$954,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-31$9,117
Expenses. Payments to insurance carriers foe the provision of benefits2011-10-31$951,678
Asset value of US Government securities at end of year2011-10-31$1,403,771
Asset value of US Government securities at beginning of year2011-10-31$1,081,037
Net investment gain or loss from common/collective trusts2011-10-31$212,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31Yes
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$11,275,334
Employer contributions (assets) at end of year2011-10-31$1,541,307
Employer contributions (assets) at beginning of year2011-10-31$1,251,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$15,535,835
Asset. Corporate debt instrument debt (other) at end of year2011-10-31$6,092,005
Asset. Corporate debt instrument debt (other) at beginning of year2011-10-31$5,985,234
Contract administrator fees2011-10-31$379,195
Liabilities. Value of benefit claims payable at end of year2011-10-31$2,707,162
Liabilities. Value of benefit claims payable at beginning of year2011-10-31$2,734,400
Assets. Value of buildings and other operty used in plan operation at end of year2011-10-31$9,666
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-10-31$11,941
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Aggregate proceeds on sale of assets2011-10-31$22,859,627
Aggregate carrying amount (costs) on sale of assets2011-10-31$23,040,420
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31No
Opinion of an independent qualified public accountant for this plan2011-10-31Unqualified
Accountancy firm name2011-10-31ROBISON, HILL & CO.
Accountancy firm EIN2011-10-31870328572

Form 5500 Responses for IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST

2021: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2021 form 5500 responses
2021-11-01Type of plan entityMulti-employer plan
2021-11-01Plan is a collectively bargained planYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement - TrustYes
2020: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2020 form 5500 responses
2020-11-01Type of plan entityMulti-employer plan
2020-11-01Plan is a collectively bargained planYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement - TrustYes
2019: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2019 form 5500 responses
2019-11-01Type of plan entityMulti-employer plan
2019-11-01Plan is a collectively bargained planYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement - TrustYes
2018: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2018 form 5500 responses
2018-11-01Type of plan entityMulti-employer plan
2018-11-01Plan is a collectively bargained planYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement - TrustYes
2017: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2017 form 5500 responses
2017-11-01Type of plan entityMulti-employer plan
2017-11-01Plan is a collectively bargained planYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2016 form 5500 responses
2016-11-01Type of plan entityMulti-employer plan
2016-11-01Plan is a collectively bargained planYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2015 form 5500 responses
2015-11-01Type of plan entityMulti-employer plan
2015-11-01Plan is a collectively bargained planYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2014 form 5500 responses
2014-11-01Type of plan entityMulti-employer plan
2014-11-01Plan is a collectively bargained planYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2013 form 5500 responses
2013-11-01Type of plan entityMulti-employer plan
2013-11-01Plan is a collectively bargained planYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2012 form 5500 responses
2012-11-01Type of plan entityMulti-employer plan
2012-11-01Submission has been amendedYes
2012-11-01Plan is a collectively bargained planYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2011 form 5500 responses
2011-11-01Type of plan entityMulti-employer plan
2011-11-01Plan is a collectively bargained planYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2010: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2010 form 5500 responses
2010-11-01Type of plan entityMulti-employer plan
2010-11-01Plan is a collectively bargained planYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement - TrustYes
2009: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2009 form 5500 responses
2009-11-01Type of plan entityMulti-employer plan
2009-11-01Plan is a collectively bargained planYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2008: IRONWORKERS INTERMOUNTAIN HEALTH WELFARE TRUST 2008 form 5500 responses
2008-11-01Type of plan entityMulti-employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34443
Policy instance 3
Insurance contract or identification numberHCL34443
Number of Individuals Covered1551
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $50,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,750
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number300231
Policy instance 2
Insurance contract or identification number300231
Number of Individuals Covered1426
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number300231
Policy instance 1
Insurance contract or identification number300231
Number of Individuals Covered1426
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC LIFE
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34443
Policy instance 3
Insurance contract or identification numberHCL34443
Number of Individuals Covered1589
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $51,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,822
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number300231
Policy instance 2
Insurance contract or identification number300231
Number of Individuals Covered1515
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number300231
Policy instance 1
Insurance contract or identification number300231
Number of Individuals Covered1515
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC LIFE
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34443
Policy instance 3
Insurance contract or identification numberHCL34443
Number of Individuals Covered1507
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $41,571
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,571
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number300231
Policy instance 2
Insurance contract or identification number300231
Number of Individuals Covered1413
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number300231
Policy instance 1
Insurance contract or identification number300231
Number of Individuals Covered1413
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC LIFE
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34443
Policy instance 3
Insurance contract or identification numberHCL34443
Number of Individuals Covered1445
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $41,795
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,795
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number300231
Policy instance 1
Insurance contract or identification number300231
Number of Individuals Covered1479
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC LIFE
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number300231
Policy instance 2
Insurance contract or identification number300231
Number of Individuals Covered1479
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-4730
Policy instance 3
Insurance contract or identification number947-4730
Number of Individuals Covered1567
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $41,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number300231
Policy instance 2
Insurance contract or identification number300231
Number of Individuals Covered1460
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number300231
Policy instance 1
Insurance contract or identification number300231
Number of Individuals Covered1460
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedBASIC LIFE
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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