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INTERMOUNTAIN IRONWORKERS PENSION TRUST 401k Plan overview

Plan NameINTERMOUNTAIN IRONWORKERS PENSION TRUST
Plan identification number 001

INTERMOUNTAIN IRONWORKERS PENSION TRUST Benefits

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

401k Sponsoring company profile

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

Company Name:BOARD OF TRUSTEES INTERMOUNTAIN IRONWORKERS PENSION TRUST
Employer identification number (EIN):876124266
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERMOUNTAIN IRONWORKERS PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01
0012021-06-01
0012020-06-01
0012020-06-01
0012019-06-01
0012018-06-01
0012017-06-01LILLIAN SANTILLANES
0012017-06-01
0012016-06-01MIKE MCDONALD
0012016-06-01
0012015-06-01MIKE MCDONALD
0012014-06-01MIKE MCDONALD
0012013-06-01MIKE MCDONALD
0012012-06-01MIKE MCDONALD
0012011-06-01MIKE MCDONALD
0012010-06-01MIKE MCDONALD
0012009-06-01MIKE MCDONALD

Plan Statistics for INTERMOUNTAIN IRONWORKERS PENSION TRUST

401k plan membership statisitcs for INTERMOUNTAIN IRONWORKERS PENSION TRUST

Measure Date Value
2023: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2023 401k membership
Current value of assets2023-05-31159,003,555
Acturial value of assets for funding standard account2023-05-31169,753,493
Accrued liability for plan using immediate gains methods2023-05-31201,414,189
Accrued liability under unit credit cost method2023-05-31201,414,189
RPA 94 current liability2023-05-31402,671,545
Expected increase in current liability due to benefits accruing during the plan year2023-05-317,571,397
Expected release from RPA 94 current liability for plan year2023-05-3117,993,970
Expected plan disbursements for the plan year2023-05-3118,881,269
Current value of assets2023-05-31159,003,555
Number of retired participants and beneficiaries receiving payment2023-05-311,686
Current liability for retired participants and beneficiaries receiving payment2023-05-31251,821,223
Number of terminated vested participants2023-05-31707
Current liability for terminated vested participants2023-05-3159,808,165
Current liability for active participants non vested benefits2023-05-3110,506,056
Current liability for active participants vested benefits2023-05-3180,536,101
Total number of active articipats2023-05-31651
Current liability for active participants2023-05-3191,042,157
Total participant count with liabilities2023-05-313,044
Total current liabilitoes for participants with libailities2023-05-31402,671,545
Total employer contributions in plan year2023-05-3110,115,922
Employer’s normal cost for plan year as of valuation date2023-05-312,910,319
Prior year credit balance2023-05-3155,996,981
Amortization credits as of valuation date2023-05-313,880,123
2022: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2022 401k membership
Total participants, beginning-of-year2022-06-012,978
Total number of active participants reported on line 7a of the Form 55002022-06-01655
Number of retired or separated participants receiving benefits2022-06-011,351
Number of other retired or separated participants entitled to future benefits2022-06-01676
Total of all active and inactive participants2022-06-012,682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-01276
Total participants2022-06-012,958
Number of employers contributing to the scheme2022-06-01216
Current value of assets2022-05-31172,765,654
Acturial value of assets for funding standard account2022-05-31168,866,821
Accrued liability for plan using immediate gains methods2022-05-31199,823,106
Accrued liability under unit credit cost method2022-05-31199,823,106
RPA 94 current liability2022-05-31391,701,955
Expected increase in current liability due to benefits accruing during the plan year2022-05-316,634,593
Expected release from RPA 94 current liability for plan year2022-05-3117,806,577
Expected plan disbursements for the plan year2022-05-3118,618,553
Current value of assets2022-05-31172,765,654
Number of retired participants and beneficiaries receiving payment2022-05-311,678
Current liability for retired participants and beneficiaries receiving payment2022-05-31247,281,195
Number of terminated vested participants2022-05-31688
Current liability for terminated vested participants2022-05-3154,307,105
Current liability for active participants non vested benefits2022-05-315,593,313
Current liability for active participants vested benefits2022-05-3184,520,342
Total number of active articipats2022-05-31677
Current liability for active participants2022-05-3190,113,655
Total participant count with liabilities2022-05-313,043
Total current liabilitoes for participants with libailities2022-05-31391,701,955
Total employer contributions in plan year2022-05-319,366,699
Employer’s normal cost for plan year as of valuation date2022-05-312,625,423
Prior year credit balance2022-05-3155,681,069
Amortization credits as of valuation date2022-05-314,394,105
2021: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2021 401k membership
Total participants, beginning-of-year2021-06-012,978
Total number of active participants reported on line 7a of the Form 55002021-06-01651
Number of retired or separated participants receiving benefits2021-06-011,355
Number of other retired or separated participants entitled to future benefits2021-06-01707
Total of all active and inactive participants2021-06-012,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-01265
Total participants2021-06-012,978
Number of employers contributing to the scheme2021-06-01196
Current value of assets2021-05-31148,342,118
Acturial value of assets for funding standard account2021-05-31164,634,588
Accrued liability for plan using immediate gains methods2021-05-31200,840,803
Accrued liability under unit credit cost method2021-05-31200,840,803
RPA 94 current liability2021-05-31376,349,709
Expected increase in current liability due to benefits accruing during the plan year2021-05-316,712,227
Expected release from RPA 94 current liability for plan year2021-05-3117,814,621
Expected plan disbursements for the plan year2021-05-3118,645,352
Current value of assets2021-05-31148,342,118
Number of retired participants and beneficiaries receiving payment2021-05-311,712
Current liability for retired participants and beneficiaries receiving payment2021-05-31238,956,667
Number of terminated vested participants2021-05-31719
Current liability for terminated vested participants2021-05-3151,423,794
Current liability for active participants non vested benefits2021-05-319,222,210
Current liability for active participants vested benefits2021-05-3176,747,038
Total number of active articipats2021-05-31670
Current liability for active participants2021-05-3185,969,248
Total participant count with liabilities2021-05-313,101
Total current liabilitoes for participants with libailities2021-05-31376,349,709
Total employer contributions in plan year2021-05-3110,219,773
Employer’s normal cost for plan year as of valuation date2021-05-312,898,982
Prior year credit balance2021-05-3155,362,387
Amortization credits as of valuation date2021-05-314,033,187
2020: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2020 401k membership
Total participants, beginning-of-year2020-06-013,037
Total number of active participants reported on line 7a of the Form 55002020-06-01677
Number of retired or separated participants receiving benefits2020-06-011,363
Number of other retired or separated participants entitled to future benefits2020-06-01688
Total of all active and inactive participants2020-06-012,728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-01250
Total participants2020-06-012,978
Number of employers contributing to the scheme2020-06-01200
Current value of assets2020-05-31156,988,645
Acturial value of assets for funding standard account2020-05-31169,182,514
Accrued liability for plan using immediate gains methods2020-05-31201,108,470
Accrued liability under unit credit cost method2020-05-31201,108,470
RPA 94 current liability2020-05-31359,677,337
Expected increase in current liability due to benefits accruing during the plan year2020-05-315,503,301
Expected release from RPA 94 current liability for plan year2020-05-3117,630,978
Expected plan disbursements for the plan year2020-05-3118,492,070
Current value of assets2020-05-31156,988,645
Number of retired participants and beneficiaries receiving payment2020-05-311,724
Current liability for retired participants and beneficiaries receiving payment2020-05-31231,662,573
Number of terminated vested participants2020-05-31702
Current liability for terminated vested participants2020-05-3144,009,029
Current liability for active participants non vested benefits2020-05-3111,544,353
Current liability for active participants vested benefits2020-05-3172,461,382
Total number of active articipats2020-05-31732
Current liability for active participants2020-05-3184,005,735
Total participant count with liabilities2020-05-313,158
Total current liabilitoes for participants with libailities2020-05-31359,677,337
Total employer contributions in plan year2020-05-319,028,977
Employer’s normal cost for plan year as of valuation date2020-05-312,706,055
Prior year credit balance2020-05-3156,405,666
Amortization credits as of valuation date2020-05-314,033,187
2019: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2019 401k membership
Total participants, beginning-of-year2019-06-013,092
Total number of active participants reported on line 7a of the Form 55002019-06-01670
Number of retired or separated participants receiving benefits2019-06-011,408
Number of other retired or separated participants entitled to future benefits2019-06-01719
Total of all active and inactive participants2019-06-012,797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-01240
Total participants2019-06-013,037
Number of employers contributing to the scheme2019-06-01221
Current value of assets2019-05-31168,054,900
Acturial value of assets for funding standard account2019-05-31170,282,491
Accrued liability for plan using immediate gains methods2019-05-31199,331,174
Accrued liability under unit credit cost method2019-05-31199,331,174
RPA 94 current liability2019-05-31363,451,997
Expected increase in current liability due to benefits accruing during the plan year2019-05-316,380,848
Expected release from RPA 94 current liability for plan year2019-05-3117,304,116
Expected plan disbursements for the plan year2019-05-3117,304,116
Current value of assets2019-05-31168,054,900
Number of retired participants and beneficiaries receiving payment2019-05-311,701
Current liability for retired participants and beneficiaries receiving payment2019-05-31233,960,299
Number of terminated vested participants2019-05-31722
Current liability for terminated vested participants2019-05-3146,593,378
Current liability for active participants non vested benefits2019-05-3111,278,445
Current liability for active participants vested benefits2019-05-3171,619,875
Total number of active articipats2019-05-31703
Current liability for active participants2019-05-3182,898,320
Total participant count with liabilities2019-05-313,126
Total current liabilitoes for participants with libailities2019-05-31363,451,997
Total employer contributions in plan year2019-05-3110,062,699
Employer’s normal cost for plan year as of valuation date2019-05-312,942,430
Prior year credit balance2019-05-3155,975,361
Amortization credits as of valuation date2019-05-314,033,187
2018: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2018 401k membership
Total participants, beginning-of-year2018-06-013,062
Total number of active participants reported on line 7a of the Form 55002018-06-01732
Number of retired or separated participants receiving benefits2018-06-011,417
Number of other retired or separated participants entitled to future benefits2018-06-01702
Total of all active and inactive participants2018-06-012,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-01241
Total participants2018-06-013,092
Number of employers contributing to the scheme2018-06-01215
Current value of assets2018-05-31162,292,624
Acturial value of assets for funding standard account2018-05-31172,464,617
Accrued liability for plan using immediate gains methods2018-05-31200,191,772
Accrued liability under unit credit cost method2018-05-31200,191,772
RPA 94 current liability2018-05-31349,328,321
Expected increase in current liability due to benefits accruing during the plan year2018-05-315,935,815
Expected release from RPA 94 current liability for plan year2018-05-3117,480,208
Expected plan disbursements for the plan year2018-05-3117,480,208
Current value of assets2018-05-31162,292,624
Number of retired participants and beneficiaries receiving payment2018-05-311,714
Current liability for retired participants and beneficiaries receiving payment2018-05-31222,535,025
Number of terminated vested participants2018-05-31760
Current liability for terminated vested participants2018-05-3147,883,344
Current liability for active participants non vested benefits2018-05-3112,053,614
Current liability for active participants vested benefits2018-05-3166,856,338
Total number of active articipats2018-05-31688
Current liability for active participants2018-05-3178,909,952
Total participant count with liabilities2018-05-313,162
Total current liabilitoes for participants with libailities2018-05-31349,328,321
Total employer contributions in plan year2018-05-319,589,260
Employer’s normal cost for plan year as of valuation date2018-05-312,867,136
Prior year credit balance2018-05-3154,723,222
Amortization credits as of valuation date2018-05-315,657,263
2017: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2017 401k membership
Total participants, beginning-of-year2017-06-013,110
Total number of active participants reported on line 7a of the Form 55002017-06-01703
Number of retired or separated participants receiving benefits2017-06-011,417
Number of other retired or separated participants entitled to future benefits2017-06-01722
Total of all active and inactive participants2017-06-012,842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-01220
Total participants2017-06-013,062
Number of employers contributing to the scheme2017-06-01199
Current value of assets2017-05-31154,781,851
Acturial value of assets for funding standard account2017-05-31173,788,065
Accrued liability for plan using immediate gains methods2017-05-31198,085,884
Accrued liability under unit credit cost method2017-05-31198,085,884
RPA 94 current liability2017-05-31339,730,619
Expected increase in current liability due to benefits accruing during the plan year2017-05-314,542,798
Expected release from RPA 94 current liability for plan year2017-05-3116,774,682
Expected plan disbursements for the plan year2017-05-3116,774,682
Current value of assets2017-05-31154,781,851
Number of retired participants and beneficiaries receiving payment2017-05-311,707
Current liability for retired participants and beneficiaries receiving payment2017-05-31210,944,433
Number of terminated vested participants2017-05-31757
Current liability for terminated vested participants2017-05-3145,943,476
Current liability for active participants non vested benefits2017-05-3113,060,195
Current liability for active participants vested benefits2017-05-3169,782,515
Total number of active articipats2017-05-31731
Current liability for active participants2017-05-3182,842,710
Total participant count with liabilities2017-05-313,195
Total current liabilitoes for participants with libailities2017-05-31339,730,619
Total employer contributions in plan year2017-05-317,996,073
Employer’s normal cost for plan year as of valuation date2017-05-312,449,204
Prior year credit balance2017-05-3153,853,114
Amortization credits as of valuation date2017-05-315,716,125
2016: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2016 401k membership
Total participants, beginning-of-year2016-06-013,143
Total number of active participants reported on line 7a of the Form 55002016-06-01688
Number of retired or separated participants receiving benefits2016-06-011,424
Number of other retired or separated participants entitled to future benefits2016-06-01760
Total of all active and inactive participants2016-06-012,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-01238
Total participants2016-06-013,110
Number of employers contributing to the scheme2016-06-01187
Current value of assets2016-05-31169,263,041
Acturial value of assets for funding standard account2016-05-31178,378,225
Accrued liability for plan using immediate gains methods2016-05-31198,628,325
Accrued liability under unit credit cost method2016-05-31198,628,325
RPA 94 current liability2016-05-31335,403,382
Expected increase in current liability due to benefits accruing during the plan year2016-05-314,489,699
Expected release from RPA 94 current liability for plan year2016-05-3116,344,816
Expected plan disbursements for the plan year2016-05-3116,344,816
Current value of assets2016-05-31169,263,041
Number of retired participants and beneficiaries receiving payment2016-05-311,704
Current liability for retired participants and beneficiaries receiving payment2016-05-31207,924,060
Number of terminated vested participants2016-05-31778
Current liability for terminated vested participants2016-05-3145,526,141
Current liability for active participants non vested benefits2016-05-3112,499,563
Current liability for active participants vested benefits2016-05-3169,453,618
Total number of active articipats2016-05-31715
Current liability for active participants2016-05-3181,953,181
Total participant count with liabilities2016-05-313,197
Total current liabilitoes for participants with libailities2016-05-31335,403,382
Total employer contributions in plan year2016-05-317,958,656
Employer’s normal cost for plan year as of valuation date2016-05-312,510,311
Prior year credit balance2016-05-3151,938,392
Amortization credits as of valuation date2016-05-316,039,698
2015: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2015 401k membership
Total participants, beginning-of-year2015-06-013,197
Total number of active participants reported on line 7a of the Form 55002015-06-01731
Number of retired or separated participants receiving benefits2015-06-011,399
Number of other retired or separated participants entitled to future benefits2015-06-01757
Total of all active and inactive participants2015-06-012,887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-01308
Total participants2015-06-013,195
Number of employers contributing to the scheme2015-06-01218
Current value of assets2015-05-31168,704,942
Acturial value of assets for funding standard account2015-05-31175,648,344
Accrued liability for plan using immediate gains methods2015-05-31196,250,840
Accrued liability under unit credit cost method2015-05-31196,250,840
RPA 94 current liability2015-05-31324,785,510
Expected increase in current liability due to benefits accruing during the plan year2015-05-313,639,570
Expected release from RPA 94 current liability for plan year2015-05-3115,473,056
Expected plan disbursements for the plan year2015-05-3115,473,056
Current value of assets2015-05-31168,704,942
Number of retired participants and beneficiaries receiving payment2015-05-311,678
Current liability for retired participants and beneficiaries receiving payment2015-05-31196,001,999
Number of terminated vested participants2015-05-31786
Current liability for terminated vested participants2015-05-3143,379,052
Current liability for active participants non vested benefits2015-05-3115,333,138
Current liability for active participants vested benefits2015-05-3170,071,321
Total number of active articipats2015-05-31736
Current liability for active participants2015-05-3185,404,459
Total participant count with liabilities2015-05-313,200
Total current liabilitoes for participants with libailities2015-05-31324,785,510
Total employer contributions in plan year2015-05-316,865,004
Employer’s normal cost for plan year as of valuation date2015-05-312,211,400
Prior year credit balance2015-05-3150,068,838
Amortization credits as of valuation date2015-05-316,584,615
2014: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2014 401k membership
Total participants, beginning-of-year2014-06-013,200
Total number of active participants reported on line 7a of the Form 55002014-06-01715
Number of retired or separated participants receiving benefits2014-06-011,410
Number of other retired or separated participants entitled to future benefits2014-06-01778
Total of all active and inactive participants2014-06-012,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-01294
Total participants2014-06-013,197
Number of employers contributing to the scheme2014-06-01211
Current value of assets2014-05-31158,355,835
Acturial value of assets for funding standard account2014-05-31170,052,605
Accrued liability for plan using immediate gains methods2014-05-31192,931,082
Accrued liability under unit credit cost method2014-05-31192,931,082
RPA 94 current liability2014-05-31319,165,193
Expected increase in current liability due to benefits accruing during the plan year2014-05-313,269,200
Expected release from RPA 94 current liability for plan year2014-05-3115,471,087
Expected plan disbursements for the plan year2014-05-3115,471,087
Current value of assets2014-05-31158,355,835
Number of retired participants and beneficiaries receiving payment2014-05-311,647
Current liability for retired participants and beneficiaries receiving payment2014-05-31191,028,871
Number of terminated vested participants2014-05-31841
Current liability for terminated vested participants2014-05-3144,794,321
Current liability for active participants non vested benefits2014-05-3114,343,949
Current liability for active participants vested benefits2014-05-3168,998,052
Total number of active articipats2014-05-31735
Current liability for active participants2014-05-3183,342,001
Total participant count with liabilities2014-05-313,223
Total current liabilitoes for participants with libailities2014-05-31319,165,193
Total employer contributions in plan year2014-05-316,606,737
Employer’s normal cost for plan year as of valuation date2014-05-312,002,128
Prior year credit balance2014-05-3152,360,996
Amortization credits as of valuation date2014-05-316,797,380
2013: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2013 401k membership
Total participants, beginning-of-year2013-06-013,223
Total number of active participants reported on line 7a of the Form 55002013-06-01736
Number of retired or separated participants receiving benefits2013-06-011,393
Number of other retired or separated participants entitled to future benefits2013-06-01786
Total of all active and inactive participants2013-06-012,915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-01285
Total participants2013-06-013,200
Number of employers contributing to the scheme2013-06-01226
2012: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2012 401k membership
Total participants, beginning-of-year2012-06-013,255
Total number of active participants reported on line 7a of the Form 55002012-06-01735
Number of retired or separated participants receiving benefits2012-06-011,375
Number of other retired or separated participants entitled to future benefits2012-06-01841
Total of all active and inactive participants2012-06-012,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-01272
Total participants2012-06-013,223
Number of employers contributing to the scheme2012-06-01221
2011: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2011 401k membership
Total participants, beginning-of-year2011-06-013,310
Total number of active participants reported on line 7a of the Form 55002011-06-01808
Number of retired or separated participants receiving benefits2011-06-011,336
Number of other retired or separated participants entitled to future benefits2011-06-01839
Total of all active and inactive participants2011-06-012,983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-01272
Total participants2011-06-013,255
Number of employers contributing to the scheme2011-06-01225
2010: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2010 401k membership
Total participants, beginning-of-year2010-06-013,364
Total number of active participants reported on line 7a of the Form 55002010-06-01830
Number of retired or separated participants receiving benefits2010-06-011,342
Number of other retired or separated participants entitled to future benefits2010-06-01888
Total of all active and inactive participants2010-06-013,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-01250
Total participants2010-06-013,310
Number of employers contributing to the scheme2010-06-01222
2009: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2009 401k membership
Total participants, beginning-of-year2009-06-013,492
Total number of active participants reported on line 7a of the Form 55002009-06-01989
Number of retired or separated participants receiving benefits2009-06-01802
Number of other retired or separated participants entitled to future benefits2009-06-011,330
Total of all active and inactive participants2009-06-013,121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-01243
Total participants2009-06-013,364
Number of employers contributing to the scheme2009-06-01211

Financial Data on INTERMOUNTAIN IRONWORKERS PENSION TRUST

Measure Date Value
2023 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-05-31$7,874,977
Total unrealized appreciation/depreciation of assets2023-05-31$7,874,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$390,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$306,779
Total income from all sources (including contributions)2023-05-31$11,002,551
Total loss/gain on sale of assets2023-05-31$-8,189,848
Total of all expenses incurred2023-05-31$19,121,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$17,923,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$10,115,922
Value of total assets at end of year2023-05-31$151,274,692
Value of total assets at beginning of year2023-05-31$159,310,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$1,198,150
Total interest from all sources2023-05-31$305,824
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$1,436,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Administrative expenses professional fees incurred2023-05-31$275,514
Was this plan covered by a fidelity bond2023-05-31No
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-05-31$47,028
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-05-31$50,675
Other income not declared elsewhere2023-05-31$274,000
Administrative expenses (other) incurred2023-05-31$193,358
Total non interest bearing cash at end of year2023-05-31$2,003,727
Total non interest bearing cash at beginning of year2023-05-31$1,555,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$-8,119,408
Value of net assets at end of year (total assets less liabilities)2023-05-31$150,884,147
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$159,003,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Assets. partnership/joint venture interests at end of year2023-05-31$46,251,504
Assets. partnership/joint venture interests at beginning of year2023-05-31$47,280,794
Investment advisory and management fees2023-05-31$506,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$49,842,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$54,282,173
Value of interest in pooled separate accounts at end of year2023-05-31$0
Interest earned on other investments2023-05-31$19,445
Value of interest in common/collective trusts at end of year2023-05-31$19,246,023
Value of interest in common/collective trusts at beginning of year2023-05-31$20,897,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-05-31$172,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-05-31$216,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-05-31$216,043
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-05-31$286,379
Assets. Value of investments in 103.12 investment entities at end of year2023-05-31$24,770,008
Assets. Value of investments in 103.12 investment entities at beginning of year2023-05-31$24,486,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-1,590,967
Net investment gain or loss from common/collective trusts2023-05-31$645,689
Net gain/loss from 103.12 investment entities2023-05-31$130,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31No
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$10,115,922
Employer contributions (assets) at end of year2023-05-31$1,114,050
Employer contributions (assets) at beginning of year2023-05-31$1,079,378
Income. Dividends from common stock2023-05-31$1,436,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$17,923,809
Asset. Corporate debt instrument debt (other) at end of year2023-05-31$7,797,882
Asset. Corporate debt instrument debt (other) at beginning of year2023-05-31$9,432,055
Contract administrator fees2023-05-31$223,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-05-31No
Liabilities. Value of benefit claims payable at end of year2023-05-31$390,545
Liabilities. Value of benefit claims payable at beginning of year2023-05-31$306,779
Assets. Value of buildings and other operty used in plan operation at end of year2023-05-31$29,118
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-05-31$29,118
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Aggregate proceeds on sale of assets2023-05-31$7,827,834
Aggregate carrying amount (costs) on sale of assets2023-05-31$16,017,682
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31HAYNIE & COMPANY
Accountancy firm EIN2023-05-31870325228
2022 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-05-31$3,680,820
Total unrealized appreciation/depreciation of assets2022-05-31$3,680,820
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$306,779
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$371,433
Total income from all sources (including contributions)2022-05-31$5,426,170
Total loss/gain on sale of assets2022-05-31$-1,180,086
Total of all expenses incurred2022-05-31$19,188,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$17,672,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$9,366,699
Value of total assets at end of year2022-05-31$159,310,334
Value of total assets at beginning of year2022-05-31$173,137,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$1,515,557
Total interest from all sources2022-05-31$620,928
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$1,533,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Administrative expenses professional fees incurred2022-05-31$389,947
Was this plan covered by a fidelity bond2022-05-31No
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-05-31$50,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$29,772
Other income not declared elsewhere2022-05-31$7,943
Administrative expenses (other) incurred2022-05-31$187,888
Total non interest bearing cash at end of year2022-05-31$1,555,946
Total non interest bearing cash at beginning of year2022-05-31$2,027,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-13,762,099
Value of net assets at end of year (total assets less liabilities)2022-05-31$159,003,555
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$172,765,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Assets. partnership/joint venture interests at end of year2022-05-31$47,280,794
Assets. partnership/joint venture interests at beginning of year2022-05-31$30,575,114
Investment advisory and management fees2022-05-31$721,484
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$54,282,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$76,067,713
Value of interest in pooled separate accounts at end of year2022-05-31$0
Interest earned on other investments2022-05-31$9,408
Value of interest in common/collective trusts at end of year2022-05-31$20,897,390
Value of interest in common/collective trusts at beginning of year2022-05-31$27,106,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$216,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$792,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$792,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$611,520
Assets. Value of investments in 103.12 investment entities at end of year2022-05-31$24,486,762
Assets. Value of investments in 103.12 investment entities at beginning of year2022-05-31$29,777,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-3,973,146
Net investment gain or loss from common/collective trusts2022-05-31$-4,093,756
Net gain/loss from 103.12 investment entities2022-05-31$-536,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$9,366,699
Employer contributions (assets) at end of year2022-05-31$1,079,378
Employer contributions (assets) at beginning of year2022-05-31$964,650
Income. Dividends from common stock2022-05-31$1,533,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$17,672,712
Asset. Corporate debt instrument debt (other) at end of year2022-05-31$9,432,055
Asset. Corporate debt instrument debt (other) at beginning of year2022-05-31$5,766,468
Contract administrator fees2022-05-31$216,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-31No
Liabilities. Value of benefit claims payable at end of year2022-05-31$306,779
Liabilities. Value of benefit claims payable at beginning of year2022-05-31$371,433
Assets. Value of buildings and other operty used in plan operation at end of year2022-05-31$29,118
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-05-31$29,118
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Aggregate proceeds on sale of assets2022-05-31$13,096,619
Aggregate carrying amount (costs) on sale of assets2022-05-31$14,276,705
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31HAYNIE & COMPANY
Accountancy firm EIN2022-05-31870325228
2021 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-05-31$566,014
Total unrealized appreciation/depreciation of assets2021-05-31$566,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$371,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$288,695
Total income from all sources (including contributions)2021-05-31$43,819,888
Total loss/gain on sale of assets2021-05-31$670,059
Total of all expenses incurred2021-05-31$19,396,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$18,111,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$10,219,773
Value of total assets at end of year2021-05-31$173,137,087
Value of total assets at beginning of year2021-05-31$148,630,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$1,285,224
Total interest from all sources2021-05-31$215,547
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$1,193,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Administrative expenses professional fees incurred2021-05-31$282,723
Was this plan covered by a fidelity bond2021-05-31No
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$29,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$33,530
Other income not declared elsewhere2021-05-31$4,015
Administrative expenses (other) incurred2021-05-31$188,071
Total non interest bearing cash at end of year2021-05-31$2,027,323
Total non interest bearing cash at beginning of year2021-05-31$1,464,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$24,423,536
Value of net assets at end of year (total assets less liabilities)2021-05-31$172,765,654
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$148,342,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Assets. partnership/joint venture interests at end of year2021-05-31$30,575,114
Assets. partnership/joint venture interests at beginning of year2021-05-31$31,437,488
Investment advisory and management fees2021-05-31$620,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$76,067,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$53,840,566
Value of interest in pooled separate accounts at end of year2021-05-31$0
Interest earned on other investments2021-05-31$8,333
Value of interest in common/collective trusts at end of year2021-05-31$27,106,493
Value of interest in common/collective trusts at beginning of year2021-05-31$30,911,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$792,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$823,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$823,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$207,214
Assets. Value of investments in 103.12 investment entities at end of year2021-05-31$29,777,607
Assets. Value of investments in 103.12 investment entities at beginning of year2021-05-31$22,795,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$14,633,726
Net investment gain or loss from common/collective trusts2021-05-31$14,016,168
Net gain/loss from 103.12 investment entities2021-05-31$2,301,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$10,219,773
Employer contributions (assets) at end of year2021-05-31$964,650
Employer contributions (assets) at beginning of year2021-05-31$911,593
Income. Dividends from common stock2021-05-31$1,193,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$18,111,128
Asset. Corporate debt instrument debt (other) at end of year2021-05-31$5,766,468
Asset. Corporate debt instrument debt (other) at beginning of year2021-05-31$6,382,432
Contract administrator fees2021-05-31$193,488
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-05-31No
Liabilities. Value of benefit claims payable at end of year2021-05-31$371,433
Liabilities. Value of benefit claims payable at beginning of year2021-05-31$288,695
Assets. Value of buildings and other operty used in plan operation at end of year2021-05-31$29,118
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-05-31$29,118
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Aggregate proceeds on sale of assets2021-05-31$90,099,213
Aggregate carrying amount (costs) on sale of assets2021-05-31$89,429,154
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31HAYNIE & COMPANY
Accountancy firm EIN2021-05-31870325228
2020 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-05-31$-6,312,300
Total unrealized appreciation/depreciation of assets2020-05-31$-6,312,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$288,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$14,117,061
Total income from all sources (including contributions)2020-05-31$11,013,740
Total loss/gain on sale of assets2020-05-31$10,014,994
Total of all expenses incurred2020-05-31$19,660,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$18,257,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$9,028,977
Value of total assets at end of year2020-05-31$148,630,813
Value of total assets at beginning of year2020-05-31$171,105,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$1,403,217
Total interest from all sources2020-05-31$149,893
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$1,357,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Administrative expenses professional fees incurred2020-05-31$330,373
Was this plan covered by a fidelity bond2020-05-31No
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$33,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$48,385
Assets. Loans (other than to participants) at beginning of year2020-05-31$13,655,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-05-31$13,828,757
Other income not declared elsewhere2020-05-31$5,294
Administrative expenses (other) incurred2020-05-31$200,806
Liabilities. Value of operating payables at end of year2020-05-31$288,695
Liabilities. Value of operating payables at beginning of year2020-05-31$288,304
Total non interest bearing cash at end of year2020-05-31$1,464,463
Total non interest bearing cash at beginning of year2020-05-31$1,986,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$-8,646,527
Value of net assets at end of year (total assets less liabilities)2020-05-31$148,342,118
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$156,988,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Assets. partnership/joint venture interests at end of year2020-05-31$31,437,488
Assets. partnership/joint venture interests at beginning of year2020-05-31$31,768,119
Investment advisory and management fees2020-05-31$684,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$53,840,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$18,068,440
Value of interest in pooled separate accounts at end of year2020-05-31$0
Interest earned on other investments2020-05-31$17,368
Value of interest in common/collective trusts at end of year2020-05-31$30,911,957
Value of interest in common/collective trusts at beginning of year2020-05-31$47,577,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$823,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$2,789,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$2,789,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$132,525
Assets. Value of investments in 103.12 investment entities at end of year2020-05-31$22,795,696
Assets. Value of investments in 103.12 investment entities at beginning of year2020-05-31$20,809,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$-890,551
Net investment gain or loss from common/collective trusts2020-05-31$-3,073,102
Net gain/loss from 103.12 investment entities2020-05-31$733,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$9,028,977
Employer contributions (assets) at end of year2020-05-31$911,593
Employer contributions (assets) at beginning of year2020-05-31$1,155,743
Income. Dividends from common stock2020-05-31$1,357,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$18,257,050
Asset. Corporate debt instrument debt (other) at end of year2020-05-31$6,382,432
Contract administrator fees2020-05-31$187,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2020-05-31$33,217,628
Assets. Value of buildings and other operty used in plan operation at end of year2020-05-31$29,118
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-05-31$29,118
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$205,967,389
Aggregate carrying amount (costs) on sale of assets2020-05-31$195,952,395
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31HAYNIE & COMPANY
Accountancy firm EIN2020-05-31870325228
2019 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$-1,781,617
Total unrealized appreciation/depreciation of assets2019-05-31$-1,781,617
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$14,117,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$12,050,994
Total income from all sources (including contributions)2019-05-31$7,945,781
Total loss/gain on sale of assets2019-05-31$3,211,692
Total of all expenses incurred2019-05-31$19,012,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$17,304,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$10,062,699
Value of total assets at end of year2019-05-31$171,105,706
Value of total assets at beginning of year2019-05-31$180,105,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$1,707,920
Total interest from all sources2019-05-31$55,693
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$1,323,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Administrative expenses professional fees incurred2019-05-31$277,755
Was this plan covered by a fidelity bond2019-05-31No
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$48,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$40,977
Assets. Loans (other than to participants) at end of year2019-05-31$13,655,340
Assets. Loans (other than to participants) at beginning of year2019-05-31$11,417,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-05-31$13,828,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-05-31$11,598,461
Other income not declared elsewhere2019-05-31$11,570
Administrative expenses (other) incurred2019-05-31$207,410
Liabilities. Value of operating payables at end of year2019-05-31$288,304
Liabilities. Value of operating payables at beginning of year2019-05-31$452,533
Total non interest bearing cash at end of year2019-05-31$1,986,937
Total non interest bearing cash at beginning of year2019-05-31$1,538,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-11,066,255
Value of net assets at end of year (total assets less liabilities)2019-05-31$156,988,645
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$168,054,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Assets. partnership/joint venture interests at end of year2019-05-31$31,768,119
Assets. partnership/joint venture interests at beginning of year2019-05-31$35,121,905
Investment advisory and management fees2019-05-31$1,031,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$18,068,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$17,729,840
Value of interest in pooled separate accounts at end of year2019-05-31$0
Interest earned on other investments2019-05-31$20,525
Value of interest in common/collective trusts at end of year2019-05-31$47,577,205
Value of interest in common/collective trusts at beginning of year2019-05-31$55,665,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$2,789,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$1,340,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$1,340,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$35,168
Assets. Value of investments in 103.12 investment entities at end of year2019-05-31$20,809,203
Assets. Value of investments in 103.12 investment entities at beginning of year2019-05-31$20,413,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$170,474
Net investment gain or loss from common/collective trusts2019-05-31$-5,551,773
Net gain/loss from 103.12 investment entities2019-05-31$443,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$10,062,699
Employer contributions (assets) at end of year2019-05-31$1,155,743
Employer contributions (assets) at beginning of year2019-05-31$1,145,328
Income. Dividends from common stock2019-05-31$1,323,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$17,304,116
Contract administrator fees2019-05-31$191,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-05-31$33,217,628
Assets. Corporate common stocks other than exployer securities at beginning of year2019-05-31$35,662,664
Assets. Value of buildings and other operty used in plan operation at end of year2019-05-31$29,118
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-05-31$29,815
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Aggregate proceeds on sale of assets2019-05-31$40,160,043
Aggregate carrying amount (costs) on sale of assets2019-05-31$36,948,351
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31HAYNIE & COMPANY
Accountancy firm EIN2019-05-31870325228
2018 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$6,640,136
Total unrealized appreciation/depreciation of assets2018-05-31$6,640,136
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$12,050,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$17,053,318
Total income from all sources (including contributions)2018-05-31$25,140,946
Total loss/gain on sale of assets2018-05-31$2,599,157
Total of all expenses incurred2018-05-31$19,378,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$17,480,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$9,589,260
Value of total assets at end of year2018-05-31$180,105,894
Value of total assets at beginning of year2018-05-31$179,345,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$1,898,462
Total interest from all sources2018-05-31$14,357
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$1,353,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Administrative expenses professional fees incurred2018-05-31$299,035
Was this plan covered by a fidelity bond2018-05-31No
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$40,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$773,706
Assets. Loans (other than to participants) at end of year2018-05-31$11,417,266
Assets. Loans (other than to participants) at beginning of year2018-05-31$16,493,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-05-31$11,598,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-05-31$16,790,439
Other income not declared elsewhere2018-05-31$28,908
Administrative expenses (other) incurred2018-05-31$194,195
Liabilities. Value of operating payables at end of year2018-05-31$452,533
Liabilities. Value of operating payables at beginning of year2018-05-31$262,879
Total non interest bearing cash at end of year2018-05-31$1,538,329
Total non interest bearing cash at beginning of year2018-05-31$1,518,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$5,762,276
Value of net assets at end of year (total assets less liabilities)2018-05-31$168,054,900
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$162,292,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Assets. partnership/joint venture interests at end of year2018-05-31$35,121,905
Assets. partnership/joint venture interests at beginning of year2018-05-31$37,475,754
Investment advisory and management fees2018-05-31$1,213,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$17,729,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$11,502,282
Interest earned on other investments2018-05-31$5,365
Value of interest in common/collective trusts at end of year2018-05-31$55,665,665
Value of interest in common/collective trusts at beginning of year2018-05-31$45,707,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$1,340,281
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$1,139,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$1,139,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$8,992
Assets. Value of investments in 103.12 investment entities at end of year2018-05-31$20,413,824
Assets. Value of investments in 103.12 investment entities at beginning of year2018-05-31$19,785,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$-256,320
Net investment gain or loss from common/collective trusts2018-05-31$4,485,619
Net gain/loss from 103.12 investment entities2018-05-31$685,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$9,589,260
Employer contributions (assets) at end of year2018-05-31$1,145,328
Employer contributions (assets) at beginning of year2018-05-31$783,405
Income. Dividends from common stock2018-05-31$1,353,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$17,480,208
Contract administrator fees2018-05-31$192,032
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-05-31$35,662,664
Assets. Corporate common stocks other than exployer securities at beginning of year2018-05-31$44,138,215
Assets. Value of buildings and other operty used in plan operation at end of year2018-05-31$29,815
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-05-31$27,951
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$73,289,726
Aggregate carrying amount (costs) on sale of assets2018-05-31$70,690,569
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31HAYNIE & COMPANY
Accountancy firm EIN2018-05-31870325228
2017 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$6,982,767
Total unrealized appreciation/depreciation of assets2017-05-31$6,982,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$17,053,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$18,103,684
Total income from all sources (including contributions)2017-05-31$26,191,106
Total loss/gain on sale of assets2017-05-31$2,315,593
Total of all expenses incurred2017-05-31$18,680,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$16,774,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$7,996,073
Value of total assets at end of year2017-05-31$179,345,942
Value of total assets at beginning of year2017-05-31$172,885,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$1,905,651
Total interest from all sources2017-05-31$11,075
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$1,289,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Administrative expenses professional fees incurred2017-05-31$328,427
Was this plan covered by a fidelity bond2017-05-31No
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$773,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$649,393
Assets. Loans (other than to participants) at end of year2017-05-31$16,493,776
Assets. Loans (other than to participants) at beginning of year2017-05-31$17,655,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-05-31$16,790,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-31$17,842,538
Other income not declared elsewhere2017-05-31$38,656
Administrative expenses (other) incurred2017-05-31$202,520
Liabilities. Value of operating payables at end of year2017-05-31$262,879
Liabilities. Value of operating payables at beginning of year2017-05-31$261,146
Total non interest bearing cash at end of year2017-05-31$1,518,995
Total non interest bearing cash at beginning of year2017-05-31$1,328,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$7,510,773
Value of net assets at end of year (total assets less liabilities)2017-05-31$162,292,624
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$154,781,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Assets. partnership/joint venture interests at end of year2017-05-31$37,475,754
Assets. partnership/joint venture interests at beginning of year2017-05-31$37,680,605
Investment advisory and management fees2017-05-31$1,184,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$11,502,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$15,902,958
Interest earned on other investments2017-05-31$6,892
Value of interest in common/collective trusts at end of year2017-05-31$45,707,372
Value of interest in common/collective trusts at beginning of year2017-05-31$34,320,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$1,139,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$1,122,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$1,122,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$4,183
Assets. Value of investments in 103.12 investment entities at end of year2017-05-31$19,785,076
Assets. Value of investments in 103.12 investment entities at beginning of year2017-05-31$20,876,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$379,738
Net investment gain or loss from common/collective trusts2017-05-31$5,906,138
Net gain/loss from 103.12 investment entities2017-05-31$1,271,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31Yes
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$7,996,073
Employer contributions (assets) at end of year2017-05-31$783,405
Employer contributions (assets) at beginning of year2017-05-31$984,315
Income. Dividends from common stock2017-05-31$1,289,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$16,774,682
Contract administrator fees2017-05-31$190,145
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-05-31$44,138,215
Assets. Corporate common stocks other than exployer securities at beginning of year2017-05-31$42,330,233
Assets. Value of buildings and other operty used in plan operation at end of year2017-05-31$27,951
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-05-31$34,553
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$55,419,993
Aggregate carrying amount (costs) on sale of assets2017-05-31$53,104,400
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31HAYNIE & COMPANY
Accountancy firm EIN2017-05-31870325228
2016 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$2,538,705
Total unrealized appreciation/depreciation of assets2016-05-31$2,538,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$18,103,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$10,106,538
Total income from all sources (including contributions)2016-05-31$3,756,895
Total loss/gain on sale of assets2016-05-31$-3,250,499
Total of all expenses incurred2016-05-31$18,238,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$16,344,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$7,958,656
Value of total assets at end of year2016-05-31$172,885,535
Value of total assets at beginning of year2016-05-31$179,369,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$1,893,269
Total interest from all sources2016-05-31$12,801
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$1,635,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Administrative expenses professional fees incurred2016-05-31$296,407
Was this plan covered by a fidelity bond2016-05-31No
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Assets. Other investments not covered elsewhere at end of year2016-05-31$6,368,996
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$649,393
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$484,428
Assets. Loans (other than to participants) at end of year2016-05-31$17,655,954
Assets. Loans (other than to participants) at beginning of year2016-05-31$9,604,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-31$17,842,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-31$9,907,710
Other income not declared elsewhere2016-05-31$16,833
Administrative expenses (other) incurred2016-05-31$239,080
Liabilities. Value of operating payables at end of year2016-05-31$261,146
Liabilities. Value of operating payables at beginning of year2016-05-31$198,828
Total non interest bearing cash at end of year2016-05-31$1,328,209
Total non interest bearing cash at beginning of year2016-05-31$1,216,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-14,481,190
Value of net assets at end of year (total assets less liabilities)2016-05-31$154,781,851
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$169,263,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Assets. partnership/joint venture interests at end of year2016-05-31$31,311,609
Assets. partnership/joint venture interests at beginning of year2016-05-31$39,346,613
Investment advisory and management fees2016-05-31$1,169,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$15,902,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$27,181,732
Interest earned on other investments2016-05-31$9,347
Value of interest in common/collective trusts at end of year2016-05-31$34,320,905
Value of interest in common/collective trusts at beginning of year2016-05-31$38,930,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$1,122,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$1,147,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$1,147,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$3,454
Assets. Value of investments in 103.12 investment entities at end of year2016-05-31$20,876,174
Assets. Value of investments in 103.12 investment entities at beginning of year2016-05-31$20,655,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-1,892,082
Net investment gain or loss from common/collective trusts2016-05-31$-3,542,754
Net gain/loss from 103.12 investment entities2016-05-31$280,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$7,958,656
Employer contributions (assets) at end of year2016-05-31$984,315
Employer contributions (assets) at beginning of year2016-05-31$864,025
Income. Dividends from common stock2016-05-31$1,635,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$16,344,816
Contract administrator fees2016-05-31$187,961
Assets. Corporate common stocks other than exployer securities at end of year2016-05-31$42,330,233
Assets. Corporate common stocks other than exployer securities at beginning of year2016-05-31$39,904,958
Assets. Value of buildings and other operty used in plan operation at end of year2016-05-31$34,553
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-05-31$34,538
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Aggregate proceeds on sale of assets2016-05-31$81,971,018
Aggregate carrying amount (costs) on sale of assets2016-05-31$85,221,517
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31ROBISON, HILL & COMPANY
Accountancy firm EIN2016-05-31870328572
2015 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$8,525,846
Total unrealized appreciation/depreciation of assets2015-05-31$8,525,846
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$10,106,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$7,438,196
Total income from all sources (including contributions)2015-05-31$17,913,879
Total loss/gain on sale of assets2015-05-31$1,176,403
Total of all expenses incurred2015-05-31$17,355,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$15,473,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$6,865,004
Value of total assets at end of year2015-05-31$179,369,579
Value of total assets at beginning of year2015-05-31$176,143,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$1,882,724
Total interest from all sources2015-05-31$13,443
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$1,712,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Administrative expenses professional fees incurred2015-05-31$302,088
Was this plan covered by a fidelity bond2015-05-31No
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$484,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$59,696
Assets. Loans (other than to participants) at end of year2015-05-31$9,604,038
Assets. Loans (other than to participants) at beginning of year2015-05-31$7,018,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-05-31$9,907,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-05-31$7,205,043
Other income not declared elsewhere2015-05-31$8,698
Administrative expenses (other) incurred2015-05-31$151,510
Liabilities. Value of operating payables at end of year2015-05-31$198,828
Liabilities. Value of operating payables at beginning of year2015-05-31$233,153
Total non interest bearing cash at end of year2015-05-31$1,216,151
Total non interest bearing cash at beginning of year2015-05-31$1,367,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$558,099
Value of net assets at end of year (total assets less liabilities)2015-05-31$169,263,041
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$168,704,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Assets. partnership/joint venture interests at end of year2015-05-31$39,346,613
Assets. partnership/joint venture interests at beginning of year2015-05-31$37,451,558
Investment advisory and management fees2015-05-31$1,258,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$27,181,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$19,415,893
Interest earned on other investments2015-05-31$12,385
Value of interest in common/collective trusts at end of year2015-05-31$38,930,096
Value of interest in common/collective trusts at beginning of year2015-05-31$48,034,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$1,147,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$614,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$614,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$1,058
Assets. Value of investments in 103.12 investment entities at end of year2015-05-31$20,655,013
Assets. Value of investments in 103.12 investment entities at beginning of year2015-05-31$20,605,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$-1,095,474
Net investment gain or loss from common/collective trusts2015-05-31$595,772
Net gain/loss from 103.12 investment entities2015-05-31$112,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$6,865,004
Employer contributions (assets) at end of year2015-05-31$864,025
Employer contributions (assets) at beginning of year2015-05-31$836,628
Income. Dividends from common stock2015-05-31$1,712,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$15,473,056
Contract administrator fees2015-05-31$170,767
Assets. Corporate common stocks other than exployer securities at end of year2015-05-31$39,904,958
Assets. Corporate common stocks other than exployer securities at beginning of year2015-05-31$40,705,276
Assets. Value of buildings and other operty used in plan operation at end of year2015-05-31$34,538
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-05-31$32,986
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$106,986,478
Aggregate carrying amount (costs) on sale of assets2015-05-31$105,810,075
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31ROBISON, HILL & COMPANY
Accountancy firm EIN2015-05-31870328572
2014 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$13,882,687
Total unrealized appreciation/depreciation of assets2014-05-31$13,882,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$7,438,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$15,658,800
Total income from all sources (including contributions)2014-05-31$27,678,327
Total loss/gain on sale of assets2014-05-31$2,062,509
Total of all expenses incurred2014-05-31$17,329,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$15,471,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$6,606,737
Value of total assets at end of year2014-05-31$176,143,138
Value of total assets at beginning of year2014-05-31$174,014,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$1,858,134
Total interest from all sources2014-05-31$21,598
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$1,707,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Administrative expenses professional fees incurred2014-05-31$290,327
Was this plan covered by a fidelity bond2014-05-31No
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$59,696
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$79,342
Assets. Loans (other than to participants) at end of year2014-05-31$7,018,458
Assets. Loans (other than to participants) at beginning of year2014-05-31$15,177,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-05-31$7,205,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-05-31$15,406,382
Other income not declared elsewhere2014-05-31$18,439
Administrative expenses (other) incurred2014-05-31$147,284
Liabilities. Value of operating payables at end of year2014-05-31$233,153
Liabilities. Value of operating payables at beginning of year2014-05-31$252,418
Total non interest bearing cash at end of year2014-05-31$1,367,422
Total non interest bearing cash at beginning of year2014-05-31$1,337,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$10,349,106
Value of net assets at end of year (total assets less liabilities)2014-05-31$168,704,942
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$158,355,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Assets. partnership/joint venture interests at end of year2014-05-31$37,451,558
Assets. partnership/joint venture interests at beginning of year2014-05-31$41,670,483
Investment advisory and management fees2014-05-31$1,237,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$19,415,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$3,910,775
Interest earned on other investments2014-05-31$20,437
Value of interest in common/collective trusts at end of year2014-05-31$48,034,889
Value of interest in common/collective trusts at beginning of year2014-05-31$38,034,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$614,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$1,273,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$1,273,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$1,161
Assets. Value of investments in 103.12 investment entities at end of year2014-05-31$20,605,479
Assets. Value of investments in 103.12 investment entities at beginning of year2014-05-31$24,031,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$225,678
Net investment gain or loss from common/collective trusts2014-05-31$2,124,802
Net gain/loss from 103.12 investment entities2014-05-31$1,028,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31Yes
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$6,606,737
Employer contributions (assets) at end of year2014-05-31$836,628
Employer contributions (assets) at beginning of year2014-05-31$824,576
Income. Dividends from common stock2014-05-31$1,707,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$15,471,087
Contract administrator fees2014-05-31$183,468
Assets. Corporate common stocks other than exployer securities at end of year2014-05-31$40,705,276
Assets. Corporate common stocks other than exployer securities at beginning of year2014-05-31$47,643,245
Assets. Value of buildings and other operty used in plan operation at end of year2014-05-31$32,986
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-05-31$32,007
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Aggregate proceeds on sale of assets2014-05-31$87,505,115
Aggregate carrying amount (costs) on sale of assets2014-05-31$85,442,606
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31ROBISON, HILL & COMPANY
Accountancy firm EIN2014-05-31870328572
2013 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$16,479,860
Total unrealized appreciation/depreciation of assets2013-05-31$16,479,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$15,658,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$16,922,853
Total income from all sources (including contributions)2013-05-31$32,706,554
Total loss/gain on sale of assets2013-05-31$1,044,104
Total of all expenses incurred2013-05-31$16,469,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$14,632,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$6,728,636
Value of total assets at end of year2013-05-31$174,014,636
Value of total assets at beginning of year2013-05-31$159,041,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$1,837,312
Total interest from all sources2013-05-31$19,477
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$1,125,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Administrative expenses professional fees incurred2013-05-31$304,960
Was this plan covered by a fidelity bond2013-05-31No
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$79,342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$81,312
Assets. Loans (other than to participants) at end of year2013-05-31$15,177,073
Assets. Loans (other than to participants) at beginning of year2013-05-31$16,305,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-05-31$15,406,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-05-31$16,771,778
Other income not declared elsewhere2013-05-31$39,894
Administrative expenses (other) incurred2013-05-31$146,176
Liabilities. Value of operating payables at end of year2013-05-31$252,418
Liabilities. Value of operating payables at beginning of year2013-05-31$151,075
Total non interest bearing cash at end of year2013-05-31$1,337,645
Total non interest bearing cash at beginning of year2013-05-31$1,152,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$16,236,865
Value of net assets at end of year (total assets less liabilities)2013-05-31$158,355,836
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$142,118,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Assets. partnership/joint venture interests at end of year2013-05-31$41,670,483
Assets. partnership/joint venture interests at beginning of year2013-05-31$34,443,820
Investment advisory and management fees2013-05-31$1,206,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$3,910,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$5,443,501
Interest earned on other investments2013-05-31$18,027
Value of interest in common/collective trusts at end of year2013-05-31$38,034,013
Value of interest in common/collective trusts at beginning of year2013-05-31$32,213,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$1,273,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$1,107,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$1,107,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$1,450
Assets. Value of investments in 103.12 investment entities at end of year2013-05-31$24,031,972
Assets. Value of investments in 103.12 investment entities at beginning of year2013-05-31$24,462,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$290,064
Net investment gain or loss from common/collective trusts2013-05-31$6,259,735
Net gain/loss from 103.12 investment entities2013-05-31$719,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31Yes
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$6,728,636
Employer contributions (assets) at end of year2013-05-31$824,576
Employer contributions (assets) at beginning of year2013-05-31$889,761
Income. Dividends from common stock2013-05-31$1,125,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$14,632,377
Contract administrator fees2013-05-31$179,996
Assets. Corporate common stocks other than exployer securities at end of year2013-05-31$47,643,245
Assets. Corporate common stocks other than exployer securities at beginning of year2013-05-31$42,910,842
Assets. Value of buildings and other operty used in plan operation at end of year2013-05-31$32,007
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-05-31$31,380
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$32,014,203
Aggregate carrying amount (costs) on sale of assets2013-05-31$30,970,099
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31ROBISON, HILL & COMPANY
Accountancy firm EIN2013-05-31870328572
2012 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$-1,717,437
Total unrealized appreciation/depreciation of assets2012-05-31$-1,717,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$16,922,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$19,451,433
Total income from all sources (including contributions)2012-05-31$1,529,341
Total loss/gain on sale of assets2012-05-31$-1,185,742
Total of all expenses incurred2012-05-31$15,788,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$13,953,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$6,915,999
Value of total assets at end of year2012-05-31$159,041,824
Value of total assets at beginning of year2012-05-31$175,829,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$1,834,506
Total interest from all sources2012-05-31$23,130
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$1,706,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Administrative expenses professional fees incurred2012-05-31$318,420
Was this plan covered by a fidelity bond2012-05-31No
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$81,312
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$690,079
Assets. Loans (other than to participants) at end of year2012-05-31$16,305,315
Assets. Loans (other than to participants) at beginning of year2012-05-31$18,786,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-05-31$16,771,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-05-31$19,268,548
Other income not declared elsewhere2012-05-31$35,419
Administrative expenses (other) incurred2012-05-31$151,658
Liabilities. Value of operating payables at end of year2012-05-31$151,075
Liabilities. Value of operating payables at beginning of year2012-05-31$182,885
Total non interest bearing cash at end of year2012-05-31$1,152,435
Total non interest bearing cash at beginning of year2012-05-31$937,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-14,259,008
Value of net assets at end of year (total assets less liabilities)2012-05-31$142,118,971
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$156,377,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Assets. partnership/joint venture interests at end of year2012-05-31$34,443,820
Assets. partnership/joint venture interests at beginning of year2012-05-31$40,236,230
Investment advisory and management fees2012-05-31$1,184,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$5,443,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$7,070,086
Interest earned on other investments2012-05-31$21,602
Value of interest in common/collective trusts at end of year2012-05-31$32,213,563
Value of interest in common/collective trusts at beginning of year2012-05-31$36,964,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$1,107,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$1,052,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$1,052,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$1,528
Assets. Value of investments in 103.12 investment entities at end of year2012-05-31$24,462,779
Assets. Value of investments in 103.12 investment entities at beginning of year2012-05-31$22,962,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-748,582
Net investment gain or loss from common/collective trusts2012-05-31$-5,000,620
Net gain/loss from 103.12 investment entities2012-05-31$1,500,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31Yes
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$6,915,999
Employer contributions (assets) at end of year2012-05-31$889,761
Employer contributions (assets) at beginning of year2012-05-31$938,714
Income. Dividends from common stock2012-05-31$1,706,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$13,953,843
Contract administrator fees2012-05-31$180,014
Assets. Corporate common stocks other than exployer securities at end of year2012-05-31$42,910,842
Assets. Corporate common stocks other than exployer securities at beginning of year2012-05-31$46,158,288
Assets. Value of buildings and other operty used in plan operation at end of year2012-05-31$31,380
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-05-31$33,169
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$42,549,871
Aggregate carrying amount (costs) on sale of assets2012-05-31$43,735,613
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31ROBISON, HILL & COMPANY
Accountancy firm EIN2012-05-31870328572
2011 : INTERMOUNTAIN IRONWORKERS PENSION TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$16,804,093
Total unrealized appreciation/depreciation of assets2011-05-31$16,804,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$19,451,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$9,728,950
Total income from all sources (including contributions)2011-05-31$37,744,126
Total loss/gain on sale of assets2011-05-31$3,291,840
Total of all expenses incurred2011-05-31$15,034,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$13,282,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$7,145,357
Value of total assets at end of year2011-05-31$175,829,412
Value of total assets at beginning of year2011-05-31$143,397,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$1,752,115
Total interest from all sources2011-05-31$38,070
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$1,328,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Administrative expenses professional fees incurred2011-05-31$305,730
Was this plan covered by a fidelity bond2011-05-31No
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$690,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$537,154
Assets. Loans (other than to participants) at end of year2011-05-31$18,786,280
Assets. Loans (other than to participants) at beginning of year2011-05-31$8,904,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-05-31$19,268,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-05-31$9,515,034
Other income not declared elsewhere2011-05-31$42,423
Administrative expenses (other) incurred2011-05-31$148,851
Liabilities. Value of operating payables at end of year2011-05-31$182,885
Liabilities. Value of operating payables at beginning of year2011-05-31$213,916
Total non interest bearing cash at end of year2011-05-31$937,639
Total non interest bearing cash at beginning of year2011-05-31$1,303,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$22,709,455
Value of net assets at end of year (total assets less liabilities)2011-05-31$156,377,979
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$133,668,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Assets. partnership/joint venture interests at end of year2011-05-31$40,236,230
Assets. partnership/joint venture interests at beginning of year2011-05-31$32,597,456
Investment advisory and management fees2011-05-31$1,111,872
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$7,070,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$8,628,386
Interest earned on other investments2011-05-31$36,224
Value of interest in common/collective trusts at end of year2011-05-31$36,964,276
Value of interest in common/collective trusts at beginning of year2011-05-31$27,474,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$1,052,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$2,139,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$2,139,179
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$1,846
Assets. Value of investments in 103.12 investment entities at end of year2011-05-31$22,962,207
Assets. Value of investments in 103.12 investment entities at beginning of year2011-05-31$5,453,927
Asset value of US Government securities at beginning of year2011-05-31$6,077,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$572,190
Net investment gain or loss from common/collective trusts2011-05-31$8,521,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31Yes
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$7,145,357
Employer contributions (assets) at end of year2011-05-31$938,714
Employer contributions (assets) at beginning of year2011-05-31$717,107
Income. Dividends from common stock2011-05-31$1,328,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$13,282,556
Asset. Corporate debt instrument debt (other) at beginning of year2011-05-31$9,438,930
Contract administrator fees2011-05-31$185,662
Assets. Corporate common stocks other than exployer securities at end of year2011-05-31$46,158,288
Assets. Corporate common stocks other than exployer securities at beginning of year2011-05-31$40,092,403
Assets. Value of buildings and other operty used in plan operation at end of year2011-05-31$33,169
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-05-31$33,827
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$53,750,958
Aggregate carrying amount (costs) on sale of assets2011-05-31$50,459,118
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31ROBISON, HILL & COMPANY
Accountancy firm EIN2011-05-31870328572

Form 5500 Responses for INTERMOUNTAIN IRONWORKERS PENSION TRUST

2022: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2022 form 5500 responses
2022-06-01Type of plan entityMulti-employer plan
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement - TrustYes
2021: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Submission has been amendedYes
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: INTERMOUNTAIN IRONWORKERS PENSION TRUST 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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