401k Plan data: LOCAL 665 I.A.T.S.E. ANNUITY PLAN plan

LOCAL 665 I.A.T.S.E. ANNUITY PLAN 401k Plan overview

Plan Name	LOCAL 665 I.A.T.S.E. ANNUITY PLAN
Plan identification number	001

LOCAL 665 I.A.T.S.E. ANNUITY PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

BOARD OF TRUSTEES OF LOCAL 665 I.A.T.S.E ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF LOCAL 665 I.A.T.S.E ANNUITY FUND

Employer identification number (EIN): 990228395

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 665 I.A.T.S.E. ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-06-01 ALLAN OMO NAOMI CARTER 2014-03-14
001 2011-06-01 ALLAN OMO NAOMI CARTER 2013-02-21
001 2010-06-01 ALLAN OMO NAOMI CARTER 2012-03-13
001 2009-06-01 ALLAN OMO NAOMI CARTER 2011-03-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-06-01	ALLAN OMO	NAOMI CARTER	2014-03-14
001	2011-06-01	ALLAN OMO	NAOMI CARTER	2013-02-21
001	2010-06-01	ALLAN OMO	NAOMI CARTER	2012-03-13
001	2009-06-01	ALLAN OMO	NAOMI CARTER	2011-03-14

Plan Statistics for LOCAL 665 I.A.T.S.E. ANNUITY PLAN

401k plan membership statisitcs for LOCAL 665 I.A.T.S.E. ANNUITY PLAN

Measure Date Value
2012: LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 2,025
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 2,039
Total of all active and inactive participants 2012-06-01 2,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 13
Total participants 2012-06-01 2,052
Number of employers contributing to the scheme 2012-06-01 179
2011: LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 2,060
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 2,014
Total of all active and inactive participants 2011-06-01 2,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 11
Total participants 2011-06-01 2,025
Number of employers contributing to the scheme 2011-06-01 232
2010: LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 1,933
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 2,051
Total of all active and inactive participants 2010-06-01 2,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 9
Total participants 2010-06-01 2,060
Number of employers contributing to the scheme 2010-06-01 205
2009: LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 1,812
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 1,933
Total of all active and inactive participants 2009-06-01 1,933
Total participants 2009-06-01 1,933
Number of employers contributing to the scheme 2009-06-01 169

Measure	Date	Value
2012: LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	2,025
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	2,039
Total of all active and inactive participants	2012-06-01	2,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	13
Total participants	2012-06-01	2,052
Number of employers contributing to the scheme	2012-06-01	179
2011: LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	2,060
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	2,014
Total of all active and inactive participants	2011-06-01	2,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	11
Total participants	2011-06-01	2,025
Number of employers contributing to the scheme	2011-06-01	232
2010: LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	1,933
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	2,051
Total of all active and inactive participants	2010-06-01	2,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	9
Total participants	2010-06-01	2,060
Number of employers contributing to the scheme	2010-06-01	205
2009: LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	1,812
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	1,933
Total of all active and inactive participants	2009-06-01	1,933
Total participants	2009-06-01	1,933
Number of employers contributing to the scheme	2009-06-01	169

Financial Data on LOCAL 665 I.A.T.S.E. ANNUITY PLAN

Measure	Date	Value
2013 : LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-05-31	$661,126
Total unrealized appreciation/depreciation of assets	2013-05-31	$661,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$201,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$14,000
Total income from all sources (including contributions)	2013-05-31	$2,701,850
Total loss/gain on sale of assets	2013-05-31	$560,747
Total of all expenses incurred	2013-05-31	$829,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$617,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$1,103,332
Value of total assets at end of year	2013-05-31	$12,484,221
Value of total assets at beginning of year	2013-05-31	$10,425,095
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$211,823
Total interest from all sources	2013-05-31	$273,300
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$103,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Administrative expenses professional fees incurred	2013-05-31	$28,505
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-05-31	$398,941
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-05-31	$540,231
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$500,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Funding deficiency by the employer to the plan for this plan year	2013-05-31	$0
Minimum employer required contribution for this plan year	2013-05-31	$1,103,332
Amount contributed by the employer to the plan for this plan year	2013-05-31	$1,103,332
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-05-31	$397,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-05-31	$70,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-05-31	$177,917
Other income not declared elsewhere	2013-05-31	$10
Administrative expenses (other) incurred	2013-05-31	$20,723
Liabilities. Value of operating payables at end of year	2013-05-31	$23,116
Liabilities. Value of operating payables at beginning of year	2013-05-31	$14,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$1,872,093
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$12,283,188
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$10,411,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Investment advisory and management fees	2013-05-31	$123,680
Income. Interest from US Government securities	2013-05-31	$67,851
Income. Interest from corporate debt instruments	2013-05-31	$204,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-05-31	$988,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-05-31	$804,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-05-31	$804,572
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-05-31	$610
Asset value of US Government securities at end of year	2013-05-31	$1,929,461
Asset value of US Government securities at beginning of year	2013-05-31	$1,792,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$1,103,332
Employer contributions (assets) at end of year	2013-05-31	$81,599
Employer contributions (assets) at beginning of year	2013-05-31	$29,167
Income. Dividends from preferred stock	2013-05-31	$25,264
Income. Dividends from common stock	2013-05-31	$78,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$617,934
Asset. Corporate debt instrument debt (other) at end of year	2013-05-31	$3,109,460
Asset. Corporate debt instrument debt (other) at beginning of year	2013-05-31	$3,358,809
Contract administrator fees	2013-05-31	$38,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-05-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-05-31	$5,577,922
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-05-31	$3,829,261
Did the plan have assets held for investment	2013-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Aggregate proceeds on sale of assets	2013-05-31	$11,065,905
Aggregate carrying amount (costs) on sale of assets	2013-05-31	$10,505,158
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	No
Opinion of an independent qualified public accountant for this plan	2013-05-31	Unqualified
Accountancy firm name	2013-05-31	LEMKE, CHINEN & TANAKA, CPA, INC.
Accountancy firm EIN	2013-05-31	990155373
2012 : LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-05-31	$-413,292
Total unrealized appreciation/depreciation of assets	2012-05-31	$-413,292
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$14,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$20,706
Total income from all sources (including contributions)	2012-05-31	$923,749
Total loss/gain on sale of assets	2012-05-31	$42,242
Total of all expenses incurred	2012-05-31	$890,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$681,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$924,694
Value of total assets at end of year	2012-05-31	$10,425,095
Value of total assets at beginning of year	2012-05-31	$10,398,665
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$208,905
Total interest from all sources	2012-05-31	$261,364
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$106,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Administrative expenses professional fees incurred	2012-05-31	$26,752
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-05-31	$540,231
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-05-31	$294,980
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$500,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Funding deficiency by the employer to the plan for this plan year	2012-05-31	$0
Minimum employer required contribution for this plan year	2012-05-31	$924,694
Amount contributed by the employer to the plan for this plan year	2012-05-31	$924,694
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-05-31	$70,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-05-31	$76,391
Other income not declared elsewhere	2012-05-31	$2,319
Administrative expenses (other) incurred	2012-05-31	$31,958
Liabilities. Value of operating payables at end of year	2012-05-31	$14,000
Liabilities. Value of operating payables at beginning of year	2012-05-31	$20,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$33,136
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$10,411,095
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$10,377,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Investment advisory and management fees	2012-05-31	$111,280
Income. Interest from US Government securities	2012-05-31	$67,881
Income. Interest from corporate debt instruments	2012-05-31	$193,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-05-31	$804,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-05-31	$558,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-05-31	$558,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-05-31	$483
Asset value of US Government securities at end of year	2012-05-31	$1,792,251
Asset value of US Government securities at beginning of year	2012-05-31	$1,582,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$924,694
Employer contributions (assets) at end of year	2012-05-31	$29,167
Employer contributions (assets) at beginning of year	2012-05-31	$7,434
Income. Dividends from preferred stock	2012-05-31	$31,069
Income. Dividends from common stock	2012-05-31	$75,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$681,708
Asset. Corporate debt instrument debt (other) at end of year	2012-05-31	$3,358,809
Asset. Corporate debt instrument debt (other) at beginning of year	2012-05-31	$3,228,260
Contract administrator fees	2012-05-31	$38,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-05-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2012-05-31	$3,829,261
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-05-31	$4,650,520
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Aggregate proceeds on sale of assets	2012-05-31	$11,549,053
Aggregate carrying amount (costs) on sale of assets	2012-05-31	$11,506,811
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	No
Opinion of an independent qualified public accountant for this plan	2012-05-31	Unqualified
Accountancy firm name	2012-05-31	LEMKE, CHINEN & TANAKA CPA, INC.
Accountancy firm EIN	2012-05-31	990155373
2011 : LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-05-31	$591,886
Total unrealized appreciation/depreciation of assets	2011-05-31	$591,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$20,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$115,570
Total income from all sources (including contributions)	2011-05-31	$2,409,692
Total loss/gain on sale of assets	2011-05-31	$276,637
Total of all expenses incurred	2011-05-31	$829,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$659,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$1,225,993
Value of total assets at end of year	2011-05-31	$10,398,665
Value of total assets at beginning of year	2011-05-31	$8,913,084
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$169,489
Total interest from all sources	2011-05-31	$236,913
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$77,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Administrative expenses professional fees incurred	2011-05-31	$28,409
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-05-31	$294,980
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-05-31	$262,228
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$500,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Funding deficiency by the employer to the plan for this plan year	2011-05-31	$0
Minimum employer required contribution for this plan year	2011-05-31	$1,225,993
Amount contributed by the employer to the plan for this plan year	2011-05-31	$1,225,993
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-05-31	$76,391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-05-31	$66,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-05-31	$102,823
Other income not declared elsewhere	2011-05-31	$443
Administrative expenses (other) incurred	2011-05-31	$18,153
Liabilities. Value of operating payables at end of year	2011-05-31	$20,706
Liabilities. Value of operating payables at beginning of year	2011-05-31	$12,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$1,580,445
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$10,377,959
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$8,797,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Investment advisory and management fees	2011-05-31	$85,779
Income. Interest from US Government securities	2011-05-31	$63,559
Income. Interest from corporate debt instruments	2011-05-31	$172,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-05-31	$558,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-05-31	$1,066,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-05-31	$1,066,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-05-31	$1,086
Asset value of US Government securities at end of year	2011-05-31	$1,582,170
Asset value of US Government securities at beginning of year	2011-05-31	$1,161,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$1,225,993
Employer contributions (assets) at end of year	2011-05-31	$7,434
Employer contributions (assets) at beginning of year	2011-05-31	$207,590
Income. Dividends from preferred stock	2011-05-31	$22,411
Income. Dividends from common stock	2011-05-31	$55,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$659,758
Asset. Corporate debt instrument debt (other) at end of year	2011-05-31	$3,228,260
Asset. Corporate debt instrument debt (other) at beginning of year	2011-05-31	$3,007,240
Contract administrator fees	2011-05-31	$37,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-05-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2011-05-31	$4,650,520
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-05-31	$3,141,175
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Aggregate proceeds on sale of assets	2011-05-31	$12,104,068
Aggregate carrying amount (costs) on sale of assets	2011-05-31	$11,827,431
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	No
Opinion of an independent qualified public accountant for this plan	2011-05-31	Unqualified
Accountancy firm name	2011-05-31	LEMKE, CHINEN & TANAKA CPA, INC.
Accountancy firm EIN	2011-05-31	990155373
2010 : LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-05-31	$0
Minimum employer required contribution for this plan year	2010-05-31	$1,100,363
Amount contributed by the employer to the plan for this plan year	2010-05-31	$1,100,363

Form 5500 Responses for LOCAL 665 I.A.T.S.E. ANNUITY PLAN

2012: LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Multi-employer plan
2012-06-01	Plan is a collectively bargained plan	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Multi-employer plan
2011-06-01	Plan is a collectively bargained plan	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Multi-employer plan
2010-06-01	Plan is a collectively bargained plan	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: LOCAL 665 I.A.T.S.E. ANNUITY PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Multi-employer plan
2009-06-01	This submission is the final filing	No
2009-06-01	Plan is a collectively bargained plan	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOARD OF TRUSTEES OF LOCAL 665 I.A.T.S.E ANNUITY FUND
Employer identification number (EIN):	990228395
NAIC Classification:	238900