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IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 401k Plan overview

Plan NameIRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN
Plan identification number 002

IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES IRON WORKERS' LOCALS NO.15 & 424 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES IRON WORKERS' LOCALS NO.15 & 424
Employer identification number (EIN):061074625
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01JOSEPH SORENSEN2024-04-08 MICHAEL O'SULLIVAN2024-04-08
0022021-07-01JAMES DENNING2023-04-18 DAVID HUNT2023-04-18
0022020-07-01JAMES DENNING2022-03-16 DAVID HUNT2022-03-16
0022019-07-01JOSEPH TONER2021-02-17 DAVID HUNT2021-02-17
0022018-07-01JOSEPH TONER2020-03-20 DAVID HUNT2020-03-20
0022017-07-01JOSEPH TONER2019-04-10 DAVID HUNT2019-04-10
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01GERARD J. FRAME
0022012-07-01GERARD J. FRAME
0022011-07-01GERARD J. FRAME
0022009-07-01GERARD FRAME

Plan Statistics for IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN

401k plan membership statisitcs for IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN

Measure Date Value
2022: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011,365
Total number of active participants reported on line 7a of the Form 55002022-07-011,231
Number of retired or separated participants receiving benefits2022-07-0133
Number of other retired or separated participants entitled to future benefits2022-07-0159
Total of all active and inactive participants2022-07-011,323
Total participants2022-07-011,323
Number of participants with account balances2022-07-011,141
Number of employers contributing to the scheme2022-07-0175
2021: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,262
Total number of active participants reported on line 7a of the Form 55002021-07-011,273
Number of retired or separated participants receiving benefits2021-07-0132
Number of other retired or separated participants entitled to future benefits2021-07-0157
Total of all active and inactive participants2021-07-011,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-013
Total participants2021-07-011,365
Number of participants with account balances2021-07-011,119
Number of employers contributing to the scheme2021-07-0179
2020: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,223
Total number of active participants reported on line 7a of the Form 55002020-07-011,169
Number of retired or separated participants receiving benefits2020-07-0135
Number of other retired or separated participants entitled to future benefits2020-07-0158
Total of all active and inactive participants2020-07-011,262
Total participants2020-07-011,262
Number of participants with account balances2020-07-011,013
Number of employers contributing to the scheme2020-07-0174
2019: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,255
Total number of active participants reported on line 7a of the Form 55002019-07-011,135
Number of retired or separated participants receiving benefits2019-07-0137
Number of other retired or separated participants entitled to future benefits2019-07-0151
Total of all active and inactive participants2019-07-011,223
Total participants2019-07-011,223
Number of participants with account balances2019-07-011,000
Number of employers contributing to the scheme2019-07-0187
2018: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,251
Total number of active participants reported on line 7a of the Form 55002018-07-011,174
Number of retired or separated participants receiving benefits2018-07-016
Number of other retired or separated participants entitled to future benefits2018-07-0175
Total of all active and inactive participants2018-07-011,255
Total participants2018-07-011,255
Number of participants with account balances2018-07-011,085
Number of employers contributing to the scheme2018-07-0195
2017: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,226
Total number of active participants reported on line 7a of the Form 55002017-07-011,179
Number of retired or separated participants receiving benefits2017-07-0131
Number of other retired or separated participants entitled to future benefits2017-07-0140
Total of all active and inactive participants2017-07-011,250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-011,251
Number of participants with account balances2017-07-011,103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-01101
2016: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,207
Total number of active participants reported on line 7a of the Form 55002016-07-011,154
Number of retired or separated participants receiving benefits2016-07-0134
Number of other retired or separated participants entitled to future benefits2016-07-0137
Total of all active and inactive participants2016-07-011,225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-011,226
Number of participants with account balances2016-07-011,114
Number of employers contributing to the scheme2016-07-0193
2015: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,108
Total number of active participants reported on line 7a of the Form 55002015-07-011,146
Number of retired or separated participants receiving benefits2015-07-017
Number of other retired or separated participants entitled to future benefits2015-07-0154
Total of all active and inactive participants2015-07-011,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,207
Number of participants with account balances2015-07-011,132
Number of employers contributing to the scheme2015-07-01112
2014: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,106
Total number of active participants reported on line 7a of the Form 55002014-07-011,044
Number of retired or separated participants receiving benefits2014-07-0125
Number of other retired or separated participants entitled to future benefits2014-07-0138
Total of all active and inactive participants2014-07-011,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-011,108
Number of participants with account balances2014-07-011,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
Number of employers contributing to the scheme2014-07-0197
2013: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,192
Total number of active participants reported on line 7a of the Form 55002013-07-011,040
Number of retired or separated participants receiving benefits2013-07-0126
Number of other retired or separated participants entitled to future benefits2013-07-0140
Total of all active and inactive participants2013-07-011,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-011,106
Number of participants with account balances2013-07-011,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
Number of employers contributing to the scheme2013-07-01113
2012: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,155
Total number of active participants reported on line 7a of the Form 55002012-07-011,118
Number of retired or separated participants receiving benefits2012-07-0123
Number of other retired or separated participants entitled to future benefits2012-07-0150
Total of all active and inactive participants2012-07-011,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-011,192
Number of participants with account balances2012-07-011,152
Number of employers contributing to the scheme2012-07-0188
2011: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,142
Total number of active participants reported on line 7a of the Form 55002011-07-011,071
Number of retired or separated participants receiving benefits2011-07-0121
Number of other retired or separated participants entitled to future benefits2011-07-0162
Total of all active and inactive participants2011-07-011,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-011,155
Number of participants with account balances2011-07-011,155
Number of employers contributing to the scheme2011-07-0190
2009: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,182
Total number of active participants reported on line 7a of the Form 55002009-07-011,075
Number of retired or separated participants receiving benefits2009-07-014
Number of other retired or separated participants entitled to future benefits2009-07-0174
Total of all active and inactive participants2009-07-011,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-011,154
Number of participants with account balances2009-07-011,154
Number of employers contributing to the scheme2009-07-0198

Financial Data on IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN

Measure Date Value
2023 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$19,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$30,574
Total income from all sources (including contributions)2023-06-30$9,742,483
Total of all expenses incurred2023-06-30$6,209,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$5,975,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$4,800,652
Value of total assets at end of year2023-06-30$71,488,370
Value of total assets at beginning of year2023-06-30$67,966,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$234,122
Total interest from all sources2023-06-30$761,676
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$2,310,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$2,310,014
Administrative expenses professional fees incurred2023-06-30$75,929
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$159,430
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$97,463
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$72,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$2,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$4,734
Other income not declared elsewhere2023-06-30$176,682
Administrative expenses (other) incurred2023-06-30$128,193
Liabilities. Value of operating payables at end of year2023-06-30$16,982
Liabilities. Value of operating payables at beginning of year2023-06-30$25,840
Total non interest bearing cash at end of year2023-06-30$155,730
Total non interest bearing cash at beginning of year2023-06-30$164,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$3,533,020
Value of net assets at end of year (total assets less liabilities)2023-06-30$71,469,171
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$67,936,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$43,540,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$40,614,102
Interest earned on other investments2023-06-30$761,292
Value of interest in common/collective trusts at end of year2023-06-30$1,001,919
Value of interest in common/collective trusts at beginning of year2023-06-30$648,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$26,217,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$25,963,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,589,245
Net investment gain or loss from common/collective trusts2023-06-30$104,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$4,641,222
Employer contributions (assets) at end of year2023-06-30$475,166
Employer contributions (assets) at beginning of year2023-06-30$503,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$5,975,341
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2023-06-30611436956
2022 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$30,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$16,289
Total income from all sources (including contributions)2022-06-30$-1,572,305
Total of all expenses incurred2022-06-30$4,428,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$4,199,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$4,809,299
Value of total assets at end of year2022-06-30$67,966,725
Value of total assets at beginning of year2022-06-30$73,953,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$228,937
Total interest from all sources2022-06-30$624,609
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$5,318,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$5,318,169
Administrative expenses professional fees incurred2022-06-30$76,037
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$239,681
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$72,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$64,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$4,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$1,221
Other income not declared elsewhere2022-06-30$179,818
Administrative expenses (other) incurred2022-06-30$122,900
Liabilities. Value of operating payables at end of year2022-06-30$25,840
Liabilities. Value of operating payables at beginning of year2022-06-30$15,068
Total non interest bearing cash at end of year2022-06-30$164,716
Total non interest bearing cash at beginning of year2022-06-30$149,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-6,000,744
Value of net assets at end of year (total assets less liabilities)2022-06-30$67,936,151
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$73,936,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$40,614,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$46,704,036
Interest earned on other investments2022-06-30$624,609
Value of interest in common/collective trusts at end of year2022-06-30$648,501
Value of interest in common/collective trusts at beginning of year2022-06-30$696,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$25,963,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$25,679,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-12,322,723
Net investment gain or loss from common/collective trusts2022-06-30$-181,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$4,569,618
Employer contributions (assets) at end of year2022-06-30$503,267
Employer contributions (assets) at beginning of year2022-06-30$659,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$4,199,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-06-30611436956
2021 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$16,289
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$14,478
Total income from all sources (including contributions)2021-06-30$15,900,256
Total of all expenses incurred2021-06-30$8,313,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$8,071,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$4,500,784
Value of total assets at end of year2021-06-30$73,953,184
Value of total assets at beginning of year2021-06-30$66,364,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$241,937
Total interest from all sources2021-06-30$777,099
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$4,405,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$4,405,988
Administrative expenses professional fees incurred2021-06-30$82,509
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$148,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$64,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$63,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$1,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$6,994
Other income not declared elsewhere2021-06-30$190,807
Administrative expenses (other) incurred2021-06-30$121,928
Liabilities. Value of operating payables at end of year2021-06-30$15,068
Liabilities. Value of operating payables at beginning of year2021-06-30$7,484
Total non interest bearing cash at end of year2021-06-30$149,530
Total non interest bearing cash at beginning of year2021-06-30$127,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$7,586,789
Value of net assets at end of year (total assets less liabilities)2021-06-30$73,936,895
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$66,350,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$37,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$46,704,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$39,644,765
Interest earned on other investments2021-06-30$777,099
Value of interest in common/collective trusts at end of year2021-06-30$696,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$25,679,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$25,925,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$5,770,269
Net investment gain or loss from common/collective trusts2021-06-30$255,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$4,351,987
Employer contributions (assets) at end of year2021-06-30$659,328
Employer contributions (assets) at beginning of year2021-06-30$603,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$8,071,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-06-30611436956
2020 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$14,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$12,731
Total income from all sources (including contributions)2020-06-30$7,464,215
Total of all expenses incurred2020-06-30$11,888,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$11,632,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$3,259,658
Value of total assets at end of year2020-06-30$66,364,584
Value of total assets at beginning of year2020-06-30$70,787,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$256,242
Total interest from all sources2020-06-30$614,590
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$3,402,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$3,402,160
Administrative expenses professional fees incurred2020-06-30$84,573
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$84,968
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$63,210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$121,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$6,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$7,300
Other income not declared elsewhere2020-06-30$185,820
Administrative expenses (other) incurred2020-06-30$126,669
Liabilities. Value of operating payables at end of year2020-06-30$7,484
Liabilities. Value of operating payables at beginning of year2020-06-30$5,431
Total non interest bearing cash at end of year2020-06-30$127,947
Total non interest bearing cash at beginning of year2020-06-30$205,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-4,424,547
Value of net assets at end of year (total assets less liabilities)2020-06-30$66,350,106
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$70,774,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$39,644,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$44,255,578
Interest earned on other investments2020-06-30$614,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$25,925,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$25,336,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$3,174,690
Employer contributions (assets) at end of year2020-06-30$603,454
Employer contributions (assets) at beginning of year2020-06-30$867,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$11,632,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-06-30611436956
2019 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$12,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$11,598
Total income from all sources (including contributions)2019-06-30$8,979,730
Total of all expenses incurred2019-06-30$7,171,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$6,844,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$4,411,491
Value of total assets at end of year2019-06-30$70,787,384
Value of total assets at beginning of year2019-06-30$68,978,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$327,390
Total interest from all sources2019-06-30$879,014
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$3,970,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$3,970,067
Administrative expenses professional fees incurred2019-06-30$123,755
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$40,366
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$121,929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$100,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$7,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$2,365
Other income not declared elsewhere2019-06-30$187,402
Administrative expenses (other) incurred2019-06-30$158,635
Liabilities. Value of operating payables at end of year2019-06-30$5,431
Liabilities. Value of operating payables at beginning of year2019-06-30$9,233
Total non interest bearing cash at end of year2019-06-30$205,878
Total non interest bearing cash at beginning of year2019-06-30$150,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,808,060
Value of net assets at end of year (total assets less liabilities)2019-06-30$70,774,653
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$68,966,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$44,255,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$41,615,649
Interest earned on other investments2019-06-30$879,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$25,336,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$26,344,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-468,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$4,371,125
Employer contributions (assets) at end of year2019-06-30$867,069
Employer contributions (assets) at beginning of year2019-06-30$767,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$6,844,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-06-30611436956
2018 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$11,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$7,315
Total income from all sources (including contributions)2018-06-30$9,119,219
Total of all expenses incurred2018-06-30$4,041,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$3,775,416
Expenses. Certain deemed distributions of participant loans2018-06-30$-8,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$4,507,382
Value of total assets at end of year2018-06-30$68,978,191
Value of total assets at beginning of year2018-06-30$63,896,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$274,571
Total interest from all sources2018-06-30$837,624
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$2,857,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$2,857,757
Administrative expenses professional fees incurred2018-06-30$91,476
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$100,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$71,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$2,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$274
Other income not declared elsewhere2018-06-30$192,313
Administrative expenses (other) incurred2018-06-30$138,095
Liabilities. Value of operating payables at end of year2018-06-30$9,233
Liabilities. Value of operating payables at beginning of year2018-06-30$7,041
Total non interest bearing cash at end of year2018-06-30$150,544
Total non interest bearing cash at beginning of year2018-06-30$107,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$5,077,871
Value of net assets at end of year (total assets less liabilities)2018-06-30$68,966,593
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$63,888,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$41,615,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$36,198,161
Interest earned on other investments2018-06-30$837,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$26,344,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$26,871,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$724,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$4,507,382
Employer contributions (assets) at end of year2018-06-30$767,199
Employer contributions (assets) at beginning of year2018-06-30$646,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$3,775,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-06-30611436956
2017 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$7,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$13,223
Total income from all sources (including contributions)2017-06-30$8,697,835
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$3,858,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,609,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$3,860,582
Value of total assets at end of year2017-06-30$63,896,037
Value of total assets at beginning of year2017-06-30$59,062,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$248,517
Total interest from all sources2017-06-30$758,161
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,174,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,174,863
Administrative expenses professional fees incurred2017-06-30$63,301
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$71,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$77,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$5,361
Other income not declared elsewhere2017-06-30$196,075
Administrative expenses (other) incurred2017-06-30$140,216
Liabilities. Value of operating payables at end of year2017-06-30$7,041
Liabilities. Value of operating payables at beginning of year2017-06-30$7,862
Total non interest bearing cash at end of year2017-06-30$107,875
Total non interest bearing cash at beginning of year2017-06-30$60,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$4,839,464
Value of net assets at end of year (total assets less liabilities)2017-06-30$63,888,722
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$59,049,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$36,198,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$29,868,255
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$0
Interest earned on other investments2017-06-30$758,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$26,871,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$28,422,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,708,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$3,860,582
Employer contributions (assets) at end of year2017-06-30$646,755
Employer contributions (assets) at beginning of year2017-06-30$633,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,609,854
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30NOVAK FRANCELLA LLC
Accountancy firm EIN2017-06-30611436956
2016 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$13,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$33,092
Total income from all sources (including contributions)2016-06-30$4,766,407
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$3,151,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,854,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$4,339,224
Value of total assets at end of year2016-06-30$59,062,481
Value of total assets at beginning of year2016-06-30$57,467,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$296,973
Total interest from all sources2016-06-30$802,825
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,327,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$1,327,170
Administrative expenses professional fees incurred2016-06-30$74,780
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$77,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$92,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$5,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$27,562
Other income not declared elsewhere2016-06-30$192,234
Administrative expenses (other) incurred2016-06-30$177,193
Liabilities. Value of operating payables at end of year2016-06-30$7,862
Liabilities. Value of operating payables at beginning of year2016-06-30$5,530
Total non interest bearing cash at end of year2016-06-30$60,429
Total non interest bearing cash at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,614,739
Value of net assets at end of year (total assets less liabilities)2016-06-30$59,049,258
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$57,434,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$29,868,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$30,992,114
Value of interest in pooled separate accounts at end of year2016-06-30$0
Value of interest in pooled separate accounts at beginning of year2016-06-30$0
Interest earned on other investments2016-06-30$802,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$48,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$48,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$28,422,316
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$25,744,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,895,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$4,339,224
Employer contributions (assets) at end of year2016-06-30$633,925
Employer contributions (assets) at beginning of year2016-06-30$589,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,854,695
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2016-06-30060931761
2015 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$33,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$69,798
Total income from all sources (including contributions)2015-06-30$4,957,983
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$4,942,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$4,692,719
Expenses. Certain deemed distributions of participant loans2015-06-30$-37,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,250,394
Value of total assets at end of year2015-06-30$57,467,611
Value of total assets at beginning of year2015-06-30$57,488,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$286,824
Total interest from all sources2015-06-30$768,161
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$3,309,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$3,309,849
Administrative expenses professional fees incurred2015-06-30$74,695
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$92,627
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$118,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$27,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$48,348
Other income not declared elsewhere2015-06-30$184,139
Administrative expenses (other) incurred2015-06-30$167,129
Liabilities. Value of operating payables at end of year2015-06-30$5,530
Liabilities. Value of operating payables at beginning of year2015-06-30$21,450
Total non interest bearing cash at end of year2015-06-30$0
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$15,518
Value of net assets at end of year (total assets less liabilities)2015-06-30$57,434,519
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$57,419,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$30,992,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$30,178,921
Value of interest in pooled separate accounts at end of year2015-06-30$0
Value of interest in pooled separate accounts at beginning of year2015-06-30$0
Interest earned on other investments2015-06-30$768,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$48,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$72,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$72,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$25,744,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$26,643,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-2,554,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$3,250,394
Employer contributions (assets) at end of year2015-06-30$589,981
Employer contributions (assets) at beginning of year2015-06-30$475,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$4,692,719
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2015-06-30060931761
2014 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$69,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$79,532
Total income from all sources (including contributions)2014-06-30$8,939,529
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$3,925,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$3,642,962
Expenses. Certain deemed distributions of participant loans2014-06-30$-1,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$3,140,654
Value of total assets at end of year2014-06-30$57,488,799
Value of total assets at beginning of year2014-06-30$52,484,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$283,945
Total interest from all sources2014-06-30$661,724
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,978,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,978,798
Administrative expenses professional fees incurred2014-06-30$80,247
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$118,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$101,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$48,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$65,042
Other income not declared elsewhere2014-06-30$176,634
Administrative expenses (other) incurred2014-06-30$159,823
Liabilities. Value of operating payables at end of year2014-06-30$21,450
Liabilities. Value of operating payables at beginning of year2014-06-30$14,490
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$5,014,394
Value of net assets at end of year (total assets less liabilities)2014-06-30$57,419,001
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$52,404,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$43,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$30,178,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$24,974,117
Value of interest in pooled separate accounts at end of year2014-06-30$0
Value of interest in pooled separate accounts at beginning of year2014-06-30$0
Interest earned on other investments2014-06-30$661,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$72,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$49,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$49,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$26,643,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$26,978,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,981,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$3,140,654
Employer contributions (assets) at end of year2014-06-30$475,696
Employer contributions (assets) at beginning of year2014-06-30$380,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,642,962
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2014-06-30060931761
2013 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$79,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$80,639
Total income from all sources (including contributions)2013-06-30$7,033,686
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$4,600,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$4,305,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,110,895
Value of total assets at end of year2013-06-30$52,484,139
Value of total assets at beginning of year2013-06-30$50,052,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$295,106
Total interest from all sources2013-06-30$791,126
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$862,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$862,254
Administrative expenses professional fees incurred2013-06-30$71,684
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$101,213
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$93,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$65,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$66,535
Other income not declared elsewhere2013-06-30$176,565
Administrative expenses (other) incurred2013-06-30$180,672
Liabilities. Value of operating payables at end of year2013-06-30$14,490
Liabilities. Value of operating payables at beginning of year2013-06-30$14,104
Total non interest bearing cash at end of year2013-06-30$0
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,433,155
Value of net assets at end of year (total assets less liabilities)2013-06-30$52,404,607
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$49,971,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$42,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$24,974,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$21,442,441
Value of interest in pooled separate accounts at end of year2013-06-30$0
Value of interest in pooled separate accounts at beginning of year2013-06-30$0
Interest earned on other investments2013-06-30$791,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$49,609
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$10,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$10,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$26,978,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$28,136,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$2,092,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,110,895
Employer contributions (assets) at end of year2013-06-30$380,658
Employer contributions (assets) at beginning of year2013-06-30$369,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$4,305,425
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2013-06-30060931761
2012 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$80,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$109,126
Total income from all sources (including contributions)2012-06-30$4,131,253
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$5,152,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$4,822,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,767,534
Value of total assets at end of year2012-06-30$50,052,091
Value of total assets at beginning of year2012-06-30$51,101,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$330,322
Total interest from all sources2012-06-30$997,662
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$999,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$999,253
Administrative expenses professional fees incurred2012-06-30$76,716
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$93,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$161,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$66,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$92,493
Other income not declared elsewhere2012-06-30$175,793
Administrative expenses (other) incurred2012-06-30$209,731
Liabilities. Value of operating payables at end of year2012-06-30$14,104
Liabilities. Value of operating payables at beginning of year2012-06-30$16,633
Total non interest bearing cash at end of year2012-06-30$0
Total non interest bearing cash at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-1,021,121
Value of net assets at end of year (total assets less liabilities)2012-06-30$49,971,452
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$50,992,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$43,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$21,442,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$21,489,390
Value of interest in pooled separate accounts at end of year2012-06-30$0
Value of interest in pooled separate accounts at beginning of year2012-06-30$0
Interest earned on other investments2012-06-30$997,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$10,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$121,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$121,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$28,136,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$29,046,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-808,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,767,534
Employer contributions (assets) at end of year2012-06-30$369,289
Employer contributions (assets) at beginning of year2012-06-30$282,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$4,822,052
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2012-06-30060931761
2011 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$109,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$72,417
Total income from all sources (including contributions)2011-06-30$7,711,522
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$3,906,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$3,616,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,638,970
Value of total assets at end of year2011-06-30$51,101,699
Value of total assets at beginning of year2011-06-30$47,259,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$289,793
Total interest from all sources2011-06-30$993,103
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$77,741
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$161,677
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$112,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$92,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$57,348
Other income not declared elsewhere2011-06-30$175,820
Administrative expenses (other) incurred2011-06-30$167,052
Liabilities. Value of operating payables at end of year2011-06-30$16,633
Liabilities. Value of operating payables at beginning of year2011-06-30$15,069
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$5,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$3,805,203
Value of net assets at end of year (total assets less liabilities)2011-06-30$50,992,573
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$47,187,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$21,489,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,424,395
Value of interest in pooled separate accounts at end of year2011-06-30$0
Value of interest in pooled separate accounts at beginning of year2011-06-30$14,112,538
Interest earned on other investments2011-06-30$993,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$121,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$223,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$223,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$29,046,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$30,224,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,771,837
Net investment gain/loss from pooled separate accounts2011-06-30$2,131,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$2,638,970
Employer contributions (assets) at end of year2011-06-30$282,351
Employer contributions (assets) at beginning of year2011-06-30$156,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$3,616,526
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30Yes
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BUCKLEY, FRAME, BOUDREAU & CO., P.C
Accountancy firm EIN2011-06-30060931761
2010 : IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN

2022: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS' LOCALS NO. 15 & 424 ANNUITY PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780552-01
Policy instance 1
Insurance contract or identification number780552-01
Number of Individuals Covered389
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR60594
Policy instance 1
Insurance contract or identification numberMR60594
Number of Individuals Covered1365
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR60594
Policy instance 1
Insurance contract or identification numberMR60594
Number of Individuals Covered1262
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR60594
Policy instance 1
Insurance contract or identification numberMR60594
Number of Individuals Covered1223
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR60594
Policy instance 1
Insurance contract or identification numberMR60594
Number of Individuals Covered1248
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR60594
Policy instance 1
Insurance contract or identification numberMR60594
Number of Individuals Covered1247
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60594
Policy instance 1
Insurance contract or identification numberMR 60594
Number of Individuals Covered1207
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60594
Policy instance 1
Insurance contract or identification numberMR 60594
Number of Individuals Covered1044
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60594
Policy instance 1
Insurance contract or identification numberMR 60594
Number of Individuals Covered1106
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60594
Policy instance 1
Insurance contract or identification numberMR 60594
Number of Individuals Covered1192
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60594
Policy instance 1
Insurance contract or identification numberMR 60594
Number of Individuals Covered1155
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60594
Policy instance 2
Insurance contract or identification numberMR 60594
Number of Individuals Covered1142
Insurance policy start date2010-12-01
Insurance policy end date2011-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number39244/001
Policy instance 1
Insurance contract or identification number39244/001
Number of Individuals Covered0
Insurance policy start date2010-07-01
Insurance policy end date2010-11-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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