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LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 401k Plan overview

Plan NameLOCAL NO. 1 I.A.T.S.E ANNUITY PLAN
Plan identification number 001

LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing

401k Sponsoring company profile

BOARD OF TRUSTEES, ANNUITY FUND OF LOCAL NO. ONE, I.A.T.S.E. has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, ANNUITY FUND OF LOCAL NO. ONE, I.A.T.S.E.
Employer identification number (EIN):133022965
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01SCOTT COOL SCOTT COOL2016-09-01
0012014-01-01SCOTT COOL SCOTT COOL2015-10-14
0012013-01-01SCOTT COOL SCOTT COOL2014-06-18
0012012-01-01SCOTT COOL SCOTT COOL2013-07-09
0012011-01-01SCOTT COOL SCOTT COOL2012-08-08
0012010-01-01SCOTT COOL SCOTT COOL2011-10-13
0012009-01-01SCOTT COOL SCOTT COOL2010-10-15
0012009-01-01SCOTT COOL SCOTT COOL2010-10-15

Plan Statistics for LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN

401k plan membership statisitcs for LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN

Measure Date Value
2015: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0117,995
Total number of active participants reported on line 7a of the Form 55002015-01-0118,287
Number of retired or separated participants receiving benefits2015-01-01103
Number of other retired or separated participants entitled to future benefits2015-01-01174
Total of all active and inactive participants2015-01-0118,564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-0118,576
Number of participants with account balances2015-01-019,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018,073
Total number of active participants reported on line 7a of the Form 55002014-01-018,506
Number of retired or separated participants receiving benefits2014-01-01109
Number of other retired or separated participants entitled to future benefits2014-01-01134
Total of all active and inactive participants2014-01-018,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0116
Total participants2014-01-018,765
2013: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,066
Total number of active participants reported on line 7a of the Form 55002013-01-017,825
Number of retired or separated participants receiving benefits2013-01-01108
Number of other retired or separated participants entitled to future benefits2013-01-01125
Total of all active and inactive participants2013-01-018,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-018,073
Number of employers contributing to the scheme2013-01-010
2012: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,768
Total number of active participants reported on line 7a of the Form 55002012-01-018,815
Number of retired or separated participants receiving benefits2012-01-01109
Number of other retired or separated participants entitled to future benefits2012-01-01131
Total of all active and inactive participants2012-01-019,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-019,066
Number of employers contributing to the scheme2012-01-010
2011: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019,041
Total number of active participants reported on line 7a of the Form 55002011-01-019,538
Number of retired or separated participants receiving benefits2011-01-01102
Number of other retired or separated participants entitled to future benefits2011-01-01121
Total of all active and inactive participants2011-01-019,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-019,768
Number of employers contributing to the scheme2011-01-010
2010: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018,743
Total number of active participants reported on line 7a of the Form 55002010-01-018,814
Number of retired or separated participants receiving benefits2010-01-0195
Number of other retired or separated participants entitled to future benefits2010-01-01118
Total of all active and inactive participants2010-01-019,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0114
Total participants2010-01-019,041
Number of employers contributing to the scheme2010-01-010
2009: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,419
Total number of active participants reported on line 7a of the Form 55002009-01-018,542
Number of retired or separated participants receiving benefits2009-01-0191
Number of other retired or separated participants entitled to future benefits2009-01-0198
Total of all active and inactive participants2009-01-018,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0112
Total participants2009-01-018,743
Number of employers contributing to the scheme2009-01-010

Financial Data on LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN

Measure Date Value
2015 : LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$112,483
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$152,489
Total income from all sources (including contributions)2015-12-31$35,767,027
Total of all expenses incurred2015-12-31$30,232,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$28,832,689
Expenses. Certain deemed distributions of participant loans2015-12-31$543,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$36,515,325
Value of total assets at end of year2015-12-31$745,123,360
Value of total assets at beginning of year2015-12-31$739,628,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$855,713
Total interest from all sources2015-12-31$520,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$316,291
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$453,594
Participant contributions at end of year2015-12-31$16,093,230
Participant contributions at beginning of year2015-12-31$16,027,136
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$58,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$52,083
Other income not declared elsewhere2015-12-31$681,600
Administrative expenses (other) incurred2015-12-31$453,508
Liabilities. Value of operating payables at end of year2015-12-31$112,483
Liabilities. Value of operating payables at beginning of year2015-12-31$152,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,535,023
Value of net assets at end of year (total assets less liabilities)2015-12-31$745,010,877
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$739,475,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$85,914
Value of interest in pooled separate accounts at end of year2015-12-31$725,867,555
Value of interest in pooled separate accounts at beginning of year2015-12-31$720,004,640
Interest on participant loans2015-12-31$519,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$125,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$233,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$233,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$505
Net investment gain/loss from pooled separate accounts2015-12-31$-1,950,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$36,061,731
Employer contributions (assets) at end of year2015-12-31$2,953,058
Employer contributions (assets) at beginning of year2015-12-31$3,284,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$28,832,689
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$25,891
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$27,065
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FRUCHTER ROSEN AND COMPANY, P.C.
Accountancy firm EIN2015-12-31061671819
2014 : LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$152,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$153,880
Total income from all sources (including contributions)2014-12-31$85,493,128
Total of all expenses incurred2014-12-31$28,184,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$26,581,249
Expenses. Certain deemed distributions of participant loans2014-12-31$740,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$35,869,825
Value of total assets at end of year2014-12-31$739,628,343
Value of total assets at beginning of year2014-12-31$682,321,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$862,809
Total interest from all sources2014-12-31$527,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$343,311
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$656,001
Participant contributions at end of year2014-12-31$16,027,136
Participant contributions at beginning of year2014-12-31$16,072,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$52,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$45,833
Other income not declared elsewhere2014-12-31$606,250
Administrative expenses (other) incurred2014-12-31$431,135
Liabilities. Value of operating payables at end of year2014-12-31$152,489
Liabilities. Value of operating payables at beginning of year2014-12-31$153,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$57,308,605
Value of net assets at end of year (total assets less liabilities)2014-12-31$739,475,854
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$682,167,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$88,363
Value of interest in pooled separate accounts at end of year2014-12-31$720,004,640
Value of interest in pooled separate accounts at beginning of year2014-12-31$662,314,368
Interest on participant loans2014-12-31$526,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$233,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$895,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$895,622
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$457
Net investment gain/loss from pooled separate accounts2014-12-31$48,489,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$35,213,824
Employer contributions (assets) at end of year2014-12-31$3,284,211
Employer contributions (assets) at beginning of year2014-12-31$2,961,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$26,581,249
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$27,065
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$31,215
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FRUCHTER ROSEN AND COMPANY, P.C.
Accountancy firm EIN2014-12-31061671819
2013 : LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$153,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$86,005
Total income from all sources (including contributions)2013-12-31$109,893,477
Total of all expenses incurred2013-12-31$23,838,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$22,438,685
Expenses. Certain deemed distributions of participant loans2013-12-31$654,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$34,277,092
Value of total assets at end of year2013-12-31$682,321,129
Value of total assets at beginning of year2013-12-31$596,198,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$745,295
Total interest from all sources2013-12-31$540,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$208,685
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,062,906
Participant contributions at end of year2013-12-31$16,072,360
Participant contributions at beginning of year2013-12-31$15,748,999
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$45,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$45,833
Other income not declared elsewhere2013-12-31$550,000
Administrative expenses (other) incurred2013-12-31$448,346
Liabilities. Value of operating payables at end of year2013-12-31$153,880
Liabilities. Value of operating payables at beginning of year2013-12-31$86,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$86,054,901
Value of net assets at end of year (total assets less liabilities)2013-12-31$682,167,249
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$596,112,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$88,264
Value of interest in pooled separate accounts at end of year2013-12-31$662,314,368
Value of interest in pooled separate accounts at beginning of year2013-12-31$577,160,940
Interest on participant loans2013-12-31$539,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$895,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$291,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$291,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$553
Net investment gain/loss from pooled separate accounts2013-12-31$74,525,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$33,214,186
Employer contributions (assets) at end of year2013-12-31$2,961,731
Employer contributions (assets) at beginning of year2013-12-31$2,915,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$22,438,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$31,215
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$35,365
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FRUCHTER ROSEN AND COMPANY, P.C.
Accountancy firm EIN2013-12-31061671819
2012 : LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$86,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$61,085
Total income from all sources (including contributions)2012-12-31$81,930,266
Total of all expenses incurred2012-12-31$17,421,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,157,322
Expenses. Certain deemed distributions of participant loans2012-12-31$598,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$31,846,280
Value of total assets at end of year2012-12-31$596,198,353
Value of total assets at beginning of year2012-12-31$531,664,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$665,434
Total interest from all sources2012-12-31$515,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$214,302
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$623,753
Participant contributions at end of year2012-12-31$15,748,999
Participant contributions at beginning of year2012-12-31$15,629,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$45,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$63,971
Other income not declared elsewhere2012-12-31$553,588
Administrative expenses (other) incurred2012-12-31$344,055
Liabilities. Value of operating payables at end of year2012-12-31$86,005
Liabilities. Value of operating payables at beginning of year2012-12-31$61,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$64,508,664
Value of net assets at end of year (total assets less liabilities)2012-12-31$596,112,348
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$531,603,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$107,077
Value of interest in pooled separate accounts at end of year2012-12-31$577,160,940
Value of interest in pooled separate accounts at beginning of year2012-12-31$512,053,854
Interest on participant loans2012-12-31$514,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$291,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$372,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$372,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$607
Net investment gain/loss from pooled separate accounts2012-12-31$49,014,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$31,222,527
Employer contributions (assets) at end of year2012-12-31$2,915,217
Employer contributions (assets) at beginning of year2012-12-31$3,506,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,157,322
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$35,365
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$39,514
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FRUCHTER ROSEN AND COMPANY, P.C.
Accountancy firm EIN2012-12-31061671819
2011 : LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$61,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$53,103
Total income from all sources (including contributions)2011-12-31$44,707,586
Total of all expenses incurred2011-12-31$16,089,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,521,872
Expenses. Certain deemed distributions of participant loans2011-12-31$1,005,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$31,771,572
Value of total assets at end of year2011-12-31$531,664,769
Value of total assets at beginning of year2011-12-31$503,038,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$562,758
Total interest from all sources2011-12-31$585,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$171,900
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$567,632
Participant contributions at end of year2011-12-31$15,629,382
Participant contributions at beginning of year2011-12-31$16,841,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$63,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$75,949
Other income not declared elsewhere2011-12-31$537,634
Administrative expenses (other) incurred2011-12-31$316,394
Liabilities. Value of operating payables at end of year2011-12-31$61,085
Liabilities. Value of operating payables at beginning of year2011-12-31$53,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$28,617,931
Value of net assets at end of year (total assets less liabilities)2011-12-31$531,603,684
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$502,985,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$74,464
Value of interest in pooled separate accounts at end of year2011-12-31$512,053,854
Value of interest in pooled separate accounts at beginning of year2011-12-31$482,717,842
Interest on participant loans2011-12-31$584,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$372,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$348,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$348,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$854
Net investment gain/loss from pooled separate accounts2011-12-31$11,812,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$31,203,940
Employer contributions (assets) at end of year2011-12-31$3,506,048
Employer contributions (assets) at beginning of year2011-12-31$3,025,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,521,872
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$39,514
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$28,953
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FRUCHTER ROSEN AND COMPANY, P.C.
Accountancy firm EIN2011-12-31061671819
2010 : LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$53,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$52,596
Total income from all sources (including contributions)2010-12-31$74,700,917
Total of all expenses incurred2010-12-31$14,793,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,100,932
Expenses. Certain deemed distributions of participant loans2010-12-31$1,116,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$29,419,609
Value of total assets at end of year2010-12-31$503,038,856
Value of total assets at beginning of year2010-12-31$443,130,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$575,483
Total interest from all sources2010-12-31$667,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$194,610
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$752,693
Participant contributions at end of year2010-12-31$16,841,972
Participant contributions at beginning of year2010-12-31$16,243,943
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$75,949
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$100,348
Other income not declared elsewhere2010-12-31$511,674
Administrative expenses (other) incurred2010-12-31$300,035
Liabilities. Value of operating payables at end of year2010-12-31$53,103
Liabilities. Value of operating payables at beginning of year2010-12-31$52,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$59,907,551
Value of net assets at end of year (total assets less liabilities)2010-12-31$502,985,753
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$443,078,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$80,838
Value of interest in pooled separate accounts at end of year2010-12-31$482,717,842
Value of interest in pooled separate accounts at beginning of year2010-12-31$423,574,862
Interest on participant loans2010-12-31$666,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$348,887
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$458,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$458,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,036
Net investment gain/loss from pooled separate accounts2010-12-31$44,102,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$28,666,916
Employer contributions (assets) at end of year2010-12-31$3,025,253
Employer contributions (assets) at beginning of year2010-12-31$2,721,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,100,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$28,953
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$30,783
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FRUCHTER ROSEN AND COMPANY, P.C.
Accountancy firm EIN2010-12-31061671819

Form 5500 Responses for LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN

2015: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL NO. 1 I.A.T.S.E ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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