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IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 401k Plan overview

Plan NameIRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN
Plan identification number 001

IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN Benefits

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

IRON WORKERS LOCAL UNION 60 ANNUITY PENSION FUND BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS LOCAL UNION 60 ANNUITY PENSION FUND BOARD OF TRUSTEES
Employer identification number (EIN):161136534
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01GARY ROBB MICHAEL CONWAY2018-04-10
0012015-07-01GARY ROBB MICHAEL CONWAY2017-04-17
0012014-07-01GARY ROBB MICHAEL CONWAY2016-04-15
0012013-07-01GARY E. ROBB SAM CONLEY2015-04-15
0012012-07-01GARY E. ROBB SAM CONLEY2014-04-15
0012011-07-01GARY E. ROBB SAM CONLEY2013-04-10
0012009-07-01GARY E. ROBB
0012009-07-01 GARY ROBB2011-04-14

Plan Statistics for IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN

401k plan membership statisitcs for IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN

Measure Date Value
2022: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01454
Total number of active participants reported on line 7a of the Form 55002022-07-01389
Number of retired or separated participants receiving benefits2022-07-012
Number of other retired or separated participants entitled to future benefits2022-07-0152
Total of all active and inactive participants2022-07-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-019
Total participants2022-07-01452
Number of participants with account balances2022-07-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
Number of employers contributing to the scheme2022-07-0148
2021: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01466
Total number of active participants reported on line 7a of the Form 55002021-07-01389
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-0154
Total of all active and inactive participants2021-07-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-019
Total participants2021-07-01454
Number of participants with account balances2021-07-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Number of employers contributing to the scheme2021-07-0148
2020: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01387
Total number of active participants reported on line 7a of the Form 55002020-07-01379
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0152
Total of all active and inactive participants2020-07-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-018
Total participants2020-07-01439
Number of participants with account balances2020-07-01382
Number of employers contributing to the scheme2020-07-0148
2019: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01399
Total number of active participants reported on line 7a of the Form 55002019-07-01329
Number of retired or separated participants receiving benefits2019-07-012
Number of other retired or separated participants entitled to future benefits2019-07-0147
Total of all active and inactive participants2019-07-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-019
Total participants2019-07-01387
Number of participants with account balances2019-07-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Number of employers contributing to the scheme2019-07-0148
2018: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01391
Total number of active participants reported on line 7a of the Form 55002018-07-01323
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-0147
Total of all active and inactive participants2018-07-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0110
Total participants2018-07-01382
Number of participants with account balances2018-07-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Number of employers contributing to the scheme2018-07-0155
2017: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01372
Total number of active participants reported on line 7a of the Form 55002017-07-01313
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-0151
Total of all active and inactive participants2017-07-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0111
Total participants2017-07-01376
Number of participants with account balances2017-07-01327
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 scheme2017-07-0150
2016: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01369
Total number of active participants reported on line 7a of the Form 55002016-07-01298
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-0150
Total of all active and inactive participants2016-07-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0111
Total participants2016-07-01360
Number of participants with account balances2016-07-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
Number of employers contributing to the scheme2016-07-0150
2015: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01363
Total number of active participants reported on line 7a of the Form 55002015-07-01296
Number of retired or separated participants receiving benefits2015-07-011
Number of other retired or separated participants entitled to future benefits2015-07-0154
Total of all active and inactive participants2015-07-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0110
Total participants2015-07-01361
Number of participants with account balances2015-07-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
Number of employers contributing to the scheme2015-07-0150
2014: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01481
Total number of active participants reported on line 7a of the Form 55002014-07-01292
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0160
Total of all active and inactive participants2014-07-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-015
Total participants2014-07-01357
Number of participants with account balances2014-07-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01462
Total number of active participants reported on line 7a of the Form 55002013-07-01411
Number of retired or separated participants receiving benefits2013-07-0151
Number of other retired or separated participants entitled to future benefits2013-07-0115
Total of all active and inactive participants2013-07-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-014
Total participants2013-07-01481
Number of participants with account balances2013-07-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01461
Total number of active participants reported on line 7a of the Form 55002012-07-01396
Number of retired or separated participants receiving benefits2012-07-0149
Number of other retired or separated participants entitled to future benefits2012-07-0113
Total of all active and inactive participants2012-07-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-014
Total participants2012-07-01462
Number of participants with account balances2012-07-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
Number of employers contributing to the scheme2012-07-0150
2011: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01454
Total number of active participants reported on line 7a of the Form 55002011-07-01390
Number of retired or separated participants receiving benefits2011-07-0140
Number of other retired or separated participants entitled to future benefits2011-07-0126
Total of all active and inactive participants2011-07-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-015
Total participants2011-07-01461
Number of participants with account balances2011-07-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
Number of employers contributing to the scheme2011-07-0150
2009: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01463
Total number of active participants reported on line 7a of the Form 55002009-07-01380
Number of retired or separated participants receiving benefits2009-07-0144
Number of other retired or separated participants entitled to future benefits2009-07-0127
Total of all active and inactive participants2009-07-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01453
Number of participants with account balances2009-07-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010
Number of employers contributing to the scheme2009-07-0138

Financial Data on IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN

Measure Date Value
2023 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$5,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$9,800
Total income from all sources (including contributions)2023-06-30$5,160,222
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$2,593,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$2,454,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,818,921
Value of total assets at end of year2023-06-30$34,285,184
Value of total assets at beginning of year2023-06-30$31,723,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$139,796
Total interest from all sources2023-06-30$23,765
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$622,581
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$622,581
Administrative expenses professional fees incurred2023-06-30$54,327
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
Participant contributions at end of year2023-06-30$80,685
Participant contributions at beginning of year2023-06-30$34,716
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$136,321
Other income not declared elsewhere2023-06-30$116,983
Liabilities. Value of operating payables at end of year2023-06-30$5,300
Liabilities. Value of operating payables at beginning of year2023-06-30$9,800
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$2,566,372
Value of net assets at end of year (total assets less liabilities)2023-06-30$34,279,884
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$31,713,512
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$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$28,713,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$26,203,695
Interest on participant loans2023-06-30$23,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$5,491,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$5,484,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$2,577,972
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$1,682,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$2,454,054
Contract administrator fees2023-06-30$67,469
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 name2023-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2023-06-30010723685
2022 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$9,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,185,067
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,311,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,165,438
Expenses. Certain deemed distributions of participant loans2022-06-30$10,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,428,397
Value of total assets at end of year2022-06-30$31,723,312
Value of total assets at beginning of year2022-06-30$36,210,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$136,367
Total interest from all sources2022-06-30$21,428
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$504,041
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$504,041
Administrative expenses professional fees incurred2022-06-30$44,201
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
Participant contributions at end of year2022-06-30$34,716
Participant contributions at beginning of year2022-06-30$53,362
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$220,426
Other income not declared elsewhere2022-06-30$111,360
Administrative expenses (other) incurred2022-06-30$33,208
Liabilities. Value of operating payables at end of year2022-06-30$9,800
Liabilities. Value of operating payables at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-4,496,872
Value of net assets at end of year (total assets less liabilities)2022-06-30$31,713,512
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$36,210,384
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$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$26,203,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$30,102,421
Interest on participant loans2022-06-30$21,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$5,484,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$6,054,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-4,250,293
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$1,207,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,165,438
Contract administrator fees2022-06-30$40,958
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 name2022-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2022-06-30010723685
2021 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$9,249,669
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,887,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,708,479
Expenses. Certain deemed distributions of participant loans2021-06-30$56,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,472,790
Value of total assets at end of year2021-06-30$36,210,384
Value of total assets at beginning of year2021-06-30$28,848,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$123,036
Total interest from all sources2021-06-30$23,915
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$440,642
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$440,642
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$53,362
Participant contributions at beginning of year2021-06-30$152,137
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$523,911
Other income not declared elsewhere2021-06-30$118,369
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$7,362,051
Value of net assets at end of year (total assets less liabilities)2021-06-30$36,210,384
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$28,848,333
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$30,102,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$23,211,747
Interest on participant loans2021-06-30$23,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$6,054,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$5,484,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$6,193,953
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$1,948,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,708,479
Contract administrator fees2021-06-30$123,036
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 name2021-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2021-06-30010723685
2020 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,076,796
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,385,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,198,147
Expenses. Certain deemed distributions of participant loans2020-06-30$48,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,644,203
Value of total assets at end of year2020-06-30$28,848,333
Value of total assets at beginning of year2020-06-30$29,157,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$139,114
Total interest from all sources2020-06-30$22,275
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$82,580
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$82,580
Administrative expenses professional fees incurred2020-06-30$13,650
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
Participant contributions at end of year2020-06-30$152,137
Participant contributions at beginning of year2020-06-30$136,340
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$123,025
Other income not declared elsewhere2020-06-30$92,712
Administrative expenses (other) incurred2020-06-30$70,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-308,690
Value of net assets at end of year (total assets less liabilities)2020-06-30$28,848,333
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$29,157,023
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$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$23,211,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$24,689,116
Interest on participant loans2020-06-30$22,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$5,484,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$4,331,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$235,026
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$1,521,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,198,147
Contract administrator fees2020-06-30$36,878
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 name2020-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2020-06-30010723685
2019 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,927,775
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,959,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,776,299
Expenses. Certain deemed distributions of participant loans2019-06-30$30,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,424,106
Value of total assets at end of year2019-06-30$29,157,023
Value of total assets at beginning of year2019-06-30$28,188,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$152,073
Total interest from all sources2019-06-30$20,777
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$91,033
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$91,033
Administrative expenses professional fees incurred2019-06-30$4,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Participant contributions at end of year2019-06-30$136,340
Participant contributions at beginning of year2019-06-30$72,749
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$132,175
Other income not declared elsewhere2019-06-30$67,045
Administrative expenses (other) incurred2019-06-30$70,846
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$968,541
Value of net assets at end of year (total assets less liabilities)2019-06-30$29,157,023
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$28,188,482
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$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$24,689,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$25,209,452
Interest on participant loans2019-06-30$20,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$4,331,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,906,281
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,324,814
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$1,291,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,776,299
Contract administrator fees2019-06-30$65,227
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 name2019-06-30DERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2019-06-30010723685
2018 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$3,267,753
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,213,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,037,341
Expenses. Certain deemed distributions of participant loans2018-06-30$5,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,313,340
Value of total assets at end of year2018-06-30$28,188,482
Value of total assets at beginning of year2018-06-30$26,134,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$170,965
Total interest from all sources2018-06-30$17,451
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$79,145
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$79,145
Administrative expenses professional fees incurred2018-06-30$42,840
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Participant contributions at end of year2018-06-30$72,749
Participant contributions at beginning of year2018-06-30$105,590
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$131,424
Other income not declared elsewhere2018-06-30$49,908
Administrative expenses (other) incurred2018-06-30$71,048
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$2,054,447
Value of net assets at end of year (total assets less liabilities)2018-06-30$28,188,482
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$26,134,035
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$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$25,209,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,059,930
Interest on participant loans2018-06-30$17,451
Value of interest in common/collective trusts at end of year2018-06-30$0
Value of interest in common/collective trusts at beginning of year2018-06-30$18,862,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,906,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,106,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,135,928
Net investment gain or loss from common/collective trusts2018-06-30$671,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
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$1,181,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,037,341
Contract administrator fees2018-06-30$47,077
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 name2018-06-30BERMODY, BURKE & BROWN, CPAS, LLC
Accountancy firm EIN2018-06-30010723685
2017 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$287
Total income from all sources (including contributions)2017-06-30$3,799,038
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,474,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,265,385
Expenses. Certain deemed distributions of participant loans2017-06-30$33,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,407,624
Value of total assets at end of year2017-06-30$26,134,035
Value of total assets at beginning of year2017-06-30$23,810,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$175,481
Total interest from all sources2017-06-30$19,500
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$65,106
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$65,106
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
Participant contributions at end of year2017-06-30$105,590
Participant contributions at beginning of year2017-06-30$85,048
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$88,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$3,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$287
Other income not declared elsewhere2017-06-30$41,182
Administrative expenses (other) incurred2017-06-30$83,549
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$2,324,197
Value of net assets at end of year (total assets less liabilities)2017-06-30$26,134,035
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$23,809,838
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$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$5,059,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,982,653
Interest on participant loans2017-06-30$19,500
Value of interest in common/collective trusts at end of year2017-06-30$18,862,267
Value of interest in common/collective trusts at beginning of year2017-06-30$17,637,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,106,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,101,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$760,109
Net investment gain or loss from common/collective trusts2017-06-30$1,505,517
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$1,318,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,265,385
Contract administrator fees2017-06-30$81,932
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 name2017-06-30DERMODY, BURKE & BROWN LLC
Accountancy firm EIN2017-06-30010723685
2016 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION 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$287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$287
Total income from all sources (including contributions)2016-06-30$842,372
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$2,517,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,364,777
Expenses. Certain deemed distributions of participant loans2016-06-30$42,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,240,487
Value of total assets at end of year2016-06-30$23,810,125
Value of total assets at beginning of year2016-06-30$25,485,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$110,380
Total interest from all sources2016-06-30$18,717
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$5,700
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
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$1,014,659
Amount contributed by the employer to the plan for this plan year2016-06-30$1,014,659
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$85,048
Participant contributions at beginning of year2016-06-30$121,916
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$225,828
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$3,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$3,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$287
Other income not declared elsewhere2016-06-30$35,660
Administrative expenses (other) incurred2016-06-30$2,287
Total non interest bearing cash at end of year2016-06-30$0
Total non interest bearing cash at beginning of year2016-06-30$9,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,675,548
Value of net assets at end of year (total assets less liabilities)2016-06-30$23,809,838
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$25,485,386
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$52,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,982,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$23,389,836
Interest on participant loans2016-06-30$18,717
Value of interest in common/collective trusts at end of year2016-06-30$17,637,522
Value of interest in common/collective trusts at beginning of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,101,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,961,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-134,664
Net investment gain or loss from common/collective trusts2016-06-30$-317,828
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$1,014,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,364,777
Contract administrator fees2016-06-30$50,038
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 name2016-06-30KANE, BOWLES & MOORE, PC
Accountancy firm EIN2016-06-30016138225
2015 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION 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$287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$287
Total income from all sources (including contributions)2015-06-30$1,021,134
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,826,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,693,910
Expenses. Certain deemed distributions of participant loans2015-06-30$6,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,161,636
Value of total assets at end of year2015-06-30$25,485,673
Value of total assets at beginning of year2015-06-30$26,291,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$126,033
Total interest from all sources2015-06-30$7,960
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$333,304
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$333,304
Administrative expenses professional fees incurred2015-06-30$5,500
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 period2015-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$1,137,359
Amount contributed by the employer to the plan for this plan year2015-06-30$1,137,359
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$121,916
Participant contributions at beginning of year2015-06-30$79,956
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$24,277
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$3,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$3,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$287
Other income not declared elsewhere2015-06-30$19,660
Administrative expenses (other) incurred2015-06-30$30,037
Total non interest bearing cash at end of year2015-06-30$9,450
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-805,575
Value of net assets at end of year (total assets less liabilities)2015-06-30$25,485,386
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$26,290,961
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$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$23,389,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$24,180,217
Interest on participant loans2015-06-30$2,675
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest in common/collective trusts at beginning of year2015-06-30$2,027,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$5,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,961,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-518,192
Net investment gain or loss from common/collective trusts2015-06-30$16,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
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$1,137,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,693,910
Contract administrator fees2015-06-30$80,496
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$207
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 name2015-06-30KANE, BOWLES & MOORE, PC
Accountancy firm EIN2015-06-30016138225
2014 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION 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$287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$287
Total income from all sources (including contributions)2014-06-30$4,951,455
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,303,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,165,409
Expenses. Certain deemed distributions of participant loans2014-06-30$15,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$913,184
Value of total assets at end of year2014-06-30$26,291,248
Value of total assets at beginning of year2014-06-30$22,643,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$122,852
Total interest from all sources2014-06-30$13,917
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$152,423
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$152,423
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
Participant contributions at end of year2014-06-30$79,956
Participant contributions at beginning of year2014-06-30$62,812
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$3,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$3,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$287
Other income not declared elsewhere2014-06-30$74,380
Administrative expenses (other) incurred2014-06-30$122,852
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$3,647,689
Value of net assets at end of year (total assets less liabilities)2014-06-30$26,290,961
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$22,643,272
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$24,180,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$20,501,660
Interest on participant loans2014-06-30$13,917
Value of interest in common/collective trusts at end of year2014-06-30$2,027,646
Value of interest in common/collective trusts at beginning of year2014-06-30$2,074,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$3,765,344
Net investment gain or loss from common/collective trusts2014-06-30$32,207
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$913,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,165,409
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$207
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$1,106
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 name2014-06-30DERMODY, BURKE & BROWN
Accountancy firm EIN2014-06-30010723685
2013 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION 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$287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$287
Total income from all sources (including contributions)2013-06-30$3,561,495
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,411,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,391,660
Expenses. Certain deemed distributions of participant loans2013-06-30$-55,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,008,550
Value of total assets at end of year2013-06-30$22,643,559
Value of total assets at beginning of year2013-06-30$20,493,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$75,844
Total interest from all sources2013-06-30$14,504
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$607,275
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$607,275
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
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$787,302
Amount contributed by the employer to the plan for this plan year2013-06-30$787,302
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$62,812
Participant contributions at beginning of year2013-06-30$61,255
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$34,821
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$3,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$3,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$287
Other income not declared elsewhere2013-06-30$73,822
Administrative expenses (other) incurred2013-06-30$75,844
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$2,149,931
Value of net assets at end of year (total assets less liabilities)2013-06-30$22,643,272
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$20,493,341
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$20,501,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$18,259,263
Interest on participant loans2013-06-30$14,504
Value of interest in common/collective trusts at end of year2013-06-30$2,074,759
Value of interest in common/collective trusts at beginning of year2013-06-30$2,167,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,819,707
Net investment gain or loss from common/collective trusts2013-06-30$37,637
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$973,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,391,660
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$1,106
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$2,006
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 name2013-06-30KANE, BOWLES & MOORE, PC
Accountancy firm EIN2013-06-30016138225
2012 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION 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$287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$2,148
Total income from all sources (including contributions)2012-06-30$736,332
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,592,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,426,311
Expenses. Certain deemed distributions of participant loans2012-06-30$65,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$787,502
Value of total assets at end of year2012-06-30$20,493,628
Value of total assets at beginning of year2012-06-30$21,351,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$100,674
Total interest from all sources2012-06-30$16,621
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$675,230
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$675,230
Administrative expenses professional fees incurred2012-06-30$18,626
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
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$787,502
Amount contributed by the employer to the plan for this plan year2012-06-30$787,502
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$61,255
Participant contributions at beginning of year2012-06-30$81,766
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$46,522
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$3,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$3,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$2,148
Other income not declared elsewhere2012-06-30$71,650
Administrative expenses (other) incurred2012-06-30$18,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-855,997
Value of net assets at end of year (total assets less liabilities)2012-06-30$20,493,341
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$21,349,337
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$30,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$18,259,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$18,977,271
Interest on participant loans2012-06-30$16,621
Value of interest in common/collective trusts at end of year2012-06-30$2,167,882
Value of interest in common/collective trusts at beginning of year2012-06-30$2,227,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-869,854
Net investment gain or loss from common/collective trusts2012-06-30$55,183
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$740,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,426,311
Contract administrator fees2012-06-30$32,824
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$59,228
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$2,006
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$2,906
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 name2012-06-30KANE, BOWLES & MOORE, P.C.
Accountancy firm EIN2012-06-30016138225
2011 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,862
Total income from all sources (including contributions)2011-06-30$4,358,921
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,073,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$970,438
Expenses. Certain deemed distributions of participant loans2011-06-30$26,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$695,824
Value of total assets at end of year2011-06-30$21,286,129
Value of total assets at beginning of year2011-06-30$18,002,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$76,312
Total interest from all sources2011-06-30$13,361
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$239,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$239,820
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 period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$695,823
Amount contributed by the employer to the plan for this plan year2011-06-30$695,823
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$81,766
Participant contributions at beginning of year2011-06-30$96,650
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$14,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$14,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$1,862
Other income not declared elsewhere2011-06-30$57,534
Administrative expenses (other) incurred2011-06-30$76,312
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$3,285,834
Value of net assets at end of year (total assets less liabilities)2011-06-30$21,286,129
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$18,000,295
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$18,977,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$15,477,039
Interest on participant loans2011-06-30$13,361
Value of interest in common/collective trusts at end of year2011-06-30$2,227,092
Value of interest in common/collective trusts at beginning of year2011-06-30$2,410,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$3,266,115
Net investment gain or loss from common/collective trusts2011-06-30$86,267
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$681,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$970,438
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$3,490
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 name2011-06-30KANE, BOWLES & MOORE, P.C.
Accountancy firm EIN2011-06-30161385225
2010 : IRON WORKERS LOCAL UNION 60 ANNUITY PENSION 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
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$519,823
Amount contributed by the employer to the plan for this plan year2010-06-30$519,823

Form 5500 Responses for IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN

2022: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
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 LOCAL UNION 60 ANNUITY PENSION PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
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 LOCAL UNION 60 ANNUITY PENSION PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
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 LOCAL UNION 60 ANNUITY PENSION PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
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 LOCAL UNION 60 ANNUITY PENSION PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
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 LOCAL UNION 60 ANNUITY PENSION PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
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 LOCAL UNION 60 ANNUITY PENSION 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 LOCAL UNION 60 ANNUITY PENSION 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 LOCAL UNION 60 ANNUITY PENSION 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 LOCAL UNION 60 ANNUITY PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
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 – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION 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 – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION 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 – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL UNION 60 ANNUITY PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedYes
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 – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28231
Policy instance 1
Insurance contract or identification numberGA28231
Number of Individuals Covered370
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28231
Policy instance 1
Insurance contract or identification numberGA28231
Number of Individuals Covered377
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28231
Policy instance 1
Insurance contract or identification numberGA28231
Number of Individuals Covered382
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28231
Policy instance 1
Insurance contract or identification numberGA28231
Number of Individuals Covered328
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28231
Policy instance 1
Insurance contract or identification numberGA28231
Number of Individuals Covered332
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28231
Policy instance 1
Insurance contract or identification numberGA28231
Number of Individuals Covered327
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28231
Policy instance 1
Insurance contract or identification numberGA28231
Number of Individuals Covered336
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28231
Policy instance 1
Insurance contract or identification numberGA28231
Number of Individuals Covered359
Insurance policy start date2015-01-02
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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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