Logo

IRON WORKERS LOCAL 350 ANNUITY FUND 401k Plan overview

Plan NameIRON WORKERS LOCAL 350 ANNUITY FUND
Plan identification number 001

IRON WORKERS LOCAL 350 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 350 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS LOCAL 350 ANNUITY FUND
Employer identification number (EIN):226294381
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 350 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-07-01STEPHEN SWEENEY
0012016-07-01STEPHEN SWEENEY
0012015-07-01
0012014-07-01WILLIAM PAULS JOSEPH MERLINO2016-01-26
0012013-07-01WILLIAM PAULS JOSEPH MERLINO2015-01-22
0012012-07-01WILLIAM PAULS JOSEPH MERLINO2014-03-03
0012011-07-01WILLIAM PAULS JOSEPH MERLINO2013-01-17
0012010-07-01WILLIAM PAULS JOSEPH MERLINO2012-01-23
0012009-07-01WILLIAM PAULS JOSEPH MERLINO2011-03-08

Plan Statistics for IRON WORKERS LOCAL 350 ANNUITY FUND

401k plan membership statisitcs for IRON WORKERS LOCAL 350 ANNUITY FUND

Measure Date Value
2017: IRON WORKERS LOCAL 350 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01574
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-010
Number of participants with account balances2017-07-010
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 scheme2017-07-010
2016: IRON WORKERS LOCAL 350 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01652
Total number of active participants reported on line 7a of the Form 55002016-07-01280
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01294
Total of all active and inactive participants2016-07-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01574
Number of participants with account balances2016-07-01574
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 scheme2016-07-0170
2015: IRON WORKERS LOCAL 350 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01678
Total number of active participants reported on line 7a of the Form 55002015-07-01652
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01652
Number of participants with account balances2015-07-01652
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 scheme2015-07-0154
2014: IRON WORKERS LOCAL 350 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01676
Total number of active participants reported on line 7a of the Form 55002014-07-01678
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01678
Number of participants with account balances2014-07-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
Number of employers contributing to the scheme2014-07-0154
2013: IRON WORKERS LOCAL 350 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01947
Total number of active participants reported on line 7a of the Form 55002013-07-01676
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01676
Number of participants with account balances2013-07-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
Number of employers contributing to the scheme2013-07-0154
2012: IRON WORKERS LOCAL 350 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-07-011,028
Total number of active participants reported on line 7a of the Form 55002012-07-01947
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01947
Number of participants with account balances2012-07-01947
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 scheme2012-07-0154
2011: IRON WORKERS LOCAL 350 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-07-011,039
Total number of active participants reported on line 7a of the Form 55002011-07-011,028
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-011,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-011,028
Number of participants with account balances2011-07-011,028
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 scheme2011-07-0154
2010: IRON WORKERS LOCAL 350 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-07-011,297
Total number of active participants reported on line 7a of the Form 55002010-07-011,039
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-011,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-011,039
Number of participants with account balances2010-07-011,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
Number of employers contributing to the scheme2010-07-0154
2009: IRON WORKERS LOCAL 350 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-07-011,336
Total number of active participants reported on line 7a of the Form 55002009-07-011,297
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-011,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-011,297
Number of participants with account balances2009-07-011,297
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 scheme2009-07-0154

Financial Data on IRON WORKERS LOCAL 350 ANNUITY FUND

Measure Date Value
2018 : IRON WORKERS LOCAL 350 ANNUITY FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-26$0
Total transfer of assets from this plan2018-03-26$35,379,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-26$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-26$401,732
Total income from all sources (including contributions)2018-03-26$24,185
Total loss/gain on sale of assets2018-03-26$0
Total of all expenses incurred2018-03-26$40,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-26$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-26$800
Value of total assets at end of year2018-03-26$0
Value of total assets at beginning of year2018-03-26$35,798,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-26$40,865
Total interest from all sources2018-03-26$15,714
Total dividends received (eg from common stock, registered investment company shares)2018-03-26$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-26Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-03-26$0
Was this plan covered by a fidelity bond2018-03-26Yes
Value of fidelity bond cover2018-03-26$500,000
If this is an individual account plan, was there a blackout period2018-03-26No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-26$0
Funding deficiency by the employer to the plan for this plan year2018-03-26$0
Minimum employer required contribution for this plan year2018-03-26$0
Amount contributed by the employer to the plan for this plan year2018-03-26$0
Were there any nonexempt tranactions with any party-in-interest2018-03-26No
Participant contributions at beginning of year2018-03-26$252,426
Income. Received or receivable in cash from other sources (including rollovers)2018-03-26$800
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-26$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-26$44,386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-26$392,532
Other income not declared elsewhere2018-03-26$7,671
Administrative expenses (other) incurred2018-03-26$40,865
Liabilities. Value of operating payables at beginning of year2018-03-26$9,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-26No
Value of net income/loss2018-03-26$-16,680
Value of net assets at end of year (total assets less liabilities)2018-03-26$0
Value of net assets at beginning of year (total assets less liabilities)2018-03-26$35,396,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-26No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-26No
Were any leases to which the plan was party in default or uncollectible2018-03-26No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-26$11,643,914
Value of interest in common/collective trusts at beginning of year2018-03-26$22,940,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-26$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-26$851,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-26$851,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-26$15,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-26No
Was there a failure to transmit to the plan any participant contributions2018-03-26No
Has the plan failed to provide any benefit when due under the plan2018-03-26No
Employer contributions (assets) at end of year2018-03-26$0
Employer contributions (assets) at beginning of year2018-03-26$60,051
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-03-26$4,900
Did the plan have assets held for investment2018-03-26No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-26No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-26Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-26No
Opinion of an independent qualified public accountant for this plan2018-03-26Unqualified
Accountancy firm name2018-03-26FISCHER DORWART, PC
Accountancy firm EIN2018-03-26232247478
2017 : IRON WORKERS LOCAL 350 ANNUITY FUND 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$401,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$152,686
Total income from all sources (including contributions)2017-06-30$3,736,262
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$4,568,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$4,352,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$915,878
Value of total assets at end of year2017-06-30$35,798,342
Value of total assets at beginning of year2017-06-30$36,381,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$215,495
Total interest from all sources2017-06-30$6,916
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$167,199
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$167,199
Administrative expenses professional fees incurred2017-06-30$42,885
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$252,426
Participant contributions at beginning of year2017-06-30$199,240
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$44,386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$19,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$392,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$145,236
Other income not declared elsewhere2017-06-30$95,521
Administrative expenses (other) incurred2017-06-30$162,304
Liabilities. Value of operating payables at end of year2017-06-30$9,200
Liabilities. Value of operating payables at beginning of year2017-06-30$7,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-832,033
Value of net assets at end of year (total assets less liabilities)2017-06-30$35,396,610
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$36,228,643
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$11,643,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$11,910,362
Interest on participant loans2017-06-30$4,079
Value of interest in common/collective trusts at end of year2017-06-30$22,940,781
Value of interest in common/collective trusts at beginning of year2017-06-30$23,398,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$851,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$803,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$803,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$2,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,607,858
Net investment gain or loss from common/collective trusts2017-06-30$942,890
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$915,878
Employer contributions (assets) at end of year2017-06-30$60,051
Employer contributions (assets) at beginning of year2017-06-30$43,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$4,352,800
Contract administrator fees2017-06-30$10,306
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$4,900
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$6,300
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 name2017-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2017-06-30232247478
2016 : IRON WORKERS LOCAL 350 ANNUITY FUND 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$152,686
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$11,822
Total income from all sources (including contributions)2016-06-30$1,995,927
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$2,309,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,970,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,429,322
Value of total assets at end of year2016-06-30$36,381,329
Value of total assets at beginning of year2016-06-30$36,553,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$338,870
Total interest from all sources2016-06-30$5,708
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$315,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$315,800
Administrative expenses professional fees incurred2016-06-30$25,384
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
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$1,429,322
Amount contributed by the employer to the plan for this plan year2016-06-30$1,429,322
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$199,240
Participant contributions at beginning of year2016-06-30$212,313
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$19,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$27,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$145,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$3,626
Other income not declared elsewhere2016-06-30$58,393
Administrative expenses (other) incurred2016-06-30$217,223
Liabilities. Value of operating payables at end of year2016-06-30$7,450
Liabilities. Value of operating payables at beginning of year2016-06-30$8,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-313,388
Value of net assets at end of year (total assets less liabilities)2016-06-30$36,228,643
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$36,542,031
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$11,910,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$11,694,406
Interest on participant loans2016-06-30$4,858
Value of interest in common/collective trusts at end of year2016-06-30$23,398,861
Value of interest in common/collective trusts at beginning of year2016-06-30$24,003,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$803,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$579,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$579,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-102,418
Net investment gain or loss from common/collective trusts2016-06-30$289,122
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$1,429,322
Employer contributions (assets) at end of year2016-06-30$43,836
Employer contributions (assets) at beginning of year2016-06-30$35,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,970,445
Contract administrator fees2016-06-30$96,263
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$6,300
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$1,579
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 name2016-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2016-06-30232247478
2015 : IRON WORKERS LOCAL 350 ANNUITY FUND 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$11,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$11,157
Total income from all sources (including contributions)2015-06-30$2,430,806
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$4,097,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,769,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,370,528
Value of total assets at end of year2015-06-30$36,553,853
Value of total assets at beginning of year2015-06-30$38,219,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$328,229
Total interest from all sources2015-06-30$6,560
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$321,037
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$321,037
Administrative expenses professional fees incurred2015-06-30$22,950
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
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$1,370,528
Amount contributed by the employer to the plan for this plan year2015-06-30$1,370,528
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Participant contributions at end of year2015-06-30$212,313
Participant contributions at beginning of year2015-06-30$263,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$27,144
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$19,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$3,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$3,048
Other income not declared elsewhere2015-06-30$57,089
Administrative expenses (other) incurred2015-06-30$207,478
Liabilities. Value of operating payables at end of year2015-06-30$8,196
Liabilities. Value of operating payables at beginning of year2015-06-30$8,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-1,666,510
Value of net assets at end of year (total assets less liabilities)2015-06-30$36,542,031
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$38,208,541
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$33,704,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$33,804,979
Interest on participant loans2015-06-30$5,799
Value of interest in common/collective trusts at end of year2015-06-30$1,993,245
Value of interest in common/collective trusts at beginning of year2015-06-30$3,632,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$579,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$462,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$462,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$662,231
Net investment gain or loss from common/collective trusts2015-06-30$13,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,370,528
Employer contributions (assets) at end of year2015-06-30$35,529
Employer contributions (assets) at beginning of year2015-06-30$33,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,769,087
Contract administrator fees2015-06-30$97,801
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$1,579
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-06-30$3,531
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 name2015-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2015-06-30232247478
2014 : IRON WORKERS LOCAL 350 ANNUITY FUND 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$11,157
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$13,898
Total income from all sources (including contributions)2014-06-30$4,865,806
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$5,883,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$5,649,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$825,263
Value of total assets at end of year2014-06-30$38,219,698
Value of total assets at beginning of year2014-06-30$39,240,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$234,076
Total interest from all sources2014-06-30$13,129
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$277,760
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$277,760
Administrative expenses professional fees incurred2014-06-30$15,450
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
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$825,263
Amount contributed by the employer to the plan for this plan year2014-06-30$825,263
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Participant contributions at end of year2014-06-30$263,422
Participant contributions at beginning of year2014-06-30$541,896
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$19,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$18,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$3,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$3,600
Other income not declared elsewhere2014-06-30$57,166
Administrative expenses (other) incurred2014-06-30$196,210
Liabilities. Value of operating payables at end of year2014-06-30$8,109
Liabilities. Value of operating payables at beginning of year2014-06-30$10,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-1,017,851
Value of net assets at end of year (total assets less liabilities)2014-06-30$38,208,541
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$39,226,392
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$33,804,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$33,565,054
Interest on participant loans2014-06-30$9,145
Value of interest in common/collective trusts at end of year2014-06-30$3,632,414
Value of interest in common/collective trusts at beginning of year2014-06-30$4,445,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$462,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$587,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$587,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$3,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$3,659,529
Net investment gain or loss from common/collective trusts2014-06-30$32,959
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$825,263
Employer contributions (assets) at end of year2014-06-30$33,864
Employer contributions (assets) at beginning of year2014-06-30$76,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$5,649,581
Contract administrator fees2014-06-30$22,416
Assets. Value of buildings and other operty used in plan operation at end of year2014-06-30$3,531
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-06-30$5,693
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 name2014-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2014-06-30232247478
2013 : IRON WORKERS LOCAL 350 ANNUITY FUND 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$13,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$79,082
Total income from all sources (including contributions)2013-06-30$4,015,808
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,701,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,452,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,017,853
Value of total assets at end of year2013-06-30$39,240,290
Value of total assets at beginning of year2013-06-30$36,990,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$248,649
Total interest from all sources2013-06-30$13,354
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$221,230
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$221,230
Administrative expenses professional fees incurred2013-06-30$17,525
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
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$1,017,853
Amount contributed by the employer to the plan for this plan year2013-06-30$1,017,853
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Participant contributions at end of year2013-06-30$541,896
Participant contributions at beginning of year2013-06-30$335,342
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$18,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$77,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$3,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$66,570
Other income not declared elsewhere2013-06-30$47,067
Administrative expenses (other) incurred2013-06-30$196,121
Liabilities. Value of operating payables at end of year2013-06-30$10,298
Liabilities. Value of operating payables at beginning of year2013-06-30$12,512
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$2,314,504
Value of net assets at end of year (total assets less liabilities)2013-06-30$39,226,392
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$36,911,888
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$33,565,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$30,964,132
Interest on participant loans2013-06-30$9,191
Value of interest in common/collective trusts at end of year2013-06-30$4,445,888
Value of interest in common/collective trusts at beginning of year2013-06-30$4,483,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$587,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,074,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,074,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$4,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$616,196
Net investment gain or loss from common/collective trusts2013-06-30$2,100,108
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$1,017,853
Employer contributions (assets) at end of year2013-06-30$76,310
Employer contributions (assets) at beginning of year2013-06-30$46,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,452,655
Contract administrator fees2013-06-30$35,003
Assets. Value of buildings and other operty used in plan operation at end of year2013-06-30$5,693
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-06-30$9,780
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 name2013-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2013-06-30232247478
2012 : IRON WORKERS LOCAL 350 ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$12,948
Total unrealized appreciation/depreciation of assets2012-06-30$12,948
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$79,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$100,712
Total income from all sources (including contributions)2012-06-30$3,580,039
Total loss/gain on sale of assets2012-06-30$1,894
Total of all expenses incurred2012-06-30$3,504,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$3,246,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,426,360
Value of total assets at end of year2012-06-30$36,990,970
Value of total assets at beginning of year2012-06-30$36,937,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$258,545
Total interest from all sources2012-06-30$15,570
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$35,880
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$35,880
Administrative expenses professional fees incurred2012-06-30$20,525
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
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$2,426,360
Amount contributed by the employer to the plan for this plan year2012-06-30$2,426,360
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Participant contributions at end of year2012-06-30$335,342
Participant contributions at beginning of year2012-06-30$450,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$77,093
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$87,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$66,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$84,812
Other income not declared elsewhere2012-06-30$87,870
Administrative expenses (other) incurred2012-06-30$199,192
Liabilities. Value of operating payables at end of year2012-06-30$12,512
Liabilities. Value of operating payables at beginning of year2012-06-30$15,900
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$75,060
Value of net assets at end of year (total assets less liabilities)2012-06-30$36,911,888
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$36,836,828
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$30,964,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$30,376,037
Interest on participant loans2012-06-30$10,816
Value of interest in common/collective trusts at end of year2012-06-30$4,483,679
Value of interest in common/collective trusts at beginning of year2012-06-30$4,946,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,074,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,002,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,002,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$4,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$583,685
Net investment gain or loss from common/collective trusts2012-06-30$415,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$2,426,360
Employer contributions (assets) at end of year2012-06-30$46,308
Employer contributions (assets) at beginning of year2012-06-30$59,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,246,434
Contract administrator fees2012-06-30$38,828
Assets. Value of buildings and other operty used in plan operation at end of year2012-06-30$9,780
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-06-30$14,629
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
Aggregate proceeds on sale of assets2012-06-30$1,211,943
Aggregate carrying amount (costs) on sale of assets2012-06-30$1,210,049
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 name2012-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2012-06-30232247478
2011 : IRON WORKERS LOCAL 350 ANNUITY FUND 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$100,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$83,037
Total income from all sources (including contributions)2011-06-30$6,757,762
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$4,428,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$4,155,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,657,743
Value of total assets at end of year2011-06-30$36,937,540
Value of total assets at beginning of year2011-06-30$34,591,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$273,823
Total interest from all sources2011-06-30$22,696
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$28,234
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
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$1,657,743
Amount contributed by the employer to the plan for this plan year2011-06-30$1,657,743
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Participant contributions at end of year2011-06-30$450,128
Participant contributions at beginning of year2011-06-30$478,037
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$87,840
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$97,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$84,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$68,225
Other income not declared elsewhere2011-06-30$51,623
Administrative expenses (other) incurred2011-06-30$202,513
Liabilities. Value of operating payables at end of year2011-06-30$15,900
Liabilities. Value of operating payables at beginning of year2011-06-30$14,812
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$2,328,840
Value of net assets at end of year (total assets less liabilities)2011-06-30$36,836,828
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$34,507,988
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$30,376,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$27,270,374
Interest on participant loans2011-06-30$17,863
Value of interest in common/collective trusts at end of year2011-06-30$4,946,961
Value of interest in common/collective trusts at beginning of year2011-06-30$5,459,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,002,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,214,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,214,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$4,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$5,001,915
Net investment gain or loss from common/collective trusts2011-06-30$23,785
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$1,657,743
Employer contributions (assets) at end of year2011-06-30$59,787
Employer contributions (assets) at beginning of year2011-06-30$59,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$4,155,099
Contract administrator fees2011-06-30$43,076
Assets. Value of buildings and other operty used in plan operation at end of year2011-06-30$14,629
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-06-30$11,811
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 name2011-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2011-06-30232247478
2010 : IRON WORKERS LOCAL 350 ANNUITY FUND 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$2,392,362
Amount contributed by the employer to the plan for this plan year2010-06-30$2,392,362

Form 5500 Responses for IRON WORKERS LOCAL 350 ANNUITY FUND

2017: IRON WORKERS LOCAL 350 ANNUITY FUND 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 filingYes
2017-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS LOCAL 350 ANNUITY FUND 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 – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS LOCAL 350 ANNUITY FUND 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 – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCAL 350 ANNUITY FUND 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 – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCAL 350 ANNUITY FUND 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 350 ANNUITY FUND 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 350 ANNUITY FUND 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
2010: IRON WORKERS LOCAL 350 ANNUITY FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL 350 ANNUITY FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1