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BUILDING TRADES ASSOCIATIONS 401k Plan overview

Plan NameBUILDING TRADES ASSOCIATIONS
Plan identification number 501

BUILDING TRADES ASSOCIATIONS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

BUILDING DEVELOPMENT ASSOCIATION OF SOUTHERN INDIANA has sponsored the creation of one or more 401k plans.

Company Name:BUILDING DEVELOPMENT ASSOCIATION OF SOUTHERN INDIANA
Employer identification number (EIN):351377507
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUILDING TRADES ASSOCIATIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012014-01-01JAMES LAVELLE
5012014-01-01JAMES LAVELLE

Plan Statistics for BUILDING TRADES ASSOCIATIONS

401k plan membership statisitcs for BUILDING TRADES ASSOCIATIONS

Measure Date Value
2014: BUILDING TRADES ASSOCIATIONS 2014 401k membership
Total participants, beginning-of-year2014-01-01507
Total number of active participants reported on line 7a of the Form 55002014-01-01585
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01585

Financial Data on BUILDING TRADES ASSOCIATIONS

Measure Date Value
2014 : BUILDING TRADES ASSOCIATIONS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-30$0
Total transfer of assets to this plan2014-12-30$0
Total transfer of assets from this plan2014-12-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-30$77,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-30$0
Total income from all sources (including contributions)2014-12-30$2,476,735
Total loss/gain on sale of assets2014-12-30$0
Total of all expenses incurred2014-12-30$2,467,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-30$2,423,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-30$2,476,735
Value of total assets at end of year2014-12-30$86,632
Value of total assets at beginning of year2014-12-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-30$44,178
Total interest from all sources2014-12-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-30No
Was this plan covered by a fidelity bond2014-12-30Yes
Value of fidelity bond cover2014-12-30$100,000
If this is an individual account plan, was there a blackout period2014-12-30No
Were there any nonexempt tranactions with any party-in-interest2014-12-30No
Contributions received from participants2014-12-30$2,476,735
Administrative expenses (other) incurred2014-12-30$13,142
Total non interest bearing cash at end of year2014-12-30$84,070
Total non interest bearing cash at beginning of year2014-12-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-30No
Value of net income/loss2014-12-30$9,489
Value of net assets at end of year (total assets less liabilities)2014-12-30$9,489
Value of net assets at beginning of year (total assets less liabilities)2014-12-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-30No
Were any leases to which the plan was party in default or uncollectible2014-12-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-30No
Was there a failure to transmit to the plan any participant contributions2014-12-30No
Has the plan failed to provide any benefit when due under the plan2014-12-30No
Employer contributions (assets) at end of year2014-12-30$2,562
Employer contributions (assets) at beginning of year2014-12-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-30$2,423,068
Contract administrator fees2014-12-30$31,036
Liabilities. Value of benefit claims payable at end of year2014-12-30$77,143
Liabilities. Value of benefit claims payable at beginning of year2014-12-30$0
Did the plan have assets held for investment2014-12-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-30No
Opinion of an independent qualified public accountant for this plan2014-12-30Unqualified
Accountancy firm name2014-12-30HIRTH NORRIS & GARRISON, LLP
Accountancy firm EIN2014-12-30311158488
Total unrealized appreciation/depreciation of assets2014-11-30$0
Total transfer of assets to this plan2014-11-30$0
Total transfer of assets from this plan2014-11-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$77,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$0
Total income from all sources (including contributions)2014-11-30$2,476,735
Total loss/gain on sale of assets2014-11-30$0
Total of all expenses incurred2014-11-30$2,467,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-30$2,423,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-11-30$2,476,735
Value of total assets at end of year2014-11-30$86,632
Value of total assets at beginning of year2014-11-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-30$44,178
Total interest from all sources2014-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-11-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-30No
Was this plan covered by a fidelity bond2014-11-30Yes
Value of fidelity bond cover2014-11-30$100,000
If this is an individual account plan, was there a blackout period2014-11-30No
Were there any nonexempt tranactions with any party-in-interest2014-11-30No
Contributions received from participants2014-11-30$2,476,735
Administrative expenses (other) incurred2014-11-30$13,142
Total non interest bearing cash at end of year2014-11-30$84,070
Total non interest bearing cash at beginning of year2014-11-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Value of net income/loss2014-11-30$9,489
Value of net assets at end of year (total assets less liabilities)2014-11-30$9,489
Value of net assets at beginning of year (total assets less liabilities)2014-11-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-30No
Were any leases to which the plan was party in default or uncollectible2014-11-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-30No
Was there a failure to transmit to the plan any participant contributions2014-11-30No
Has the plan failed to provide any benefit when due under the plan2014-11-30No
Employer contributions (assets) at end of year2014-11-30$2,562
Employer contributions (assets) at beginning of year2014-11-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-30$2,423,068
Contract administrator fees2014-11-30$31,036
Liabilities. Value of benefit claims payable at end of year2014-11-30$77,143
Liabilities. Value of benefit claims payable at beginning of year2014-11-30$0
Did the plan have assets held for investment2014-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-30No
Opinion of an independent qualified public accountant for this plan2014-11-30Unqualified
Accountancy firm name2014-11-30HIRTH NORRIS & GARRISON, LLP
Accountancy firm EIN2014-11-30311158488

Form 5500 Responses for BUILDING TRADES ASSOCIATIONS

2014: BUILDING TRADES ASSOCIATIONS 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

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