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IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 401k Plan overview

Plan NameIRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND
Plan identification number 002

IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

TRUSTEES OF IRON WKERS' MID-AMERICA SUPPLEMENTAL has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF IRON WKERS' MID-AMERICA SUPPLEMENTAL
Employer identification number (EIN):364108124
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DANIEL AUSSEM JEFFREY L CHIDESTER2018-07-06
0022016-01-01JEFFREY L CHIDESTER BARRY SCHOLZ2017-06-12
0022015-01-01JEFFREY L CHIDESTER BARRY SCHOLZ2016-07-25
0022014-01-01BARRY SCHOLZ JEFFREY L CHIDESTER2015-07-14
0022013-01-01BARRY SCHOLZ JEFFREY L CHIDESTER2014-07-17
0022012-01-01BARRY SCHOLZ JEFFREY L CHIDESTER2013-10-03
0022011-01-01MICHAEL WILCHER BARRY SCHOLZ2012-06-15
0022009-01-01CRAIG SHELTON MICHAEL WILCHER2010-10-14
0022009-01-012010-10-13 MICHAEL WILCHER2010-10-13

Plan Statistics for IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND

401k plan membership statisitcs for IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND

Measure Date Value
2023: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2023 401k membership
Total participants, beginning-of-year2023-01-016,687
Total number of active participants reported on line 7a of the Form 55002023-01-016,642
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01183
Total of all active and inactive participants2023-01-016,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0132
Total participants2023-01-016,857
Number of participants with account balances2023-01-016,857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
Number of employers contributing to the scheme2023-01-01479
2022: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2022 401k membership
Total participants, beginning-of-year2022-01-016,523
Total number of active participants reported on line 7a of the Form 55002022-01-016,507
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01157
Total of all active and inactive participants2022-01-016,664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0123
Total participants2022-01-016,687
Number of participants with account balances2022-01-016,687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-01475
2021: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2021 401k membership
Total participants, beginning-of-year2021-01-016,283
Total number of active participants reported on line 7a of the Form 55002021-01-016,365
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01138
Total of all active and inactive participants2021-01-016,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0120
Total participants2021-01-016,523
Number of participants with account balances2021-01-016,523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-01463
2020: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2020 401k membership
Total participants, beginning-of-year2020-01-016,453
Total number of active participants reported on line 7a of the Form 55002020-01-016,140
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01130
Total of all active and inactive participants2020-01-016,270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-016,283
Number of participants with account balances2020-01-016,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01457
2019: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2019 401k membership
Total participants, beginning-of-year2019-01-016,479
Total number of active participants reported on line 7a of the Form 55002019-01-016,343
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0199
Total of all active and inactive participants2019-01-016,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-016,453
Number of participants with account balances2019-01-016,453
Number of employers contributing to the scheme2019-01-01466
2018: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2018 401k membership
Total participants, beginning-of-year2018-01-016,290
Total number of active participants reported on line 7a of the Form 55002018-01-016,374
Number of other retired or separated participants entitled to future benefits2018-01-0195
Total of all active and inactive participants2018-01-016,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-016,477
Number of participants with account balances2018-01-016,477
Number of employers contributing to the scheme2018-01-01475
2017: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2017 401k membership
Total participants, beginning-of-year2017-01-016,301
Total number of active participants reported on line 7a of the Form 55002017-01-016,187
Number of other retired or separated participants entitled to future benefits2017-01-0192
Total of all active and inactive participants2017-01-016,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-016,288
Number of participants with account balances2017-01-016,288
Number of employers contributing to the scheme2017-01-01515
2016: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2016 401k membership
Total participants, beginning-of-year2016-01-016,240
Total number of active participants reported on line 7a of the Form 55002016-01-016,235
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-016,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-016,301
Number of participants with account balances2016-01-016,301
Number of employers contributing to the scheme2016-01-01496
2015: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2015 401k membership
Total participants, beginning-of-year2015-01-016,425
Total number of active participants reported on line 7a of the Form 55002015-01-015,681
Number of other retired or separated participants entitled to future benefits2015-01-01677
Total of all active and inactive participants2015-01-016,358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-016,363
Number of participants with account balances2015-01-016,240
Number of employers contributing to the scheme2015-01-01500
2014: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2014 401k membership
Total participants, beginning-of-year2014-01-016,417
Total number of active participants reported on line 7a of the Form 55002014-01-015,770
Number of other retired or separated participants entitled to future benefits2014-01-01650
Total of all active and inactive participants2014-01-016,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-016,425
Number of participants with account balances2014-01-016,222
Number of employers contributing to the scheme2014-01-01523
2013: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2013 401k membership
Total participants, beginning-of-year2013-01-016,629
Total number of active participants reported on line 7a of the Form 55002013-01-015,911
Number of other retired or separated participants entitled to future benefits2013-01-01587
Total of all active and inactive participants2013-01-016,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-016,505
Number of participants with account balances2013-01-016,417
Number of employers contributing to the scheme2013-01-01656
2012: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2012 401k membership
Total participants, beginning-of-year2012-01-016,654
Total number of active participants reported on line 7a of the Form 55002012-01-016,002
Number of other retired or separated participants entitled to future benefits2012-01-01611
Total of all active and inactive participants2012-01-016,613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0116
Total participants2012-01-016,629
Number of participants with account balances2012-01-016,696
Number of employers contributing to the scheme2012-01-01712
2011: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2011 401k membership
Total participants, beginning-of-year2011-01-017,113
Total number of active participants reported on line 7a of the Form 55002011-01-016,141
Number of other retired or separated participants entitled to future benefits2011-01-01501
Total of all active and inactive participants2011-01-016,642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-016,654
Number of participants with account balances2011-01-016,853
Number of employers contributing to the scheme2011-01-01824
2009: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2009 401k membership
Total participants, beginning-of-year2009-01-018,588
Total number of active participants reported on line 7a of the Form 55002009-01-017,600
Number of other retired or separated participants entitled to future benefits2009-01-01284
Total of all active and inactive participants2009-01-017,884
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0113
Total participants2009-01-017,897
Number of participants with account balances2009-01-017,960
Number of employers contributing to the scheme2009-01-01622

Financial Data on IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND

Measure Date Value
2023 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,868,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,463,842
Total income from all sources (including contributions)2023-12-31$136,731,105
Total of all expenses incurred2023-12-31$33,512,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$31,905,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$36,577,460
Value of total assets at end of year2023-12-31$689,396,604
Value of total assets at beginning of year2023-12-31$585,773,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,606,600
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,901,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,901,138
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$92,235
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$76,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$65,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$99,517
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$31,375
Other income not declared elsewhere2023-12-31$123,241
Administrative expenses (other) incurred2023-12-31$390,766
Liabilities. Value of operating payables at end of year2023-12-31$584,716
Liabilities. Value of operating payables at beginning of year2023-12-31$573,375
Total non interest bearing cash at end of year2023-12-31$287,882
Total non interest bearing cash at beginning of year2023-12-31$297,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$103,219,075
Value of net assets at end of year (total assets less liabilities)2023-12-31$686,528,343
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$583,309,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$75,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$164,693,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$134,635,293
Value of interest in common/collective trusts at end of year2023-12-31$520,733,344
Value of interest in common/collective trusts at beginning of year2023-12-31$447,402,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$27,025,502
Net investment gain or loss from common/collective trusts2023-12-31$69,103,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$36,485,225
Employer contributions (assets) at end of year2023-12-31$3,605,910
Employer contributions (assets) at beginning of year2023-12-31$3,372,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$31,905,430
Liabilities. Value of benefit claims payable at end of year2023-12-31$2,184,028
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$1,859,092
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-12-31320043599
2022 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,463,842
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,668,566
Total income from all sources (including contributions)2022-12-31$-71,081,973
Total of all expenses incurred2022-12-31$27,574,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$26,080,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$35,779,390
Value of total assets at end of year2022-12-31$585,773,110
Value of total assets at beginning of year2022-12-31$687,634,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,494,361
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,594,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,594,897
Administrative expenses professional fees incurred2022-12-31$470,659
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$65,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$60,117
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$31,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$145,606
Other income not declared elsewhere2022-12-31$110,021
Administrative expenses (other) incurred2022-12-31$948,702
Liabilities. Value of operating payables at end of year2022-12-31$573,375
Liabilities. Value of operating payables at beginning of year2022-12-31$730,429
Total non interest bearing cash at end of year2022-12-31$297,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-98,656,656
Value of net assets at end of year (total assets less liabilities)2022-12-31$583,309,268
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$681,965,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$134,635,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$168,972,143
Value of interest in common/collective trusts at end of year2022-12-31$447,402,196
Value of interest in common/collective trusts at beginning of year2022-12-31$514,375,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$453,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$453,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-37,557,095
Net investment gain or loss from common/collective trusts2022-12-31$-74,009,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$35,779,390
Employer contributions (assets) at end of year2022-12-31$3,372,750
Employer contributions (assets) at beginning of year2022-12-31$3,773,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,080,322
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,859,092
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,792,531
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,668,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,730,367
Total income from all sources (including contributions)2021-12-31$121,798,969
Total of all expenses incurred2021-12-31$36,322,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$34,910,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$36,053,906
Value of total assets at end of year2021-12-31$687,634,490
Value of total assets at beginning of year2021-12-31$602,219,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,411,937
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,525,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,525,337
Administrative expenses professional fees incurred2021-12-31$456,487
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$35,935,690
Amount contributed by the employer to the plan for this plan year2021-12-31$35,935,690
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$118,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$60,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$54,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$145,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$244,132
Other income not declared elsewhere2021-12-31$91,086
Administrative expenses (other) incurred2021-12-31$893,252
Liabilities. Value of operating payables at end of year2021-12-31$730,429
Liabilities. Value of operating payables at beginning of year2021-12-31$463,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$85,476,964
Value of net assets at end of year (total assets less liabilities)2021-12-31$681,965,924
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$596,488,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$62,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$168,972,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$123,583,528
Value of interest in common/collective trusts at end of year2021-12-31$514,375,902
Value of interest in common/collective trusts at beginning of year2021-12-31$475,016,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$453,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$294,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$294,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,016,133
Net investment gain or loss from common/collective trusts2021-12-31$58,112,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$35,935,690
Employer contributions (assets) at end of year2021-12-31$3,773,043
Employer contributions (assets) at beginning of year2021-12-31$3,270,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$34,910,068
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,792,531
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$5,022,459
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,730,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,546,689
Total income from all sources (including contributions)2020-12-31$94,039,256
Total of all expenses incurred2020-12-31$51,902,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$50,461,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$30,964,589
Value of total assets at end of year2020-12-31$602,219,327
Value of total assets at beginning of year2020-12-31$558,898,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,441,103
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,762,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,762,247
Administrative expenses professional fees incurred2020-12-31$497,128
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$30,962,989
Amount contributed by the employer to the plan for this plan year2020-12-31$30,962,989
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,600
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$54,118
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$52,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$244,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$90,167
Other income not declared elsewhere2020-12-31$68,866
Administrative expenses (other) incurred2020-12-31$893,975
Liabilities. Value of operating payables at end of year2020-12-31$463,776
Liabilities. Value of operating payables at beginning of year2020-12-31$350,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$42,136,931
Value of net assets at end of year (total assets less liabilities)2020-12-31$596,488,960
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$554,352,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$123,583,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$119,236,130
Value of interest in common/collective trusts at end of year2020-12-31$475,016,395
Value of interest in common/collective trusts at beginning of year2020-12-31$436,313,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$294,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$250,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$250,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,788,390
Net investment gain or loss from common/collective trusts2020-12-31$45,455,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$30,962,989
Employer contributions (assets) at end of year2020-12-31$3,270,456
Employer contributions (assets) at beginning of year2020-12-31$3,045,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$50,461,222
Liabilities. Value of benefit claims payable at end of year2020-12-31$5,022,459
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$4,105,789
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,546,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,942,103
Total income from all sources (including contributions)2019-12-31$123,698,898
Total of all expenses incurred2019-12-31$23,843,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,437,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,789,505
Value of total assets at end of year2019-12-31$558,898,718
Value of total assets at beginning of year2019-12-31$460,439,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,406,691
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,990,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,990,920
Administrative expenses professional fees incurred2019-12-31$487,642
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$30,589,109
Amount contributed by the employer to the plan for this plan year2019-12-31$30,589,109
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$200,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$52,442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$57,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$90,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$161,293
Other income not declared elsewhere2019-12-31$71,117
Administrative expenses (other) incurred2019-12-31$869,049
Liabilities. Value of operating payables at end of year2019-12-31$350,733
Liabilities. Value of operating payables at beginning of year2019-12-31$391,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$99,855,033
Value of net assets at end of year (total assets less liabilities)2019-12-31$554,352,029
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$454,496,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$119,236,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$109,690,510
Value of interest in common/collective trusts at end of year2019-12-31$436,313,855
Value of interest in common/collective trusts at beginning of year2019-12-31$342,150,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$250,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,436,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,436,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,160,962
Net investment gain or loss from common/collective trusts2019-12-31$64,686,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$30,589,109
Employer contributions (assets) at end of year2019-12-31$3,045,582
Employer contributions (assets) at beginning of year2019-12-31$3,104,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,437,174
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,105,789
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$5,389,329
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,942,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,615,903
Total income from all sources (including contributions)2018-12-31$124,170
Total of all expenses incurred2018-12-31$33,986,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$32,480,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,249,578
Value of total assets at end of year2018-12-31$460,439,099
Value of total assets at beginning of year2018-12-31$490,975,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,506,472
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,685,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,685,249
Administrative expenses professional fees incurred2018-12-31$492,394
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$30,188,189
Amount contributed by the employer to the plan for this plan year2018-12-31$30,188,189
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$61,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$57,780
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$55,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$161,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$199,600
Other income not declared elsewhere2018-12-31$67,291
Administrative expenses (other) incurred2018-12-31$964,078
Liabilities. Value of operating payables at end of year2018-12-31$391,481
Liabilities. Value of operating payables at beginning of year2018-12-31$354,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-33,862,771
Value of net assets at end of year (total assets less liabilities)2018-12-31$454,496,996
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$488,359,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$109,690,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$122,061,246
Value of interest in common/collective trusts at end of year2018-12-31$342,150,380
Value of interest in common/collective trusts at beginning of year2018-12-31$363,956,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,436,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,136,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,136,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,767,897
Net investment gain or loss from common/collective trusts2018-12-31$-21,110,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$30,188,189
Employer contributions (assets) at end of year2018-12-31$3,104,000
Employer contributions (assets) at beginning of year2018-12-31$2,766,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$32,480,469
Liabilities. Value of benefit claims payable at end of year2018-12-31$5,389,329
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,061,572
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,615,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,247,133
Total income from all sources (including contributions)2017-12-31$94,701,204
Total of all expenses incurred2017-12-31$32,851,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$31,394,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$28,281,347
Value of total assets at end of year2017-12-31$490,975,670
Value of total assets at beginning of year2017-12-31$428,757,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,456,763
Total interest from all sources2017-12-31$588,607
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,197,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,197,006
Administrative expenses professional fees incurred2017-12-31$498,839
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$28,268,028
Amount contributed by the employer to the plan for this plan year2017-12-31$28,268,028
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$55,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$182,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$199,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$172,203
Other income not declared elsewhere2017-12-31$103,774
Administrative expenses (other) incurred2017-12-31$907,924
Liabilities. Value of operating payables at end of year2017-12-31$354,731
Liabilities. Value of operating payables at beginning of year2017-12-31$276,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$61,849,842
Value of net assets at end of year (total assets less liabilities)2017-12-31$488,359,767
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$426,509,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$122,061,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$106,331,760
Interest earned on other investments2017-12-31$588,607
Value of interest in common/collective trusts at end of year2017-12-31$363,956,317
Value of interest in common/collective trusts at beginning of year2017-12-31$315,199,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,136,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,423,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,423,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,011,906
Net investment gain or loss from common/collective trusts2017-12-31$46,518,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$28,268,028
Employer contributions (assets) at end of year2017-12-31$2,766,000
Employer contributions (assets) at beginning of year2017-12-31$2,620,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$31,394,599
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,061,572
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,798,342
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,247,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,394,679
Total income from all sources (including contributions)2016-12-31$52,719,191
Total of all expenses incurred2016-12-31$27,161,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$25,824,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,789,611
Value of total assets at end of year2016-12-31$428,757,058
Value of total assets at beginning of year2016-12-31$403,347,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,337,284
Total interest from all sources2016-12-31$401,313
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,120,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,120,581
Administrative expenses professional fees incurred2016-12-31$435,116
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$26,754,767
Amount contributed by the employer to the plan for this plan year2016-12-31$26,754,767
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$34,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$182,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,142,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$172,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$72,343
Other income not declared elsewhere2016-12-31$112,463
Administrative expenses (other) incurred2016-12-31$855,501
Liabilities. Value of operating payables at end of year2016-12-31$276,588
Liabilities. Value of operating payables at beginning of year2016-12-31$229,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$25,557,452
Value of net assets at end of year (total assets less liabilities)2016-12-31$426,509,925
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$400,952,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$46,667
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$106,331,760
Interest earned on other investments2016-12-31$401,313
Value of interest in common/collective trusts at end of year2016-12-31$315,199,848
Value of interest in common/collective trusts at beginning of year2016-12-31$396,447,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,423,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,394,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,394,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,034,732
Net investment gain or loss from common/collective trusts2016-12-31$15,260,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$26,754,767
Employer contributions (assets) at end of year2016-12-31$2,620,000
Employer contributions (assets) at beginning of year2016-12-31$2,362,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$25,824,455
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,798,342
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,093,057
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,394,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,140,322
Total income from all sources (including contributions)2015-12-31$25,629,064
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$29,177,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,837,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$24,315,896
Value of total assets at end of year2015-12-31$403,347,152
Value of total assets at beginning of year2015-12-31$406,641,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,339,964
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$431,791
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$24,268,437
Amount contributed by the employer to the plan for this plan year2015-12-31$24,268,437
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$47,459
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,142,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,773,961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$72,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$138,718
Other income not declared elsewhere2015-12-31$182,725
Administrative expenses (other) incurred2015-12-31$863,173
Liabilities. Value of operating payables at end of year2015-12-31$229,279
Liabilities. Value of operating payables at beginning of year2015-12-31$276,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,548,307
Value of net assets at end of year (total assets less liabilities)2015-12-31$400,952,473
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$404,500,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$45,000
Value of interest in common/collective trusts at end of year2015-12-31$396,447,715
Value of interest in common/collective trusts at beginning of year2015-12-31$399,931,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,394,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,327,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,327,746
Net investment gain or loss from common/collective trusts2015-12-31$1,130,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$24,268,437
Employer contributions (assets) at end of year2015-12-31$2,362,000
Employer contributions (assets) at beginning of year2015-12-31$2,608,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$27,837,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,093,057
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,724,823
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,140,322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,292,982
Total income from all sources (including contributions)2014-12-31$46,505,340
Total of all expenses incurred2014-12-31$39,226,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$37,948,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,056,590
Value of total assets at end of year2014-12-31$406,641,102
Value of total assets at beginning of year2014-12-31$399,514,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,277,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$461,176
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$21,478,976
Amount contributed by the employer to the plan for this plan year2014-12-31$21,478,976
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,577,614
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,773,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,994,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$138,718
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$127,516
Other income not declared elsewhere2014-12-31$32,047
Administrative expenses (other) incurred2014-12-31$771,462
Liabilities. Value of operating payables at end of year2014-12-31$276,781
Liabilities. Value of operating payables at beginning of year2014-12-31$212,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,279,213
Value of net assets at end of year (total assets less liabilities)2014-12-31$404,500,780
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$397,221,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$45,000
Value of interest in common/collective trusts at end of year2014-12-31$399,931,395
Value of interest in common/collective trusts at beginning of year2014-12-31$393,579,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,327,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,997,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,997,655
Net investment gain or loss from common/collective trusts2014-12-31$21,416,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$21,478,976
Employer contributions (assets) at end of year2014-12-31$2,608,000
Employer contributions (assets) at beginning of year2014-12-31$1,943,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$37,948,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,724,823
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,953,038
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,292,982
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$428,898
Total income from all sources (including contributions)2013-12-31$66,414,322
Total of all expenses incurred2013-12-31$23,985,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$22,769,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,167,319
Value of total assets at end of year2013-12-31$399,514,549
Value of total assets at beginning of year2013-12-31$355,222,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,216,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$433,491
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$19,166,404
Amount contributed by the employer to the plan for this plan year2013-12-31$19,166,404
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$915
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,994,856
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,379,706
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$127,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$32,234
Other income not declared elsewhere2013-12-31$38,947
Administrative expenses (other) incurred2013-12-31$739,510
Liabilities. Value of operating payables at end of year2013-12-31$212,428
Liabilities. Value of operating payables at beginning of year2013-12-31$396,664
Total non interest bearing cash at beginning of year2013-12-31$1,760,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$42,428,333
Value of net assets at end of year (total assets less liabilities)2013-12-31$397,221,567
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$354,793,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$43,750
Value of interest in common/collective trusts at end of year2013-12-31$393,579,038
Value of interest in common/collective trusts at beginning of year2013-12-31$349,585,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,997,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,694
Net investment gain or loss from common/collective trusts2013-12-31$47,208,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$19,166,404
Employer contributions (assets) at end of year2013-12-31$1,943,000
Employer contributions (assets) at beginning of year2013-12-31$2,492,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$22,769,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,953,038
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$428,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$530,012
Total income from all sources (including contributions)2012-12-31$47,211,672
Total of all expenses incurred2012-12-31$32,783,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$31,548,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,234,215
Value of total assets at end of year2012-12-31$355,222,132
Value of total assets at beginning of year2012-12-31$340,894,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,234,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$475,978
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$20,132,810
Amount contributed by the employer to the plan for this plan year2012-12-31$20,132,810
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$101,405
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,379,706
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$929,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$32,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$42,481
Other income not declared elsewhere2012-12-31$177,520
Administrative expenses (other) incurred2012-12-31$718,892
Liabilities. Value of operating payables at end of year2012-12-31$396,664
Liabilities. Value of operating payables at beginning of year2012-12-31$487,531
Total non interest bearing cash at end of year2012-12-31$1,760,073
Total non interest bearing cash at beginning of year2012-12-31$1,926,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$14,428,487
Value of net assets at end of year (total assets less liabilities)2012-12-31$354,793,234
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$340,364,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$40,000
Value of interest in common/collective trusts at end of year2012-12-31$349,585,659
Value of interest in common/collective trusts at beginning of year2012-12-31$335,805,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,694
Net investment gain or loss from common/collective trusts2012-12-31$26,799,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$20,132,810
Employer contributions (assets) at end of year2012-12-31$2,492,000
Employer contributions (assets) at beginning of year2012-12-31$2,233,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$31,548,315
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$530,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$444,455
Total income from all sources (including contributions)2011-12-31$21,253,228
Total of all expenses incurred2011-12-31$34,006,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$32,828,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,781,820
Value of total assets at end of year2011-12-31$340,894,759
Value of total assets at beginning of year2011-12-31$353,562,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,178,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$412,491
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$17,772,460
Amount contributed by the employer to the plan for this plan year2011-12-31$17,772,460
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$929,574
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,666,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$42,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$85,642
Other income not declared elsewhere2011-12-31$65,129
Administrative expenses (other) incurred2011-12-31$725,524
Liabilities. Value of operating payables at end of year2011-12-31$487,531
Liabilities. Value of operating payables at beginning of year2011-12-31$358,813
Total non interest bearing cash at end of year2011-12-31$1,926,668
Total non interest bearing cash at beginning of year2011-12-31$1,680,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-12,753,038
Value of net assets at end of year (total assets less liabilities)2011-12-31$340,364,747
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$353,117,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$40,000
Value of interest in common/collective trusts at end of year2011-12-31$335,805,517
Value of interest in common/collective trusts at beginning of year2011-12-31$345,820,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$-240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$-240
Net investment gain or loss from common/collective trusts2011-12-31$3,406,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$17,772,460
Employer contributions (assets) at end of year2011-12-31$2,233,000
Employer contributions (assets) at beginning of year2011-12-31$2,395,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$32,828,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$444,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$283,272
Total income from all sources (including contributions)2010-12-31$47,041,036
Total of all expenses incurred2010-12-31$41,711,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$40,501,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,213,759
Value of total assets at end of year2010-12-31$353,562,240
Value of total assets at beginning of year2010-12-31$348,071,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,210,469
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$451,030
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$18,159,771
Amount contributed by the employer to the plan for this plan year2010-12-31$18,159,771
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,988
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,666,217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,648,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$85,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$122,998
Other income not declared elsewhere2010-12-31$47,425
Administrative expenses (other) incurred2010-12-31$722,939
Liabilities. Value of operating payables at end of year2010-12-31$358,813
Liabilities. Value of operating payables at beginning of year2010-12-31$160,274
Total non interest bearing cash at end of year2010-12-31$1,680,639
Total non interest bearing cash at beginning of year2010-12-31$1,516,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,329,215
Value of net assets at end of year (total assets less liabilities)2010-12-31$353,117,785
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$347,788,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$36,500
Value of interest in common/collective trusts at end of year2010-12-31$345,820,624
Value of interest in common/collective trusts at beginning of year2010-12-31$343,348,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$-240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$-97
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$-97
Net investment gain or loss from common/collective trusts2010-12-31$28,779,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$18,198,771
Employer contributions (assets) at end of year2010-12-31$2,395,000
Employer contributions (assets) at beginning of year2010-12-31$1,558,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$40,501,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599
2009 : IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$18,353,204
Amount contributed by the employer to the plan for this plan year2009-12-31$18,353,204

Form 5500 Responses for IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND

2023: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS' MID-AMERICA SUPPLEMENTAL MONTHLY ANNUITY (SMA) FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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