Logo

I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameI.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST
Plan identification number 001

I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST
Employer identification number (EIN):411735205
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAN OSTERTAG2024-10-15 WAYNE MAHONEY2024-10-11
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WAYNE MAHONEY DANIEL OSTERTAG2018-10-15
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01ROYCE JACKSON ROYCE JACKSON2015-07-14
0012012-01-01WAYNE MAHONEY ROYCE JACKSON2013-10-15
0012011-01-01WAYNE MAHONEY ROYCE JACKSON2012-10-15
0012010-01-01WAYNE MAHONEY ROYCE JACKSON2011-10-15
0012009-01-01WAYNE MAHONEY ROYCE JACKSON2010-10-15

Plan Statistics for I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST

401k plan membership statisitcs for I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST

Measure Date Value
2023: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-011,269
Total number of active participants reported on line 7a of the Form 55002023-01-011,426
Number of retired or separated participants receiving benefits2023-01-0110
Number of other retired or separated participants entitled to future benefits2023-01-0122
Total of all active and inactive participants2023-01-011,458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-011,459
Number of participants with account balances2023-01-011,459
Number of employers contributing to the scheme2023-01-0120
2022: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01995
Total number of active participants reported on line 7a of the Form 55002022-01-011,254
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-011,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,269
Number of participants with account balances2022-01-011,269
Number of employers contributing to the scheme2022-01-0118
2021: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,319
Total number of active participants reported on line 7a of the Form 55002021-01-01986
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01995
Number of participants with account balances2021-01-01995
Number of employers contributing to the scheme2021-01-0117
2020: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,679
Total number of active participants reported on line 7a of the Form 55002020-01-011,313
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-011,319
Number of participants with account balances2020-01-011,319
Number of employers contributing to the scheme2020-01-0143
2019: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01968
Total number of active participants reported on line 7a of the Form 55002019-01-011,669
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-011,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,679
Number of participants with account balances2019-01-011,291
Number of employers contributing to the scheme2019-01-0151
2018: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01555
Total number of active participants reported on line 7a of the Form 55002018-01-01956
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01968
Number of participants with account balances2018-01-01878
Number of employers contributing to the scheme2018-01-0136
2017: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01501
Total number of active participants reported on line 7a of the Form 55002017-01-01542
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01555
Number of participants with account balances2017-01-01533
Number of employers contributing to the scheme2017-01-0129
2016: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01472
Total number of active participants reported on line 7a of the Form 55002016-01-01491
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01501
Number of participants with account balances2016-01-01488
Number of employers contributing to the scheme2016-01-0133
2015: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01433
Total number of active participants reported on line 7a of the Form 55002015-01-01455
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01472
Number of participants with account balances2015-01-01472
Number of employers contributing to the scheme2015-01-0133
2014: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01423
Total number of active participants reported on line 7a of the Form 55002014-01-01369
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01433
Total participants2014-01-01433
Number of participants with account balances2014-01-01437
Number of employers contributing to the scheme2014-01-0132
2013: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01396
Total number of active participants reported on line 7a of the Form 55002013-01-01347
Number of retired or separated participants receiving benefits2013-01-0176
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01423
Number of participants with account balances2013-01-010
Number of employers contributing to the scheme2013-01-0128
2012: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01386
Total number of active participants reported on line 7a of the Form 55002012-01-01320
Number of other retired or separated participants entitled to future benefits2012-01-0176
Total of all active and inactive participants2012-01-01396
Total participants2012-01-01396
Number of participants with account balances2012-01-01396
Number of employers contributing to the scheme2012-01-0128
2011: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01373
Total number of active participants reported on line 7a of the Form 55002011-01-01318
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01386
Total participants2011-01-01386
Number of participants with account balances2011-01-01386
Number of employers contributing to the scheme2011-01-0127
2010: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01380
Total number of active participants reported on line 7a of the Form 55002010-01-01305
Number of other retired or separated participants entitled to future benefits2010-01-0168
Total of all active and inactive participants2010-01-01373
Total participants2010-01-01373
Number of participants with account balances2010-01-01373
Number of employers contributing to the scheme2010-01-0125
2009: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01371
Total number of active participants reported on line 7a of the Form 55002009-01-01322
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01380
Total participants2009-01-01380
Number of employers contributing to the scheme2009-01-0125

Financial Data on I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST

Measure Date Value
2023 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$648
Total unrealized appreciation/depreciation of assets2023-12-31$648
Total income from all sources (including contributions)2023-12-31$5,174,097
Total of all expenses incurred2023-12-31$3,922,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,663,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,567,809
Value of total assets at end of year2023-12-31$24,354,470
Value of total assets at beginning of year2023-12-31$23,103,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$259,178
Total interest from all sources2023-12-31$22,362
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,039,307
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$1,039,307
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
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
Contributions received from participants2023-12-31$590,544
Other income not declared elsewhere2023-12-31$122,110
Administrative expenses (other) incurred2023-12-31$13,175
Total non interest bearing cash at end of year2023-12-31$87,407
Total non interest bearing cash at beginning of year2023-12-31$116,843
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$1,251,342
Value of net assets at end of year (total assets less liabilities)2023-12-31$24,354,470
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$23,103,128
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$41,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$22,625,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$20,847,547
Interest earned on other investments2023-12-31$22,362
Value of interest in common/collective trusts at beginning of year2023-12-31$2,138,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,641,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,411,337
Net investment gain or loss from common/collective trusts2023-12-31$10,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$977,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,663,577
Contract administrator fees2023-12-31$125,307
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-12-31320043599
2022 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,027,914
Total of all expenses incurred2022-12-31$2,407,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,240,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,512,977
Value of total assets at end of year2022-12-31$23,103,128
Value of total assets at beginning of year2022-12-31$28,538,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$166,530
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,970,990
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$1,970,990
Administrative expenses professional fees incurred2022-12-31$8,692
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Contributions received from participants2022-12-31$575,548
Other income not declared elsewhere2022-12-31$90,690
Administrative expenses (other) incurred2022-12-31$9,322
Total non interest bearing cash at end of year2022-12-31$116,843
Total non interest bearing cash at beginning of year2022-12-31$26,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,434,921
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,103,128
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,538,049
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$45,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,847,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,903,962
Value of interest in common/collective trusts at end of year2022-12-31$2,138,738
Value of interest in common/collective trusts at beginning of year2022-12-31$1,608,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,617,640
Net investment gain or loss from common/collective trusts2022-12-31$15,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$937,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,240,477
Contract administrator fees2022-12-31$103,171
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 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,195,657
Total of all expenses incurred2021-12-31$1,414,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,217,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$492,290
Value of total assets at end of year2021-12-31$28,538,049
Value of total assets at beginning of year2021-12-31$25,757,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$197,153
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,295,984
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$2,295,984
Administrative expenses professional fees incurred2021-12-31$23,992
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$157,906
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$75,061
Other income not declared elsewhere2021-12-31$60,738
Administrative expenses (other) incurred2021-12-31$13,213
Total non interest bearing cash at end of year2021-12-31$26,045
Total non interest bearing cash at beginning of year2021-12-31$29,662
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$2,780,927
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,538,049
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,757,122
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$47,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,903,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,163,341
Value of interest in common/collective trusts at end of year2021-12-31$1,608,042
Value of interest in common/collective trusts at beginning of year2021-12-31$1,564,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,339,141
Net investment gain or loss from common/collective trusts2021-12-31$7,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$259,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,217,577
Contract administrator fees2021-12-31$112,085
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 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,216,552
Total of all expenses incurred2020-12-31$3,761,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,542,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$405,249
Value of total assets at end of year2020-12-31$25,757,122
Value of total assets at beginning of year2020-12-31$25,301,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$218,293
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,504,214
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$1,504,214
Administrative expenses professional fees incurred2020-12-31$55,110
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$175,228
Other income not declared elsewhere2020-12-31$58,312
Administrative expenses (other) incurred2020-12-31$8,822
Total non interest bearing cash at end of year2020-12-31$29,662
Total non interest bearing cash at beginning of year2020-12-31$103,410
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$455,366
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,757,122
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,301,756
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$50,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,163,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,309,961
Value of interest in common/collective trusts at end of year2020-12-31$1,564,119
Value of interest in common/collective trusts at beginning of year2020-12-31$888,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,232,454
Net investment gain or loss from common/collective trusts2020-12-31$16,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$230,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,542,893
Contract administrator fees2020-12-31$104,172
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,239
Total income from all sources (including contributions)2019-12-31$6,364,369
Total income from all sources (including contributions)2019-12-31$6,364,369
Total of all expenses incurred2019-12-31$2,222,888
Total of all expenses incurred2019-12-31$2,222,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,995,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,995,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,561,601
Value of total assets at end of year2019-12-31$25,301,756
Value of total assets at beginning of year2019-12-31$21,171,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$227,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$227,342
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,273,589
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,273,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,273,589
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,273,589
Administrative expenses professional fees incurred2019-12-31$31,137
Administrative expenses professional fees incurred2019-12-31$31,137
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$589,357
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,239
Other income not declared elsewhere2019-12-31$56,209
Other income not declared elsewhere2019-12-31$56,209
Administrative expenses (other) incurred2019-12-31$21,669
Administrative expenses (other) incurred2019-12-31$21,669
Total non interest bearing cash at end of year2019-12-31$103,410
Total non interest bearing cash at beginning of year2019-12-31$182,390
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
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$4,141,481
Value of net income/loss2019-12-31$4,141,481
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,301,756
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,160,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$55,043
Investment advisory and management fees2019-12-31$55,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,309,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,574,794
Value of interest in common/collective trusts at end of year2019-12-31$888,385
Value of interest in common/collective trusts at beginning of year2019-12-31$1,412,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,458,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,458,432
Net investment gain or loss from common/collective trusts2019-12-31$14,538
Net investment gain or loss from common/collective trusts2019-12-31$14,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$944,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,995,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,995,546
Contract administrator fees2019-12-31$119,493
Contract administrator fees2019-12-31$119,493
Did the plan have assets held for investment2019-12-31Yes
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
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
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
Accountancy firm EIN2019-12-31320043599
2018 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,239
Total income from all sources (including contributions)2018-12-31$376,962
Total of all expenses incurred2018-12-31$888,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$693,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,581,906
Value of total assets at end of year2018-12-31$21,171,514
Value of total assets at beginning of year2018-12-31$21,671,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$194,987
Total interest from all sources2018-12-31$46
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,564,621
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$1,564,621
Administrative expenses professional fees incurred2018-12-31$55,554
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$619,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$11,239
Other income not declared elsewhere2018-12-31$52,806
Administrative expenses (other) incurred2018-12-31$13,453
Total non interest bearing cash at end of year2018-12-31$182,390
Total non interest bearing cash at beginning of year2018-12-31$6,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-511,419
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,160,275
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,671,694
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$52,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,574,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,656,301
Value of interest in common/collective trusts at end of year2018-12-31$1,412,830
Value of interest in common/collective trusts at beginning of year2018-12-31$847,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$162,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$162,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,834,492
Net investment gain or loss from common/collective trusts2018-12-31$12,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$962,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$693,394
Contract administrator fees2018-12-31$73,174
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$4,326,695
Total of all expenses incurred2017-12-31$651,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$536,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,321,034
Value of total assets at end of year2017-12-31$21,671,694
Value of total assets at beginning of year2017-12-31$17,996,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$115,032
Total interest from all sources2017-12-31$51
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$968,053
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$968,053
Administrative expenses professional fees incurred2017-12-31$14,841
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$513,589
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$44,673
Other income not declared elsewhere2017-12-31$45,031
Administrative expenses (other) incurred2017-12-31$16,491
Total non interest bearing cash at end of year2017-12-31$6,079
Total non interest bearing cash at beginning of year2017-12-31$6,280
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$3,674,830
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,671,694
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,996,864
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$45,031
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,656,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,011,490
Value of interest in common/collective trusts at end of year2017-12-31$847,149
Value of interest in common/collective trusts at beginning of year2017-12-31$838,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$162,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$140,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$140,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,983,490
Net investment gain or loss from common/collective trusts2017-12-31$9,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$762,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$536,833
Contract administrator fees2017-12-31$38,669
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,442,495
Total of all expenses incurred2016-12-31$525,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$413,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,176,841
Value of total assets at end of year2016-12-31$17,996,864
Value of total assets at beginning of year2016-12-31$16,079,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$111,921
Total interest from all sources2016-12-31$52
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$587,120
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$587,120
Administrative expenses professional fees incurred2016-12-31$23,733
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$503,934
Other income not declared elsewhere2016-12-31$39,363
Administrative expenses (other) incurred2016-12-31$8,301
Total non interest bearing cash at end of year2016-12-31$6,280
Total non interest bearing cash at beginning of year2016-12-31$2,018
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$1,917,247
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,996,864
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,079,617
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$39,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,011,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,065,600
Value of interest in common/collective trusts at end of year2016-12-31$838,287
Value of interest in common/collective trusts at beginning of year2016-12-31$851,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$140,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$160,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$160,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$637,807
Net investment gain or loss from common/collective trusts2016-12-31$1,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$672,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$413,327
Contract administrator fees2016-12-31$40,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$975,592
Total of all expenses incurred2015-12-31$1,616,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,515,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$970,719
Value of total assets at end of year2015-12-31$16,079,617
Value of total assets at beginning of year2015-12-31$16,721,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$101,518
Total interest from all sources2015-12-31$46
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$763,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$763,779
Administrative expenses professional fees incurred2015-12-31$21,877
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$416,401
Other income not declared elsewhere2015-12-31$40,740
Administrative expenses (other) incurred2015-12-31$9,182
Total non interest bearing cash at end of year2015-12-31$2,018
Total non interest bearing cash at beginning of year2015-12-31$918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-641,395
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,079,617
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,721,012
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$40,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,065,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,709,936
Value of interest in common/collective trusts at end of year2015-12-31$851,527
Value of interest in common/collective trusts at beginning of year2015-12-31$895,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$160,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$115,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$115,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-796,769
Net investment gain or loss from common/collective trusts2015-12-31$-2,923
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$554,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,515,469
Contract administrator fees2015-12-31$29,779
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
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 plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,571
Total income from all sources (including contributions)2014-12-31$2,141,084
Total of all expenses incurred2014-12-31$563,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$476,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,007,505
Value of total assets at end of year2014-12-31$16,721,012
Value of total assets at beginning of year2014-12-31$15,153,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$86,578
Total interest from all sources2014-12-31$73
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$655,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$655,139
Administrative expenses professional fees incurred2014-12-31$2,727
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$413,048
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,821
Other income not declared elsewhere2014-12-31$36,911
Administrative expenses (other) incurred2014-12-31$13,271
Liabilities. Value of operating payables at beginning of year2014-12-31$10,571
Total non interest bearing cash at end of year2014-12-31$918
Total non interest bearing cash at beginning of year2014-12-31$7,169
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$1,577,673
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,721,012
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,143,339
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$36,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,709,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,040,774
Value of interest in common/collective trusts at end of year2014-12-31$895,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$115,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$105,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$105,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$73
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$425,731
Net investment gain or loss from common/collective trusts2014-12-31$15,725
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$590,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$476,833
Contract administrator fees2014-12-31$33,669
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
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,030,448
Total unrealized appreciation/depreciation of assets2013-12-31$2,030,448
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,571
Total income from all sources (including contributions)2013-12-31$3,267,942
Total of all expenses incurred2013-12-31$534,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$472,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$888,165
Value of total assets at end of year2013-12-31$15,153,910
Value of total assets at beginning of year2013-12-31$12,420,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$61,750
Total interest from all sources2013-12-31$132
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$349,197
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$6,600
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$364,109
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$19,600
Administrative expenses (other) incurred2013-12-31$37,724
Liabilities. Value of operating payables at end of year2013-12-31$10,571
Liabilities. Value of operating payables at beginning of year2013-12-31$10,571
Total non interest bearing cash at end of year2013-12-31$7,169
Total non interest bearing cash at beginning of year2013-12-31$5,563
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$2,733,578
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,143,339
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,409,761
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,040,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,292,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$105,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$122,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$122,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$504,456
Income. Dividends from common stock2013-12-31$349,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$472,614
Contract administrator fees2013-12-31$17,426
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 plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOYUM & BARENSCHEER, PLLP
Accountancy firm EIN2013-12-31416192096
2012 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,037,884
Total unrealized appreciation/depreciation of assets2012-12-31$1,037,884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,562
Total income from all sources (including contributions)2012-12-31$2,271,424
Total of all expenses incurred2012-12-31$722,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$657,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$883,014
Value of total assets at end of year2012-12-31$12,420,332
Value of total assets at beginning of year2012-12-31$10,875,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$64,727
Total interest from all sources2012-12-31$245
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$350,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$350,281
Administrative expenses professional fees incurred2012-12-31$6,400
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$370,649
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$19,283
Administrative expenses (other) incurred2012-12-31$38,978
Liabilities. Value of operating payables at end of year2012-12-31$10,571
Liabilities. Value of operating payables at beginning of year2012-12-31$14,562
Total non interest bearing cash at end of year2012-12-31$5,563
Total non interest bearing cash at beginning of year2012-12-31$2,632
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$1,548,837
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,409,761
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,860,924
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,292,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,771,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$122,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$101,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$101,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$245
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$493,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$657,860
Contract administrator fees2012-12-31$19,349
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JUDD,OSTERMANN & DEMRO LTD
Accountancy firm EIN2012-12-31411462873
2011 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-180,065
Total unrealized appreciation/depreciation of assets2011-12-31$-180,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,357
Total income from all sources (including contributions)2011-12-31$938,938
Total of all expenses incurred2011-12-31$879,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$821,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$866,486
Value of total assets at end of year2011-12-31$10,875,486
Value of total assets at beginning of year2011-12-31$10,811,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$58,118
Total interest from all sources2011-12-31$125
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$252,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$252,392
Administrative expenses professional fees incurred2011-12-31$6,200
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$371,453
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,560
Administrative expenses (other) incurred2011-12-31$34,864
Liabilities. Value of operating payables at end of year2011-12-31$14,562
Liabilities. Value of operating payables at beginning of year2011-12-31$9,357
Total non interest bearing cash at end of year2011-12-31$2,632
Total non interest bearing cash at beginning of year2011-12-31$4,977
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$59,108
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,860,924
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,801,816
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,771,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,715,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$101,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$91,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$91,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$476,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$821,712
Contract administrator fees2011-12-31$17,054
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JUDD, OSTERMANN & DEMRO LTD
Accountancy firm EIN2011-12-31411462873
2010 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,667
Total income from all sources (including contributions)2010-12-31$1,954,882
Total of all expenses incurred2010-12-31$366,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$289,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$781,734
Value of total assets at end of year2010-12-31$10,811,173
Value of total assets at beginning of year2010-12-31$9,222,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$77,246
Total interest from all sources2010-12-31$280
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$226,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$226,774
Administrative expenses professional fees incurred2010-12-31$6,200
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$347,622
Other income not declared elsewhere2010-12-31$18,950
Administrative expenses (other) incurred2010-12-31$54,702
Liabilities. Value of operating payables at end of year2010-12-31$9,357
Liabilities. Value of operating payables at beginning of year2010-12-31$8,667
Total non interest bearing cash at end of year2010-12-31$4,977
Total non interest bearing cash at beginning of year2010-12-31$933
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$1,588,475
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,801,816
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,213,341
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,715,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,132,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$91,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$89,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$89,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$927,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$434,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$289,161
Contract administrator fees2010-12-31$16,344
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JUDD OSTERMANN & DEMRO
Accountancy firm EIN2010-12-31411462873

Form 5500 Responses for I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST

2023: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 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: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 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: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 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: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 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: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 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: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 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: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 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: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 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: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 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: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 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: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 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
2010: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number765625-01
Policy instance 1
Insurance contract or identification number765625-01
Number of Individuals Covered51
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

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