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CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 401k Plan overview

Plan NameCENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN
Plan identification number 001

CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K)
Employer identification number (EIN):421401231
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANDY BREDESON KIM BEST2018-08-07
0012016-01-01R. CRAIG COURTNEY KIM BEST2017-08-22
0012015-01-01R. CRAIG COURTNEY KIM BEST2016-07-29
0012014-01-01R. CRAIG COURTNEY KIM BEST2015-10-07
0012013-01-01ROBIN GASPERI ROBIN GASPERI2014-06-03
0012012-01-01MELANIE HUTCHINS MELANIE HUTCHINS2013-06-06
0012011-01-01MELANIE HUTCHINS MELANIE HUTCHINS2012-07-19
0012009-01-01MELANIE HUTCHINS MELANIE HUTCHINS2010-05-28

Plan Statistics for CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN

401k plan membership statisitcs for CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN

Measure Date Value
2023: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01516
Total number of active participants reported on line 7a of the Form 55002023-01-01486
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0142
Total of all active and inactive participants2023-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01531
Number of participants with account balances2023-01-01501
Number of employers contributing to the scheme2023-01-0126
2022: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01498
Total number of active participants reported on line 7a of the Form 55002022-01-01470
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01516
Number of participants with account balances2022-01-01488
Number of employers contributing to the scheme2022-01-0124
2021: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01496
Total number of active participants reported on line 7a of the Form 55002021-01-01447
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01498
Number of participants with account balances2021-01-01471
Number of employers contributing to the scheme2021-01-0126
2020: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01483
Total number of active participants reported on line 7a of the Form 55002020-01-01450
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01496
Number of participants with account balances2020-01-01472
Number of employers contributing to the scheme2020-01-0127
2019: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01477
Total number of active participants reported on line 7a of the Form 55002019-01-01434
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01483
Number of participants with account balances2019-01-01459
Number of employers contributing to the scheme2019-01-0127
2018: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01472
Total number of active participants reported on line 7a of the Form 55002018-01-01440
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01477
Number of participants with account balances2018-01-01462
Number of employers contributing to the scheme2018-01-0126
2017: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01466
Total number of active participants reported on line 7a of the Form 55002017-01-01440
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01472
Number of participants with account balances2017-01-01458
Number of employers contributing to the scheme2017-01-0131
2016: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01436
Total number of active participants reported on line 7a of the Form 55002016-01-01430
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01462
Number of participants with account balances2016-01-01450
Number of employers contributing to the scheme2016-01-0127
2015: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01422
Total number of active participants reported on line 7a of the Form 55002015-01-01400
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01436
Number of participants with account balances2015-01-01416
Number of employers contributing to the scheme2015-01-0127
2014: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01405
Total number of active participants reported on line 7a of the Form 55002014-01-01406
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01422
Number of participants with account balances2014-01-01406
Number of employers contributing to the scheme2014-01-0131
2013: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01388
Total number of active participants reported on line 7a of the Form 55002013-01-01393
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01405
Number of participants with account balances2013-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0123
2012: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01393
Total number of active participants reported on line 7a of the Form 55002012-01-01363
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01388
Number of participants with account balances2012-01-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0123
2011: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01405
Total number of active participants reported on line 7a of the Form 55002011-01-01368
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01391
Number of participants with account balances2011-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0124
2009: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01454
Total number of active participants reported on line 7a of the Form 55002009-01-01386
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0171
Total of all active and inactive participants2009-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01458
Number of participants with account balances2009-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0139

Financial Data on CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN

Measure Date Value
2023 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$58,471
Total unrealized appreciation/depreciation of assets2023-12-31$58,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$14,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$35,894
Total income from all sources (including contributions)2023-12-31$11,198,439
Total of all expenses incurred2023-12-31$1,443,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,355,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,279,564
Value of total assets at end of year2023-12-31$55,125,888
Value of total assets at beginning of year2023-12-31$45,392,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$88,392
Total interest from all sources2023-12-31$25,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$154,124
Participant contributions at end of year2023-12-31$14,451
Participant contributions at beginning of year2023-12-31$12,051
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$6,645
Administrative expenses (other) incurred2023-12-31$9,126
Liabilities. Value of operating payables at end of year2023-12-31$14,925
Liabilities. Value of operating payables at beginning of year2023-12-31$35,894
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$9,754,768
Value of net assets at end of year (total assets less liabilities)2023-12-31$55,110,963
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$45,356,195
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$36,050
Value of interest in pooled separate accounts at end of year2023-12-31$53,033,430
Value of interest in pooled separate accounts at beginning of year2023-12-31$43,340,669
Interest earned on other investments2023-12-31$25,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$27,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$22,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$22,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,875,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,840,818
Net investment gain/loss from pooled separate accounts2023-12-31$8,834,504
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 contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,125,440
Employer contributions (assets) at end of year2023-12-31$173,763
Employer contributions (assets) at beginning of year2023-12-31$168,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,355,279
Contract administrator fees2023-12-31$9,459
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2023-12-31470836395
2022 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-136,413
Total unrealized appreciation/depreciation of assets2022-12-31$-136,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$35,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,625
Total income from all sources (including contributions)2022-12-31$-8,275,788
Total of all expenses incurred2022-12-31$2,110,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,025,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,166,269
Value of total assets at end of year2022-12-31$45,392,089
Value of total assets at beginning of year2022-12-31$55,756,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,040
Total interest from all sources2022-12-31$19,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$19,048
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
Contributions received from participants2022-12-31$141,409
Participant contributions at end of year2022-12-31$12,051
Participant contributions at beginning of year2022-12-31$11,862
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$49,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6,645
Administrative expenses (other) incurred2022-12-31$18,739
Liabilities. Value of operating payables at end of year2022-12-31$35,894
Liabilities. Value of operating payables at beginning of year2022-12-31$13,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,386,270
Value of net assets at end of year (total assets less liabilities)2022-12-31$45,356,195
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$55,742,465
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$36,050
Value of interest in pooled separate accounts at end of year2022-12-31$43,340,669
Value of interest in pooled separate accounts at beginning of year2022-12-31$53,723,582
Interest earned on other investments2022-12-31$19,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$22,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$29,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$29,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$84
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,840,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,810,695
Net investment gain/loss from pooled separate accounts2022-12-31$-10,324,933
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,975,532
Employer contributions (assets) at end of year2022-12-31$168,921
Employer contributions (assets) at beginning of year2022-12-31$180,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,025,442
Contract administrator fees2022-12-31$11,203
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2022-12-31470836395
2021 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-39,055
Total unrealized appreciation/depreciation of assets2021-12-31$-39,055
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,103
Total income from all sources (including contributions)2021-12-31$10,273,174
Total of all expenses incurred2021-12-31$3,825,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,735,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,994,635
Value of total assets at end of year2021-12-31$55,756,090
Value of total assets at beginning of year2021-12-31$49,306,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,816
Total interest from all sources2021-12-31$18,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$21,577
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$131,382
Participant contributions at end of year2021-12-31$11,862
Participant contributions at beginning of year2021-12-31$10,736
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,013
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$6,153
Administrative expenses (other) incurred2021-12-31$17,334
Liabilities. Value of operating payables at end of year2021-12-31$13,625
Liabilities. Value of operating payables at beginning of year2021-12-31$11,103
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$6,447,500
Value of net assets at end of year (total assets less liabilities)2021-12-31$55,742,465
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$49,294,965
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$36,050
Value of interest in pooled separate accounts at end of year2021-12-31$53,723,582
Value of interest in pooled separate accounts at beginning of year2021-12-31$47,326,763
Interest earned on other investments2021-12-31$18,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$29,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$23,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$23,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,810,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,770,770
Net investment gain/loss from pooled separate accounts2021-12-31$8,298,750
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,859,240
Employer contributions (assets) at end of year2021-12-31$180,384
Employer contributions (assets) at beginning of year2021-12-31$168,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,735,858
Contract administrator fees2021-12-31$14,855
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 name2021-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2021-12-31470836395
2020 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$32,378
Total unrealized appreciation/depreciation of assets2020-12-31$32,378
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$17,733
Total income from all sources (including contributions)2020-12-31$9,296,569
Total of all expenses incurred2020-12-31$2,408,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,337,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,078,521
Value of total assets at end of year2020-12-31$49,306,068
Value of total assets at beginning of year2020-12-31$42,424,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$70,647
Total interest from all sources2020-12-31$27,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$22,348
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$127,580
Participant contributions at end of year2020-12-31$10,736
Participant contributions at beginning of year2020-12-31$8,962
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,803
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$6,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,940
Administrative expenses (other) incurred2020-12-31$17,144
Liabilities. Value of operating payables at end of year2020-12-31$11,103
Liabilities. Value of operating payables at beginning of year2020-12-31$17,733
Total non interest bearing cash at beginning of year2020-12-31$18,327
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$6,888,515
Value of net assets at end of year (total assets less liabilities)2020-12-31$49,294,965
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,406,450
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$25,250
Value of interest in pooled separate accounts at end of year2020-12-31$47,326,763
Value of interest in pooled separate accounts at beginning of year2020-12-31$40,136,231
Interest earned on other investments2020-12-31$27,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$23,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,770,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,109,121
Net investment gain/loss from pooled separate accounts2020-12-31$7,158,391
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$1,926,138
Employer contributions (assets) at end of year2020-12-31$168,137
Employer contributions (assets) at beginning of year2020-12-31$145,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,337,407
Contract administrator fees2020-12-31$5,905
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 name2020-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2020-12-31470836395
2019 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$38,740
Total unrealized appreciation/depreciation of assets2019-12-31$38,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,733
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,827
Total income from all sources (including contributions)2019-12-31$10,537,542
Total of all expenses incurred2019-12-31$3,177,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,101,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,937,296
Value of total assets at end of year2019-12-31$42,424,183
Value of total assets at beginning of year2019-12-31$35,057,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,517
Total interest from all sources2019-12-31$27,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$31,691
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$110,080
Participant contributions at end of year2019-12-31$8,962
Participant contributions at beginning of year2019-12-31$8,697
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$385
Administrative expenses (other) incurred2019-12-31$16,797
Liabilities. Value of operating payables at end of year2019-12-31$17,733
Liabilities. Value of operating payables at beginning of year2019-12-31$10,827
Total non interest bearing cash at end of year2019-12-31$18,327
Total non interest bearing cash at beginning of year2019-12-31$16,742
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$7,359,766
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,406,450
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,046,684
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$18,562
Value of interest in pooled separate accounts at end of year2019-12-31$40,136,231
Value of interest in pooled separate accounts at beginning of year2019-12-31$32,900,207
Interest earned on other investments2019-12-31$27,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,109,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,991,654
Net investment gain/loss from pooled separate accounts2019-12-31$8,534,036
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,827,216
Employer contributions (assets) at end of year2019-12-31$145,602
Employer contributions (assets) at beginning of year2019-12-31$139,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,101,259
Contract administrator fees2019-12-31$9,467
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2019-12-31470836395
2018 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-14,918
Total unrealized appreciation/depreciation of assets2018-12-31$-14,918
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,094
Total income from all sources (including contributions)2018-12-31$-779,627
Total of all expenses incurred2018-12-31$3,407,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,352,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,020,272
Value of total assets at end of year2018-12-31$35,057,511
Value of total assets at beginning of year2018-12-31$39,245,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,345
Total interest from all sources2018-12-31$22,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$25,715
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$116,557
Participant contributions at end of year2018-12-31$8,697
Participant contributions at beginning of year2018-12-31$12,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$527
Other income not declared elsewhere2018-12-31$357
Administrative expenses (other) incurred2018-12-31$17,149
Liabilities. Value of operating payables at end of year2018-12-31$10,827
Liabilities. Value of operating payables at beginning of year2018-12-31$12,094
Total non interest bearing cash at end of year2018-12-31$16,742
Total non interest bearing cash at beginning of year2018-12-31$12,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,186,653
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,046,684
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,233,337
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
Value of interest in pooled separate accounts at end of year2018-12-31$32,900,207
Value of interest in pooled separate accounts at beginning of year2018-12-31$36,901,030
Interest earned on other investments2018-12-31$22,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,991,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,143,408
Net investment gain/loss from pooled separate accounts2018-12-31$-2,807,755
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,903,715
Employer contributions (assets) at end of year2018-12-31$139,826
Employer contributions (assets) at beginning of year2018-12-31$175,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,352,681
Contract administrator fees2018-12-31$11,481
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2018-12-31470836395
2017 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-14,777
Total unrealized appreciation/depreciation of assets2017-12-31$-14,777
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,022
Total income from all sources (including contributions)2017-12-31$7,897,649
Total of all expenses incurred2017-12-31$1,089,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,038,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,986,801
Value of total assets at end of year2017-12-31$39,245,431
Value of total assets at beginning of year2017-12-31$32,429,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,511
Total interest from all sources2017-12-31$20,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$18,304
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$106,475
Participant contributions at end of year2017-12-31$12,185
Participant contributions at beginning of year2017-12-31$7,946
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$527
Other income not declared elsewhere2017-12-31$3,565
Administrative expenses (other) incurred2017-12-31$17,057
Liabilities. Value of operating payables at end of year2017-12-31$12,094
Liabilities. Value of operating payables at beginning of year2017-12-31$5,022
Total non interest bearing cash at end of year2017-12-31$12,801
Total non interest bearing cash at beginning of year2017-12-31$10,571
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$6,808,538
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,233,337
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,424,799
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
Value of interest in pooled separate accounts at end of year2017-12-31$36,901,030
Value of interest in pooled separate accounts at beginning of year2017-12-31$30,007,100
Interest earned on other investments2017-12-31$20,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,143,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,220,861
Net investment gain/loss from pooled separate accounts2017-12-31$5,901,876
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,880,326
Employer contributions (assets) at end of year2017-12-31$175,480
Employer contributions (assets) at beginning of year2017-12-31$183,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,038,600
Contract administrator fees2017-12-31$15,150
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 name2017-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2017-12-31470836395
2016 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$5,897
Total unrealized appreciation/depreciation of assets2016-12-31$5,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,553
Total income from all sources (including contributions)2016-12-31$4,021,708
Total of all expenses incurred2016-12-31$1,210,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,145,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,084,288
Value of total assets at end of year2016-12-31$32,429,821
Value of total assets at beginning of year2016-12-31$29,621,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$65,204
Total interest from all sources2016-12-31$18,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$16,815
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 period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$91,565
Participant contributions at end of year2016-12-31$7,946
Participant contributions at beginning of year2016-12-31$5,040
Other income not declared elsewhere2016-12-31$4,347
Administrative expenses (other) incurred2016-12-31$17,353
Liabilities. Value of operating payables at end of year2016-12-31$5,022
Liabilities. Value of operating payables at beginning of year2016-12-31$8,553
Total non interest bearing cash at end of year2016-12-31$10,571
Total non interest bearing cash at beginning of year2016-12-31$5,419
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$2,811,395
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,424,799
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$29,613,404
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
Value of interest in pooled separate accounts at end of year2016-12-31$30,007,100
Value of interest in pooled separate accounts at beginning of year2016-12-31$27,203,912
Interest earned on other investments2016-12-31$18,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,220,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,271,071
Net investment gain/loss from pooled separate accounts2016-12-31$1,909,042
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,992,723
Employer contributions (assets) at end of year2016-12-31$183,343
Employer contributions (assets) at beginning of year2016-12-31$136,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,145,109
Contract administrator fees2016-12-31$31,036
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 name2016-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2016-12-31470836395
2015 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$3,841
Total unrealized appreciation/depreciation of assets2015-12-31$3,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,647
Total income from all sources (including contributions)2015-12-31$1,928,887
Total of all expenses incurred2015-12-31$1,440,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,372,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,866,473
Value of total assets at end of year2015-12-31$29,621,957
Value of total assets at beginning of year2015-12-31$29,136,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$68,532
Total interest from all sources2015-12-31$18,846
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$14,903
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$104,859
Participant contributions at end of year2015-12-31$5,040
Participant contributions at beginning of year2015-12-31$8,599
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,382
Other income not declared elsewhere2015-12-31$4,727
Administrative expenses (other) incurred2015-12-31$20,679
Liabilities. Value of operating payables at end of year2015-12-31$8,553
Liabilities. Value of operating payables at beginning of year2015-12-31$11,647
Total non interest bearing cash at end of year2015-12-31$5,419
Total non interest bearing cash at beginning of year2015-12-31$693
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$488,298
Value of net assets at end of year (total assets less liabilities)2015-12-31$29,613,404
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$29,125,106
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
Value of interest in pooled separate accounts at end of year2015-12-31$27,203,912
Value of interest in pooled separate accounts at beginning of year2015-12-31$26,510,080
Interest earned on other investments2015-12-31$18,846
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,271,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,465,527
Net investment gain/loss from pooled separate accounts2015-12-31$35,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$1,749,232
Employer contributions (assets) at end of year2015-12-31$136,515
Employer contributions (assets) at beginning of year2015-12-31$151,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,372,057
Contract administrator fees2015-12-31$32,950
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2015-12-31470836395
2014 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-6,318
Total unrealized appreciation/depreciation of assets2014-12-31$-6,318
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,647
Total income from all sources (including contributions)2014-12-31$3,740,821
Total of all expenses incurred2014-12-31$1,271,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,223,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,892,837
Value of total assets at end of year2014-12-31$29,136,753
Value of total assets at beginning of year2014-12-31$26,655,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,631
Total interest from all sources2014-12-31$22,781
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$16,960
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$83,701
Participant contributions at end of year2014-12-31$8,599
Participant contributions at beginning of year2014-12-31$5,144
Liabilities. Value of operating payables at end of year2014-12-31$11,647
Total non interest bearing cash at end of year2014-12-31$693
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$2,469,770
Value of net assets at end of year (total assets less liabilities)2014-12-31$29,125,106
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,655,336
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
Value of interest in pooled separate accounts at end of year2014-12-31$26,510,080
Value of interest in pooled separate accounts at beginning of year2014-12-31$23,961,524
Interest earned on other investments2014-12-31$22,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,465,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,554,420
Net investment gain/loss from pooled separate accounts2014-12-31$1,831,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$1,809,136
Employer contributions (assets) at end of year2014-12-31$151,854
Employer contributions (assets) at beginning of year2014-12-31$134,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,223,420
Contract administrator fees2014-12-31$30,671
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 name2014-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2014-12-31470836395
2013 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,266,861
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,254,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,219,182
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,662,963
Value of total assets at end of year2013-12-31$26,655,336
Value of total assets at beginning of year2013-12-31$21,642,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$35,273
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$28,750
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$10,718
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$60,831
Participant contributions at end of year2013-12-31$5,144
Participant contributions at beginning of year2013-12-31$7,539
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-36,811
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
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$5,012,406
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,655,336
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,642,930
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$23,961,524
Value of interest in pooled separate accounts at beginning of year2013-12-31$18,564,253
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$28,750
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,554,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,921,722
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$4,611,959
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,602,132
Employer contributions (assets) at end of year2013-12-31$134,248
Employer contributions (assets) at beginning of year2013-12-31$149,416
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,219,182
Contract administrator fees2013-12-31$24,555
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TED MULLINS
Accountancy firm EIN2013-12-31272913845
2012 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,890,368
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,522,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,489,126
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,570,514
Value of total assets at end of year2012-12-31$21,642,930
Value of total assets at beginning of year2012-12-31$19,274,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,880
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$58,495
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$0
Administrative expenses professional fees incurred2012-12-31$14,993
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$62,366
Participant contributions at end of year2012-12-31$7,539
Participant contributions at beginning of year2012-12-31$5,090
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-7,865
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
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$2,368,362
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,642,930
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,274,568
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$18,564,253
Value of interest in pooled separate accounts at beginning of year2012-12-31$16,073,439
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$58,495
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,921,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,067,437
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$2,269,224
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,508,148
Employer contributions (assets) at end of year2012-12-31$149,416
Employer contributions (assets) at beginning of year2012-12-31$128,602
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,489,126
Contract administrator fees2012-12-31$17,887
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 plan2012-12-31Qualified
Accountancy firm name2012-12-31THEODORE J MULLINS
Accountancy firm EIN2012-12-31272913845
2011 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,490,123
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,773,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,745,502
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,570,810
Value of total assets at end of year2011-12-31$19,274,568
Value of total assets at beginning of year2011-12-31$19,557,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,963
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$77,321
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$0
Administrative expenses professional fees incurred2011-12-31$10,259
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$55,656
Participant contributions at end of year2011-12-31$5,090
Participant contributions at beginning of year2011-12-31$9,018
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$6,562
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-283,342
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,274,568
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,557,910
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$16,073,439
Value of interest in pooled separate accounts at beginning of year2011-12-31$16,206,710
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$77,321
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,067,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,094,633
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-164,570
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,515,154
Employer contributions (assets) at end of year2011-12-31$128,602
Employer contributions (assets) at beginning of year2011-12-31$247,549
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,745,502
Contract administrator fees2011-12-31$17,704
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31THEODORE MULLINS CPA
Accountancy firm EIN2011-12-31272913845
2010 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,811,737
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,422,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,392,628
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,487,033
Value of total assets at end of year2010-12-31$19,557,910
Value of total assets at beginning of year2010-12-31$18,168,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$29,760
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$102,909
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$0
Administrative expenses professional fees incurred2010-12-31$3,958
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$53,037
Participant contributions at end of year2010-12-31$9,018
Participant contributions at beginning of year2010-12-31$9,081
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,306
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$23,324
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
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$1,389,349
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,557,910
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,168,561
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$16,206,710
Value of interest in pooled separate accounts at beginning of year2010-12-31$14,379,017
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$102,909
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,094,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,539,160
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$32,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$2,198,471
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,431,690
Employer contributions (assets) at end of year2010-12-31$247,549
Employer contributions (assets) at beginning of year2010-12-31$241,303
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,359,912
Contract administrator fees2010-12-31$25,802
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31TED MULLINS
Accountancy firm EIN2010-12-31272913845
2009 : CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN

2023: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 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: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered531
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered516
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered498
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered496
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered483
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered477
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,156
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,156
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered472
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,550
Total amount of fees paid to insurance companyUSD $713
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,550
Amount paid for insurance broker fees713
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameQUESTAR CAPITAL CORP
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered422
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,218
Total amount of fees paid to insurance companyUSD $456
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,218
Amount paid for insurance broker fees456
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTERRY R BLYTHE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered422
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,242
Total amount of fees paid to insurance companyUSD $399
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,242
Amount paid for insurance broker fees399
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTERRY R BLYTHE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered405
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,747
Total amount of fees paid to insurance companyUSD $503
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,747
Amount paid for insurance broker fees503
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameBLYTHE, TERRY R.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered388
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,411
Total amount of fees paid to insurance companyUSD $555
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,411
Amount paid for insurance broker fees555
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameBLYTHE, TERRY R.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered391
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,617
Total amount of fees paid to insurance companyUSD $415
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number407666
Policy instance 1
Insurance contract or identification number407666
Number of Individuals Covered387
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,038
Total amount of fees paid to insurance companyUSD $191
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,038
Amount paid for insurance broker fees191
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameTERRY R BLYTHE

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