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INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameINTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN
Plan identification number 001

INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

TRUSTEES OF THE INTN'L BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS, has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF THE INTN'L BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS,
Employer identification number (EIN):486031851
NAIC Classification:332400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CLINTON PENNY2024-10-07 CLINTON PENNY2024-10-07
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BILL CREEDEN BILL CREEDEN2018-10-12
0012016-01-01BILL CREEDEN BILL CREEDEN2017-10-13
0012015-01-01
0012015-01-01BILL CREEDEN BILL CREEDEN2017-10-13
0012014-01-01BILL CREEDEN BILL CREEDEN2015-07-28
0012013-01-01BILL CREEDEN BILL CREEDEN2014-07-24
0012012-01-01BILL CREEDEN BILL CREEDEN2013-10-07
0012010-01-01BILL CREEDEN2011-10-13 NEWTON JONES2011-10-13
0012009-01-01BILL CREEDEN NEWTON JONES2010-10-14

Plan Statistics for INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN

Measure Date Value
2023: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01722
Total number of active participants reported on line 7a of the Form 55002023-01-01202
Number of retired or separated participants receiving benefits2023-01-01334
Number of other retired or separated participants entitled to future benefits2023-01-01106
Total of all active and inactive participants2023-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0187
Total participants2023-01-01729
Number of employers contributing to the scheme2023-01-0126
2022: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2022 401k membership
Current value of assets2022-12-31156,566,803
Acturial value of assets for funding standard account2022-12-31156,566,803
Accrued liability for plan using immediate gains methods2022-12-31189,647,060
Accrued liability under unit credit cost method2022-12-31182,453,809
RPA 94 current liability2022-12-31316,514,452
Expected increase in current liability due to benefits accruing during the plan year2022-12-317,644,706
Expected release from RPA 94 current liability for plan year2022-12-3115,382,860
Expected plan disbursements for the plan year2022-12-3115,662,860
Current value of assets2022-12-31156,566,420
Number of retired participants and beneficiaries receiving payment2022-12-31398
Current liability for retired participants and beneficiaries receiving payment2022-12-31225,320,970
Number of terminated vested participants2022-12-3164
Current liability for terminated vested participants2022-12-3112,648,883
Current liability for active participants non vested benefits2022-12-318,211,273
Current liability for active participants vested benefits2022-12-3170,333,326
Total number of active articipats2022-12-31202
Current liability for active participants2022-12-3178,544,599
Total participant count with liabilities2022-12-31664
Total current liabilitoes for participants with libailities2022-12-31316,514,452
Total employer contributions in plan year2022-12-318,196,035
Total employee contributions in plan year2022-12-311,536,815
Prior year funding deficiency2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-311,551,529
Prior year credit balance2022-12-3128,441,436
Amortization credits as of valuation date2022-12-315,503,781
Total participants, beginning-of-year2022-01-01722
Total number of active participants reported on line 7a of the Form 55002022-01-01209
Number of retired or separated participants receiving benefits2022-01-01337
Number of other retired or separated participants entitled to future benefits2022-01-0193
Total of all active and inactive participants2022-01-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0183
Total participants2022-01-01722
Number of employers contributing to the scheme2022-01-0128
2021: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2021 401k membership
Current value of assets2021-12-31135,786,135
Acturial value of assets for funding standard account2021-12-31131,051,279
Accrued liability for plan using immediate gains methods2021-12-31182,043,220
Accrued liability under unit credit cost method2021-12-31177,115,684
RPA 94 current liability2021-12-31310,584,714
Expected increase in current liability due to benefits accruing during the plan year2021-12-316,484,218
Expected release from RPA 94 current liability for plan year2021-12-3115,044,430
Expected plan disbursements for the plan year2021-12-3115,324,430
Current value of assets2021-12-31135,774,631
Number of retired participants and beneficiaries receiving payment2021-12-31399
Current liability for retired participants and beneficiaries receiving payment2021-12-31226,727,693
Number of terminated vested participants2021-12-3167
Current liability for terminated vested participants2021-12-3112,592,199
Current liability for active participants non vested benefits2021-12-318,481,801
Current liability for active participants vested benefits2021-12-3162,783,021
Total number of active articipats2021-12-31212
Current liability for active participants2021-12-3171,264,822
Total participant count with liabilities2021-12-31678
Total current liabilitoes for participants with libailities2021-12-31310,584,714
Total employer contributions in plan year2021-12-317,555,718
Total employee contributions in plan year2021-12-311,416,712
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-311,249,799
Prior year credit balance2021-12-3129,048,055
Amortization credits as of valuation date2021-12-313,526,334
Total participants, beginning-of-year2021-01-01723
Total number of active participants reported on line 7a of the Form 55002021-01-01205
Number of retired or separated participants receiving benefits2021-01-01342
Number of other retired or separated participants entitled to future benefits2021-01-0193
Total of all active and inactive participants2021-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0182
Total participants2021-01-01722
Number of employers contributing to the scheme2021-01-0129
2020: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2020 401k membership
Current value of assets2020-12-31128,335,648
Acturial value of assets for funding standard account2020-12-31125,941,133
Accrued liability for plan using immediate gains methods2020-12-31178,684,553
Accrued liability under unit credit cost method2020-12-31172,136,762
RPA 94 current liability2020-12-31284,744,520
Expected increase in current liability due to benefits accruing during the plan year2020-12-316,402,043
Expected release from RPA 94 current liability for plan year2020-12-3114,613,937
Expected plan disbursements for the plan year2020-12-3114,873,937
Current value of assets2020-12-31128,308,808
Number of retired participants and beneficiaries receiving payment2020-12-31402
Current liability for retired participants and beneficiaries receiving payment2020-12-31209,787,373
Number of terminated vested participants2020-12-3162
Current liability for terminated vested participants2020-12-3110,607,422
Current liability for active participants non vested benefits2020-12-318,061,424
Current liability for active participants vested benefits2020-12-3156,288,301
Total number of active articipats2020-12-31224
Current liability for active participants2020-12-3164,349,725
Total participant count with liabilities2020-12-31688
Total current liabilitoes for participants with libailities2020-12-31284,744,520
Total employer contributions in plan year2020-12-317,342,287
Total employee contributions in plan year2020-12-311,376,579
Prior year funding deficiency2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-311,187,692
Prior year credit balance2020-12-3129,689,460
Amortization credits as of valuation date2020-12-313,526,335
Total participants, beginning-of-year2020-01-01701
Total number of active participants reported on line 7a of the Form 55002020-01-01216
Number of retired or separated participants receiving benefits2020-01-01341
Number of other retired or separated participants entitled to future benefits2020-01-0188
Total of all active and inactive participants2020-01-01645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0178
Total participants2020-01-01723
Number of employers contributing to the scheme2020-01-0140
2019: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2019 401k membership
Current value of assets2019-12-31114,599,296
Acturial value of assets for funding standard account2019-12-31122,481,422
Accrued liability for plan using immediate gains methods2019-12-31176,121,695
Accrued liability under unit credit cost method2019-12-31170,343,504
RPA 94 current liability2019-12-31278,621,877
Expected increase in current liability due to benefits accruing during the plan year2019-12-316,240,902
Expected release from RPA 94 current liability for plan year2019-12-3114,197,166
Expected plan disbursements for the plan year2019-12-3114,437,166
Current value of assets2019-12-31114,489,296
Number of retired participants and beneficiaries receiving payment2019-12-31401
Current liability for retired participants and beneficiaries receiving payment2019-12-31208,947,924
Number of terminated vested participants2019-12-3168
Current liability for terminated vested participants2019-12-3111,105,852
Current liability for active participants non vested benefits2019-12-316,524,226
Current liability for active participants vested benefits2019-12-3152,043,875
Total number of active articipats2019-12-31208
Current liability for active participants2019-12-3158,568,101
Total participant count with liabilities2019-12-31677
Total current liabilitoes for participants with libailities2019-12-31278,621,877
Total employer contributions in plan year2019-12-318,613,736
Total employee contributions in plan year2019-12-311,470,549
Prior year funding deficiency2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-311,474,226
Prior year credit balance2019-12-3129,616,979
Amortization credits as of valuation date2019-12-313,526,332
Total participants, beginning-of-year2019-01-01696
Total number of active participants reported on line 7a of the Form 55002019-01-01226
Number of retired or separated participants receiving benefits2019-01-01326
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0175
Total participants2019-01-01701
Number of employers contributing to the scheme2019-01-0131
2018: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2018 401k membership
Current value of assets2018-12-31123,710,455
Acturial value of assets for funding standard account2018-12-31121,959,789
Accrued liability for plan using immediate gains methods2018-12-31172,581,743
Accrued liability under unit credit cost method2018-12-31167,296,129
RPA 94 current liability2018-12-31277,163,587
Expected increase in current liability due to benefits accruing during the plan year2018-12-315,759,958
Expected release from RPA 94 current liability for plan year2018-12-3113,840,015
Expected plan disbursements for the plan year2018-12-3114,080,015
Current value of assets2018-12-31123,693,155
Number of retired participants and beneficiaries receiving payment2018-12-31409
Current liability for retired participants and beneficiaries receiving payment2018-12-31204,861,083
Number of terminated vested participants2018-12-3169
Current liability for terminated vested participants2018-12-3111,388,360
Current liability for active participants non vested benefits2018-12-316,108,467
Current liability for active participants vested benefits2018-12-3154,805,677
Total number of active articipats2018-12-31187
Current liability for active participants2018-12-3160,914,144
Total participant count with liabilities2018-12-31665
Total current liabilitoes for participants with libailities2018-12-31277,163,587
Total employer contributions in plan year2018-12-316,839,227
Total employee contributions in plan year2018-12-311,275,286
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-311,350,862
Prior year credit balance2018-12-3130,626,090
Amortization credits as of valuation date2018-12-313,526,335
Total participants, beginning-of-year2018-01-01685
Total number of active participants reported on line 7a of the Form 55002018-01-01209
Number of retired or separated participants receiving benefits2018-01-01345
Number of other retired or separated participants entitled to future benefits2018-01-0169
Total of all active and inactive participants2018-01-01623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0173
Total participants2018-01-01696
Number of employers contributing to the scheme2018-01-0131
2017: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2017 401k membership
Current value of assets2017-12-31114,915,897
Acturial value of assets for funding standard account2017-12-31121,333,769
Accrued liability for plan using immediate gains methods2017-12-31167,428,794
Accrued liability under unit credit cost method2017-12-31161,700,324
RPA 94 current liability2017-12-31255,694,740
Expected increase in current liability due to benefits accruing during the plan year2017-12-315,943,675
Expected release from RPA 94 current liability for plan year2017-12-3112,877,357
Expected plan disbursements for the plan year2017-12-3113,107,357
Current value of assets2017-12-31114,856,317
Number of retired participants and beneficiaries receiving payment2017-12-31398
Current liability for retired participants and beneficiaries receiving payment2017-12-31181,289,881
Number of terminated vested participants2017-12-3166
Current liability for terminated vested participants2017-12-3110,228,028
Current liability for active participants non vested benefits2017-12-315,410,385
Current liability for active participants vested benefits2017-12-3158,766,446
Total number of active articipats2017-12-31188
Current liability for active participants2017-12-3164,176,831
Total participant count with liabilities2017-12-31652
Total current liabilitoes for participants with libailities2017-12-31255,694,740
Total employer contributions in plan year2017-12-316,337,358
Total employee contributions in plan year2017-12-311,201,816
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-311,398,651
Prior year credit balance2017-12-3131,449,755
Amortization credits as of valuation date2017-12-313,526,333
Total participants, beginning-of-year2017-01-01666
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-01345
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0178
Total participants2017-01-01685
Number of employers contributing to the scheme2017-01-0132
2016: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2016 401k membership
Current value of assets2016-12-31110,403,115
Acturial value of assets for funding standard account2016-12-31120,495,999
Accrued liability for plan using immediate gains methods2016-12-31164,249,506
Accrued liability under unit credit cost method2016-12-31158,511,840
RPA 94 current liability2016-12-31245,602,961
Expected increase in current liability due to benefits accruing during the plan year2016-12-315,241,075
Expected release from RPA 94 current liability for plan year2016-12-3112,374,102
Expected plan disbursements for the plan year2016-12-3112,604,102
Current value of assets2016-12-31110,403,115
Number of retired participants and beneficiaries receiving payment2016-12-31401
Current liability for retired participants and beneficiaries receiving payment2016-12-31173,539,719
Number of terminated vested participants2016-12-3167
Current liability for terminated vested participants2016-12-3110,696,176
Current liability for active participants non vested benefits2016-12-313,579,518
Current liability for active participants vested benefits2016-12-3157,787,548
Total number of active articipats2016-12-31189
Current liability for active participants2016-12-3161,367,066
Total participant count with liabilities2016-12-31657
Total current liabilitoes for participants with libailities2016-12-31245,602,961
Total employer contributions in plan year2016-12-316,504,476
Total employee contributions in plan year2016-12-311,229,486
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-311,360,066
Prior year credit balance2016-12-3131,558,055
Amortization credits as of valuation date2016-12-313,526,334
Total participants, beginning-of-year2016-01-01667
Total number of active participants reported on line 7a of the Form 55002016-01-01188
Number of retired or separated participants receiving benefits2016-01-01331
Number of other retired or separated participants entitled to future benefits2016-01-0172
Total of all active and inactive participants2016-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0175
Total participants2016-01-01666
Number of employers contributing to the scheme2016-01-0127
2015: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2015 401k membership
Current value of assets2015-12-31113,861,654
Acturial value of assets for funding standard account2015-12-31120,542,886
Accrued liability for plan using immediate gains methods2015-12-31160,441,201
Accrued liability under unit credit cost method2015-12-31154,875,285
RPA 94 current liability2015-12-31235,327,785
Expected increase in current liability due to benefits accruing during the plan year2015-12-314,672,297
Expected release from RPA 94 current liability for plan year2015-12-3111,812,774
Expected plan disbursements for the plan year2015-12-3112,062,774
Current value of assets2015-12-31113,861,654
Number of retired participants and beneficiaries receiving payment2015-12-31391
Current liability for retired participants and beneficiaries receiving payment2015-12-31161,453,409
Number of terminated vested participants2015-12-3167
Current liability for terminated vested participants2015-12-3110,866,459
Current liability for active participants non vested benefits2015-12-313,619,633
Current liability for active participants vested benefits2015-12-3159,388,284
Total number of active articipats2015-12-31195
Current liability for active participants2015-12-3163,007,917
Total participant count with liabilities2015-12-31653
Total current liabilitoes for participants with libailities2015-12-31235,327,785
Total employer contributions in plan year2015-12-316,386,760
Total employee contributions in plan year2015-12-311,192,006
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-311,423,794
Prior year credit balance2015-12-3131,208,209
Amortization credits as of valuation date2015-12-313,526,333
Total participants, beginning-of-year2015-01-01665
Total number of active participants reported on line 7a of the Form 55002015-01-01191
Number of retired or separated participants receiving benefits2015-01-01324
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0175
Total participants2015-01-01667
Number of employers contributing to the scheme2015-01-0127
2014: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2014 401k membership
Current value of assets2014-12-31110,730,450
Acturial value of assets for funding standard account2014-12-31117,428,967
Accrued liability for plan using immediate gains methods2014-12-31147,462,882
Accrued liability under unit credit cost method2014-12-31142,997,406
RPA 94 current liability2014-12-31225,553,954
Expected increase in current liability due to benefits accruing during the plan year2014-12-314,892,604
Expected release from RPA 94 current liability for plan year2014-12-3110,949,207
Expected plan disbursements for the plan year2014-12-3111,199,207
Current value of assets2014-12-31110,730,450
Number of retired participants and beneficiaries receiving payment2014-12-31379
Current liability for retired participants and beneficiaries receiving payment2014-12-31146,541,841
Number of terminated vested participants2014-12-3164
Current liability for terminated vested participants2014-12-319,584,037
Current liability for active participants non vested benefits2014-12-315,061,577
Current liability for active participants vested benefits2014-12-3164,366,499
Total number of active articipats2014-12-31202
Current liability for active participants2014-12-3169,428,076
Total participant count with liabilities2014-12-31645
Total current liabilitoes for participants with libailities2014-12-31225,553,954
Total employer contributions in plan year2014-12-316,513,488
Total employee contributions in plan year2014-12-311,221,259
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-311,403,887
Prior year credit balance2014-12-3129,385,282
Amortization credits as of valuation date2014-12-313,526,333
Total participants, beginning-of-year2014-01-01653
Total number of active participants reported on line 7a of the Form 55002014-01-01193
Number of retired or separated participants receiving benefits2014-01-01304
Number of other retired or separated participants entitled to future benefits2014-01-0179
Total of all active and inactive participants2014-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0189
Total participants2014-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
Number of employers contributing to the scheme2014-01-0131
2013: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2013 401k membership
Current value of assets2013-12-3199,227,286
Acturial value of assets for funding standard account2013-12-31113,066,353
Accrued liability for plan using immediate gains methods2013-12-31142,207,514
Accrued liability under unit credit cost method2013-12-31137,726,676
RPA 94 current liability2013-12-31219,517,895
Expected increase in current liability due to benefits accruing during the plan year2013-12-315,042,070
Expected release from RPA 94 current liability for plan year2013-12-3110,727,085
Expected plan disbursements for the plan year2013-12-3111,077,085
Current value of assets2013-12-3199,227,286
Number of retired participants and beneficiaries receiving payment2013-12-31387
Current liability for retired participants and beneficiaries receiving payment2013-12-31144,288,215
Number of terminated vested participants2013-12-3164
Current liability for terminated vested participants2013-12-319,660,778
Current liability for active participants non vested benefits2013-12-315,087,809
Current liability for active participants vested benefits2013-12-3160,481,093
Total number of active articipats2013-12-31209
Current liability for active participants2013-12-3165,568,902
Total participant count with liabilities2013-12-31660
Total current liabilitoes for participants with libailities2013-12-31219,517,895
Total employer contributions in plan year2013-12-316,380,095
Total employee contributions in plan year2013-12-311,198,273
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-311,435,226
Prior year credit balance2013-12-3127,577,122
Amortization credits as of valuation date2013-12-313,132,619
Total participants, beginning-of-year2013-01-01660
Total number of active participants reported on line 7a of the Form 55002013-01-01202
Number of retired or separated participants receiving benefits2013-01-01302
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0177
Total participants2013-01-01653
Number of employers contributing to the scheme2013-01-0132
2012: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01665
Total number of active participants reported on line 7a of the Form 55002012-01-01209
Number of retired or separated participants receiving benefits2012-01-01300
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0187
Total participants2012-01-01660
Number of employers contributing to the scheme2012-01-0132
2010: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01679
Total number of active participants reported on line 7a of the Form 55002010-01-01253
Number of retired or separated participants receiving benefits2010-01-01287
Number of other retired or separated participants entitled to future benefits2010-01-0159
Total of all active and inactive participants2010-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0180
Total participants2010-01-01679
Number of employers contributing to the scheme2010-01-0132
2009: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01654
Total number of active participants reported on line 7a of the Form 55002009-01-01256
Number of retired or separated participants receiving benefits2009-01-01281
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0180
Total participants2009-01-01679
Number of employers contributing to the scheme2009-01-0135

Financial Data on INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN

Measure Date Value
2023 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-343,299
Total unrealized appreciation/depreciation of assets2023-12-31$-343,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$222,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$122,907
Total income from all sources (including contributions)2023-12-31$24,739,598
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$15,857,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$15,164,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$10,138,475
Value of total assets at end of year2023-12-31$140,057,843
Value of total assets at beginning of year2023-12-31$131,076,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$693,180
Total interest from all sources2023-12-31$629,565
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$516,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$516,719
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,601,400
Participant contributions at end of year2023-12-31$122,074
Participant contributions at beginning of year2023-12-31$144,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$2,113
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$36,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$36,841
Administrative expenses (other) incurred2023-12-31$138,261
Liabilities. Value of operating payables at end of year2023-12-31$185,312
Liabilities. Value of operating payables at beginning of year2023-12-31$86,066
Total non interest bearing cash at end of year2023-12-31$170,209
Total non interest bearing cash at beginning of year2023-12-31$99,546
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$8,882,137
Value of net assets at end of year (total assets less liabilities)2023-12-31$139,835,690
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$130,953,553
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
Assets. partnership/joint venture interests at end of year2023-12-31$31,446,215
Assets. partnership/joint venture interests at beginning of year2023-12-31$34,081,066
Investment advisory and management fees2023-12-31$282,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$23,560,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$22,442,152
Interest earned on other investments2023-12-31$580,666
Value of interest in common/collective trusts at end of year2023-12-31$55,074,622
Value of interest in common/collective trusts at beginning of year2023-12-31$51,137,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$544,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$602,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$602,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$48,899
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$25,328,687
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$18,742,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,157,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,055,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,701,822
Net investment gain or loss from common/collective trusts2023-12-31$9,510,177
Net gain/loss from 103.12 investment entities2023-12-31$1,586,139
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$8,537,075
Employer contributions (assets) at end of year2023-12-31$651,061
Employer contributions (assets) at beginning of year2023-12-31$769,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$15,164,281
Contract administrator fees2023-12-31$25,688
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
Aggregate proceeds on sale of assets2023-12-31$4,153,215
Aggregate carrying amount (costs) on sale of assets2023-12-31$4,153,215
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-12-31320043599
2022 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-945,842
Total unrealized appreciation/depreciation of assets2022-12-31$-945,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$122,907
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$142,951
Total income from all sources (including contributions)2022-12-31$-10,180,056
Total loss/gain on sale of assets2022-12-31$79,439
Total of all expenses incurred2022-12-31$15,432,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,718,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,732,850
Value of total assets at end of year2022-12-31$131,076,460
Value of total assets at beginning of year2022-12-31$156,709,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$714,122
Total interest from all sources2022-12-31$283,435
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$456,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$456,407
Administrative expenses professional fees incurred2022-12-31$160,309
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,536,815
Participant contributions at end of year2022-12-31$144,319
Participant contributions at beginning of year2022-12-31$132,986
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,490,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$36,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$36,841
Administrative expenses (other) incurred2022-12-31$248,014
Liabilities. Value of operating payables at end of year2022-12-31$86,066
Liabilities. Value of operating payables at beginning of year2022-12-31$105,727
Total non interest bearing cash at end of year2022-12-31$99,546
Total non interest bearing cash at beginning of year2022-12-31$108,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,612,867
Value of net assets at end of year (total assets less liabilities)2022-12-31$130,953,553
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$156,566,420
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
Assets. partnership/joint venture interests at end of year2022-12-31$34,081,066
Assets. partnership/joint venture interests at beginning of year2022-12-31$38,965,918
Investment advisory and management fees2022-12-31$305,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,442,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,198,590
Interest earned on other investments2022-12-31$266,223
Value of interest in common/collective trusts at end of year2022-12-31$51,137,543
Value of interest in common/collective trusts at beginning of year2022-12-31$62,304,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$602,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,330,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,330,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$17,212
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$18,742,548
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$21,553,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,055,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,915,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,462,845
Net investment gain or loss from common/collective trusts2022-12-31$-10,328,425
Net gain/loss from 103.12 investment entities2022-12-31$-3,995,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,196,035
Employer contributions (assets) at end of year2022-12-31$769,702
Employer contributions (assets) at beginning of year2022-12-31$709,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,718,689
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$383
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
Aggregate proceeds on sale of assets2022-12-31$4,588,469
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,509,030
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$11,942,594
Total unrealized appreciation/depreciation of assets2021-12-31$11,942,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$142,951
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$167,663
Total income from all sources (including contributions)2021-12-31$35,850,132
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,058,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,478,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,972,430
Value of total assets at end of year2021-12-31$156,709,371
Value of total assets at beginning of year2021-12-31$135,942,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$579,590
Total interest from all sources2021-12-31$206,552
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$892,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$892,323
Administrative expenses professional fees incurred2021-12-31$176,709
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,416,712
Participant contributions at end of year2021-12-31$132,986
Participant contributions at beginning of year2021-12-31$122,255
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,490,138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,444,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$36,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$56,708
Other income not declared elsewhere2021-12-31$2,490,175
Administrative expenses (other) incurred2021-12-31$110,326
Liabilities. Value of operating payables at end of year2021-12-31$105,727
Liabilities. Value of operating payables at beginning of year2021-12-31$99,451
Total non interest bearing cash at end of year2021-12-31$108,216
Total non interest bearing cash at beginning of year2021-12-31$127,272
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$20,791,789
Value of net assets at end of year (total assets less liabilities)2021-12-31$156,566,420
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$135,774,631
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
Assets. partnership/joint venture interests at end of year2021-12-31$38,965,918
Assets. partnership/joint venture interests at beginning of year2021-12-31$35,461,135
Investment advisory and management fees2021-12-31$292,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,198,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,299,648
Interest earned on other investments2021-12-31$206,415
Value of interest in common/collective trusts at end of year2021-12-31$62,304,110
Value of interest in common/collective trusts at beginning of year2021-12-31$60,786,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,330,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$603,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$603,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$137
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$21,553,159
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$16,609,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,915,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,835,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$731,620
Net investment gain or loss from common/collective trusts2021-12-31$13,550,803
Net gain/loss from 103.12 investment entities2021-12-31$-2,936,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,555,718
Employer contributions (assets) at end of year2021-12-31$709,577
Employer contributions (assets) at beginning of year2021-12-31$652,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,478,753
Liabilities. Value of benefit claims payable at end of year2021-12-31$383
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$11,504
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
Aggregate proceeds on sale of assets2021-12-31$8,076,017
Aggregate carrying amount (costs) on sale of assets2021-12-31$8,076,017
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,771,116
Total unrealized appreciation/depreciation of assets2020-12-31$5,771,116
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$167,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$108,135
Total income from all sources (including contributions)2020-12-31$22,202,361
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,736,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,160,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,718,866
Value of total assets at end of year2020-12-31$135,942,294
Value of total assets at beginning of year2020-12-31$128,416,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$576,261
Total interest from all sources2020-12-31$210,643
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$255,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$255,828
Administrative expenses professional fees incurred2020-12-31$187,649
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,376,579
Participant contributions at end of year2020-12-31$122,255
Participant contributions at beginning of year2020-12-31$109,320
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,444,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$394,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$56,708
Other income not declared elsewhere2020-12-31$30
Administrative expenses (other) incurred2020-12-31$88,890
Liabilities. Value of operating payables at end of year2020-12-31$99,451
Liabilities. Value of operating payables at beginning of year2020-12-31$81,295
Total non interest bearing cash at end of year2020-12-31$127,272
Total non interest bearing cash at beginning of year2020-12-31$713,139
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$7,465,823
Value of net assets at end of year (total assets less liabilities)2020-12-31$135,774,631
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$128,308,808
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
Assets. partnership/joint venture interests at end of year2020-12-31$35,461,135
Assets. partnership/joint venture interests at beginning of year2020-12-31$30,063,189
Investment advisory and management fees2020-12-31$299,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,299,648
Interest earned on other investments2020-12-31$206,571
Value of interest in common/collective trusts at end of year2020-12-31$60,786,542
Value of interest in common/collective trusts at beginning of year2020-12-31$10,748,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$603,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$734,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$734,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,072
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$16,609,785
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$82,400,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,835,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,670,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,193,829
Net investment gain or loss from common/collective trusts2020-12-31$5,214,038
Net gain/loss from 103.12 investment entities2020-12-31$-161,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,342,287
Employer contributions (assets) at end of year2020-12-31$652,014
Employer contributions (assets) at beginning of year2020-12-31$583,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,160,277
Liabilities. Value of benefit claims payable at end of year2020-12-31$11,504
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$26,840
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
Aggregate proceeds on sale of assets2020-12-31$5,817,414
Aggregate carrying amount (costs) on sale of assets2020-12-31$5,817,414
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,200,622
Total unrealized appreciation/depreciation of assets2019-12-31$2,200,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$108,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$227,845
Total income from all sources (including contributions)2019-12-31$28,399,188
Total loss/gain on sale of assets2019-12-31$281,075
Total of all expenses incurred2019-12-31$14,579,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,848,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,084,285
Value of total assets at end of year2019-12-31$128,416,943
Value of total assets at beginning of year2019-12-31$114,717,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$731,219
Total interest from all sources2019-12-31$222,295
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$202,954
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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$1,470,549
Participant contributions at end of year2019-12-31$109,320
Participant contributions at beginning of year2019-12-31$99,950
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$394,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$484,488
Other income not declared elsewhere2019-12-31$2,102
Administrative expenses (other) incurred2019-12-31$240,922
Liabilities. Value of operating payables at end of year2019-12-31$81,295
Liabilities. Value of operating payables at beginning of year2019-12-31$117,845
Total non interest bearing cash at end of year2019-12-31$713,139
Total non interest bearing cash at beginning of year2019-12-31$147,145
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$13,819,512
Value of net assets at end of year (total assets less liabilities)2019-12-31$128,308,808
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$114,489,296
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
Assets. partnership/joint venture interests at end of year2019-12-31$30,063,189
Assets. partnership/joint venture interests at beginning of year2019-12-31$24,458,429
Investment advisory and management fees2019-12-31$287,343
Interest earned on other investments2019-12-31$203,159
Value of interest in common/collective trusts at end of year2019-12-31$10,748,190
Value of interest in common/collective trusts at beginning of year2019-12-31$13,416,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$734,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$676,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$676,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,136
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$82,400,622
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$72,255,735
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,670,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,645,044
Net investment gain or loss from common/collective trusts2019-12-31$388,922
Net gain/loss from 103.12 investment entities2019-12-31$15,219,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,613,736
Employer contributions (assets) at end of year2019-12-31$583,041
Employer contributions (assets) at beginning of year2019-12-31$533,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,848,457
Liabilities. Value of benefit claims payable at end of year2019-12-31$26,840
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$110,000
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
Aggregate proceeds on sale of assets2019-12-31$4,205,602
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,924,527
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$718,233
Total unrealized appreciation/depreciation of assets2018-12-31$718,233
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$227,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$169,828
Total income from all sources (including contributions)2018-12-31$4,738,247
Total loss/gain on sale of assets2018-12-31$180,532
Total of all expenses incurred2018-12-31$13,942,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,383,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,114,513
Value of total assets at end of year2018-12-31$114,717,141
Value of total assets at beginning of year2018-12-31$123,862,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$558,438
Total interest from all sources2018-12-31$214,494
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$171,377
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,275,286
Participant contributions at end of year2018-12-31$99,950
Participant contributions at beginning of year2018-12-31$94,059
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$484,488
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$10,514
Other income not declared elsewhere2018-12-31$2,069
Administrative expenses (other) incurred2018-12-31$76,808
Liabilities. Value of operating payables at end of year2018-12-31$117,845
Liabilities. Value of operating payables at beginning of year2018-12-31$142,014
Total non interest bearing cash at end of year2018-12-31$147,145
Total non interest bearing cash at beginning of year2018-12-31$223,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-9,203,859
Value of net assets at end of year (total assets less liabilities)2018-12-31$114,489,296
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$123,693,155
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
Assets. partnership/joint venture interests at end of year2018-12-31$24,458,429
Assets. partnership/joint venture interests at beginning of year2018-12-31$20,402,034
Investment advisory and management fees2018-12-31$310,253
Interest earned on other investments2018-12-31$203,138
Value of interest in common/collective trusts at end of year2018-12-31$13,416,580
Value of interest in common/collective trusts at beginning of year2018-12-31$16,024,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$676,705
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$853,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$853,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,356
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$72,255,735
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$83,704,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,645,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,093,329
Net investment gain or loss from common/collective trusts2018-12-31$982,132
Net gain/loss from 103.12 investment entities2018-12-31$-5,473,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,839,227
Employer contributions (assets) at end of year2018-12-31$533,065
Employer contributions (assets) at beginning of year2018-12-31$467,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,383,668
Liabilities. Value of benefit claims payable at end of year2018-12-31$110,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$17,300
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 appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,364,946
Aggregate carrying amount (costs) on sale of assets2018-12-31$3,184,414
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,637,715
Total unrealized appreciation/depreciation of assets2017-12-31$1,637,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$169,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$235,607
Total income from all sources (including contributions)2017-12-31$22,113,941
Total of all expenses incurred2017-12-31$13,277,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,720,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,539,174
Value of total assets at end of year2017-12-31$123,862,983
Value of total assets at beginning of year2017-12-31$115,091,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$556,189
Total interest from all sources2017-12-31$148,448
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$177,832
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,201,816
Participant contributions at end of year2017-12-31$94,059
Participant contributions at beginning of year2017-12-31$119,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$8,156,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$10,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,915
Other income not declared elsewhere2017-12-31$12,737
Administrative expenses (other) incurred2017-12-31$67,559
Liabilities. Value of operating payables at end of year2017-12-31$142,014
Liabilities. Value of operating payables at beginning of year2017-12-31$167,112
Total non interest bearing cash at end of year2017-12-31$223,140
Total non interest bearing cash at beginning of year2017-12-31$287,992
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$8,836,838
Value of net assets at end of year (total assets less liabilities)2017-12-31$123,693,155
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$114,856,317
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
Assets. partnership/joint venture interests at end of year2017-12-31$20,402,034
Assets. partnership/joint venture interests at beginning of year2017-12-31$8,454,994
Investment advisory and management fees2017-12-31$310,798
Interest earned on other investments2017-12-31$143,688
Value of interest in common/collective trusts at end of year2017-12-31$16,024,416
Value of interest in common/collective trusts at beginning of year2017-12-31$15,175,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$853,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$619,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$619,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,760
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$83,704,293
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$79,719,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,093,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,910,256
Net investment gain or loss from common/collective trusts2017-12-31$900,936
Net gain/loss from 103.12 investment entities2017-12-31$11,874,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$6,337,358
Employer contributions (assets) at end of year2017-12-31$467,821
Employer contributions (assets) at beginning of year2017-12-31$647,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$12,720,914
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$17,300
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$59,580
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 appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$402,090
Total unrealized appreciation/depreciation of assets2016-12-31$402,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$235,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$162,480
Total income from all sources (including contributions)2016-12-31$17,016,519
Total loss/gain on sale of assets2016-12-31$265,976
Total of all expenses incurred2016-12-31$12,549,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,046,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,733,962
Value of total assets at end of year2016-12-31$115,091,924
Value of total assets at beginning of year2016-12-31$110,551,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$502,817
Total interest from all sources2016-12-31$128,683
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$162,943
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,229,486
Participant contributions at end of year2016-12-31$119,836
Participant contributions at beginning of year2016-12-31$103,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$8,156,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$29
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,915
Other income not declared elsewhere2016-12-31$5
Administrative expenses (other) incurred2016-12-31$63,063
Liabilities. Value of operating payables at end of year2016-12-31$167,112
Liabilities. Value of operating payables at beginning of year2016-12-31$148,830
Total non interest bearing cash at end of year2016-12-31$287,992
Total non interest bearing cash at beginning of year2016-12-31$259,191
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$4,466,852
Value of net assets at end of year (total assets less liabilities)2016-12-31$114,856,317
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$110,389,465
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
Assets. partnership/joint venture interests at end of year2016-12-31$8,454,994
Assets. partnership/joint venture interests at beginning of year2016-12-31$14,821,030
Investment advisory and management fees2016-12-31$276,811
Interest earned on other investments2016-12-31$127,207
Value of interest in common/collective trusts at end of year2016-12-31$15,175,503
Value of interest in common/collective trusts at beginning of year2016-12-31$14,160,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$619,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,724,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,724,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,476
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$79,719,362
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$76,813,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,910,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,086,640
Net investment gain or loss from common/collective trusts2016-12-31$1,080,352
Net gain/loss from 103.12 investment entities2016-12-31$7,405,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,504,476
Employer contributions (assets) at end of year2016-12-31$647,996
Employer contributions (assets) at beginning of year2016-12-31$582,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,046,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$59,580
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$13,650
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 appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$8,141,215
Aggregate carrying amount (costs) on sale of assets2016-12-31$7,875,239
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-617,597
Total unrealized appreciation/depreciation of assets2015-12-31$-617,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$148,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$92,279
Total income from all sources (including contributions)2015-12-31$8,592,719
Total loss/gain on sale of assets2015-12-31$562,524
Total of all expenses incurred2015-12-31$12,051,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,502,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,578,766
Value of total assets at end of year2015-12-31$110,551,945
Value of total assets at beginning of year2015-12-31$113,953,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$548,671
Total interest from all sources2015-12-31$132,924
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,947
Administrative expenses professional fees incurred2015-12-31$183,809
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,192,006
Participant contributions at end of year2015-12-31$103,827
Participant contributions at beginning of year2015-12-31$108,661
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$29
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$23
Other income not declared elsewhere2015-12-31$560
Administrative expenses (other) incurred2015-12-31$78,141
Liabilities. Value of operating payables at end of year2015-12-31$148,830
Liabilities. Value of operating payables at beginning of year2015-12-31$92,279
Total non interest bearing cash at end of year2015-12-31$259,191
Total non interest bearing cash at beginning of year2015-12-31$213,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,458,539
Value of net assets at end of year (total assets less liabilities)2015-12-31$110,403,115
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$113,861,654
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
Assets. partnership/joint venture interests at end of year2015-12-31$14,821,030
Assets. partnership/joint venture interests at beginning of year2015-12-31$15,248,045
Investment advisory and management fees2015-12-31$286,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,085,264
Interest earned on other investments2015-12-31$132,756
Value of interest in common/collective trusts at end of year2015-12-31$14,160,267
Value of interest in common/collective trusts at beginning of year2015-12-31$12,388,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,724,826
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,226,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,226,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$168
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$76,813,911
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$80,043,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,086,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,060,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$43,626
Net investment gain or loss from common/collective trusts2015-12-31$1,814,552
Net gain/loss from 103.12 investment entities2015-12-31$-929,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,386,760
Employer contributions (assets) at end of year2015-12-31$582,224
Employer contributions (assets) at beginning of year2015-12-31$579,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,502,587
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$13,650
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 appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,065,981
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,503,457
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$421,994
Total unrealized appreciation/depreciation of assets2014-12-31$421,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$92,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$93,176
Total income from all sources (including contributions)2014-12-31$14,283,202
Total loss/gain on sale of assets2014-12-31$449,013
Total of all expenses incurred2014-12-31$11,151,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,626,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,734,747
Value of total assets at end of year2014-12-31$113,953,933
Value of total assets at beginning of year2014-12-31$110,823,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$525,594
Total interest from all sources2014-12-31$112,926
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$165,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$165,443
Administrative expenses professional fees incurred2014-12-31$154,993
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,221,259
Participant contributions at end of year2014-12-31$108,661
Participant contributions at beginning of year2014-12-31$99,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$23
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$131
Other income not declared elsewhere2014-12-31$18,811
Administrative expenses (other) incurred2014-12-31$64,483
Liabilities. Value of operating payables at end of year2014-12-31$92,279
Liabilities. Value of operating payables at beginning of year2014-12-31$93,176
Total non interest bearing cash at end of year2014-12-31$213,605
Total non interest bearing cash at beginning of year2014-12-31$194,808
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$3,131,204
Value of net assets at end of year (total assets less liabilities)2014-12-31$113,861,654
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$110,730,450
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
Assets. partnership/joint venture interests at end of year2014-12-31$15,248,045
Assets. partnership/joint venture interests at beginning of year2014-12-31$10,672,786
Investment advisory and management fees2014-12-31$306,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,085,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,192,889
Interest earned on other investments2014-12-31$112,303
Value of interest in common/collective trusts at end of year2014-12-31$12,388,497
Value of interest in common/collective trusts at beginning of year2014-12-31$11,156,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,226,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,152,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,152,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$623
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$80,043,494
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$76,732,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,060,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,091,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-214,732
Net investment gain or loss from common/collective trusts2014-12-31$1,283,972
Net gain/loss from 103.12 investment entities2014-12-31$4,311,028
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$6,513,488
Employer contributions (assets) at end of year2014-12-31$579,525
Employer contributions (assets) at beginning of year2014-12-31$531,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,626,404
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,997,841
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,548,828
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$693,686
Total unrealized appreciation/depreciation of assets2013-12-31$693,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$93,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$125,278
Total income from all sources (including contributions)2013-12-31$22,112,722
Total loss/gain on sale of assets2013-12-31$452,505
Total of all expenses incurred2013-12-31$10,609,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,113,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,578,368
Value of total assets at end of year2013-12-31$110,823,626
Value of total assets at beginning of year2013-12-31$99,352,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$496,136
Total interest from all sources2013-12-31$118,444
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$175,204
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$175,204
Administrative expenses professional fees incurred2013-12-31$154,472
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,198,273
Participant contributions at end of year2013-12-31$99,641
Participant contributions at beginning of year2013-12-31$147,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$34,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$30,149
Other income not declared elsewhere2013-12-31$240,245
Administrative expenses (other) incurred2013-12-31$89,194
Liabilities. Value of operating payables at end of year2013-12-31$93,176
Liabilities. Value of operating payables at beginning of year2013-12-31$95,129
Total non interest bearing cash at end of year2013-12-31$194,808
Total non interest bearing cash at beginning of year2013-12-31$539,001
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$11,503,164
Value of net assets at end of year (total assets less liabilities)2013-12-31$110,730,450
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$99,227,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$10,672,786
Assets. partnership/joint venture interests at beginning of year2013-12-31$8,814,018
Investment advisory and management fees2013-12-31$252,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,192,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,596,555
Interest earned on other investments2013-12-31$117,966
Value of interest in common/collective trusts at end of year2013-12-31$11,156,394
Value of interest in common/collective trusts at beginning of year2013-12-31$9,962,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,152,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,715,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,715,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$478
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$76,732,466
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$68,685,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,091,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,072,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-240,222
Net investment gain or loss from common/collective trusts2013-12-31$1,295,852
Net gain/loss from 103.12 investment entities2013-12-31$11,798,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,380,095
Employer contributions (assets) at end of year2013-12-31$531,417
Employer contributions (assets) at beginning of year2013-12-31$785,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,113,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 appraiser2013-12-31Yes
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$4,442,597
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,990,092
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$496,275
Total unrealized appreciation/depreciation of assets2012-12-31$496,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$125,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$88,877
Total income from all sources (including contributions)2012-12-31$19,014,791
Total loss/gain on sale of assets2012-12-31$577,659
Total of all expenses incurred2012-12-31$10,349,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,681,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,030,355
Value of total assets at end of year2012-12-31$99,352,564
Value of total assets at beginning of year2012-12-31$90,650,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$668,369
Total interest from all sources2012-12-31$118,948
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$162,259
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$162,259
Administrative expenses professional fees incurred2012-12-31$253,760
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,269,928
Participant contributions at end of year2012-12-31$147,228
Participant contributions at beginning of year2012-12-31$125,959
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$34,218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$11,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$30,149
Other income not declared elsewhere2012-12-31$60
Administrative expenses (other) incurred2012-12-31$180,717
Liabilities. Value of operating payables at end of year2012-12-31$95,129
Liabilities. Value of operating payables at beginning of year2012-12-31$88,877
Total non interest bearing cash at end of year2012-12-31$539,001
Total non interest bearing cash at beginning of year2012-12-31$193,130
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$8,665,356
Value of net assets at end of year (total assets less liabilities)2012-12-31$99,227,286
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$90,561,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$8,814,018
Assets. partnership/joint venture interests at beginning of year2012-12-31$9,744,264
Investment advisory and management fees2012-12-31$233,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,596,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,281,729
Interest earned on other investments2012-12-31$118,771
Value of interest in common/collective trusts at end of year2012-12-31$9,962,995
Value of interest in common/collective trusts at beginning of year2012-12-31$9,222,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,715,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$624,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$624,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$177
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$68,685,206
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$65,756,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,072,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,018,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$120,982
Net investment gain or loss from common/collective trusts2012-12-31$780,963
Net gain/loss from 103.12 investment entities2012-12-31$8,727,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,760,427
Employer contributions (assets) at end of year2012-12-31$785,232
Employer contributions (assets) at beginning of year2012-12-31$671,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,681,066
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
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$12,940,253
Aggregate carrying amount (costs) on sale of assets2012-12-31$12,362,594
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-148,441
Total unrealized appreciation/depreciation of assets2011-12-31$-148,441
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$88,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$105,393
Total income from all sources (including contributions)2011-12-31$9,966,857
Total of all expenses incurred2011-12-31$9,591,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,029,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,006,818
Value of total assets at end of year2011-12-31$90,650,807
Value of total assets at beginning of year2011-12-31$90,292,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$562,417
Total interest from all sources2011-12-31$123,066
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$212,891
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$212,891
Administrative expenses professional fees incurred2011-12-31$239,898
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,423,294
Participant contributions at end of year2011-12-31$125,959
Participant contributions at beginning of year2011-12-31$159,757
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$11,918
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,977
Other income not declared elsewhere2011-12-31$16,423
Administrative expenses (other) incurred2011-12-31$155,116
Liabilities. Value of operating payables at end of year2011-12-31$88,877
Liabilities. Value of operating payables at beginning of year2011-12-31$105,393
Total non interest bearing cash at end of year2011-12-31$193,130
Total non interest bearing cash at beginning of year2011-12-31$418,421
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$375,079
Value of net assets at end of year (total assets less liabilities)2011-12-31$90,561,930
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$90,186,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$9,744,264
Assets. partnership/joint venture interests at beginning of year2011-12-31$9,076,207
Investment advisory and management fees2011-12-31$167,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,281,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest earned on other investments2011-12-31$122,457
Value of interest in common/collective trusts at end of year2011-12-31$9,222,662
Value of interest in common/collective trusts at beginning of year2011-12-31$75,636,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$624,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$477,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$477,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$609
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$65,756,236
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$411,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,018,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,248,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-174,982
Net investment gain or loss from common/collective trusts2011-12-31$1,132,112
Net gain/loss from 103.12 investment entities2011-12-31$-201,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,583,524
Employer contributions (assets) at end of year2011-12-31$671,835
Employer contributions (assets) at beginning of year2011-12-31$852,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,029,361
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$840,374
Total unrealized appreciation/depreciation of assets2010-12-31$840,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$105,393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$112,493
Total income from all sources (including contributions)2010-12-31$24,513,537
Total of all expenses incurred2010-12-31$9,001,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,384,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,353,462
Value of total assets at end of year2010-12-31$90,292,244
Value of total assets at beginning of year2010-12-31$74,787,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$616,527
Total interest from all sources2010-12-31$174,905
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$573,856
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$573,856
Administrative expenses professional fees incurred2010-12-31$162,888
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-31546406
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,478,472
Participant contributions at end of year2010-12-31$159,757
Participant contributions at beginning of year2010-12-31$169,691
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$12,487
Other income not declared elsewhere2010-12-31$6,741
Administrative expenses (other) incurred2010-12-31$153,496
Liabilities. Value of operating payables at end of year2010-12-31$105,393
Liabilities. Value of operating payables at beginning of year2010-12-31$112,493
Total non interest bearing cash at end of year2010-12-31$418,421
Total non interest bearing cash at beginning of year2010-12-31$34,341
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$15,512,191
Value of net assets at end of year (total assets less liabilities)2010-12-31$90,186,851
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$74,674,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$9,076,207
Assets. partnership/joint venture interests at beginning of year2010-12-31$4,569,357
Investment advisory and management fees2010-12-31$300,143
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,657,558
Interest earned on other investments2010-12-31$172,927
Value of interest in common/collective trusts at end of year2010-12-31$75,636,175
Value of interest in common/collective trusts at beginning of year2010-12-31$47,275,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$477,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,232,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,232,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,978
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$411,305
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$1,950,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,248,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,205,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$475,489
Net investment gain or loss from common/collective trusts2010-12-31$8,065,101
Net gain/loss from 103.12 investment entities2010-12-31$23,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,874,990
Employer contributions (assets) at end of year2010-12-31$852,044
Employer contributions (assets) at beginning of year2010-12-31$678,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,384,819
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599

Form 5500 Responses for INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN

2023: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION 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: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
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: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
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: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
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
2010: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS OFFICERS' AND EMPLOYEES' PENSION 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

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000842
Policy instance 1
Insurance contract or identification number000842
Number of Individuals Covered2
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000842
Policy instance 1
Insurance contract or identification number000842
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000842
Policy instance 1
Insurance contract or identification number000842
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000842
Policy instance 1
Insurance contract or identification number000842
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000842
Policy instance 1
Insurance contract or identification number000842
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000842
Policy instance 1
Insurance contract or identification number000842
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000842
Policy instance 1
Insurance contract or identification number000842
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000842
Policy instance 1
Insurance contract or identification number000842
Number of Individuals Covered12
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000842
Policy instance 1
Insurance contract or identification number000842
Number of Individuals Covered13
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000842
Policy instance 1
Insurance contract or identification number000842
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000842
Policy instance 1
Insurance contract or identification number000842
Number of Individuals Covered14
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberGA-00229
Policy instance 2
Insurance contract or identification numberGA-00229
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000842
Policy instance 1
Insurance contract or identification number000842
Number of Individuals Covered18
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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