401k Plan data: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN plan

IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 401k Plan overview

Plan Name	IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN
Plan identification number	501

IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES FOR IRON WORKERS LOCAL 568 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: JOINT BOARD OF TRUSTEES FOR IRON WORKERS LOCAL 568 WELFARE FUND

Employer identification number (EIN): 526112461

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-09-01
501 2021-09-01
501 2020-09-01
501 2019-09-01
501 2018-09-01
501 2017-09-01
501 2016-09-01 DAVID W. TURNBULL, CPA
501 2015-09-01 DAVID W. TURNBULL
501 2014-09-01 DAVID W. TURNBULL
501 2013-09-01 DAVID W. TURNBULL
501 2012-09-01 DAVID W. TURNBULL
501 2011-09-01 DAVID W. TURNBULL
501 2010-09-01 DAVID W TURNBULL
501 2009-09-01 DAVID W TURNBULL

Plan Statistics for IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN

401k plan membership statisitcs for IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN

Measure Date Value
2022: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 76
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 65
Number of retired or separated participants receiving benefits 2022-09-01 12
Number of other retired or separated participants entitled to future benefits 2022-09-01 0
Total of all active and inactive participants 2022-09-01 77
Number of employers contributing to the scheme 2022-09-01 18
2021: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 73
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 64
Number of retired or separated participants receiving benefits 2021-09-01 12
Number of other retired or separated participants entitled to future benefits 2021-09-01 0
Total of all active and inactive participants 2021-09-01 76
Number of employers contributing to the scheme 2021-09-01 18
2020: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 86
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 62
Number of retired or separated participants receiving benefits 2020-09-01 11
Number of other retired or separated participants entitled to future benefits 2020-09-01 0
Total of all active and inactive participants 2020-09-01 73
Number of employers contributing to the scheme 2020-09-01 22
2019: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 94
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 68
Number of retired or separated participants receiving benefits 2019-09-01 18
Number of other retired or separated participants entitled to future benefits 2019-09-01 0
Total of all active and inactive participants 2019-09-01 86
Number of employers contributing to the scheme 2019-09-01 22
2018: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 100
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 70
Number of retired or separated participants receiving benefits 2018-09-01 24
Number of other retired or separated participants entitled to future benefits 2018-09-01 0
Total of all active and inactive participants 2018-09-01 94
Number of employers contributing to the scheme 2018-09-01 25
2017: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 91
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 74
Number of retired or separated participants receiving benefits 2017-09-01 26
Number of other retired or separated participants entitled to future benefits 2017-09-01 0
Total of all active and inactive participants 2017-09-01 100
Number of employers contributing to the scheme 2017-09-01 26
2016: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 96
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 67
Number of retired or separated participants receiving benefits 2016-09-01 24
Number of other retired or separated participants entitled to future benefits 2016-09-01 0
Total of all active and inactive participants 2016-09-01 91
Number of employers contributing to the scheme 2016-09-01 24
2015: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 95
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 70
Number of retired or separated participants receiving benefits 2015-09-01 26
Number of other retired or separated participants entitled to future benefits 2015-09-01 0
Total of all active and inactive participants 2015-09-01 96
Number of employers contributing to the scheme 2015-09-01 25
2014: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 96
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 65
Number of retired or separated participants receiving benefits 2014-09-01 30
Number of other retired or separated participants entitled to future benefits 2014-09-01 0
Total of all active and inactive participants 2014-09-01 95
2013: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 104
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 68
Number of retired or separated participants receiving benefits 2013-09-01 28
Total of all active and inactive participants 2013-09-01 96
2012: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 123
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 84
Number of retired or separated participants receiving benefits 2012-09-01 20
Total of all active and inactive participants 2012-09-01 104
2011: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 126
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 96
Number of retired or separated participants receiving benefits 2011-09-01 27
Total of all active and inactive participants 2011-09-01 123
2010: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 126
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 98
Number of retired or separated participants receiving benefits 2010-09-01 28
Total of all active and inactive participants 2010-09-01 126
2009: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 153
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 97
Number of retired or separated participants receiving benefits 2009-09-01 29
Total of all active and inactive participants 2009-09-01 126

Measure	Date	Value
2022: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	76
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	65
Number of retired or separated participants receiving benefits	2022-09-01	12
Number of other retired or separated participants entitled to future benefits	2022-09-01	0
Total of all active and inactive participants	2022-09-01	77
Number of employers contributing to the scheme	2022-09-01	18
2021: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	73
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	64
Number of retired or separated participants receiving benefits	2021-09-01	12
Number of other retired or separated participants entitled to future benefits	2021-09-01	0
Total of all active and inactive participants	2021-09-01	76
Number of employers contributing to the scheme	2021-09-01	18
2020: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	86
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	62
Number of retired or separated participants receiving benefits	2020-09-01	11
Number of other retired or separated participants entitled to future benefits	2020-09-01	0
Total of all active and inactive participants	2020-09-01	73
Number of employers contributing to the scheme	2020-09-01	22
2019: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	94
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	68
Number of retired or separated participants receiving benefits	2019-09-01	18
Number of other retired or separated participants entitled to future benefits	2019-09-01	0
Total of all active and inactive participants	2019-09-01	86
Number of employers contributing to the scheme	2019-09-01	22
2018: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	100
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	70
Number of retired or separated participants receiving benefits	2018-09-01	24
Number of other retired or separated participants entitled to future benefits	2018-09-01	0
Total of all active and inactive participants	2018-09-01	94
Number of employers contributing to the scheme	2018-09-01	25
2017: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	91
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	74
Number of retired or separated participants receiving benefits	2017-09-01	26
Number of other retired or separated participants entitled to future benefits	2017-09-01	0
Total of all active and inactive participants	2017-09-01	100
Number of employers contributing to the scheme	2017-09-01	26
2016: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	96
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	67
Number of retired or separated participants receiving benefits	2016-09-01	24
Number of other retired or separated participants entitled to future benefits	2016-09-01	0
Total of all active and inactive participants	2016-09-01	91
Number of employers contributing to the scheme	2016-09-01	24
2015: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	95
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	70
Number of retired or separated participants receiving benefits	2015-09-01	26
Number of other retired or separated participants entitled to future benefits	2015-09-01	0
Total of all active and inactive participants	2015-09-01	96
Number of employers contributing to the scheme	2015-09-01	25
2014: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	96
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	65
Number of retired or separated participants receiving benefits	2014-09-01	30
Number of other retired or separated participants entitled to future benefits	2014-09-01	0
Total of all active and inactive participants	2014-09-01	95
2013: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	104
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	68
Number of retired or separated participants receiving benefits	2013-09-01	28
Total of all active and inactive participants	2013-09-01	96
2012: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	123
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	84
Number of retired or separated participants receiving benefits	2012-09-01	20
Total of all active and inactive participants	2012-09-01	104
2011: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	126
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	96
Number of retired or separated participants receiving benefits	2011-09-01	27
Total of all active and inactive participants	2011-09-01	123
2010: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	126
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	98
Number of retired or separated participants receiving benefits	2010-09-01	28
Total of all active and inactive participants	2010-09-01	126
2009: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	153
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	97
Number of retired or separated participants receiving benefits	2009-09-01	29
Total of all active and inactive participants	2009-09-01	126

Financial Data on IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN

Measure	Date	Value
2023 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$42,654
Total income from all sources (including contributions)	2023-08-31	$947,313
Total of all expenses incurred	2023-08-31	$880,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-08-31	$688,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-08-31	$911,266
Value of total assets at end of year	2023-08-31	$1,277,364
Value of total assets at beginning of year	2023-08-31	$1,252,744
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-08-31	$191,758
Total interest from all sources	2023-08-31	$462
Total dividends received (eg from common stock, registered investment company shares)	2023-08-31	$24,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-08-31	$24,551
Administrative expenses professional fees incurred	2023-08-31	$57,186
Was this plan covered by a fidelity bond	2023-08-31	Yes
Value of fidelity bond cover	2023-08-31	$500,000
If this is an individual account plan, was there a blackout period	2023-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-08-31	No
Contributions received from participants	2023-08-31	$74,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-08-31	$693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-08-31	$42,654
Administrative expenses (other) incurred	2023-08-31	$122,572
Total non interest bearing cash at end of year	2023-08-31	$2,869
Total non interest bearing cash at beginning of year	2023-08-31	$362,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Value of net income/loss	2023-08-31	$66,581
Value of net assets at end of year (total assets less liabilities)	2023-08-31	$1,276,671
Value of net assets at beginning of year (total assets less liabilities)	2023-08-31	$1,210,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-08-31	No
Were any leases to which the plan was party in default or uncollectible	2023-08-31	No
Investment advisory and management fees	2023-08-31	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-08-31	$1,059,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-08-31	$823,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-08-31	$214,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-08-31	$64,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-08-31	$64,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-08-31	$462
Expenses. Payments to insurance carriers foe the provision of benefits	2023-08-31	$98,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-08-31	$11,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2023-08-31	No
Has the plan failed to provide any benefit when due under the plan	2023-08-31	No
Contributions received in cash from employer	2023-08-31	$836,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-08-31	$590,482
Assets. Value of buildings and other operty used in plan operation at end of year	2023-08-31	$755
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-08-31	$1,760
Did the plan have assets held for investment	2023-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-08-31	No
Opinion of an independent qualified public accountant for this plan	2023-08-31	Unqualified
Accountancy firm name	2023-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2023-08-31	521518807
2022 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$42,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$495
Total income from all sources (including contributions)	2022-08-31	$790,627
Total of all expenses incurred	2022-08-31	$714,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$595,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$899,933
Value of total assets at end of year	2022-08-31	$1,252,744
Value of total assets at beginning of year	2022-08-31	$1,134,217
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$118,598
Total interest from all sources	2022-08-31	$76
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$21,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$21,278
Administrative expenses professional fees incurred	2022-08-31	$10,278
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$76,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-08-31	$42,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-08-31	$495
Other income not declared elsewhere	2022-08-31	$169
Administrative expenses (other) incurred	2022-08-31	$96,320
Total non interest bearing cash at end of year	2022-08-31	$362,440
Total non interest bearing cash at beginning of year	2022-08-31	$172,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$76,368
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$1,210,090
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$1,133,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Investment advisory and management fees	2022-08-31	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$823,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$933,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$64,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$25,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$25,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-08-31	$76
Expenses. Payments to insurance carriers foe the provision of benefits	2022-08-31	$95,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-130,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$822,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$499,841
Assets. Value of buildings and other operty used in plan operation at end of year	2022-08-31	$1,760
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-08-31	$2,765
Did the plan have assets held for investment	2022-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2022-08-31	521518807
2021 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$494
Total income from all sources (including contributions)	2021-08-31	$829,783
Total of all expenses incurred	2021-08-31	$1,015,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$833,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$725,117
Value of total assets at end of year	2021-08-31	$1,134,217
Value of total assets at beginning of year	2021-08-31	$1,320,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$182,392
Total interest from all sources	2021-08-31	$5
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$23,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$23,794
Administrative expenses professional fees incurred	2021-08-31	$53,845
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Contributions received from participants	2021-08-31	$106,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-08-31	$495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-08-31	$494
Other income not declared elsewhere	2021-08-31	$23,220
Administrative expenses (other) incurred	2021-08-31	$116,547
Total non interest bearing cash at end of year	2021-08-31	$172,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$-186,213
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$1,133,722
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$1,319,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Investment advisory and management fees	2021-08-31	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$933,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$1,226,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-08-31	$25,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-08-31	$89,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-08-31	$89,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-08-31	$5
Expenses. Payments to insurance carriers foe the provision of benefits	2021-08-31	$94,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$57,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Contributions received in cash from employer	2021-08-31	$618,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$739,247
Assets. Value of buildings and other operty used in plan operation at end of year	2021-08-31	$2,765
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-08-31	$3,771
Did the plan have assets held for investment	2021-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Unqualified
Accountancy firm name	2021-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2021-08-31	521518807
2020 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$494
Total income from all sources (including contributions)	2020-08-31	$884,778
Total of all expenses incurred	2020-08-31	$1,083,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$929,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$745,574
Value of total assets at end of year	2020-08-31	$1,320,429
Value of total assets at beginning of year	2020-08-31	$1,518,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$153,411
Total interest from all sources	2020-08-31	$18
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$30,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-08-31	$30,599
Administrative expenses professional fees incurred	2020-08-31	$34,321
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Contributions received from participants	2020-08-31	$103,961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-08-31	$494
Other income not declared elsewhere	2020-08-31	$4,930
Administrative expenses (other) incurred	2020-08-31	$107,090
Total non interest bearing cash at beginning of year	2020-08-31	$57,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$-198,597
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$1,319,935
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$1,518,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Investment advisory and management fees	2020-08-31	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$1,226,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$1,417,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-08-31	$89,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-08-31	$38,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-08-31	$38,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-08-31	$18
Expenses. Payments to insurance carriers foe the provision of benefits	2020-08-31	$131,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$103,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$641,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$798,616
Assets. Value of buildings and other operty used in plan operation at end of year	2020-08-31	$3,771
Assets. Value of buildings and other operty used in plan operation at beginning of year	2020-08-31	$4,776
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	No
Opinion of an independent qualified public accountant for this plan	2020-08-31	Unqualified
Accountancy firm name	2020-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2020-08-31	521518807
2019 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-08-31	$955,568
Total of all expenses incurred	2019-08-31	$1,089,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$911,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$835,791
Value of total assets at end of year	2019-08-31	$1,518,532
Value of total assets at beginning of year	2019-08-31	$1,652,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$178,488
Total interest from all sources	2019-08-31	$73
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$40,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-31	$40,790
Administrative expenses professional fees incurred	2019-08-31	$38,327
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Contributions received from participants	2019-08-31	$121,342
Administrative expenses (other) incurred	2019-08-31	$128,161
Total non interest bearing cash at end of year	2019-08-31	$57,650
Total non interest bearing cash at beginning of year	2019-08-31	$108,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$-134,315
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$1,518,532
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$1,652,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Investment advisory and management fees	2019-08-31	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$1,417,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$1,522,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-08-31	$38,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-08-31	$21,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-08-31	$21,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-08-31	$73
Expenses. Payments to insurance carriers foe the provision of benefits	2019-08-31	$137,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$78,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$714,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$773,593
Assets. Value of buildings and other operty used in plan operation at end of year	2019-08-31	$4,776
Assets. Value of buildings and other operty used in plan operation at beginning of year	2019-08-31	$289
Did the plan have assets held for investment	2019-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	No
Opinion of an independent qualified public accountant for this plan	2019-08-31	Unqualified
Accountancy firm name	2019-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2019-08-31	521518807
2018 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-08-31	$931,626
Total of all expenses incurred	2018-08-31	$1,122,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$930,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$848,698
Value of total assets at end of year	2018-08-31	$1,652,847
Value of total assets at beginning of year	2018-08-31	$1,843,996
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$192,460
Total interest from all sources	2018-08-31	$20
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$40,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$40,778
Administrative expenses professional fees incurred	2018-08-31	$50,597
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Contributions received from participants	2018-08-31	$143,951
Other income not declared elsewhere	2018-08-31	$992
Administrative expenses (other) incurred	2018-08-31	$129,863
Total non interest bearing cash at end of year	2018-08-31	$108,321
Total non interest bearing cash at beginning of year	2018-08-31	$171,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$-191,149
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$1,652,847
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$1,843,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Investment advisory and management fees	2018-08-31	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$1,522,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$1,666,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-08-31	$21,265
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-08-31	$5,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-08-31	$5,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$20
Expenses. Payments to insurance carriers foe the provision of benefits	2018-08-31	$134,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$41,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$704,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$795,596
Assets. Value of buildings and other operty used in plan operation at end of year	2018-08-31	$289
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-08-31	$900
Did the plan have assets held for investment	2018-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	No
Opinion of an independent qualified public accountant for this plan	2018-08-31	Unqualified
Accountancy firm name	2018-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2018-08-31	521518807
2017 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$78
Total income from all sources (including contributions)	2017-08-31	$877,960
Total of all expenses incurred	2017-08-31	$976,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$775,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$787,624
Value of total assets at end of year	2017-08-31	$1,843,996
Value of total assets at beginning of year	2017-08-31	$1,942,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$200,224
Total interest from all sources	2017-08-31	$5
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$40,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-08-31	$40,079
Administrative expenses professional fees incurred	2017-08-31	$42,229
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$125,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-08-31	$78
Administrative expenses (other) incurred	2017-08-31	$145,995
Total non interest bearing cash at end of year	2017-08-31	$171,477
Total non interest bearing cash at beginning of year	2017-08-31	$133,446
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$-98,072
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$1,843,996
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$1,942,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Investment advisory and management fees	2017-08-31	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$1,666,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$1,775,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-08-31	$5,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-08-31	$31,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-08-31	$31,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-08-31	$5
Expenses. Payments to insurance carriers foe the provision of benefits	2017-08-31	$121,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$50,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$662,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$654,791
Assets. Value of buildings and other operty used in plan operation at end of year	2017-08-31	$900
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-08-31	$1,510
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	No
Opinion of an independent qualified public accountant for this plan	2017-08-31	Unqualified
Accountancy firm name	2017-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2017-08-31	521518807
2016 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$78
Total income from all sources (including contributions)	2016-08-31	$778,899
Total of all expenses incurred	2016-08-31	$1,211,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$1,043,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$635,924
Value of total assets at end of year	2016-08-31	$1,942,146
Value of total assets at beginning of year	2016-08-31	$2,374,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$167,115
Total interest from all sources	2016-08-31	$4
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$46,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-31	$46,698
Administrative expenses professional fees incurred	2016-08-31	$31,561
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$500,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$130,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-08-31	$78
Other income not declared elsewhere	2016-08-31	$10
Administrative expenses (other) incurred	2016-08-31	$123,008
Total non interest bearing cash at end of year	2016-08-31	$133,446
Total non interest bearing cash at beginning of year	2016-08-31	$156,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$-432,104
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$1,942,068
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$2,374,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Investment advisory and management fees	2016-08-31	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$1,775,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$2,182,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-08-31	$31,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-08-31	$33,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-08-31	$33,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$4
Expenses. Payments to insurance carriers foe the provision of benefits	2016-08-31	$114,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$96,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$505,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$929,310
Contract administrator fees	2016-08-31	$546
Assets. Value of buildings and other operty used in plan operation at end of year	2016-08-31	$1,510
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-08-31	$2,145
Did the plan have assets held for investment	2016-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	No
Opinion of an independent qualified public accountant for this plan	2016-08-31	Unqualified
Accountancy firm name	2016-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2016-08-31	521518807
2015 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$339
Total income from all sources (including contributions)	2015-08-31	$579,343
Total of all expenses incurred	2015-08-31	$1,622,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$1,445,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$531,738
Value of total assets at end of year	2015-08-31	$2,374,172
Value of total assets at beginning of year	2015-08-31	$3,417,174
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$176,687
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$68,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-08-31	$68,452
Administrative expenses professional fees incurred	2015-08-31	$35,433
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$500,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Contributions received from participants	2015-08-31	$117,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-08-31	$339
Other income not declared elsewhere	2015-08-31	$469
Administrative expenses (other) incurred	2015-08-31	$126,845
Total non interest bearing cash at end of year	2015-08-31	$156,184
Total non interest bearing cash at beginning of year	2015-08-31	$166,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$-1,042,663
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$2,374,172
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$3,416,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Investment advisory and management fees	2015-08-31	$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$2,182,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$3,185,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-08-31	$33,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-08-31	$64,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-08-31	$64,935
Expenses. Payments to insurance carriers foe the provision of benefits	2015-08-31	$113,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-21,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$414,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$1,332,171
Contract administrator fees	2015-08-31	$2,409
Assets. Value of buildings and other operty used in plan operation at end of year	2015-08-31	$2,145
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-08-31	$579
Did the plan have assets held for investment	2015-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	No
Opinion of an independent qualified public accountant for this plan	2015-08-31	Unqualified
Accountancy firm name	2015-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2015-08-31	521518807
2014 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$65
Total income from all sources (including contributions)	2014-08-31	$859,770
Total of all expenses incurred	2014-08-31	$1,128,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$948,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$503,699
Value of total assets at end of year	2014-08-31	$3,417,174
Value of total assets at beginning of year	2014-08-31	$3,685,322
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$179,838
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$85,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-31	$85,894
Administrative expenses professional fees incurred	2014-08-31	$66,066
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$500,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$122,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-08-31	$339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-08-31	$65
Other income not declared elsewhere	2014-08-31	$1,146
Administrative expenses (other) incurred	2014-08-31	$102,752
Total non interest bearing cash at end of year	2014-08-31	$166,029
Total non interest bearing cash at beginning of year	2014-08-31	$3,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$-268,422
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$3,416,835
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$3,685,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Investment advisory and management fees	2014-08-31	$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$3,185,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$3,580,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-08-31	$64,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$99,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$99,622
Expenses. Payments to insurance carriers foe the provision of benefits	2014-08-31	$117,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$269,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Contributions received in cash from employer	2014-08-31	$381,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$830,588
Contract administrator fees	2014-08-31	$2,020
Assets. Value of buildings and other operty used in plan operation at end of year	2014-08-31	$579
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-08-31	$1,305
Did the plan have assets held for investment	2014-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	No
Opinion of an independent qualified public accountant for this plan	2014-08-31	Unqualified
Accountancy firm name	2014-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2014-08-31	521518807
2013 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$65
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$354
Total income from all sources (including contributions)	2013-08-31	$857,726
Total of all expenses incurred	2013-08-31	$1,264,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$1,099,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$736,551
Value of total assets at end of year	2013-08-31	$3,685,322
Value of total assets at beginning of year	2013-08-31	$4,091,981
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$164,651
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$104,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$104,521
Administrative expenses professional fees incurred	2013-08-31	$52,073
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$500,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$131,668
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-08-31	$65
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-08-31	$354
Administrative expenses (other) incurred	2013-08-31	$94,872
Total non interest bearing cash at end of year	2013-08-31	$3,689
Total non interest bearing cash at beginning of year	2013-08-31	$810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$-406,370
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$3,685,257
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$4,091,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Investment advisory and management fees	2013-08-31	$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$3,580,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$4,059,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$99,622
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$28,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$28,990
Expenses. Payments to insurance carriers foe the provision of benefits	2013-08-31	$106,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$16,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$604,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$993,407
Contract administrator fees	2013-08-31	$2,706
Assets. Value of buildings and other operty used in plan operation at end of year	2013-08-31	$1,305
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-08-31	$2,651
Did the plan have assets held for investment	2013-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	No
Opinion of an independent qualified public accountant for this plan	2013-08-31	Unqualified
Accountancy firm name	2013-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2013-08-31	521518807
2012 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$354
Total income from all sources (including contributions)	2012-08-31	$1,114,464
Total of all expenses incurred	2012-08-31	$1,231,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$1,053,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$755,639
Value of total assets at end of year	2012-08-31	$4,091,981
Value of total assets at beginning of year	2012-08-31	$4,208,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$177,300
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$126,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-08-31	$126,579
Administrative expenses professional fees incurred	2012-08-31	$63,232
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$500,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$128,265
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-08-31	$354
Other income not declared elsewhere	2012-08-31	$3,078
Administrative expenses (other) incurred	2012-08-31	$102,629
Total non interest bearing cash at end of year	2012-08-31	$810
Total non interest bearing cash at beginning of year	2012-08-31	$4,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$-116,769
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$4,091,627
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$4,208,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Investment advisory and management fees	2012-08-31	$9,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$4,059,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$4,153,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$28,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$43,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$43,802
Expenses. Payments to insurance carriers foe the provision of benefits	2012-08-31	$147,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$229,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$627,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$906,440
Contract administrator fees	2012-08-31	$2,439
Assets. Value of buildings and other operty used in plan operation at end of year	2012-08-31	$2,651
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-08-31	$5,940
Did the plan have assets held for investment	2012-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	No
Opinion of an independent qualified public accountant for this plan	2012-08-31	Unqualified
Accountancy firm name	2012-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2012-08-31	521518807
2011 : IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$2,889
Total income from all sources (including contributions)	2011-08-31	$1,247,193
Total of all expenses incurred	2011-08-31	$1,276,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$1,144,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$960,155
Value of total assets at end of year	2011-08-31	$4,208,396
Value of total assets at beginning of year	2011-08-31	$4,241,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$132,119
Total interest from all sources	2011-08-31	$311
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$131,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-08-31	$131,258
Administrative expenses professional fees incurred	2011-08-31	$60,009
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$500,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$138,758
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-08-31	$2,889
Other income not declared elsewhere	2011-08-31	$2,897
Administrative expenses (other) incurred	2011-08-31	$54,518
Total non interest bearing cash at end of year	2011-08-31	$4,870
Total non interest bearing cash at beginning of year	2011-08-31	$2,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$-29,764
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$4,208,396
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$4,238,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Investment advisory and management fees	2011-08-31	$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$4,153,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$3,769,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$43,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$460,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$460,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$311
Expenses. Payments to insurance carriers foe the provision of benefits	2011-08-31	$128,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$152,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$821,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$1,016,729
Contract administrator fees	2011-08-31	$2,592
Assets. Value of buildings and other operty used in plan operation at end of year	2011-08-31	$5,940
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-08-31	$7,667
Did the plan have assets held for investment	2011-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	No
Opinion of an independent qualified public accountant for this plan	2011-08-31	Unqualified
Accountancy firm name	2011-08-31	TURNBULL, HOOVER, & KAHL, P.A.
Accountancy firm EIN	2011-08-31	521518807

Form 5500 Responses for IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN

2022: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Multi-employer plan
2022-09-01	Plan is a collectively bargained plan	Yes
2022-09-01	Plan funding arrangement – Trust	Yes
2022-09-01	Plan benefit arrangement – Insurance	Yes
2022-09-01	Plan benefit arrangement - Trust	Yes
2021: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Multi-employer plan
2021-09-01	Plan is a collectively bargained plan	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Multi-employer plan
2020-09-01	Plan is a collectively bargained plan	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Multi-employer plan
2019-09-01	Plan is a collectively bargained plan	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Multi-employer plan
2018-09-01	Plan is a collectively bargained plan	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Multi-employer plan
2017-09-01	Plan is a collectively bargained plan	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Multi-employer plan
2016-09-01	Plan is a collectively bargained plan	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Multi-employer plan
2015-09-01	Plan is a collectively bargained plan	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Multi-employer plan
2014-09-01	Plan is a collectively bargained plan	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Multi-employer plan
2013-09-01	Submission has been amended	Yes
2013-09-01	Plan is a collectively bargained plan	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Multi-employer plan
2012-09-01	Plan is a collectively bargained plan	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Multi-employer plan
2011-09-01	Plan is a collectively bargained plan	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Multi-employer plan
2010-09-01	Plan is a collectively bargained plan	Yes
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement – Insurance	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: IRON WORKERS LOCAL NO. 568 HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Multi-employer plan
2009-09-01	Plan is a collectively bargained plan	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )

Policy contract number

CLI70612

Policy instance

Insurance contract or identification number	CLI70612
Number of Individuals Covered	73
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $6,991
Welfare Benefit Premiums Paid to Carrier	USD $95,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,991
Insurance broker organization code?	3

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )

Policy contract number

GL163230

Policy instance

Insurance contract or identification number	GL163230
Number of Individuals Covered	73
Insurance policy start date	2022-12-01
Insurance policy end date	2023-11-30
Total amount of commissions paid to insurance broker	USD $708
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $4,723
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $708
Insurance broker organization code?	3

COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )

Policy contract number

CLI70612

Policy instance

Insurance contract or identification number	CLI70612
Number of Individuals Covered	80
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $6,486
Welfare Benefit Premiums Paid to Carrier	USD $81,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,486
Insurance broker organization code?	3

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )

Policy contract number

GL163230

Policy instance

Insurance contract or identification number	GL163230
Number of Individuals Covered	80
Insurance policy start date	2022-01-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $503
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $3,356
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $503
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

BN0327

Policy instance

Insurance contract or identification number	BN0327
Number of Individuals Covered	85
Insurance policy start date	2020-09-01
Insurance policy end date	2020-11-30
Total amount of commissions paid to insurance broker	USD $192
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $1,275
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $192
Insurance broker organization code?	3

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )

Policy contract number

GL163230

Policy instance

Insurance contract or identification number	GL163230
Number of Individuals Covered	85
Insurance policy start date	2021-01-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $609
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $4,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $609
Insurance broker organization code?	3

COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )

Policy contract number

CLI70612

Policy instance

Insurance contract or identification number	CLI70612
Number of Individuals Covered	85
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $4,473
Welfare Benefit Premiums Paid to Carrier	USD $89,452
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,473
Insurance broker organization code?	3

COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )

Policy contract number

CLI70612

Policy instance

Insurance contract or identification number	CLI70612
Number of Individuals Covered	85
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $6,482
Welfare Benefit Premiums Paid to Carrier	USD $129,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,482
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

BN0327

Policy instance

Insurance contract or identification number	BN0327
Number of Individuals Covered	85
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $685
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $4,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $685
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

BN0327

Policy instance

Insurance contract or identification number	BN0327
Number of Individuals Covered	95
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $839
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $5,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $839
Insurance broker organization code?	3

COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )

Policy contract number

CLI70612

Policy instance

Insurance contract or identification number	CLI70612
Number of Individuals Covered	95
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $6,736
Welfare Benefit Premiums Paid to Carrier	USD $134,713
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,736
Insurance broker organization code?	3

COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )

Policy contract number

CLI70612

Policy instance

Insurance contract or identification number	CLI70612
Number of Individuals Covered	99
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Welfare Benefit Premiums Paid to Carrier	USD $122,828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

BN0327

Policy instance

Insurance contract or identification number	BN0327
Number of Individuals Covered	99
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $823
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $5,551
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010042155000

Policy instance

Insurance contract or identification number	000010042155000
Number of Individuals Covered	92
Insurance policy start date	2014-04-01
Insurance policy end date	2015-03-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISABILITY
Welfare Benefit Premiums Paid to Carrier	USD $6,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )

Policy contract number

CLI70612

Policy instance

Insurance contract or identification number	CLI70612
Number of Individuals Covered	83
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $5,012
Welfare Benefit Premiums Paid to Carrier	USD $100,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,012
Insurance broker organization code?	3
Insurance broker name	NATIONAL BROKERAGE SERVICES

COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )

Policy contract number

CLI70612

Policy instance

Insurance contract or identification number	CLI70612
Number of Individuals Covered	110
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $5,098
Welfare Benefit Premiums Paid to Carrier	USD $101,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,098
Insurance broker organization code?	3
Insurance broker name	NATIONAL BROKERAGE SERVICES

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010042155000

Policy instance

Insurance contract or identification number	000010042155000
Number of Individuals Covered	98
Insurance policy start date	2013-04-01
Insurance policy end date	2014-03-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISABILITY
Welfare Benefit Premiums Paid to Carrier	USD $7,745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )

Policy contract number

949-1481

Policy instance

Insurance contract or identification number	949-1481
Number of Individuals Covered	108
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $6,895
Welfare Benefit Premiums Paid to Carrier	USD $137,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,895
Insurance broker organization code?	3
Insurance broker name	NATIONAL BROKERAGE SERVICES

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010042155000

Policy instance

Insurance contract or identification number	000010042155000
Number of Individuals Covered	101
Insurance policy start date	2012-04-01
Insurance policy end date	2013-03-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH & DISABILITY
Welfare Benefit Premiums Paid to Carrier	USD $8,441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010042155000

Policy instance

Insurance contract or identification number	000010042155000
Number of Individuals Covered	125
Insurance policy start date	2011-04-01
Insurance policy end date	2012-03-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH DISABILITY
Welfare Benefit Premiums Paid to Carrier	USD $9,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )

Policy contract number

280-9866

Policy instance

Insurance contract or identification number	280-9866
Number of Individuals Covered	131
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,012
Welfare Benefit Premiums Paid to Carrier	USD $120,242
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )

Policy contract number

280-9591

Policy instance

Insurance contract or identification number	280-9591
Number of Individuals Covered	129
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,117
Welfare Benefit Premiums Paid to Carrier	USD $122,347
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

000010042155000

Policy instance

Insurance contract or identification number	000010042155000
Number of Individuals Covered	118
Insurance policy start date	2010-04-01
Insurance policy end date	2011-03-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH DISABILITY
Welfare Benefit Premiums Paid to Carrier	USD $8,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	JOINT BOARD OF TRUSTEES FOR IRON WORKERS LOCAL 568 WELFARE FUND
Employer identification number (EIN):	526112461
NAIC Classification:	238900