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ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 401k Plan overview

Plan NameASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN
Plan identification number 002

ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BD TEES ASBESTOS WRKS L 24 PEN FD has sponsored the creation of one or more 401k plans.

Company Name:BD TEES ASBESTOS WRKS L 24 PEN FD
Employer identification number (EIN):526117923
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01BRIAN S. CAVEY2024-04-05 SEAN MCLAUGHLIN2024-04-05
0022021-07-01BRIAN S. CAVEY2023-04-16 JASON BROWN2023-04-14
0022020-07-01BRIAN S. CAVEY2022-04-18 STEVE PUMPHREY2022-04-18
0022019-07-01BRIAN S. CAVEY2021-03-22 KEVIN ORCHARD2021-03-22
0022018-07-01BRIAN S. CAVEY2020-03-25 KEVIN ORCHARD2020-04-14
0022017-07-01BRIAN S. CAVEY2019-03-25 RICK SCHMID2019-03-25
0022016-07-01
0022015-07-01LINO CRESSOTTI
0022014-07-01LINO CRESSOTTI
0022014-07-01LINO CRESSOTTI
0022013-07-01LINO CRESSOTTI
0022012-07-01LINO CRESSOTTI
0022011-07-01LINO CRESSOTTI
0022010-07-01LINO CRESSOTTI
0022009-07-01LINO CRESSOTTI DAVID TRUMBLE2011-04-15

Plan Statistics for ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN

401k plan membership statisitcs for ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN

Measure Date Value
2022: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-012,017
Total number of active participants reported on line 7a of the Form 55002022-07-011,867
Number of retired or separated participants receiving benefits2022-07-014
Number of other retired or separated participants entitled to future benefits2022-07-0171
Total of all active and inactive participants2022-07-011,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-011,942
Number of participants with account balances2022-07-011,942
Number of employers contributing to the scheme2022-07-0127
2021: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-012,014
Total number of active participants reported on line 7a of the Form 55002021-07-011,941
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-0174
Total of all active and inactive participants2021-07-012,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-012,017
Number of participants with account balances2021-07-012,017
Number of employers contributing to the scheme2021-07-0122
2020: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-012,077
Total number of active participants reported on line 7a of the Form 55002020-07-011,936
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-0176
Total of all active and inactive participants2020-07-012,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-012,014
Number of participants with account balances2020-07-012,014
Number of employers contributing to the scheme2020-07-0123
2019: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,734
Total number of active participants reported on line 7a of the Form 55002019-07-011,987
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-0189
Total of all active and inactive participants2019-07-012,077
Total participants2019-07-012,077
Number of participants with account balances2019-07-012,077
Number of employers contributing to the scheme2019-07-0121
2018: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-012,687
Total number of active participants reported on line 7a of the Form 55002018-07-011,627
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-01106
Total of all active and inactive participants2018-07-011,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-011,734
Number of participants with account balances2018-07-011,734
Number of employers contributing to the scheme2018-07-0127
2017: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,407
Total number of active participants reported on line 7a of the Form 55002017-07-012,514
Number of other retired or separated participants entitled to future benefits2017-07-01157
Total of all active and inactive participants2017-07-012,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0116
Total participants2017-07-012,687
Number of participants with account balances2017-07-012,687
Number of employers contributing to the scheme2017-07-0127
2016: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01714
Total number of active participants reported on line 7a of the Form 55002016-07-01788
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01613
Total of all active and inactive participants2016-07-011,401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-016
Total participants2016-07-011,407
Number of participants with account balances2016-07-011,407
Number of employers contributing to the scheme2016-07-0125
2015: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01696
Total number of active participants reported on line 7a of the Form 55002015-07-01568
Number of other retired or separated participants entitled to future benefits2015-07-01142
Total of all active and inactive participants2015-07-01710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-01714
Number of participants with account balances2015-07-01714
Number of employers contributing to the scheme2015-07-0125
2014: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01696
Total number of active participants reported on line 7a of the Form 55002014-07-01506
Number of other retired or separated participants entitled to future benefits2014-07-01176
Total of all active and inactive participants2014-07-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0114
Total participants2014-07-01696
Number of participants with account balances2014-07-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
Number of employers contributing to the scheme2014-07-0124
2013: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01703
Total number of active participants reported on line 7a of the Form 55002013-07-01456
Number of other retired or separated participants entitled to future benefits2013-07-01155
Total of all active and inactive participants2013-07-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0115
Total participants2013-07-01626
Number of participants with account balances2013-07-01526
Number of employers contributing to the scheme2013-07-0130
2012: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01745
Total number of active participants reported on line 7a of the Form 55002012-07-01497
Number of other retired or separated participants entitled to future benefits2012-07-01191
Total of all active and inactive participants2012-07-01688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0115
Total participants2012-07-01703
Number of participants with account balances2012-07-01530
Number of employers contributing to the scheme2012-07-0138
2011: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01747
Total number of active participants reported on line 7a of the Form 55002011-07-01525
Number of other retired or separated participants entitled to future benefits2011-07-01206
Total of all active and inactive participants2011-07-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0114
Total participants2011-07-01745
Number of participants with account balances2011-07-01745
Number of employers contributing to the scheme2011-07-0133
2010: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01795
Total number of active participants reported on line 7a of the Form 55002010-07-01512
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01223
Total of all active and inactive participants2010-07-01735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0112
Total participants2010-07-01747
Number of participants with account balances2010-07-01747
Number of employers contributing to the scheme2010-07-0132
2009: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01782
Total number of active participants reported on line 7a of the Form 55002009-07-01533
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-01248
Total of all active and inactive participants2009-07-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0113
Total participants2009-07-01795
Number of participants with account balances2009-07-01795
Number of employers contributing to the scheme2009-07-0139

Financial Data on ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN

Measure Date Value
2023 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$7,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$19,126
Total income from all sources (including contributions)2023-06-30$4,120,724
Total of all expenses incurred2023-06-30$1,917,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,717,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$2,482,755
Value of total assets at end of year2023-06-30$23,602,472
Value of total assets at beginning of year2023-06-30$21,411,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$200,828
Total interest from all sources2023-06-30$26,003
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$6,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$6,054
Administrative expenses professional fees incurred2023-06-30$21,772
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$218,810
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$253,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$4,175
Other income not declared elsewhere2023-06-30$37,277
Administrative expenses (other) incurred2023-06-30$19,879
Liabilities. Value of operating payables at end of year2023-06-30$7,617
Liabilities. Value of operating payables at beginning of year2023-06-30$14,951
Total non interest bearing cash at end of year2023-06-30$79,383
Total non interest bearing cash at beginning of year2023-06-30$49,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$2,202,861
Value of net assets at end of year (total assets less liabilities)2023-06-30$23,594,855
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$21,391,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$132,187
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$301,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$268,174
Value of interest in pooled separate accounts at end of year2023-06-30$21,346,633
Value of interest in pooled separate accounts at beginning of year2023-06-30$19,103,043
Interest earned on other investments2023-06-30$26,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,476,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$1,422,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$10,936
Net investment gain/loss from pooled separate accounts2023-06-30$1,557,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$2,482,755
Employer contributions (assets) at end of year2023-06-30$179,174
Employer contributions (assets) at beginning of year2023-06-30$314,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,717,035
Contract administrator fees2023-06-30$26,990
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2023-06-30611436956
2022 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$19,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$5,837
Total income from all sources (including contributions)2022-06-30$1,143,932
Total of all expenses incurred2022-06-30$1,592,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,391,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$3,038,129
Value of total assets at end of year2022-06-30$21,411,120
Value of total assets at beginning of year2022-06-30$21,846,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$200,823
Total interest from all sources2022-06-30$20,410
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$1,600
Administrative expenses professional fees incurred2022-06-30$27,943
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$253,657
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$263,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$4,175
Other income not declared elsewhere2022-06-30$35,849
Administrative expenses (other) incurred2022-06-30$7,103
Liabilities. Value of operating payables at end of year2022-06-30$14,951
Liabilities. Value of operating payables at beginning of year2022-06-30$5,837
Total non interest bearing cash at end of year2022-06-30$49,263
Total non interest bearing cash at beginning of year2022-06-30$103,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-448,238
Value of net assets at end of year (total assets less liabilities)2022-06-30$21,391,994
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$21,840,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$138,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$268,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$285,288
Value of interest in pooled separate accounts at end of year2022-06-30$19,103,043
Value of interest in pooled separate accounts at beginning of year2022-06-30$19,287,277
Interest earned on other investments2022-06-30$20,410
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$268,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,422,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$991,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-19,031
Net investment gain/loss from pooled separate accounts2022-06-30$-1,933,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$3,038,129
Employer contributions (assets) at end of year2022-06-30$314,443
Employer contributions (assets) at beginning of year2022-06-30$645,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,391,347
Contract administrator fees2022-06-30$27,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-06-30611436956
2021 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$5,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$24,642
Total income from all sources (including contributions)2021-06-30$6,754,571
Total of all expenses incurred2021-06-30$5,460,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$5,274,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,816,327
Value of total assets at end of year2021-06-30$21,846,069
Value of total assets at beginning of year2021-06-30$20,570,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$185,537
Total interest from all sources2021-06-30$14,895
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$3,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$3,621
Administrative expenses professional fees incurred2021-06-30$22,849
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$543
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$263,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$160,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$13,888
Other income not declared elsewhere2021-06-30$32,726
Administrative expenses (other) incurred2021-06-30$4,487
Liabilities. Value of operating payables at end of year2021-06-30$5,837
Liabilities. Value of operating payables at beginning of year2021-06-30$10,754
Total non interest bearing cash at end of year2021-06-30$103,469
Total non interest bearing cash at beginning of year2021-06-30$233,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,294,207
Value of net assets at end of year (total assets less liabilities)2021-06-30$21,840,232
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$20,546,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$131,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$285,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$209,812
Value of interest in pooled separate accounts at end of year2021-06-30$19,287,277
Value of interest in pooled separate accounts at beginning of year2021-06-30$17,954,143
Interest earned on other investments2021-06-30$14,895
Value of interest in common/collective trusts at end of year2021-06-30$268,883
Value of interest in common/collective trusts at beginning of year2021-06-30$269,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$991,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,458,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$9,093
Net investment gain/loss from pooled separate accounts2021-06-30$3,878,645
Net investment gain or loss from common/collective trusts2021-06-30$-736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$2,815,784
Employer contributions (assets) at end of year2021-06-30$645,735
Employer contributions (assets) at beginning of year2021-06-30$284,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$5,274,827
Contract administrator fees2021-06-30$26,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30NOVAK FRANCELLA LLC
Accountancy firm EIN2021-06-30611436956
2020 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$0
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$24,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$15,158
Total income from all sources (including contributions)2020-06-30$2,765,018
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$4,347,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$4,166,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,192,354
Value of total assets at end of year2020-06-30$20,570,667
Value of total assets at beginning of year2020-06-30$22,143,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$180,809
Total interest from all sources2020-06-30$21,825
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$6,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$6,408
Administrative expenses professional fees incurred2020-06-30$23,382
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$37,944
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$160,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$125,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$13,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$10,817
Other income not declared elsewhere2020-06-30$34,603
Administrative expenses (other) incurred2020-06-30$10,321
Liabilities. Value of operating payables at end of year2020-06-30$10,754
Liabilities. Value of operating payables at beginning of year2020-06-30$4,341
Total non interest bearing cash at end of year2020-06-30$233,023
Total non interest bearing cash at beginning of year2020-06-30$630,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-1,582,660
Value of net assets at end of year (total assets less liabilities)2020-06-30$20,546,025
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$22,128,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$121,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$209,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$211,418
Value of interest in pooled separate accounts at end of year2020-06-30$17,954,143
Value of interest in pooled separate accounts at beginning of year2020-06-30$19,535,799
Interest earned on other investments2020-06-30$21,825
Value of interest in common/collective trusts at end of year2020-06-30$269,617
Value of interest in common/collective trusts at beginning of year2020-06-30$247,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,458,647
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,141,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-6,407
Net investment gain/loss from pooled separate accounts2020-06-30$494,494
Net investment gain or loss from common/collective trusts2020-06-30$21,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$2,154,410
Employer contributions (assets) at end of year2020-06-30$284,434
Employer contributions (assets) at beginning of year2020-06-30$250,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$4,166,869
Contract administrator fees2020-06-30$25,955
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2020-06-30814643077
2019 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$15,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$37,198
Total income from all sources (including contributions)2019-06-30$3,174,552
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$3,366,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$3,243,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,243,622
Value of total assets at end of year2019-06-30$22,143,843
Value of total assets at beginning of year2019-06-30$22,357,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$123,171
Total interest from all sources2019-06-30$18,611
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$12,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$12,725
Administrative expenses professional fees incurred2019-06-30$17,379
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$125,306
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$25,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$10,817
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$7,457
Other income not declared elsewhere2019-06-30$19,314
Administrative expenses (other) incurred2019-06-30$6,851
Liabilities. Value of operating payables at end of year2019-06-30$4,341
Liabilities. Value of operating payables at beginning of year2019-06-30$29,741
Total non interest bearing cash at end of year2019-06-30$630,960
Total non interest bearing cash at beginning of year2019-06-30$3,503,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-191,837
Value of net assets at end of year (total assets less liabilities)2019-06-30$22,128,685
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$22,320,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$73,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$211,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$181,531
Value of interest in pooled separate accounts at end of year2019-06-30$19,535,799
Value of interest in pooled separate accounts at beginning of year2019-06-30$16,687,644
Interest earned on other investments2019-06-30$18,611
Value of interest in common/collective trusts at end of year2019-06-30$247,878
Value of interest in common/collective trusts at beginning of year2019-06-30$805,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,141,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$923,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$10,894
Net investment gain/loss from pooled separate accounts2019-06-30$826,592
Net investment gain or loss from common/collective trusts2019-06-30$42,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$2,243,622
Employer contributions (assets) at end of year2019-06-30$250,763
Employer contributions (assets) at beginning of year2019-06-30$230,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$3,243,218
Contract administrator fees2019-06-30$25,193
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2019-06-30814643077
2018 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$37,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$13,417
Total income from all sources (including contributions)2018-06-30$6,520,401
Total of all expenses incurred2018-06-30$1,835,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,739,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$5,166,870
Value of total assets at end of year2018-06-30$22,357,720
Value of total assets at beginning of year2018-06-30$17,648,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$95,782
Total interest from all sources2018-06-30$11,464
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$7,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$7,553
Administrative expenses professional fees incurred2018-06-30$17,131
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$25,248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$236,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$7,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$4,791
Other income not declared elsewhere2018-06-30$13,760
Administrative expenses (other) incurred2018-06-30$4,808
Liabilities. Value of operating payables at end of year2018-06-30$29,741
Liabilities. Value of operating payables at beginning of year2018-06-30$8,626
Total non interest bearing cash at end of year2018-06-30$3,503,986
Total non interest bearing cash at beginning of year2018-06-30$864,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$4,685,340
Value of net assets at end of year (total assets less liabilities)2018-06-30$22,320,522
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$17,635,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$49,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$181,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$121,780
Value of interest in pooled separate accounts at end of year2018-06-30$16,687,644
Value of interest in pooled separate accounts at beginning of year2018-06-30$14,973,318
Interest earned on other investments2018-06-30$11,464
Value of interest in common/collective trusts at end of year2018-06-30$805,085
Value of interest in common/collective trusts at beginning of year2018-06-30$153,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$923,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$700,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$5,647
Net investment gain/loss from pooled separate accounts2018-06-30$1,323,495
Net investment gain or loss from common/collective trusts2018-06-30$-8,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$5,166,870
Employer contributions (assets) at end of year2018-06-30$230,562
Employer contributions (assets) at beginning of year2018-06-30$598,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,739,279
Contract administrator fees2018-06-30$24,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2018-06-30814643077
2017 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$13,417
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$17,700
Total income from all sources (including contributions)2017-06-30$4,148,121
Total of all expenses incurred2017-06-30$1,080,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$976,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$2,667,271
Value of total assets at end of year2017-06-30$17,648,599
Value of total assets at beginning of year2017-06-30$14,585,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$104,052
Total interest from all sources2017-06-30$11,179
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$4,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$4,835
Administrative expenses professional fees incurred2017-06-30$20,546
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$236,176
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$1,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$4,791
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$2,300
Other income not declared elsewhere2017-06-30$14,184
Administrative expenses (other) incurred2017-06-30$9,423
Liabilities. Value of operating payables at end of year2017-06-30$8,626
Liabilities. Value of operating payables at beginning of year2017-06-30$15,400
Total non interest bearing cash at end of year2017-06-30$864,482
Total non interest bearing cash at beginning of year2017-06-30$128,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,067,596
Value of net assets at end of year (total assets less liabilities)2017-06-30$17,635,182
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$14,567,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$49,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$121,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$115,028
Value of interest in pooled separate accounts at end of year2017-06-30$14,973,318
Value of interest in pooled separate accounts at beginning of year2017-06-30$13,163,306
Interest earned on other investments2017-06-30$11,179
Value of interest in common/collective trusts at end of year2017-06-30$153,473
Value of interest in common/collective trusts at beginning of year2017-06-30$153,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$700,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$912,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$11,589
Net investment gain/loss from pooled separate accounts2017-06-30$1,439,538
Net investment gain or loss from common/collective trusts2017-06-30$-475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$2,667,271
Employer contributions (assets) at end of year2017-06-30$598,461
Employer contributions (assets) at beginning of year2017-06-30$110,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$976,473
Contract administrator fees2017-06-30$24,699
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30WEYRICH, CRONIN & SORRA
Accountancy firm EIN2017-06-30814643077
2016 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$17,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$42,085
Total income from all sources (including contributions)2016-06-30$1,272,792
Total of all expenses incurred2016-06-30$1,149,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,049,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,115,189
Value of total assets at end of year2016-06-30$14,585,286
Value of total assets at beginning of year2016-06-30$14,486,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$100,708
Total interest from all sources2016-06-30$11,794
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$7,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$7,670
Administrative expenses professional fees incurred2016-06-30$22,584
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$1,595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$1,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$2,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$25,907
Other income not declared elsewhere2016-06-30$15,813
Administrative expenses (other) incurred2016-06-30$44,767
Liabilities. Value of operating payables at end of year2016-06-30$15,400
Liabilities. Value of operating payables at beginning of year2016-06-30$16,178
Total non interest bearing cash at end of year2016-06-30$128,528
Total non interest bearing cash at beginning of year2016-06-30$313,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$122,955
Value of net assets at end of year (total assets less liabilities)2016-06-30$14,567,586
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$14,444,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$8,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$115,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$155,007
Value of interest in pooled separate accounts at end of year2016-06-30$13,163,306
Value of interest in pooled separate accounts at beginning of year2016-06-30$12,726,052
Interest earned on other investments2016-06-30$11,794
Value of interest in common/collective trusts at end of year2016-06-30$153,948
Value of interest in common/collective trusts at beginning of year2016-06-30$349,926
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$912,303
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$797,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$3,167
Net investment gain/loss from pooled separate accounts2016-06-30$105,137
Net investment gain or loss from common/collective trusts2016-06-30$14,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,115,189
Employer contributions (assets) at end of year2016-06-30$110,578
Employer contributions (assets) at beginning of year2016-06-30$143,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,049,129
Contract administrator fees2016-06-30$24,637
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2016-06-30232586736
2015 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$42,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$19,724
Total income from all sources (including contributions)2015-06-30$1,494,081
Total of all expenses incurred2015-06-30$1,266,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,150,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,178,630
Value of total assets at end of year2015-06-30$14,486,716
Value of total assets at beginning of year2015-06-30$14,236,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$115,811
Total interest from all sources2015-06-30$12,802
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$12,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$12,029
Administrative expenses professional fees incurred2015-06-30$19,772
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$28,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$1,595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$1,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$25,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$5,040
Other income not declared elsewhere2015-06-30$-4,786
Administrative expenses (other) incurred2015-06-30$64,817
Liabilities. Value of operating payables at end of year2015-06-30$16,178
Liabilities. Value of operating payables at beginning of year2015-06-30$14,684
Total non interest bearing cash at end of year2015-06-30$313,642
Total non interest bearing cash at beginning of year2015-06-30$137,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$227,645
Value of net assets at end of year (total assets less liabilities)2015-06-30$14,444,631
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$14,216,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$6,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$155,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$168,621
Value of interest in pooled separate accounts at end of year2015-06-30$12,726,052
Value of interest in pooled separate accounts at beginning of year2015-06-30$12,551,807
Interest earned on other investments2015-06-30$12,802
Value of interest in common/collective trusts at end of year2015-06-30$349,926
Value of interest in common/collective trusts at beginning of year2015-06-30$343,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$797,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$836,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-4,738
Net investment gain/loss from pooled separate accounts2015-06-30$293,660
Net investment gain or loss from common/collective trusts2015-06-30$6,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,149,691
Employer contributions (assets) at end of year2015-06-30$143,455
Employer contributions (assets) at beginning of year2015-06-30$196,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,150,625
Contract administrator fees2015-06-30$24,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2015-06-30232586736
2014 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$19,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$14,268
Total income from all sources (including contributions)2014-06-30$2,896,753
Total of all expenses incurred2014-06-30$1,581,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,471,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,047,913
Value of total assets at end of year2014-06-30$14,236,710
Value of total assets at beginning of year2014-06-30$12,916,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$109,846
Total interest from all sources2014-06-30$15,523
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$5,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$5,043
Administrative expenses professional fees incurred2014-06-30$14,247
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$705,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$1,347
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$1,595
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$2,087
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$5,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$492
Other income not declared elsewhere2014-06-30$63,353
Administrative expenses (other) incurred2014-06-30$66,513
Liabilities. Value of operating payables at end of year2014-06-30$14,684
Liabilities. Value of operating payables at beginning of year2014-06-30$13,776
Total non interest bearing cash at end of year2014-06-30$137,901
Total non interest bearing cash at beginning of year2014-06-30$93,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,315,066
Value of net assets at end of year (total assets less liabilities)2014-06-30$14,216,986
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$12,901,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$5,246
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$168,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$146,141
Value of interest in pooled separate accounts at end of year2014-06-30$12,551,807
Value of interest in pooled separate accounts at beginning of year2014-06-30$11,126,222
Interest earned on other investments2014-06-30$15,523
Value of interest in common/collective trusts at end of year2014-06-30$343,442
Value of interest in common/collective trusts at beginning of year2014-06-30$329,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$836,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,009,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$21,243
Net investment gain/loss from pooled separate accounts2014-06-30$1,729,405
Net investment gain or loss from common/collective trusts2014-06-30$14,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,046,566
Employer contributions (assets) at end of year2014-06-30$196,747
Employer contributions (assets) at beginning of year2014-06-30$209,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,471,841
Contract administrator fees2014-06-30$23,840
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2014-06-30232586736
2013 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$14,268
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$15,472
Total income from all sources (including contributions)2013-06-30$2,398,586
Total of all expenses incurred2013-06-30$2,036,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,901,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$987,326
Value of total assets at end of year2013-06-30$12,916,188
Value of total assets at beginning of year2013-06-30$12,555,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$134,419
Total interest from all sources2013-06-30$21,509
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$2,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$2,670
Administrative expenses professional fees incurred2013-06-30$23,923
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$705,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$2,087
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$3,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$492
Other income not declared elsewhere2013-06-30$73,173
Administrative expenses (other) incurred2013-06-30$84,210
Liabilities. Value of operating payables at end of year2013-06-30$13,776
Liabilities. Value of operating payables at beginning of year2013-06-30$14,980
Total non interest bearing cash at end of year2013-06-30$93,562
Total non interest bearing cash at beginning of year2013-06-30$80,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$362,255
Value of net assets at end of year (total assets less liabilities)2013-06-30$12,901,920
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$12,539,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$3,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$146,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$111,813
Value of interest in pooled separate accounts at end of year2013-06-30$11,126,222
Value of interest in pooled separate accounts at beginning of year2013-06-30$10,492,333
Interest earned on other investments2013-06-30$21,509
Value of interest in common/collective trusts at end of year2013-06-30$329,169
Value of interest in common/collective trusts at beginning of year2013-06-30$380,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,009,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,207,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$18,513
Net investment gain/loss from pooled separate accounts2013-06-30$1,296,442
Net investment gain or loss from common/collective trusts2013-06-30$-1,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$987,326
Employer contributions (assets) at end of year2013-06-30$209,130
Employer contributions (assets) at beginning of year2013-06-30$280,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,901,912
Contract administrator fees2013-06-30$22,704
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2013-06-30232586736
2012 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$15,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$150,119
Total income from all sources (including contributions)2012-06-30$1,479,580
Total of all expenses incurred2012-06-30$1,311,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,187,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,292,353
Value of total assets at end of year2012-06-30$12,555,137
Value of total assets at beginning of year2012-06-30$12,522,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$123,997
Total interest from all sources2012-06-30$29,583
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$2,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$2,286
Administrative expenses professional fees incurred2012-06-30$27,480
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$705,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$23,430
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$3,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$5,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$492
Other income not declared elsewhere2012-06-30$81,051
Administrative expenses (other) incurred2012-06-30$68,306
Liabilities. Value of operating payables at end of year2012-06-30$14,980
Liabilities. Value of operating payables at beginning of year2012-06-30$149,627
Total non interest bearing cash at end of year2012-06-30$80,337
Total non interest bearing cash at beginning of year2012-06-30$290,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$167,783
Value of net assets at end of year (total assets less liabilities)2012-06-30$12,539,665
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$12,371,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$5,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$111,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$119,084
Value of interest in pooled separate accounts at end of year2012-06-30$10,492,333
Value of interest in pooled separate accounts at beginning of year2012-06-30$10,563,618
Interest earned on other investments2012-06-30$29,583
Value of interest in common/collective trusts at end of year2012-06-30$380,216
Value of interest in common/collective trusts at beginning of year2012-06-30$353,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,207,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,056,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-2,569
Net investment gain/loss from pooled separate accounts2012-06-30$50,574
Net investment gain or loss from common/collective trusts2012-06-30$26,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,268,923
Employer contributions (assets) at end of year2012-06-30$280,064
Employer contributions (assets) at beginning of year2012-06-30$133,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,187,800
Contract administrator fees2012-06-30$22,931
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2012-06-30232586736
2011 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$150,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$153,787
Total income from all sources (including contributions)2011-06-30$3,508,452
Total of all expenses incurred2011-06-30$2,431,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,313,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,230,074
Value of total assets at end of year2011-06-30$12,522,001
Value of total assets at beginning of year2011-06-30$11,448,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$117,630
Total interest from all sources2011-06-30$27,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$22,511
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$705,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$5,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$12,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$492
Other income not declared elsewhere2011-06-30$29,439
Administrative expenses (other) incurred2011-06-30$71,588
Liabilities. Value of operating payables at end of year2011-06-30$149,627
Liabilities. Value of operating payables at beginning of year2011-06-30$153,295
Total non interest bearing cash at end of year2011-06-30$290,841
Total non interest bearing cash at beginning of year2011-06-30$433,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,077,321
Value of net assets at end of year (total assets less liabilities)2011-06-30$12,371,882
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$11,294,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$4,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$119,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$102,934
Value of interest in pooled separate accounts at end of year2011-06-30$10,563,618
Value of interest in pooled separate accounts at beginning of year2011-06-30$9,321,964
Interest earned on other investments2011-06-30$27,531
Value of interest in common/collective trusts at end of year2011-06-30$353,914
Value of interest in common/collective trusts at beginning of year2011-06-30$340,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,056,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,082,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$24,173
Net investment gain/loss from pooled separate accounts2011-06-30$2,183,970
Net investment gain or loss from common/collective trusts2011-06-30$13,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,230,074
Employer contributions (assets) at end of year2011-06-30$133,381
Employer contributions (assets) at beginning of year2011-06-30$155,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,313,501
Contract administrator fees2011-06-30$19,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30DANIEL A. WINTERS & COMPANY, CPAS
Accountancy firm EIN2011-06-30232586736
2010 : ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN

2022: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedYes
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: ASBESTOS WORKERS L 24 DEF CONTRIB PEN PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038649
Policy instance 1
Insurance contract or identification number038649
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038649
Policy instance 1
Insurance contract or identification number038649
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038649
Policy instance 1
Insurance contract or identification number038649
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038649
Policy instance 1
Insurance contract or identification number038649
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038649
Policy instance 1
Insurance contract or identification number038649
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038649
Policy instance 1
Insurance contract or identification number038649
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038649
Policy instance 1
Insurance contract or identification number038649
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038649
Policy instance 1
Insurance contract or identification number038649
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038649
Policy instance 1
Insurance contract or identification number038649
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038649
Policy instance 1
Insurance contract or identification number038649
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038649
Policy instance 1
Insurance contract or identification number038649
Number of Individuals Covered566
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038649
Policy instance 1
Insurance contract or identification number038649
Number of Individuals Covered556
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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