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IRONWORKERS LOCAL 549-550 PENSION PLAN 401k Plan overview

Plan NameIRONWORKERS LOCAL 549-550 PENSION PLAN
Plan identification number 001

IRONWORKERS LOCAL 549-550 PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

IRONWORKERS LOCAL 549-550 PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:IRONWORKERS LOCAL 549-550 PENSION PLAN
Employer identification number (EIN):556027928
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRONWORKERS LOCAL 549-550 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012018-04-01
0012017-04-01BENGY SWANSON
0012016-04-01BENGY SWANSON KEITH LEPAGE2017-10-31
0012015-04-01BENGY SWANSON KEITH LEPAGE2016-12-02
0012014-04-01BENGY SWANSON KEITH LEPAGE2015-11-23
0012013-04-01KEITH HUGHES KEITH LEPAGE2014-10-29
0012012-04-01KEITH HUGHES KEITH LEPAGE2013-10-10
0012011-04-01KEITH HUGHES ERIKKA STORCH2012-10-08
0012009-04-01KEITH HUGHES ERIKKA STORCH2010-10-29
0012009-04-01KEITH HUGHES ERIKKA STORCH2010-10-29

Plan Statistics for IRONWORKERS LOCAL 549-550 PENSION PLAN

401k plan membership statisitcs for IRONWORKERS LOCAL 549-550 PENSION PLAN

Measure Date Value
2023: IRONWORKERS LOCAL 549-550 PENSION PLAN 2023 401k membership
Current value of assets2023-03-31197,305,836
Acturial value of assets for funding standard account2023-03-31182,444,694
Accrued liability for plan using immediate gains methods2023-03-31169,512,551
Accrued liability under unit credit cost method2023-03-31169,512,551
RPA 94 current liability2023-03-31344,035,688
Expected increase in current liability due to benefits accruing during the plan year2023-03-319,953,767
Expected release from RPA 94 current liability for plan year2023-03-3112,445,575
Expected plan disbursements for the plan year2023-03-3112,445,575
Current value of assets2023-03-31197,305,836
Number of retired participants and beneficiaries receiving payment2023-03-31607
Current liability for retired participants and beneficiaries receiving payment2023-03-31164,361,868
Number of terminated vested participants2023-03-31243
Current liability for terminated vested participants2023-03-3130,537,089
Current liability for active participants non vested benefits2023-03-310
Current liability for active participants vested benefits2023-03-31149,136,731
Total number of active articipats2023-03-31770
Current liability for active participants2023-03-31149,136,731
Total participant count with liabilities2023-03-311,620
Total current liabilitoes for participants with libailities2023-03-31344,035,688
Total employer contributions in plan year2023-03-319,450,504
Total employee contributions in plan year2023-03-310
Employer’s normal cost for plan year as of valuation date2023-03-313,507,242
Prior year credit balance2023-03-3135,723,859
Amortization credits as of valuation date2023-03-312,768,054
2022: IRONWORKERS LOCAL 549-550 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-011,538
Total number of active participants reported on line 7a of the Form 55002022-04-01770
Number of retired or separated participants receiving benefits2022-04-01484
Number of other retired or separated participants entitled to future benefits2022-04-01243
Total of all active and inactive participants2022-04-011,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-01123
Total participants2022-04-011,620
Number of employers contributing to the scheme2022-04-01113
Current value of assets2022-03-31187,114,960
Acturial value of assets for funding standard account2022-03-31166,356,774
Accrued liability for plan using immediate gains methods2022-03-31162,462,245
Accrued liability under unit credit cost method2022-03-31162,462,245
RPA 94 current liability2022-03-31320,898,657
Expected increase in current liability due to benefits accruing during the plan year2022-03-3110,060,873
Expected release from RPA 94 current liability for plan year2022-03-3111,752,025
Expected plan disbursements for the plan year2022-03-3111,752,025
Current value of assets2022-03-31187,114,960
Number of retired participants and beneficiaries receiving payment2022-03-31605
Current liability for retired participants and beneficiaries receiving payment2022-03-31160,114,845
Number of terminated vested participants2022-03-31206
Current liability for terminated vested participants2022-03-3123,133,828
Current liability for active participants non vested benefits2022-03-3113,005,708
Current liability for active participants vested benefits2022-03-31124,644,276
Total number of active articipats2022-03-31727
Current liability for active participants2022-03-31137,649,984
Total participant count with liabilities2022-03-311,538
Total current liabilitoes for participants with libailities2022-03-31320,898,657
Total employer contributions in plan year2022-03-319,709,915
Total employee contributions in plan year2022-03-310
Employer’s normal cost for plan year as of valuation date2022-03-313,591,048
Prior year credit balance2022-03-3132,842,153
Amortization credits as of valuation date2022-03-312,497,276
2021: IRONWORKERS LOCAL 549-550 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-011,514
Total number of active participants reported on line 7a of the Form 55002021-04-01727
Number of retired or separated participants receiving benefits2021-04-01484
Number of other retired or separated participants entitled to future benefits2021-04-01206
Total of all active and inactive participants2021-04-011,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-01121
Total participants2021-04-011,538
Number of employers contributing to the scheme2021-04-01126
Current value of assets2021-03-31139,689,953
Acturial value of assets for funding standard account2021-03-31153,072,762
Accrued liability for plan using immediate gains methods2021-03-31151,627,741
Accrued liability under unit credit cost method2021-03-31151,627,741
RPA 94 current liability2021-03-31292,214,361
Expected increase in current liability due to benefits accruing during the plan year2021-03-3111,602,881
Expected release from RPA 94 current liability for plan year2021-03-3111,539,836
Expected plan disbursements for the plan year2021-03-3111,669,460
Current value of assets2021-03-31139,689,953
Number of retired participants and beneficiaries receiving payment2021-03-31608
Current liability for retired participants and beneficiaries receiving payment2021-03-31150,941,748
Number of terminated vested participants2021-03-31218
Current liability for terminated vested participants2021-03-3119,280,582
Current liability for active participants non vested benefits2021-03-3117,798,079
Current liability for active participants vested benefits2021-03-31104,193,952
Total number of active articipats2021-03-31688
Current liability for active participants2021-03-31121,992,031
Total participant count with liabilities2021-03-311,514
Total current liabilitoes for participants with libailities2021-03-31292,214,361
Total employer contributions in plan year2021-03-318,847,167
Employer’s normal cost for plan year as of valuation date2021-03-314,267,204
Prior year credit balance2021-03-3131,536,010
Amortization credits as of valuation date2021-03-312,314,722
2020: IRONWORKERS LOCAL 549-550 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-011,562
Total number of active participants reported on line 7a of the Form 55002020-04-01688
Number of retired or separated participants receiving benefits2020-04-01500
Number of other retired or separated participants entitled to future benefits2020-04-01218
Total of all active and inactive participants2020-04-011,406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-01108
Total participants2020-04-011,514
Number of employers contributing to the scheme2020-04-01110
Current value of assets2020-03-31148,130,981
Acturial value of assets for funding standard account2020-03-31147,914,026
Accrued liability for plan using immediate gains methods2020-03-31149,947,093
Accrued liability under unit credit cost method2020-03-31149,947,093
RPA 94 current liability2020-03-31280,574,441
Expected increase in current liability due to benefits accruing during the plan year2020-03-318,889,753
Expected release from RPA 94 current liability for plan year2020-03-3111,491,856
Expected plan disbursements for the plan year2020-03-3111,634,788
Current value of assets2020-03-31148,130,981
Number of retired participants and beneficiaries receiving payment2020-03-31603
Current liability for retired participants and beneficiaries receiving payment2020-03-31150,127,913
Number of terminated vested participants2020-03-31199
Current liability for terminated vested participants2020-03-3115,615,942
Current liability for active participants non vested benefits2020-03-3116,213,318
Current liability for active participants vested benefits2020-03-3198,617,268
Total number of active articipats2020-03-31760
Current liability for active participants2020-03-31114,830,586
Total participant count with liabilities2020-03-311,562
Total current liabilitoes for participants with libailities2020-03-31280,574,441
Total employer contributions in plan year2020-03-319,213,408
Total employee contributions in plan year2020-03-310
Employer’s normal cost for plan year as of valuation date2020-03-313,446,812
Prior year credit balance2020-03-3129,527,610
Amortization credits as of valuation date2020-03-312,278,743
2019: IRONWORKERS LOCAL 549-550 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-011,535
Total number of active participants reported on line 7a of the Form 55002019-04-01760
Number of retired or separated participants receiving benefits2019-04-01504
Number of other retired or separated participants entitled to future benefits2019-04-01199
Total of all active and inactive participants2019-04-011,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-0199
Total participants2019-04-011,562
Number of employers contributing to the scheme2019-04-01140
Current value of assets2019-03-31142,782,617
Acturial value of assets for funding standard account2019-03-31139,693,636
Accrued liability for plan using immediate gains methods2019-03-31149,246,246
Accrued liability under unit credit cost method2019-03-31149,246,246
RPA 94 current liability2019-03-31282,705,459
Expected increase in current liability due to benefits accruing during the plan year2019-03-318,283,459
Expected release from RPA 94 current liability for plan year2019-03-3111,498,546
Expected plan disbursements for the plan year2019-03-3111,637,842
Current value of assets2019-03-31142,782,617
Number of retired participants and beneficiaries receiving payment2019-03-31603
Current liability for retired participants and beneficiaries receiving payment2019-03-31151,099,534
Number of terminated vested participants2019-03-31222
Current liability for terminated vested participants2019-03-3119,236,704
Current liability for active participants non vested benefits2019-03-3113,328,180
Current liability for active participants vested benefits2019-03-3199,041,041
Total number of active articipats2019-03-31710
Current liability for active participants2019-03-31112,369,221
Total participant count with liabilities2019-03-311,535
Total current liabilitoes for participants with libailities2019-03-31282,705,459
Total employer contributions in plan year2019-03-319,555,249
Total employee contributions in plan year2019-03-310
Employer’s normal cost for plan year as of valuation date2019-03-313,139,538
Prior year credit balance2019-03-3126,266,105
Amortization credits as of valuation date2019-03-313,036,886
2018: IRONWORKERS LOCAL 549-550 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-011,535
Total number of active participants reported on line 7a of the Form 55002018-04-01710
Number of retired or separated participants receiving benefits2018-04-01504
Number of other retired or separated participants entitled to future benefits2018-04-01222
Total of all active and inactive participants2018-04-011,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-0199
Total participants2018-04-011,535
Number of employers contributing to the scheme2018-04-01132
Current value of assets2018-03-31130,410,065
Acturial value of assets for funding standard account2018-03-31133,935,898
Accrued liability for plan using immediate gains methods2018-03-31146,415,821
Accrued liability under unit credit cost method2018-03-31146,415,821
RPA 94 current liability2018-03-31264,062,580
Expected increase in current liability due to benefits accruing during the plan year2018-03-317,267,945
Expected release from RPA 94 current liability for plan year2018-03-3111,270,671
Expected plan disbursements for the plan year2018-03-3111,421,519
Current value of assets2018-03-31130,410,065
Number of retired participants and beneficiaries receiving payment2018-03-31618
Current liability for retired participants and beneficiaries receiving payment2018-03-31143,071,150
Number of terminated vested participants2018-03-31183
Current liability for terminated vested participants2018-03-3113,819,811
Current liability for active participants non vested benefits2018-03-3112,013,739
Current liability for active participants vested benefits2018-03-3195,157,880
Total number of active articipats2018-03-31686
Current liability for active participants2018-03-31107,171,619
Total participant count with liabilities2018-03-311,487
Total current liabilitoes for participants with libailities2018-03-31264,062,580
Total employer contributions in plan year2018-03-318,345,297
Total employee contributions in plan year2018-03-310
Employer’s normal cost for plan year as of valuation date2018-03-312,882,819
Prior year credit balance2018-03-3125,346,973
Amortization credits as of valuation date2018-03-312,992,691
2017: IRONWORKERS LOCAL 549-550 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-011,420
Total number of active participants reported on line 7a of the Form 55002017-04-01686
Number of retired or separated participants receiving benefits2017-04-01493
Number of other retired or separated participants entitled to future benefits2017-04-01183
Total of all active and inactive participants2017-04-011,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-01125
Total participants2017-04-011,487
Number of employers contributing to the scheme2017-04-01117
Current value of assets2017-03-31120,208,598
Acturial value of assets for funding standard account2017-03-31129,506,027
Accrued liability for plan using immediate gains methods2017-03-31143,750,020
Accrued liability under unit credit cost method2017-03-31143,750,020
RPA 94 current liability2017-03-31249,654,113
Expected increase in current liability due to benefits accruing during the plan year2017-03-316,875,227
Expected release from RPA 94 current liability for plan year2017-03-3110,821,381
Expected plan disbursements for the plan year2017-03-3110,980,579
Current value of assets2017-03-31120,208,598
Number of retired participants and beneficiaries receiving payment2017-03-31598
Current liability for retired participants and beneficiaries receiving payment2017-03-31133,108,787
Number of terminated vested participants2017-03-31191
Current liability for terminated vested participants2017-03-3112,784,781
Current liability for active participants non vested benefits2017-03-3111,110,256
Current liability for active participants vested benefits2017-03-3192,650,289
Total number of active articipats2017-03-31631
Current liability for active participants2017-03-31103,760,545
Total participant count with liabilities2017-03-311,420
Total current liabilitoes for participants with libailities2017-03-31249,654,113
Total employer contributions in plan year2017-03-317,943,138
Employer’s normal cost for plan year as of valuation date2017-03-312,859,381
Prior year credit balance2017-03-3125,218,853
Amortization credits as of valuation date2017-03-312,738,605
2016: IRONWORKERS LOCAL 549-550 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-011,415
Total number of active participants reported on line 7a of the Form 55002016-04-01631
Number of retired or separated participants receiving benefits2016-04-01484
Number of other retired or separated participants entitled to future benefits2016-04-01191
Total of all active and inactive participants2016-04-011,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-01114
Total participants2016-04-011,420
Number of employers contributing to the scheme2016-04-01128
Current value of assets2016-03-31121,418,006
Acturial value of assets for funding standard account2016-03-31126,731,496
Accrued liability for plan using immediate gains methods2016-03-31141,963,678
Accrued liabiliy under entry age normal method2016-03-310
Normal cost under entry age normal method2016-03-310
Accrued liability under unit credit cost method2016-03-31141,963,678
RPA 94 current liability2016-03-31239,278,235
Expected increase in current liability due to benefits accruing during the plan year2016-03-316,697,229
Expected release from RPA 94 current liability for plan year2016-03-3110,330,074
Expected plan disbursements for the plan year2016-03-3110,492,630
Current value of assets2016-03-31121,418,006
Number of retired participants and beneficiaries receiving payment2016-03-31582
Current liability for retired participants and beneficiaries receiving payment2016-03-31124,063,511
Number of terminated vested participants2016-03-31185
Current liability for terminated vested participants2016-03-3112,643,902
Current liability for active participants non vested benefits2016-03-3110,282,275
Current liability for active participants vested benefits2016-03-3192,288,547
Total number of active articipats2016-03-31648
Current liability for active participants2016-03-31102,570,822
Total participant count with liabilities2016-03-311,415
Total current liabilitoes for participants with libailities2016-03-31239,278,235
Total employer contributions in plan year2016-03-317,009,656
Employer’s normal cost for plan year as of valuation date2016-03-312,902,831
Prior year credit balance2016-03-3127,455,506
Amortization credits as of valuation date2016-03-312,579,791
2015: IRONWORKERS LOCAL 549-550 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-011,416
Total number of active participants reported on line 7a of the Form 55002015-04-01648
Number of retired or separated participants receiving benefits2015-04-01468
Number of other retired or separated participants entitled to future benefits2015-04-01185
Total of all active and inactive participants2015-04-011,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-01114
Total participants2015-04-011,415
Number of employers contributing to the scheme2015-04-01141
Current value of assets2015-03-31117,074,219
Acturial value of assets for funding standard account2015-03-31120,992,019
Accrued liability for plan using immediate gains methods2015-03-31138,604,396
Accrued liability under unit credit cost method2015-03-31138,604,396
RPA 94 current liability2015-03-31228,530,473
Expected increase in current liability due to benefits accruing during the plan year2015-03-316,300,377
Expected release from RPA 94 current liability for plan year2015-03-3110,250,029
Expected plan disbursements for the plan year2015-03-3110,429,143
Current value of assets2015-03-31117,074,219
Number of retired participants and beneficiaries receiving payment2015-03-31591
Current liability for retired participants and beneficiaries receiving payment2015-03-31121,355,316
Number of terminated vested participants2015-03-31180
Current liability for terminated vested participants2015-03-3111,009,893
Current liability for active participants non vested benefits2015-03-319,839,082
Current liability for active participants vested benefits2015-03-3186,326,182
Total number of active articipats2015-03-31645
Current liability for active participants2015-03-3196,165,264
Total participant count with liabilities2015-03-311,416
Total current liabilitoes for participants with libailities2015-03-31228,530,473
Total employer contributions in plan year2015-03-317,954,724
Employer’s normal cost for plan year as of valuation date2015-03-312,839,618
Prior year credit balance2015-03-3128,488,523
Amortization credits as of valuation date2015-03-312,509,141
2014: IRONWORKERS LOCAL 549-550 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-011,379
Total number of active participants reported on line 7a of the Form 55002014-04-01645
Number of retired or separated participants receiving benefits2014-04-01471
Number of other retired or separated participants entitled to future benefits2014-04-01180
Total of all active and inactive participants2014-04-011,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-01120
Total participants2014-04-011,416
Number of employers contributing to the scheme2014-04-01147
Current value of assets2014-03-31104,155,724
Acturial value of assets for funding standard account2014-03-31111,634,948
Accrued liability for plan using immediate gains methods2014-03-31136,675,467
Accrued liability under unit credit cost method2014-03-31136,675,467
RPA 94 current liability2014-03-31222,343,028
Expected increase in current liability due to benefits accruing during the plan year2014-03-315,726,808
Expected release from RPA 94 current liability for plan year2014-03-319,925,512
Expected plan disbursements for the plan year2014-03-3110,102,381
Current value of assets2014-03-31104,155,724
Number of retired participants and beneficiaries receiving payment2014-03-31590
Current liability for retired participants and beneficiaries receiving payment2014-03-31122,052,998
Number of terminated vested participants2014-03-31179
Current liability for terminated vested participants2014-03-3110,677,220
Current liability for active participants non vested benefits2014-03-3112,620,245
Current liability for active participants vested benefits2014-03-3176,992,565
Total number of active articipats2014-03-31610
Current liability for active participants2014-03-3189,612,810
Total participant count with liabilities2014-03-311,379
Total current liabilitoes for participants with libailities2014-03-31222,343,028
Total employer contributions in plan year2014-03-318,341,201
Total employee contributions in plan year2014-03-310
Employer’s normal cost for plan year as of valuation date2014-03-312,662,715
Prior year credit balance2014-03-3129,936,050
Amortization credits as of valuation date2014-03-312,108,372
2013: IRONWORKERS LOCAL 549-550 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-011,379
Total number of active participants reported on line 7a of the Form 55002013-04-01610
Number of retired or separated participants receiving benefits2013-04-01470
Number of other retired or separated participants entitled to future benefits2013-04-01179
Total of all active and inactive participants2013-04-011,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-01120
Total participants2013-04-011,379
Number of employers contributing to the scheme2013-04-01131
2012: IRONWORKERS LOCAL 549-550 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-011,403
Total number of active participants reported on line 7a of the Form 55002012-04-01610
Number of retired or separated participants receiving benefits2012-04-01476
Number of other retired or separated participants entitled to future benefits2012-04-01179
Total of all active and inactive participants2012-04-011,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-01114
Total participants2012-04-011,379
Number of employers contributing to the scheme2012-04-01131
2011: IRONWORKERS LOCAL 549-550 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-011,380
Total number of active participants reported on line 7a of the Form 55002011-04-01622
Number of retired or separated participants receiving benefits2011-04-01485
Number of other retired or separated participants entitled to future benefits2011-04-01184
Total of all active and inactive participants2011-04-011,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-01112
Total participants2011-04-011,403
Number of employers contributing to the scheme2011-04-01173
2009: IRONWORKERS LOCAL 549-550 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-011,577
Total number of active participants reported on line 7a of the Form 55002009-04-01700
Number of retired or separated participants receiving benefits2009-04-01475
Number of other retired or separated participants entitled to future benefits2009-04-01176
Total of all active and inactive participants2009-04-011,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-01101
Total participants2009-04-011,452
Number of employers contributing to the scheme2009-04-01154

Financial Data on IRONWORKERS LOCAL 549-550 PENSION PLAN

Measure Date Value
2023 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-03-31$-140,694
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-882,847
Total unrealized appreciation/depreciation of assets2023-03-31$-1,023,541
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$310,294
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$247,781
Total income from all sources (including contributions)2023-03-31$-3,587,309
Total loss/gain on sale of assets2023-03-31$-1,237,061
Total of all expenses incurred2023-03-31$12,176,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$11,187,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$9,450,504
Value of total assets at end of year2023-03-31$181,852,645
Value of total assets at beginning of year2023-03-31$197,553,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$988,950
Total interest from all sources2023-03-31$539,118
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$2,716,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$1,454,111
Administrative expenses professional fees incurred2023-03-31$110,637
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Assets. Other investments not covered elsewhere at end of year2023-03-31$8,789,738
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$8,594,934
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$862,484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$931,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$194,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$58,636
Administrative expenses (other) incurred2023-03-31$89,107
Liabilities. Value of operating payables at end of year2023-03-31$115,744
Liabilities. Value of operating payables at beginning of year2023-03-31$189,145
Total non interest bearing cash at end of year2023-03-31$1,495,284
Total non interest bearing cash at beginning of year2023-03-31$400,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-15,763,485
Value of net assets at end of year (total assets less liabilities)2023-03-31$181,542,351
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$197,305,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$660,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$83,285,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$94,103,867
Value of interest in pooled separate accounts at end of year2023-03-31$21,594,255
Value of interest in pooled separate accounts at beginning of year2023-03-31$22,721,286
Interest earned on other investments2023-03-31$6,040
Income. Interest from US Government securities2023-03-31$263,311
Income. Interest from corporate debt instruments2023-03-31$269,767
Value of interest in common/collective trusts at end of year2023-03-31$47,925,043
Value of interest in common/collective trusts at beginning of year2023-03-31$51,766,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$180,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$454,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$454,747
Asset value of US Government securities at end of year2023-03-31$10,937,685
Asset value of US Government securities at beginning of year2023-03-31$7,845,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-10,393,790
Net investment gain/loss from pooled separate accounts2023-03-31$-1,746,781
Net investment gain or loss from common/collective trusts2023-03-31$-1,892,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$9,450,504
Employer contributions (assets) at end of year2023-03-31$848,826
Employer contributions (assets) at beginning of year2023-03-31$1,114,492
Income. Dividends from common stock2023-03-31$1,262,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$11,187,226
Asset. Corporate debt instrument preferred debt at end of year2023-03-31$5,933,363
Asset. Corporate debt instrument preferred debt at beginning of year2023-03-31$9,621,141
Contract administrator fees2023-03-31$129,089
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-03-31No
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$23,713,587
Aggregate carrying amount (costs) on sale of assets2023-03-31$24,950,648
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2023-03-31550526247
2022 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-03-31$213,119
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$-1,160,971
Total unrealized appreciation/depreciation of assets2022-03-31$-947,852
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$247,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$194,810
Total income from all sources (including contributions)2022-03-31$22,401,108
Total loss/gain on sale of assets2022-03-31$11,069,656
Total of all expenses incurred2022-03-31$12,210,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$11,109,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$9,709,915
Value of total assets at end of year2022-03-31$197,553,617
Value of total assets at beginning of year2022-03-31$187,309,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$1,100,904
Total interest from all sources2022-03-31$514,719
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$2,623,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$1,193,583
Administrative expenses professional fees incurred2022-03-31$112,769
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Assets. Other investments not covered elsewhere at end of year2022-03-31$8,594,934
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$8,065,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$931,255
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$915,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$58,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$70,013
Administrative expenses (other) incurred2022-03-31$116,279
Liabilities. Value of operating payables at end of year2022-03-31$189,145
Liabilities. Value of operating payables at beginning of year2022-03-31$124,797
Total non interest bearing cash at end of year2022-03-31$400,356
Total non interest bearing cash at beginning of year2022-03-31$167,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$10,190,876
Value of net assets at end of year (total assets less liabilities)2022-03-31$197,305,836
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$187,114,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$745,235
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$94,103,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$76,594,501
Value of interest in pooled separate accounts at end of year2022-03-31$22,721,286
Value of interest in pooled separate accounts at beginning of year2022-03-31$27,832,202
Interest earned on other investments2022-03-31$120
Income. Interest from US Government securities2022-03-31$177,416
Income. Interest from corporate debt instruments2022-03-31$337,183
Value of interest in common/collective trusts at end of year2022-03-31$51,766,477
Value of interest in common/collective trusts at beginning of year2022-03-31$56,324,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$454,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$568,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$568,264
Asset value of US Government securities at end of year2022-03-31$7,845,062
Asset value of US Government securities at beginning of year2022-03-31$8,043,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$4,492,633
Net investment gain/loss from pooled separate accounts2022-03-31$-2,043,040
Net investment gain or loss from common/collective trusts2022-03-31$-3,018,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$9,709,915
Employer contributions (assets) at end of year2022-03-31$1,114,492
Employer contributions (assets) at beginning of year2022-03-31$765,318
Income. Dividends from common stock2022-03-31$1,429,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$11,109,328
Asset. Corporate debt instrument preferred debt at end of year2022-03-31$9,621,141
Asset. Corporate debt instrument preferred debt at beginning of year2022-03-31$8,032,372
Contract administrator fees2022-03-31$126,621
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31No
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$37,474,863
Aggregate carrying amount (costs) on sale of assets2022-03-31$26,405,207
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2022-03-31550526247
2021 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-03-31$384,279
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$-104,387
Total unrealized appreciation/depreciation of assets2021-03-31$279,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$194,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$194,686
Total income from all sources (including contributions)2021-03-31$59,449,738
Total loss/gain on sale of assets2021-03-31$4,052,274
Total of all expenses incurred2021-03-31$12,024,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$10,983,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$8,847,167
Value of total assets at end of year2021-03-31$187,309,770
Value of total assets at beginning of year2021-03-31$139,884,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$1,041,415
Total interest from all sources2021-03-31$453,439
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$2,362,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$1,122,742
Administrative expenses professional fees incurred2021-03-31$150,722
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Assets. Other investments not covered elsewhere at end of year2021-03-31$8,065,468
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$915,847
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$838,003
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$70,013
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$66,533
Administrative expenses (other) incurred2021-03-31$102,676
Liabilities. Value of operating payables at end of year2021-03-31$124,797
Liabilities. Value of operating payables at beginning of year2021-03-31$128,153
Total non interest bearing cash at end of year2021-03-31$167,836
Total non interest bearing cash at beginning of year2021-03-31$3,660,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$47,425,007
Value of net assets at end of year (total assets less liabilities)2021-03-31$187,114,960
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$139,689,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$665,084
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$76,594,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$51,104,841
Value of interest in pooled separate accounts at end of year2021-03-31$27,832,202
Value of interest in pooled separate accounts at beginning of year2021-03-31$22,643,931
Interest earned on other investments2021-03-31$410
Income. Interest from US Government securities2021-03-31$205,123
Income. Interest from corporate debt instruments2021-03-31$247,906
Value of interest in common/collective trusts at end of year2021-03-31$56,324,323
Value of interest in common/collective trusts at beginning of year2021-03-31$48,068,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$568,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$70,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$70,351
Asset value of US Government securities at end of year2021-03-31$8,043,639
Asset value of US Government securities at beginning of year2021-03-31$8,104,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$26,446,617
Net investment gain/loss from pooled separate accounts2021-03-31$5,277,590
Net investment gain or loss from common/collective trusts2021-03-31$11,730,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$8,847,167
Employer contributions (assets) at end of year2021-03-31$765,318
Employer contributions (assets) at beginning of year2021-03-31$654,148
Income. Dividends from common stock2021-03-31$1,239,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$10,983,316
Asset. Corporate debt instrument preferred debt at end of year2021-03-31$8,032,372
Asset. Corporate debt instrument preferred debt at beginning of year2021-03-31$4,739,958
Contract administrator fees2021-03-31$122,933
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31No
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$22,810,447
Aggregate carrying amount (costs) on sale of assets2021-03-31$18,758,173
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2021-03-31550526247
2020 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$257,099
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$257,099
Total unrealized appreciation/depreciation of assets2020-03-31$257,099
Total unrealized appreciation/depreciation of assets2020-03-31$257,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$194,686
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$194,686
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$189,213
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$189,213
Total income from all sources (including contributions)2020-03-31$3,240,012
Total income from all sources (including contributions)2020-03-31$3,240,012
Total loss/gain on sale of assets2020-03-31$1,378,722
Total loss/gain on sale of assets2020-03-31$1,378,722
Total of all expenses incurred2020-03-31$11,681,040
Total of all expenses incurred2020-03-31$11,681,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$10,832,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$10,832,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$9,213,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$9,213,408
Value of total assets at end of year2020-03-31$139,884,639
Value of total assets at end of year2020-03-31$139,884,639
Value of total assets at beginning of year2020-03-31$148,320,194
Value of total assets at beginning of year2020-03-31$148,320,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$848,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$848,961
Total interest from all sources2020-03-31$462,071
Total interest from all sources2020-03-31$462,071
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$2,588,989
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$2,588,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$1,155,027
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$1,155,027
Administrative expenses professional fees incurred2020-03-31$134,810
Administrative expenses professional fees incurred2020-03-31$134,810
Was this plan covered by a fidelity bond2020-03-31Yes
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$838,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$799,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$799,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$66,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$66,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$60,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$60,619
Other income not declared elsewhere2020-03-31$3,622
Other income not declared elsewhere2020-03-31$3,622
Administrative expenses (other) incurred2020-03-31$99,127
Administrative expenses (other) incurred2020-03-31$99,127
Liabilities. Value of operating payables at end of year2020-03-31$128,153
Liabilities. Value of operating payables at end of year2020-03-31$128,153
Liabilities. Value of operating payables at beginning of year2020-03-31$128,594
Liabilities. Value of operating payables at beginning of year2020-03-31$128,594
Total non interest bearing cash at end of year2020-03-31$3,660,217
Total non interest bearing cash at end of year2020-03-31$3,660,217
Total non interest bearing cash at beginning of year2020-03-31$364,800
Total non interest bearing cash at beginning of year2020-03-31$364,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-8,441,028
Value of net income/loss2020-03-31$-8,441,028
Value of net assets at end of year (total assets less liabilities)2020-03-31$139,689,953
Value of net assets at end of year (total assets less liabilities)2020-03-31$139,689,953
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$148,130,981
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$148,130,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$495,671
Investment advisory and management fees2020-03-31$495,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$51,104,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$51,104,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$57,718,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$57,718,222
Value of interest in pooled separate accounts at end of year2020-03-31$22,643,931
Value of interest in pooled separate accounts at end of year2020-03-31$22,643,931
Value of interest in pooled separate accounts at beginning of year2020-03-31$23,911,378
Value of interest in pooled separate accounts at beginning of year2020-03-31$23,911,378
Interest earned on other investments2020-03-31$7,898
Interest earned on other investments2020-03-31$7,898
Income. Interest from US Government securities2020-03-31$216,400
Income. Interest from US Government securities2020-03-31$216,400
Income. Interest from corporate debt instruments2020-03-31$237,773
Income. Interest from corporate debt instruments2020-03-31$237,773
Value of interest in common/collective trusts at end of year2020-03-31$48,068,588
Value of interest in common/collective trusts at end of year2020-03-31$48,068,588
Value of interest in common/collective trusts at beginning of year2020-03-31$49,222,779
Value of interest in common/collective trusts at beginning of year2020-03-31$49,222,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$70,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$70,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$133,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$133,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$133,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$133,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$160,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$160,271
Asset value of US Government securities at end of year2020-03-31$8,104,602
Asset value of US Government securities at end of year2020-03-31$8,104,602
Asset value of US Government securities at beginning of year2020-03-31$6,060,382
Asset value of US Government securities at beginning of year2020-03-31$6,060,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-6,871,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-6,871,565
Net investment gain/loss from pooled separate accounts2020-03-31$-2,018,670
Net investment gain/loss from pooled separate accounts2020-03-31$-2,018,670
Net investment gain or loss from common/collective trusts2020-03-31$-1,773,664
Net investment gain or loss from common/collective trusts2020-03-31$-1,773,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$9,213,408
Contributions received in cash from employer2020-03-31$9,213,408
Employer contributions (assets) at end of year2020-03-31$654,148
Employer contributions (assets) at end of year2020-03-31$654,148
Employer contributions (assets) at beginning of year2020-03-31$1,015,149
Employer contributions (assets) at beginning of year2020-03-31$1,015,149
Income. Dividends from common stock2020-03-31$1,433,962
Income. Dividends from common stock2020-03-31$1,433,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$10,832,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$10,832,079
Asset. Corporate debt instrument preferred debt at end of year2020-03-31$4,739,958
Asset. Corporate debt instrument preferred debt at end of year2020-03-31$4,739,958
Asset. Corporate debt instrument preferred debt at beginning of year2020-03-31$5,685,592
Asset. Corporate debt instrument preferred debt at beginning of year2020-03-31$5,685,592
Contract administrator fees2020-03-31$119,353
Contract administrator fees2020-03-31$119,353
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$3,248,301
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$3,248,301
Did the plan have assets held for investment2020-03-31Yes
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$15,221,807
Aggregate proceeds on sale of assets2020-03-31$15,221,807
Aggregate carrying amount (costs) on sale of assets2020-03-31$13,843,085
Aggregate carrying amount (costs) on sale of assets2020-03-31$13,843,085
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm name2020-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2020-03-31550526247
Accountancy firm EIN2020-03-31550526247
2019 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$-299,793
Total unrealized appreciation/depreciation of assets2019-03-31$-299,793
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$189,213
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$179,265
Total income from all sources (including contributions)2019-03-31$16,860,775
Total loss/gain on sale of assets2019-03-31$2,608,594
Total of all expenses incurred2019-03-31$11,512,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$10,690,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$9,555,249
Value of total assets at end of year2019-03-31$148,320,194
Value of total assets at beginning of year2019-03-31$142,961,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$821,715
Total interest from all sources2019-03-31$458,513
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$2,220,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$1,017,273
Administrative expenses professional fees incurred2019-03-31$144,654
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$799,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$777,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$60,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$15,628
Other income not declared elsewhere2019-03-31$1,963
Administrative expenses (other) incurred2019-03-31$123,783
Liabilities. Value of operating payables at end of year2019-03-31$128,594
Liabilities. Value of operating payables at beginning of year2019-03-31$163,637
Total non interest bearing cash at end of year2019-03-31$364,800
Total non interest bearing cash at beginning of year2019-03-31$294,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$5,348,364
Value of net assets at end of year (total assets less liabilities)2019-03-31$148,130,981
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$142,782,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$426,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$57,718,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$46,650,750
Value of interest in pooled separate accounts at end of year2019-03-31$23,911,378
Value of interest in pooled separate accounts at beginning of year2019-03-31$22,394,250
Interest earned on other investments2019-03-31$12,823
Income. Interest from US Government securities2019-03-31$159,790
Income. Interest from corporate debt instruments2019-03-31$285,900
Value of interest in common/collective trusts at end of year2019-03-31$49,222,779
Value of interest in common/collective trusts at beginning of year2019-03-31$56,658,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$133,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$346,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$346,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$160,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$162,920
Asset value of US Government securities at end of year2019-03-31$6,060,382
Asset value of US Government securities at beginning of year2019-03-31$4,786,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$4,750,518
Net investment gain/loss from pooled separate accounts2019-03-31$738,532
Net investment gain or loss from common/collective trusts2019-03-31$-3,173,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$9,555,249
Employer contributions (assets) at end of year2019-03-31$1,015,149
Employer contributions (assets) at beginning of year2019-03-31$623,841
Income. Dividends from common stock2019-03-31$1,203,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$10,690,696
Asset. Corporate debt instrument preferred debt at end of year2019-03-31$5,685,592
Asset. Corporate debt instrument preferred debt at beginning of year2019-03-31$6,161,095
Contract administrator fees2019-03-31$127,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$3,248,301
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$4,104,317
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$26,239,486
Aggregate carrying amount (costs) on sale of assets2019-03-31$23,630,892
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31KOZICKI HUGHES TICKERHOOF PLLC
Accountancy firm EIN2019-03-31550526247
2018 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$-349,516
Total unrealized appreciation/depreciation of assets2018-03-31$-349,516
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$179,265
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$156,130
Total income from all sources (including contributions)2018-03-31$23,657,613
Total loss/gain on sale of assets2018-03-31$613,403
Total of all expenses incurred2018-03-31$11,285,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$10,517,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$8,345,297
Value of total assets at end of year2018-03-31$142,961,882
Value of total assets at beginning of year2018-03-31$130,566,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$767,539
Total interest from all sources2018-03-31$431,738
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$1,945,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$806,341
Administrative expenses professional fees incurred2018-03-31$157,624
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$777,839
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$769,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$15,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$28,005
Other income not declared elsewhere2018-03-31$242
Administrative expenses (other) incurred2018-03-31$91,510
Liabilities. Value of operating payables at end of year2018-03-31$163,637
Liabilities. Value of operating payables at beginning of year2018-03-31$128,125
Total non interest bearing cash at end of year2018-03-31$294,904
Total non interest bearing cash at beginning of year2018-03-31$676,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$12,372,552
Value of net assets at end of year (total assets less liabilities)2018-03-31$142,782,617
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$130,410,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$392,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$46,650,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$40,974,334
Value of interest in pooled separate accounts at end of year2018-03-31$22,394,250
Value of interest in pooled separate accounts at beginning of year2018-03-31$20,223,429
Interest earned on other investments2018-03-31$7,630
Income. Interest from US Government securities2018-03-31$162,884
Income. Interest from corporate debt instruments2018-03-31$261,224
Value of interest in common/collective trusts at end of year2018-03-31$56,658,357
Value of interest in common/collective trusts at beginning of year2018-03-31$50,474,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$346,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$353,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$353,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$162,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$169,324
Asset value of US Government securities at end of year2018-03-31$4,786,892
Asset value of US Government securities at beginning of year2018-03-31$4,530,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$4,869,621
Net investment gain/loss from pooled separate accounts2018-03-31$1,620,455
Net investment gain or loss from common/collective trusts2018-03-31$6,181,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$8,345,297
Employer contributions (assets) at end of year2018-03-31$623,841
Employer contributions (assets) at beginning of year2018-03-31$734,920
Income. Dividends from common stock2018-03-31$1,138,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$10,517,522
Asset. Corporate debt instrument preferred debt at end of year2018-03-31$6,161,095
Asset. Corporate debt instrument preferred debt at beginning of year2018-03-31$6,198,050
Contract administrator fees2018-03-31$126,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$4,104,317
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$5,461,783
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$10,487,659
Aggregate carrying amount (costs) on sale of assets2018-03-31$9,874,256
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2018-03-31550526247
2017 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$60,014
Total unrealized appreciation/depreciation of assets2017-03-31$60,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$156,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$178,761
Total income from all sources (including contributions)2017-03-31$21,011,488
Total loss/gain on sale of assets2017-03-31$671,678
Total of all expenses incurred2017-03-31$10,810,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$10,091,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$7,943,138
Value of total assets at end of year2017-03-31$130,566,195
Value of total assets at beginning of year2017-03-31$120,387,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$718,118
Total interest from all sources2017-03-31$422,772
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$1,884,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$762,573
Administrative expenses professional fees incurred2017-03-31$142,852
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$769,412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$83,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$28,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$37,960
Other income not declared elsewhere2017-03-31$1,214
Administrative expenses (other) incurred2017-03-31$74,125
Liabilities. Value of operating payables at end of year2017-03-31$128,125
Liabilities. Value of operating payables at beginning of year2017-03-31$140,801
Total non interest bearing cash at end of year2017-03-31$676,859
Total non interest bearing cash at beginning of year2017-03-31$837,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$10,201,469
Value of net assets at end of year (total assets less liabilities)2017-03-31$130,410,065
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$120,208,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Assets. partnership/joint venture interests at beginning of year2017-03-31$5,427,112
Investment advisory and management fees2017-03-31$371,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$40,974,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$35,984,663
Value of interest in pooled separate accounts at end of year2017-03-31$20,223,429
Value of interest in pooled separate accounts at beginning of year2017-03-31$18,281,613
Interest earned on other investments2017-03-31$8,078
Income. Interest from US Government securities2017-03-31$167,500
Income. Interest from corporate debt instruments2017-03-31$247,194
Value of interest in common/collective trusts at end of year2017-03-31$50,474,016
Value of interest in common/collective trusts at beginning of year2017-03-31$46,911,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$353,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$1,202,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$1,202,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$169,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$174,344
Asset value of US Government securities at end of year2017-03-31$4,530,535
Asset value of US Government securities at beginning of year2017-03-31$5,678,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$5,077,824
Net investment gain/loss from pooled separate accounts2017-03-31$1,568,778
Net investment gain or loss from common/collective trusts2017-03-31$3,381,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$7,943,138
Employer contributions (assets) at end of year2017-03-31$734,920
Employer contributions (assets) at beginning of year2017-03-31$688,850
Income. Dividends from common stock2017-03-31$1,122,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$10,091,901
Asset. Corporate debt instrument preferred debt at end of year2017-03-31$6,198,050
Asset. Corporate debt instrument preferred debt at beginning of year2017-03-31$5,117,625
Contract administrator fees2017-03-31$129,145
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$5,461,783
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$14,762,129
Aggregate carrying amount (costs) on sale of assets2017-03-31$14,090,451
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2017-03-31550526247
2016 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$1,066,942
Total unrealized appreciation/depreciation of assets2016-03-31$1,066,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$178,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$150,963
Total income from all sources (including contributions)2016-03-31$9,183,056
Total loss/gain on sale of assets2016-03-31$623,663
Total of all expenses incurred2016-03-31$10,392,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$9,704,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$7,009,656
Value of total assets at end of year2016-03-31$120,387,357
Value of total assets at beginning of year2016-03-31$121,568,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$688,096
Total interest from all sources2016-03-31$407,768
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$1,532,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$694,207
Administrative expenses professional fees incurred2016-03-31$144,955
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$83,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$97,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$37,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$51,302
Other income not declared elsewhere2016-03-31$196,058
Administrative expenses (other) incurred2016-03-31$70,519
Liabilities. Value of operating payables at end of year2016-03-31$140,801
Liabilities. Value of operating payables at beginning of year2016-03-31$99,661
Total non interest bearing cash at end of year2016-03-31$837,313
Total non interest bearing cash at beginning of year2016-03-31$717,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-1,209,410
Value of net assets at end of year (total assets less liabilities)2016-03-31$120,208,596
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$121,418,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Assets. partnership/joint venture interests at end of year2016-03-31$5,427,112
Assets. partnership/joint venture interests at beginning of year2016-03-31$4,701,030
Investment advisory and management fees2016-03-31$360,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$35,984,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$36,143,384
Value of interest in pooled separate accounts at end of year2016-03-31$18,281,613
Value of interest in pooled separate accounts at beginning of year2016-03-31$18,428,206
Interest earned on other investments2016-03-31$9,899
Income. Interest from US Government securities2016-03-31$175,226
Income. Interest from corporate debt instruments2016-03-31$222,643
Value of interest in common/collective trusts at end of year2016-03-31$46,911,117
Value of interest in common/collective trusts at beginning of year2016-03-31$48,533,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$1,202,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$808,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$808,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$174,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$177,909
Asset value of US Government securities at end of year2016-03-31$5,678,825
Asset value of US Government securities at beginning of year2016-03-31$6,304,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-852,927
Net investment gain/loss from pooled separate accounts2016-03-31$56,295
Net investment gain or loss from common/collective trusts2016-03-31$-857,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$7,009,656
Employer contributions (assets) at end of year2016-03-31$688,850
Employer contributions (assets) at beginning of year2016-03-31$617,669
Income. Dividends from common stock2016-03-31$838,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$9,704,370
Asset. Corporate debt instrument preferred debt at end of year2016-03-31$5,117,625
Asset. Corporate debt instrument preferred debt at beginning of year2016-03-31$5,038,031
Contract administrator fees2016-03-31$112,257
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31No
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$13,497,325
Aggregate carrying amount (costs) on sale of assets2016-03-31$12,873,662
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2016-03-31550526247
2015 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$-1,055,819
Total unrealized appreciation/depreciation of assets2015-03-31$-1,055,819
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$150,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$185,587
Total income from all sources (including contributions)2015-03-31$14,634,519
Total loss/gain on sale of assets2015-03-31$958,396
Total of all expenses incurred2015-03-31$10,290,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$9,562,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$7,954,724
Value of total assets at end of year2015-03-31$121,568,969
Value of total assets at beginning of year2015-03-31$117,259,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$728,509
Total interest from all sources2015-03-31$425,110
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$1,509,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$675,263
Administrative expenses professional fees incurred2015-03-31$132,596
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$97,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$111,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$51,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$84,768
Other income not declared elsewhere2015-03-31$144,564
Administrative expenses (other) incurred2015-03-31$68,568
Liabilities. Value of operating payables at end of year2015-03-31$99,661
Liabilities. Value of operating payables at beginning of year2015-03-31$100,819
Total non interest bearing cash at end of year2015-03-31$717,839
Total non interest bearing cash at beginning of year2015-03-31$926,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$4,343,787
Value of net assets at end of year (total assets less liabilities)2015-03-31$121,418,006
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$117,074,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Assets. partnership/joint venture interests at end of year2015-03-31$4,701,030
Assets. partnership/joint venture interests at beginning of year2015-03-31$3,786,161
Investment advisory and management fees2015-03-31$411,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$36,143,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$33,789,108
Value of interest in pooled separate accounts at end of year2015-03-31$18,428,206
Value of interest in pooled separate accounts at beginning of year2015-03-31$16,632,292
Interest earned on other investments2015-03-31$8,767
Income. Interest from US Government securities2015-03-31$416,343
Value of interest in common/collective trusts at end of year2015-03-31$48,533,605
Value of interest in common/collective trusts at beginning of year2015-03-31$48,680,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$808,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$1,709,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$1,709,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$177,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$188,699
Asset value of US Government securities at end of year2015-03-31$6,304,384
Asset value of US Government securities at beginning of year2015-03-31$5,328,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$2,828,939
Net investment gain/loss from pooled separate accounts2015-03-31$1,536,137
Net investment gain or loss from common/collective trusts2015-03-31$333,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$7,954,724
Employer contributions (assets) at end of year2015-03-31$617,669
Employer contributions (assets) at beginning of year2015-03-31$864,438
Income. Dividends from common stock2015-03-31$833,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$9,562,223
Asset. Corporate debt instrument preferred debt at end of year2015-03-31$5,038,031
Asset. Corporate debt instrument preferred debt at beginning of year2015-03-31$5,242,931
Contract administrator fees2015-03-31$115,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31No
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$17,233,624
Aggregate carrying amount (costs) on sale of assets2015-03-31$16,275,228
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2015-03-31550526247
2014 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$-961,232
Total unrealized appreciation/depreciation of assets2014-03-31$-961,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$185,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$519,716
Total income from all sources (including contributions)2014-03-31$23,223,241
Total loss/gain on sale of assets2014-03-31$5,721,925
Total of all expenses incurred2014-03-31$10,304,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$9,372,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$8,341,201
Value of total assets at end of year2014-03-31$117,259,806
Value of total assets at beginning of year2014-03-31$104,675,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$932,694
Total interest from all sources2014-03-31$433,406
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$1,657,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$639,952
Administrative expenses professional fees incurred2014-03-31$127,558
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$111,621
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$150,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$84,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$408,859
Other income not declared elsewhere2014-03-31$154,302
Administrative expenses (other) incurred2014-03-31$78,357
Liabilities. Value of operating payables at end of year2014-03-31$100,819
Liabilities. Value of operating payables at beginning of year2014-03-31$110,857
Total non interest bearing cash at end of year2014-03-31$926,294
Total non interest bearing cash at beginning of year2014-03-31$649,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$12,918,496
Value of net assets at end of year (total assets less liabilities)2014-03-31$117,074,219
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$104,155,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Assets. partnership/joint venture interests at end of year2014-03-31$3,786,161
Investment advisory and management fees2014-03-31$617,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$33,789,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$32,876,768
Value of interest in pooled separate accounts at end of year2014-03-31$16,632,292
Value of interest in pooled separate accounts at beginning of year2014-03-31$14,018,115
Interest earned on other investments2014-03-31$11,244
Income. Interest from US Government securities2014-03-31$422,055
Income. Interest from corporate debt instruments2014-03-31$0
Value of interest in common/collective trusts at end of year2014-03-31$48,680,432
Value of interest in common/collective trusts at beginning of year2014-03-31$28,702,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$1,709,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$1,915,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$1,915,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$188,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$194,431
Asset value of US Government securities at end of year2014-03-31$5,328,024
Asset value of US Government securities at beginning of year2014-03-31$5,545,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$4,878,603
Net investment gain/loss from pooled separate accounts2014-03-31$2,176,486
Net investment gain or loss from common/collective trusts2014-03-31$821,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$8,341,201
Employer contributions (assets) at end of year2014-03-31$864,438
Employer contributions (assets) at beginning of year2014-03-31$596,427
Income. Dividends from common stock2014-03-31$1,017,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$9,372,051
Asset. Corporate debt instrument preferred debt at end of year2014-03-31$5,242,931
Asset. Corporate debt instrument preferred debt at beginning of year2014-03-31$5,099,752
Contract administrator fees2014-03-31$109,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$14,925,628
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$48,163,293
Aggregate carrying amount (costs) on sale of assets2014-03-31$42,441,368
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31WILSON KOZICKI & GWYNN, PLLC
Accountancy firm EIN2014-03-31550526247
2013 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$593,604
Total unrealized appreciation/depreciation of assets2013-03-31$593,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$519,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$192,295
Total income from all sources (including contributions)2013-03-31$16,930,957
Total loss/gain on sale of assets2013-03-31$3,058,828
Total of all expenses incurred2013-03-31$10,028,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$9,330,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$7,163,313
Value of total assets at end of year2013-03-31$104,675,439
Value of total assets at beginning of year2013-03-31$97,445,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$697,621
Total interest from all sources2013-03-31$769,996
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$1,439,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$509,870
Administrative expenses professional fees incurred2013-03-31$121,845
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$150,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$230,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$408,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$79,725
Other income not declared elsewhere2013-03-31$2,266
Administrative expenses (other) incurred2013-03-31$49,586
Liabilities. Value of operating payables at end of year2013-03-31$110,857
Liabilities. Value of operating payables at beginning of year2013-03-31$112,570
Total non interest bearing cash at end of year2013-03-31$649,986
Total non interest bearing cash at beginning of year2013-03-31$610,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$6,902,719
Value of net assets at end of year (total assets less liabilities)2013-03-31$104,155,723
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$97,253,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$417,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$32,876,768
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$30,458,541
Value of interest in pooled separate accounts at end of year2013-03-31$14,018,115
Value of interest in pooled separate accounts at beginning of year2013-03-31$12,489,936
Interest earned on other investments2013-03-31$17,937
Income. Interest from US Government securities2013-03-31$605,615
Income. Interest from corporate debt instruments2013-03-31$146,165
Value of interest in common/collective trusts at end of year2013-03-31$28,702,985
Value of interest in common/collective trusts at beginning of year2013-03-31$22,792,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$1,915,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$1,941,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$1,941,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$194,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$196,181
Asset value of US Government securities at end of year2013-03-31$5,545,963
Asset value of US Government securities at beginning of year2013-03-31$8,351,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$3,311,027
Net investment gain/loss from pooled separate accounts2013-03-31$1,116,236
Net investment gain or loss from common/collective trusts2013-03-31$-523,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$7,163,313
Employer contributions (assets) at end of year2013-03-31$596,427
Employer contributions (assets) at beginning of year2013-03-31$735,003
Income. Dividends from common stock2013-03-31$929,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$9,330,617
Asset. Corporate debt instrument preferred debt at end of year2013-03-31$5,099,752
Asset. Corporate debt instrument preferred debt at beginning of year2013-03-31$7,001,946
Contract administrator fees2013-03-31$108,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$14,925,628
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$12,636,409
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$47,237,871
Aggregate carrying amount (costs) on sale of assets2013-03-31$44,179,043
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31BODKIN, WILSON & KOZICKI PLLC
Accountancy firm EIN2013-03-31550526247
2012 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$-783,673
Total unrealized appreciation/depreciation of assets2012-03-31$-783,673
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$192,295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$170,701
Total income from all sources (including contributions)2012-03-31$12,720,424
Total loss/gain on sale of assets2012-03-31$4,220,179
Total of all expenses incurred2012-03-31$9,584,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$8,870,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$7,545,714
Value of total assets at end of year2012-03-31$97,445,300
Value of total assets at beginning of year2012-03-31$94,287,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$713,604
Total interest from all sources2012-03-31$715,844
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$1,391,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$552,599
Administrative expenses professional fees incurred2012-03-31$155,392
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$230,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$270,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$79,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$75,802
Administrative expenses (other) incurred2012-03-31$49,187
Liabilities. Value of operating payables at end of year2012-03-31$112,570
Liabilities. Value of operating payables at beginning of year2012-03-31$94,899
Total non interest bearing cash at end of year2012-03-31$610,064
Total non interest bearing cash at beginning of year2012-03-31$581,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$3,136,286
Value of net assets at end of year (total assets less liabilities)2012-03-31$97,253,005
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$94,116,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$397,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$30,458,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$28,018,047
Value of interest in pooled separate accounts at end of year2012-03-31$12,489,936
Value of interest in pooled separate accounts at beginning of year2012-03-31$11,009,566
Interest earned on other investments2012-03-31$12,416
Income. Interest from US Government securities2012-03-31$329,377
Income. Interest from corporate debt instruments2012-03-31$373,238
Value of interest in common/collective trusts at end of year2012-03-31$22,792,975
Value of interest in common/collective trusts at beginning of year2012-03-31$22,658,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$1,941,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$1,269,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$1,269,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$196,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$211,503
Asset value of US Government securities at end of year2012-03-31$8,351,311
Asset value of US Government securities at beginning of year2012-03-31$7,950,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$-1,608,438
Net investment gain/loss from pooled separate accounts2012-03-31$949,997
Net investment gain or loss from common/collective trusts2012-03-31$289,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$7,545,714
Employer contributions (assets) at end of year2012-03-31$735,003
Employer contributions (assets) at beginning of year2012-03-31$629,999
Income. Dividends from common stock2012-03-31$838,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$8,870,534
Asset. Corporate debt instrument preferred debt at end of year2012-03-31$7,001,946
Asset. Corporate debt instrument preferred debt at beginning of year2012-03-31$3,363,992
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$4,296,119
Contract administrator fees2012-03-31$111,495
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$12,636,409
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$14,027,993
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$72,507,126
Aggregate carrying amount (costs) on sale of assets2012-03-31$68,286,947
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31BODKIN WILSON & KOZICKI PLLC
Accountancy firm EIN2012-03-31550526247
2011 : IRONWORKERS LOCAL 549-550 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$1,116,508
Total unrealized appreciation/depreciation of assets2011-03-31$1,116,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$170,701
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$353,803
Total income from all sources (including contributions)2011-03-31$17,006,954
Total loss/gain on sale of assets2011-03-31$692,246
Total of all expenses incurred2011-03-31$8,930,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$8,347,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$6,801,306
Value of total assets at end of year2011-03-31$94,287,420
Value of total assets at beginning of year2011-03-31$86,393,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$582,130
Total interest from all sources2011-03-31$794,836
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$760,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$508,751
Administrative expenses professional fees incurred2011-03-31$117,543
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$270,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$370,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$75,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$233,159
Other income not declared elsewhere2011-03-31$14,743
Administrative expenses (other) incurred2011-03-31$111,937
Liabilities. Value of operating payables at end of year2011-03-31$94,899
Liabilities. Value of operating payables at beginning of year2011-03-31$120,644
Total non interest bearing cash at end of year2011-03-31$581,409
Total non interest bearing cash at beginning of year2011-03-31$547,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$8,076,953
Value of net assets at end of year (total assets less liabilities)2011-03-31$94,116,719
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$86,039,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$243,402
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$28,018,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$24,578,918
Value of interest in pooled separate accounts at end of year2011-03-31$11,009,566
Value of interest in pooled separate accounts at beginning of year2011-03-31$5,543,991
Interest earned on other investments2011-03-31$12,274
Income. Interest from US Government securities2011-03-31$340,596
Income. Interest from corporate debt instruments2011-03-31$441,356
Value of interest in common/collective trusts at end of year2011-03-31$22,658,317
Value of interest in common/collective trusts at beginning of year2011-03-31$24,002,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$1,269,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$1,295,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$1,295,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$211,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$222,541
Asset value of US Government securities at end of year2011-03-31$7,950,651
Asset value of US Government securities at beginning of year2011-03-31$8,990,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$3,317,881
Net investment gain/loss from pooled separate accounts2011-03-31$1,398,018
Net investment gain or loss from common/collective trusts2011-03-31$2,110,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$6,801,306
Employer contributions (assets) at end of year2011-03-31$629,999
Employer contributions (assets) at beginning of year2011-03-31$581,876
Income. Dividends from common stock2011-03-31$251,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$8,347,871
Asset. Corporate debt instrument preferred debt at end of year2011-03-31$3,363,992
Asset. Corporate debt instrument preferred debt at beginning of year2011-03-31$8,064,476
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$4,296,119
Contract administrator fees2011-03-31$109,248
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$14,027,993
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$12,193,827
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$803
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$16,471,620
Aggregate carrying amount (costs) on sale of assets2011-03-31$15,779,374
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31BODKIN WILSON & KOZICKI PLLC
Accountancy firm EIN2011-03-31550526247

Form 5500 Responses for IRONWORKERS LOCAL 549-550 PENSION PLAN

2022: IRONWORKERS LOCAL 549-550 PENSION PLAN 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: IRONWORKERS LOCAL 549-550 PENSION PLAN 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: IRONWORKERS LOCAL 549-550 PENSION PLAN 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: IRONWORKERS LOCAL 549-550 PENSION PLAN 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: IRONWORKERS LOCAL 549-550 PENSION PLAN 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Submission has been amendedYes
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: IRONWORKERS LOCAL 549-550 PENSION PLAN 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: IRONWORKERS LOCAL 549-550 PENSION PLAN 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: IRONWORKERS LOCAL 549-550 PENSION PLAN 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: IRONWORKERS LOCAL 549-550 PENSION PLAN 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: IRONWORKERS LOCAL 549-550 PENSION PLAN 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: IRONWORKERS LOCAL 549-550 PENSION PLAN 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: IRONWORKERS LOCAL 549-550 PENSION PLAN 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: IRONWORKERS LOCAL 549-550 PENSION PLAN 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030467
Policy instance 2
Insurance contract or identification number030467
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030312
Policy instance 1
Insurance contract or identification number030312
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030312
Policy instance 1
Insurance contract or identification number030312
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030467
Policy instance 2
Insurance contract or identification number030467
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030467
Policy instance 2
Insurance contract or identification number030467
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030312
Policy instance 1
Insurance contract or identification number030312
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030312
Policy instance 2
Insurance contract or identification number030312
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 934
Policy instance 1
Insurance contract or identification numberGAC 934
Number of Individuals Covered0
Insurance policy start date2019-04-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030467
Policy instance 3
Insurance contract or identification number030467
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030312
Policy instance 2
Insurance contract or identification number030312
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 934
Policy instance 1
Insurance contract or identification numberGAC 934
Number of Individuals Covered2
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030467
Policy instance 3
Insurance contract or identification number030467
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030467
Policy instance 3
Insurance contract or identification number030467
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030312
Policy instance 2
Insurance contract or identification number030312
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 934
Policy instance 1
Insurance contract or identification numberGAC 934
Number of Individuals Covered2
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 934
Policy instance 1
Insurance contract or identification numberGAC 934
Number of Individuals Covered3
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030467
Policy instance 3
Insurance contract or identification number030467
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030312
Policy instance 2
Insurance contract or identification number030312
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 934
Policy instance 1
Insurance contract or identification numberGAC 934
Number of Individuals Covered3
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030312
Policy instance 2
Insurance contract or identification number030312
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030467
Policy instance 3
Insurance contract or identification number030467
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030467
Policy instance 3
Insurance contract or identification number030467
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030312
Policy instance 2
Insurance contract or identification number030312
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 934
Policy instance 1
Insurance contract or identification numberGAC 934
Number of Individuals Covered3
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 934
Policy instance 1
Insurance contract or identification numberGAC 934
Number of Individuals Covered5
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030467
Policy instance 3
Insurance contract or identification number030467
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030312
Policy instance 2
Insurance contract or identification number030312
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030467
Policy instance 3
Insurance contract or identification number030467
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 934
Policy instance 1
Insurance contract or identification numberGAC 934
Number of Individuals Covered0
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030312
Policy instance 2
Insurance contract or identification number030312
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030467
Policy instance 3
Insurance contract or identification number030467
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030312
Policy instance 2
Insurance contract or identification number030312
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 934
Policy instance 1
Insurance contract or identification numberGAC 934
Number of Individuals Covered6
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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