401k Plan data: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN plan

IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 401k Plan overview

Plan Name	IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN
Plan identification number	002

IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

IRON WORKERS DISTRICT COUNCIL OF TN & VICINITY ANNUITY PLAN has sponsored the creation of one or more 401k plans.

Company Name: IRON WORKERS DISTRICT COUNCIL OF TN & VICINITY ANNUITY PLAN

Employer identification number (EIN): 621747853

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DOUG IRWIN
002 2016-01-01 DONALD KIRKLAND
002 2015-01-01 MELVIN BREWER
002 2014-01-01 MELVIN BREWER STEVE STERCHI 2015-10-14
002 2013-01-01 RICHARD J. WARD STEVE STERCHI 2014-10-03
002 2012-01-01 RICHARD J. WARD STEVE STERCHI 2013-10-15
002 2011-01-01 RICHARD J. WARD STEVE STERCHI 2012-09-25
002 2009-01-01 RICHARD J. WARD STEVE STERCHI 2010-11-16
002 2009-01-01 RICHARD J. WARD STEVE STERCHI 2010-10-04

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DOUG IRWIN
002	2016-01-01	DONALD KIRKLAND
002	2015-01-01	MELVIN BREWER
002	2014-01-01	MELVIN BREWER	STEVE STERCHI	2015-10-14
002	2013-01-01	RICHARD J. WARD	STEVE STERCHI	2014-10-03
002	2012-01-01	RICHARD J. WARD	STEVE STERCHI	2013-10-15
002	2011-01-01	RICHARD J. WARD	STEVE STERCHI	2012-09-25
002	2009-01-01	RICHARD J. WARD	STEVE STERCHI	2010-11-16
002	2009-01-01	RICHARD J. WARD	STEVE STERCHI	2010-10-04

Plan Statistics for IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN

401k plan membership statisitcs for IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN

Measure Date Value
2023: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4,222
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 2,124
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 2,553
Total of all active and inactive participants 2023-01-01 4,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4,677
Number of participants with account balances 2023-01-01 4,677
Number of employers contributing to the scheme 2023-01-01 160
2022: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4,009
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,792
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2,430
Total of all active and inactive participants 2022-01-01 4,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4,222
Number of participants with account balances 2022-01-01 4,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
Number of employers contributing to the scheme 2022-01-01 167
2021: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,636
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4,009
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 4,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 4,009
Number of participants with account balances 2021-01-01 4,009
Number of employers contributing to the scheme 2021-01-01 169
2020: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3,219
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3,636
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3,636
Number of participants with account balances 2020-01-01 3,636
Number of employers contributing to the scheme 2020-01-01 158
2019: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,649
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3,219
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 3,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 3,219
Number of participants with account balances 2019-01-01 3,219
Number of employers contributing to the scheme 2019-01-01 139
2018: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,748
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,649
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2,649
Number of participants with account balances 2018-01-01 2,649
Number of employers contributing to the scheme 2018-01-01 125
2017: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,912
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,748
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,748
Number of participants with account balances 2017-01-01 1,748
Number of employers contributing to the scheme 2017-01-01 142
2016: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,817
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,905
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 2,912
Total participants 2016-01-01 2,912
Number of participants with account balances 2016-01-01 1,657
Number of employers contributing to the scheme 2016-01-01 151
2015: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,709
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,810
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 2,817
Total participants 2015-01-01 2,817
Number of participants with account balances 2015-01-01 1,703
Number of employers contributing to the scheme 2015-01-01 203
2014: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,624
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,701
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 2,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2,708
Number of participants with account balances 2014-01-01 1,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
Number of employers contributing to the scheme 2014-01-01 234
2013: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,577
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,615
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 2,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2,624
Number of participants with account balances 2013-01-01 1,817
Number of employers contributing to the scheme 2013-01-01 120
2012: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,574
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,571
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 2,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2,577
Number of participants with account balances 2012-01-01 1,870
Number of employers contributing to the scheme 2012-01-01 238
2011: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,430
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,173
Number of retired or separated participants receiving benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,173
Number of participants with account balances 2011-01-01 2,571
Number of employers contributing to the scheme 2011-01-01 221
2009: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,171
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,378
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 1,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,378
Number of participants with account balances 2009-01-01 2,566
Number of employers contributing to the scheme 2009-01-01 215

Measure	Date	Value
2023: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4,222
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	2,124
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	2,553
Total of all active and inactive participants	2023-01-01	4,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4,677
Number of participants with account balances	2023-01-01	4,677
Number of employers contributing to the scheme	2023-01-01	160
2022: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4,009
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,792
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2,430
Total of all active and inactive participants	2022-01-01	4,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4,222
Number of participants with account balances	2022-01-01	4,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
Number of employers contributing to the scheme	2022-01-01	167
2021: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,636
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4,009
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	4,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	4,009
Number of participants with account balances	2021-01-01	4,009
Number of employers contributing to the scheme	2021-01-01	169
2020: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3,219
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3,636
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3,636
Number of participants with account balances	2020-01-01	3,636
Number of employers contributing to the scheme	2020-01-01	158
2019: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,649
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3,219
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	3,219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	3,219
Number of participants with account balances	2019-01-01	3,219
Number of employers contributing to the scheme	2019-01-01	139
2018: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,748
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,649
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2,649
Number of participants with account balances	2018-01-01	2,649
Number of employers contributing to the scheme	2018-01-01	125
2017: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,912
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,748
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,748
Number of participants with account balances	2017-01-01	1,748
Number of employers contributing to the scheme	2017-01-01	142
2016: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,817
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,905
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	2,912
Total participants	2016-01-01	2,912
Number of participants with account balances	2016-01-01	1,657
Number of employers contributing to the scheme	2016-01-01	151
2015: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,709
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,810
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	2,817
Total participants	2015-01-01	2,817
Number of participants with account balances	2015-01-01	1,703
Number of employers contributing to the scheme	2015-01-01	203
2014: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,624
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,701
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	2,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2,708
Number of participants with account balances	2014-01-01	1,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
Number of employers contributing to the scheme	2014-01-01	234
2013: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,577
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,615
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	2,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,624
Number of participants with account balances	2013-01-01	1,817
Number of employers contributing to the scheme	2013-01-01	120
2012: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,574
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,571
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	2,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2,577
Number of participants with account balances	2012-01-01	1,870
Number of employers contributing to the scheme	2012-01-01	238
2011: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,430
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,173
Number of retired or separated participants receiving benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,173
Number of participants with account balances	2011-01-01	2,571
Number of employers contributing to the scheme	2011-01-01	221
2009: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,171
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,378
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	1,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,378
Number of participants with account balances	2009-01-01	2,566
Number of employers contributing to the scheme	2009-01-01	215

Financial Data on IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN

Measure	Date	Value
2023 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2023-12-31	$1,158,146
Total unrealized appreciation/depreciation of assets	2023-12-31	$1,158,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$180,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$118,482
Total income from all sources (including contributions)	2023-12-31	$9,516,330
Total loss/gain on sale of assets	2023-12-31	$-4,905
Total of all expenses incurred	2023-12-31	$2,498,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,298,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$5,386,885
Value of total assets at end of year	2023-12-31	$40,190,293
Value of total assets at beginning of year	2023-12-31	$33,110,433
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$200,329
Total interest from all sources	2023-12-31	$505,174
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$422,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$370,732
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$209,456
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$182,416
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$84,688
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$46,828
Other income not declared elsewhere	2023-12-31	$14,254
Administrative expenses (other) incurred	2023-12-31	$30,676
Liabilities. Value of operating payables at end of year	2023-12-31	$180,676
Liabilities. Value of operating payables at beginning of year	2023-12-31	$118,482
Total non interest bearing cash at end of year	2023-12-31	$644,648
Total non interest bearing cash at beginning of year	2023-12-31	$706,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$7,017,666
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$40,009,617
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$32,991,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$73,290
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$14,120,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$9,962,019
Value of interest in pooled separate accounts at end of year	2023-12-31	$4,105,599
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$3,865,827
Interest earned on other investments	2023-12-31	$227,117
Income. Interest from US Government securities	2023-12-31	$129,855
Income. Interest from corporate debt instruments	2023-12-31	$108,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$1,150,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$3,160,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$3,160,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$40,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$5,660,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$5,440,095
Asset value of US Government securities at end of year	2023-12-31	$5,323,784
Asset value of US Government securities at beginning of year	2023-12-31	$3,346,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,784,497
Net investment gain/loss from pooled separate accounts	2023-12-31	$249,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$5,386,885
Employer contributions (assets) at end of year	2023-12-31	$602,542
Employer contributions (assets) at beginning of year	2023-12-31	$440,512
Income. Dividends from common stock	2023-12-31	$51,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,298,335
Asset. Corporate debt instrument preferred debt at end of year	2023-12-31	$1,051,497
Asset. Corporate debt instrument preferred debt at beginning of year	2023-12-31	$860,972
Asset. Corporate debt instrument debt (other) at end of year	2023-12-31	$2,624,790
Asset. Corporate debt instrument debt (other) at beginning of year	2023-12-31	$1,565,730
Contract administrator fees	2023-12-31	$60,000
Assets. Corporate common stocks other than exployer securities at end of year	2023-12-31	$4,612,153
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-12-31	$3,533,167
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$3,018,362
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$3,023,267
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN	2023-12-31	621802605
2022 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-1,032,957
Total unrealized appreciation/depreciation of assets	2022-12-31	$-1,032,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$118,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$126,731
Total income from all sources (including contributions)	2022-12-31	$1,085,033
Total loss/gain on sale of assets	2022-12-31	$-275,578
Total of all expenses incurred	2022-12-31	$2,219,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,020,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,642,668
Value of total assets at end of year	2022-12-31	$33,110,433
Value of total assets at beginning of year	2022-12-31	$34,253,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$199,357
Total interest from all sources	2022-12-31	$318,283
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$288,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$240,101
Administrative expenses professional fees incurred	2022-12-31	$42,414
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$182,416
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$7,483
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$46,828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$33,558
Other income not declared elsewhere	2022-12-31	$12,846
Administrative expenses (other) incurred	2022-12-31	$34,448
Liabilities. Value of operating payables at end of year	2022-12-31	$118,482
Liabilities. Value of operating payables at beginning of year	2022-12-31	$126,731
Total non interest bearing cash at end of year	2022-12-31	$706,146
Total non interest bearing cash at beginning of year	2022-12-31	$693,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,134,732
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$32,991,951
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$34,126,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$62,495
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,962,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,961,446
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,865,827
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,468,030
Interest earned on other investments	2022-12-31	$197,930
Income. Interest from US Government securities	2022-12-31	$50,568
Income. Interest from corporate debt instruments	2022-12-31	$62,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,160,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$3,910,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$3,910,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$7,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,440,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,242,252
Asset value of US Government securities at end of year	2022-12-31	$3,346,654
Asset value of US Government securities at beginning of year	2022-12-31	$2,241,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,276,754
Net investment gain/loss from pooled separate accounts	2022-12-31	$-592,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,642,668
Employer contributions (assets) at end of year	2022-12-31	$440,512
Employer contributions (assets) at beginning of year	2022-12-31	$418,066
Income. Dividends from common stock	2022-12-31	$48,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,020,408
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$860,972
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$2,092,890
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$1,565,730
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$109,997
Contract administrator fees	2022-12-31	$60,000
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$3,533,167
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$4,073,841
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$4,194,509
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$4,470,087
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN	2022-12-31	621802605
2021 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$816,184
Total unrealized appreciation/depreciation of assets	2021-12-31	$816,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$126,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$99,679
Total income from all sources (including contributions)	2021-12-31	$6,740,216
Total loss/gain on sale of assets	2021-12-31	$41,966
Total of all expenses incurred	2021-12-31	$2,182,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,003,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,183,629
Value of total assets at end of year	2021-12-31	$34,253,414
Value of total assets at beginning of year	2021-12-31	$29,668,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$178,999
Total interest from all sources	2021-12-31	$251,509
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$368,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$324,530
Administrative expenses professional fees incurred	2021-12-31	$31,476
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$4,183,629
Amount contributed by the employer to the plan for this plan year	2021-12-31	$4,183,629
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$7,483
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$7,961
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$33,558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$5,208
Other income not declared elsewhere	2021-12-31	$20,355
Administrative expenses (other) incurred	2021-12-31	$28,322
Liabilities. Value of operating payables at end of year	2021-12-31	$126,731
Liabilities. Value of operating payables at beginning of year	2021-12-31	$99,679
Total non interest bearing cash at end of year	2021-12-31	$693,848
Total non interest bearing cash at beginning of year	2021-12-31	$534,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,557,974
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$34,126,683
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,568,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$69,701
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,961,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,459,162
Value of interest in pooled separate accounts at end of year	2021-12-31	$4,468,030
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$8,868,738
Interest earned on other investments	2021-12-31	$166,995
Income. Interest from US Government securities	2021-12-31	$33,427
Income. Interest from corporate debt instruments	2021-12-31	$50,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$3,910,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,891,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,891,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,242,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$5,075,258
Asset value of US Government securities at end of year	2021-12-31	$2,241,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,363,900
Net investment gain/loss from pooled separate accounts	2021-12-31	$-305,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$4,183,629
Employer contributions (assets) at end of year	2021-12-31	$418,066
Employer contributions (assets) at beginning of year	2021-12-31	$412,332
Income. Dividends from common stock	2021-12-31	$43,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,003,243
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$2,092,890
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$109,997
Contract administrator fees	2021-12-31	$49,500
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$4,073,841
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$3,413,300
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$1,443,020
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$1,401,054
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN	2021-12-31	621802605
2020 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$429,885
Total unrealized appreciation/depreciation of assets	2020-12-31	$429,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$99,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$33,423
Total income from all sources (including contributions)	2020-12-31	$6,878,750
Total loss/gain on sale of assets	2020-12-31	$1,428
Total of all expenses incurred	2020-12-31	$1,737,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,588,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,854,706
Value of total assets at end of year	2020-12-31	$29,668,388
Value of total assets at beginning of year	2020-12-31	$24,461,043
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$149,240
Total interest from all sources	2020-12-31	$337,024
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$202,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$189,796
Administrative expenses professional fees incurred	2020-12-31	$23,700
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$3,854,706
Amount contributed by the employer to the plan for this plan year	2020-12-31	$3,854,706
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$7,961
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$6,187
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$5,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$51
Other income not declared elsewhere	2020-12-31	$4,966
Administrative expenses (other) incurred	2020-12-31	$22,653
Liabilities. Value of operating payables at end of year	2020-12-31	$99,679
Liabilities. Value of operating payables at beginning of year	2020-12-31	$33,423
Total non interest bearing cash at end of year	2020-12-31	$534,752
Total non interest bearing cash at beginning of year	2020-12-31	$1,050,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,141,089
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,568,709
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,427,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$67,887
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,459,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,638,006
Value of interest in pooled separate accounts at end of year	2020-12-31	$8,868,738
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$9,237,923
Interest earned on other investments	2020-12-31	$329,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,891,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,966,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,966,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$7,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$5,075,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$7,245,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,381,312
Net investment gain/loss from pooled separate accounts	2020-12-31	$666,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,854,706
Employer contributions (assets) at end of year	2020-12-31	$412,332
Employer contributions (assets) at beginning of year	2020-12-31	$316,525
Income. Dividends from common stock	2020-12-31	$13,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,588,421
Contract administrator fees	2020-12-31	$35,000
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$3,413,300
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$330,035
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$328,607
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN	2020-12-31	621802605
2019 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$33,423
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$33,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$19,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$19,601
Total income from all sources (including contributions)	2019-12-31	$5,361,950
Total income from all sources (including contributions)	2019-12-31	$5,361,950
Total of all expenses incurred	2019-12-31	$1,716,826
Total of all expenses incurred	2019-12-31	$1,716,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,565,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,565,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,397,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,397,277
Value of total assets at end of year	2019-12-31	$24,461,043
Value of total assets at end of year	2019-12-31	$24,461,043
Value of total assets at beginning of year	2019-12-31	$20,802,097
Value of total assets at beginning of year	2019-12-31	$20,802,097
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$151,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$151,479
Total interest from all sources	2019-12-31	$250,476
Total interest from all sources	2019-12-31	$250,476
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$96,858
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$96,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$96,858
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$96,858
Administrative expenses professional fees incurred	2019-12-31	$29,864
Administrative expenses professional fees incurred	2019-12-31	$29,864
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$3,397,277
Amount contributed by the employer to the plan for this plan year	2019-12-31	$3,397,277
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$6,187
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$6,187
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$6,672
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$6,672
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$51
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$51
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$42,767
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$42,767
Other income not declared elsewhere	2019-12-31	$867
Other income not declared elsewhere	2019-12-31	$867
Administrative expenses (other) incurred	2019-12-31	$23,052
Administrative expenses (other) incurred	2019-12-31	$23,052
Liabilities. Value of operating payables at end of year	2019-12-31	$33,423
Liabilities. Value of operating payables at end of year	2019-12-31	$33,423
Liabilities. Value of operating payables at beginning of year	2019-12-31	$19,601
Liabilities. Value of operating payables at beginning of year	2019-12-31	$19,601
Total non interest bearing cash at end of year	2019-12-31	$1,050,152
Total non interest bearing cash at end of year	2019-12-31	$1,050,152
Total non interest bearing cash at beginning of year	2019-12-31	$702,452
Total non interest bearing cash at beginning of year	2019-12-31	$702,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,645,124
Value of net income/loss	2019-12-31	$3,645,124
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,427,620
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,427,620
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,782,496
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,782,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$64,963
Investment advisory and management fees	2019-12-31	$64,963
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,638,006
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,638,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,862,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,862,455
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,237,923
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,237,923
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,616,411
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$8,616,411
Interest earned on other investments	2019-12-31	$246,839
Interest earned on other investments	2019-12-31	$246,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,966,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,966,767
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$335,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$335,612
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$335,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$335,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,637
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,245,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$7,245,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$6,998,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$6,998,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$958,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$958,594
Net investment gain/loss from pooled separate accounts	2019-12-31	$657,878
Net investment gain/loss from pooled separate accounts	2019-12-31	$657,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$3,397,277
Employer contributions (assets) at end of year	2019-12-31	$316,525
Employer contributions (assets) at end of year	2019-12-31	$316,525
Employer contributions (assets) at beginning of year	2019-12-31	$237,135
Employer contributions (assets) at beginning of year	2019-12-31	$237,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,565,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,565,347
Contract administrator fees	2019-12-31	$33,600
Contract administrator fees	2019-12-31	$33,600
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	DANIELS, IRWIN & AYLOR CPAS
Accountancy firm name	2019-12-31	DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN	2019-12-31	621802605
Accountancy firm EIN	2019-12-31	621802605
2018 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$155,878
Total unrealized appreciation/depreciation of assets	2018-12-31	$155,878
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$19,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$22,469
Total income from all sources (including contributions)	2018-12-31	$2,210,568
Total of all expenses incurred	2018-12-31	$1,495,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,344,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,164,783
Value of total assets at end of year	2018-12-31	$20,802,097
Value of total assets at beginning of year	2018-12-31	$20,090,271
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$151,190
Total interest from all sources	2018-12-31	$314
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$85,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$85,780
Administrative expenses professional fees incurred	2018-12-31	$28,716
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$2,164,783
Amount contributed by the employer to the plan for this plan year	2018-12-31	$2,164,783
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$6,672
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$6,376
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$42,767
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$43,046
Other income not declared elsewhere	2018-12-31	$895
Administrative expenses (other) incurred	2018-12-31	$47,289
Liabilities. Value of operating payables at end of year	2018-12-31	$19,601
Liabilities. Value of operating payables at beginning of year	2018-12-31	$22,469
Total non interest bearing cash at end of year	2018-12-31	$702,452
Total non interest bearing cash at beginning of year	2018-12-31	$510,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$714,694
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,782,496
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,067,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$41,585
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,862,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,991,077
Value of interest in pooled separate accounts at end of year	2018-12-31	$8,616,411
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$8,542,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$335,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$314
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$6,998,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$6,830,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-306,775
Net investment gain/loss from pooled separate accounts	2018-12-31	$109,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,164,783
Employer contributions (assets) at end of year	2018-12-31	$237,135
Employer contributions (assets) at beginning of year	2018-12-31	$165,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,344,684
Contract administrator fees	2018-12-31	$33,600
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN	2018-12-31	621802605
2017 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$133,573
Total unrealized appreciation/depreciation of assets	2017-12-31	$133,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$22,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$42,844
Total income from all sources (including contributions)	2017-12-31	$3,261,057
Total loss/gain on sale of assets	2017-12-31	$12,153
Total of all expenses incurred	2017-12-31	$1,576,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,246,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,100,808
Value of total assets at end of year	2017-12-31	$20,090,271
Value of total assets at beginning of year	2017-12-31	$18,426,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$330,570
Total interest from all sources	2017-12-31	$76,880
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$66,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$66,877
Administrative expenses professional fees incurred	2017-12-31	$33,703
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$2,100,808
Amount contributed by the employer to the plan for this plan year	2017-12-31	$2,100,808
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$6,376
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$767,562
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$43,046
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$39,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$13,268
Other income not declared elsewhere	2017-12-31	$517,063
Administrative expenses (other) incurred	2017-12-31	$235,285
Liabilities. Value of operating payables at end of year	2017-12-31	$22,469
Total non interest bearing cash at end of year	2017-12-31	$510,528
Total non interest bearing cash at beginning of year	2017-12-31	$490,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,684,252
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,067,802
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$18,383,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$55,966
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,991,077
Value of interest in pooled separate accounts at end of year	2017-12-31	$8,542,779
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$8,005,356
Income. Interest from US Government securities	2017-12-31	$40,474
Income. Interest from corporate debt instruments	2017-12-31	$34,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$6,830,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,784,377
Asset value of US Government securities at beginning of year	2017-12-31	$1,493,104
Net investment gain/loss from pooled separate accounts	2017-12-31	$353,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,100,808
Employer contributions (assets) at end of year	2017-12-31	$165,664
Employer contributions (assets) at beginning of year	2017-12-31	$309,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,246,235
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$1,536,969
Contract administrator fees	2017-12-31	$5,616
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$29,576
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$4,567,294
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$4,555,141
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN	2017-12-31	621802605
2016 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-11,058
Total unrealized appreciation/depreciation of assets	2016-12-31	$-11,058
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$42,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$40,711
Total income from all sources (including contributions)	2016-12-31	$2,812,790
Total loss/gain on sale of assets	2016-12-31	$15,794
Total of all expenses incurred	2016-12-31	$1,831,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,496,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,268,756
Value of total assets at end of year	2016-12-31	$18,426,394
Value of total assets at beginning of year	2016-12-31	$17,442,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$334,134
Total interest from all sources	2016-12-31	$101,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$36,192
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$767,562
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$656,416
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$39,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$37,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$13,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$23,275
Administrative expenses (other) incurred	2016-12-31	$216,117
Total non interest bearing cash at end of year	2016-12-31	$490,000
Total non interest bearing cash at beginning of year	2016-12-31	$342,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$981,785
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$18,383,550
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$17,401,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$19,944
Value of interest in pooled separate accounts at end of year	2016-12-31	$8,005,356
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$7,715,504
Interest earned on other investments	2016-12-31	$30,090
Income. Interest from US Government securities	2016-12-31	$27,739
Income. Interest from corporate debt instruments	2016-12-31	$43,127
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,784,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$5,407,370
Asset value of US Government securities at end of year	2016-12-31	$1,493,104
Asset value of US Government securities at beginning of year	2016-12-31	$1,830,152
Net investment gain/loss from pooled separate accounts	2016-12-31	$437,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$2,268,756
Employer contributions (assets) at end of year	2016-12-31	$309,397
Employer contributions (assets) at beginning of year	2016-12-31	$244,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,496,871
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$1,536,969
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$1,208,827
Contract administrator fees	2016-12-31	$61,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$29,576
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$17,436
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$2,367,593
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$2,351,799
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	HENDERSON HUTCHERSON & MCCULLOUGH
Accountancy firm EIN	2016-12-31	621114363
2015 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-46,168
Total unrealized appreciation/depreciation of assets	2015-12-31	$-46,168
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$40,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$38,341
Total income from all sources (including contributions)	2015-12-31	$2,283,965
Total loss/gain on sale of assets	2015-12-31	$-14,016
Total of all expenses incurred	2015-12-31	$1,510,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,234,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,981,487
Value of total assets at end of year	2015-12-31	$17,442,476
Value of total assets at beginning of year	2015-12-31	$16,666,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$276,283
Total interest from all sources	2015-12-31	$98,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$19,745
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$656,416
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$751,751
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$37,233
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$66,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$23,275
Administrative expenses (other) incurred	2015-12-31	$170,197
Total non interest bearing cash at end of year	2015-12-31	$342,800
Total non interest bearing cash at beginning of year	2015-12-31	$397,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$773,611
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$17,401,765
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,628,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$18,942
Value of interest in pooled separate accounts at end of year	2015-12-31	$7,715,504
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$7,609,902
Interest earned on other investments	2015-12-31	$32,613
Income. Interest from US Government securities	2015-12-31	$27,500
Income. Interest from corporate debt instruments	2015-12-31	$38,182
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$5,407,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,596,070
Asset value of US Government securities at end of year	2015-12-31	$1,830,152
Asset value of US Government securities at beginning of year	2015-12-31	$1,503,181
Net investment gain/loss from pooled separate accounts	2015-12-31	$263,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,981,487
Employer contributions (assets) at end of year	2015-12-31	$244,174
Employer contributions (assets) at beginning of year	2015-12-31	$334,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,234,071
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$1,208,827
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$1,407,116
Contract administrator fees	2015-12-31	$67,399
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$17,436
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$38,341
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$2,175,784
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$2,189,800
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	HENDERSON HUTCHERSON MCCULLOUGH
Accountancy firm EIN	2015-12-31	621114363
2014 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$102,300
Total unrealized appreciation/depreciation of assets	2014-12-31	$102,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$38,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$16,660
Total income from all sources (including contributions)	2014-12-31	$2,691,589
Total loss/gain on sale of assets	2014-12-31	$-13,215
Total of all expenses incurred	2014-12-31	$1,139,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$855,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,965,078
Value of total assets at end of year	2014-12-31	$16,666,495
Value of total assets at beginning of year	2014-12-31	$15,092,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$283,539
Total interest from all sources	2014-12-31	$114,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$61,217
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$751,751
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$755,180
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$66,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$108,731
Administrative expenses (other) incurred	2014-12-31	$138,196
Total non interest bearing cash at end of year	2014-12-31	$397,547
Total non interest bearing cash at beginning of year	2014-12-31	$254,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,552,298
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,628,154
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,075,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$20,456
Value of interest in pooled separate accounts at end of year	2014-12-31	$7,609,902
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$7,211,286
Interest earned on other investments	2014-12-31	$51,206
Income. Interest from US Government securities	2014-12-31	$25,104
Income. Interest from corporate debt instruments	2014-12-31	$38,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,596,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,852,046
Asset value of US Government securities at end of year	2014-12-31	$1,503,181
Asset value of US Government securities at beginning of year	2014-12-31	$1,417,950
Net investment gain/loss from pooled separate accounts	2014-12-31	$522,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,965,078
Employer contributions (assets) at end of year	2014-12-31	$334,274
Employer contributions (assets) at beginning of year	2014-12-31	$205,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$855,752
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$1,407,116
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$1,288,262
Contract administrator fees	2014-12-31	$63,670
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$38,341
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$16,660
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$1,731,898
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$1,745,113
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	HENDERSON HUTCHERON MCCULLOUGH
Accountancy firm EIN	2014-12-31	621114363
2013 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-116,893
Total unrealized appreciation/depreciation of assets	2013-12-31	$-116,893
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$16,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$42,372
Total income from all sources (including contributions)	2013-12-31	$1,786,365
Total loss/gain on sale of assets	2013-12-31	$57,175
Total of all expenses incurred	2013-12-31	$1,329,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,072,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,692,770
Value of total assets at end of year	2013-12-31	$15,092,516
Value of total assets at beginning of year	2013-12-31	$14,661,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$257,286
Total interest from all sources	2013-12-31	$114,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$41,989
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$755,180
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$743,155
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$108,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$61,040
Administrative expenses (other) incurred	2013-12-31	$132,021
Liabilities. Value of operating payables at end of year	2013-12-31	$16,660
Liabilities. Value of operating payables at beginning of year	2013-12-31	$42,372
Total non interest bearing cash at end of year	2013-12-31	$254,007
Total non interest bearing cash at beginning of year	2013-12-31	$294,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$456,491
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,075,856
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,619,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$18,857
Value of interest in pooled separate accounts at end of year	2013-12-31	$7,211,286
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$7,172,758
Interest earned on other investments	2013-12-31	$50,294
Income. Interest from US Government securities	2013-12-31	$22,626
Income. Interest from corporate debt instruments	2013-12-31	$41,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$82,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$82,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,852,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,391,617
Asset value of US Government securities at end of year	2013-12-31	$1,417,950
Asset value of US Government securities at beginning of year	2013-12-31	$1,365,983
Net investment gain/loss from pooled separate accounts	2013-12-31	$38,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,692,770
Employer contributions (assets) at end of year	2013-12-31	$205,054
Employer contributions (assets) at beginning of year	2013-12-31	$220,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,072,588
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$1,288,262
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$1,329,932
Contract administrator fees	2013-12-31	$64,419
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$4,267,728
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$4,210,553
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MITCHELL EMERT & HILL, P.C.
Accountancy firm EIN	2013-12-31	621483064
2012 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$36,358
Total unrealized appreciation/depreciation of assets	2012-12-31	$36,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$42,372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$11,889
Total income from all sources (including contributions)	2012-12-31	$2,326,990
Total loss/gain on sale of assets	2012-12-31	$-9,898
Total of all expenses incurred	2012-12-31	$1,618,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,372,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,695,098
Value of total assets at end of year	2012-12-31	$14,661,737
Value of total assets at beginning of year	2012-12-31	$13,922,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$246,047
Total interest from all sources	2012-12-31	$224,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$44,094
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$743,155
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$61,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$89,534
Administrative expenses (other) incurred	2012-12-31	$114,112
Liabilities. Value of operating payables at end of year	2012-12-31	$42,372
Liabilities. Value of operating payables at beginning of year	2012-12-31	$11,889
Total non interest bearing cash at end of year	2012-12-31	$294,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$708,868
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,619,365
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,910,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$18,849
Value of interest in pooled separate accounts at end of year	2012-12-31	$7,172,758
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$6,792,016
Interest earned on other investments	2012-12-31	$160,147
Income. Interest from US Government securities	2012-12-31	$26,297
Income. Interest from corporate debt instruments	2012-12-31	$37,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$82,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$225,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$225,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,391,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,299,871
Asset value of US Government securities at end of year	2012-12-31	$1,365,983
Asset value of US Government securities at beginning of year	2012-12-31	$2,251,804
Net investment gain/loss from pooled separate accounts	2012-12-31	$380,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,695,098
Employer contributions (assets) at end of year	2012-12-31	$220,144
Employer contributions (assets) at beginning of year	2012-12-31	$119,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,372,075
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$1,329,932
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$1,143,420
Contract administrator fees	2012-12-31	$68,992
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$2,564,713
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$2,574,611
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MITCHELL EMERT & HILL, P.C.
Accountancy firm EIN	2012-12-31	621483064
2011 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$125,488
Total unrealized appreciation/depreciation of assets	2011-12-31	$125,488
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$11,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$23,844
Total income from all sources (including contributions)	2011-12-31	$2,095,066
Total loss/gain on sale of assets	2011-12-31	$-4,993
Total of all expenses incurred	2011-12-31	$1,349,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,097,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,352,360
Value of total assets at end of year	2011-12-31	$13,922,386
Value of total assets at beginning of year	2011-12-31	$13,188,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$251,474
Total interest from all sources	2011-12-31	$231,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$54,420
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$89,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$93,735
Other income not declared elsewhere	2011-12-31	$1,672
Administrative expenses (other) incurred	2011-12-31	$134,599
Liabilities. Value of operating payables at end of year	2011-12-31	$11,889
Liabilities. Value of operating payables at beginning of year	2011-12-31	$23,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$745,971
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,910,497
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$13,164,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$18,468
Value of interest in pooled separate accounts at end of year	2011-12-31	$6,792,016
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$6,402,956
Interest earned on other investments	2011-12-31	$115,045
Income. Interest from US Government securities	2011-12-31	$74,235
Income. Interest from corporate debt instruments	2011-12-31	$41,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$225,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$65,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$65,702
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,299,871
Asset value of US Government securities at end of year	2011-12-31	$2,251,804
Asset value of US Government securities at beginning of year	2011-12-31	$4,285,031
Net investment gain/loss from pooled separate accounts	2011-12-31	$389,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,352,360
Employer contributions (assets) at end of year	2011-12-31	$119,884
Employer contributions (assets) at beginning of year	2011-12-31	$113,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,097,621
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$1,143,420
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$2,227,738
Contract administrator fees	2011-12-31	$43,987
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$9,261,901
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$9,266,894
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	HICKMAN & COMPANY, PC
Accountancy firm EIN	2011-12-31	621297170
2010 : IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$64,580
Total unrealized appreciation/depreciation of assets	2010-12-31	$64,580
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$23,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$34,782
Total income from all sources (including contributions)	2010-12-31	$1,835,910
Total loss/gain on sale of assets	2010-12-31	$2,247
Total of all expenses incurred	2010-12-31	$1,673,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,405,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,292,008
Value of total assets at end of year	2010-12-31	$13,188,370
Value of total assets at beginning of year	2010-12-31	$13,036,868
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$268,090
Total interest from all sources	2010-12-31	$194,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$67,591
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$8,180
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$93,735
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$12,807
Other income not declared elsewhere	2010-12-31	$31
Administrative expenses (other) incurred	2010-12-31	$167,917
Liabilities. Value of operating payables at end of year	2010-12-31	$23,844
Liabilities. Value of operating payables at beginning of year	2010-12-31	$34,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$162,440
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$13,164,526
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$13,002,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$32,582
Value of interest in pooled separate accounts at end of year	2010-12-31	$6,402,956
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$6,120,541
Income. Interest from US Government securities	2010-12-31	$129,120
Income. Interest from corporate debt instruments	2010-12-31	$65,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$65,702
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$6,788,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$6,788,753
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$85
Asset value of US Government securities at end of year	2010-12-31	$4,285,031
Net investment gain/loss from pooled separate accounts	2010-12-31	$282,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,283,828
Employer contributions (assets) at end of year	2010-12-31	$113,208
Employer contributions (assets) at beginning of year	2010-12-31	$114,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,405,380
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$2,227,738
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$14,431,532
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$14,429,285
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	HICKMAN & COMPANY, PC
Accountancy firm EIN	2010-12-31	621297170

Form 5500 Responses for IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN

2023: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Multi-employer plan
2023-01-01	Plan is a collectively bargained plan	Yes
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: IRON WORKERS DISTRICT COUNCIL OF TENNESSEE VALLEY AND VICINITY ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SGIC 21080

Policy instance

Insurance contract or identification number	SGIC 21080
Number of Individuals Covered	4222
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SGIC 21080

Policy instance

Insurance contract or identification number	SGIC 21080
Number of Individuals Covered	4222
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SGIC 21080

Policy instance

Insurance contract or identification number	SGIC 21080
Number of Individuals Covered	4009
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SGIC 21080

Policy instance

Insurance contract or identification number	SGIC 21080
Number of Individuals Covered	3636
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SGIC 21080

Policy instance

Insurance contract or identification number	SGIC 21080
Number of Individuals Covered	3219
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

SGIC 21080

Policy instance

Insurance contract or identification number	SGIC 21080
Number of Individuals Covered	2649
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR6035-1

Policy instance

Insurance contract or identification number	MR6035-1
Number of Individuals Covered	1748
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR60635-1

Policy instance

Insurance contract or identification number	MR60635-1
Number of Individuals Covered	2817
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR60635-1

Policy instance

Insurance contract or identification number	MR60635-1
Number of Individuals Covered	2708
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR60635-1

Policy instance

Insurance contract or identification number	MR60635-1
Number of Individuals Covered	2624
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR60635-1

Policy instance

Insurance contract or identification number	MR60635-1
Number of Individuals Covered	1870
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR60635-1

Policy instance

Insurance contract or identification number	MR60635-1
Number of Individuals Covered	2571
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )

Policy contract number

GA-02081

Policy instance

Insurance contract or identification number	GA-02081
Number of Individuals Covered	2126
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,577
Total amount of fees paid to insurance company	USD $30,323
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2577
Insurance broker name	ULLICO INVESTMENT COMPANY

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Company Name:	IRON WORKERS DISTRICT COUNCIL OF TN & VICINITY ANNUITY PLAN
Employer identification number (EIN):	621747853
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds