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ACEC/MW WELFARE FUND PLAN 401k Plan overview

Plan NameACEC/MW WELFARE FUND PLAN
Plan identification number 501

ACEC/MW WELFARE FUND PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Supplemental unemployment
  • Severance pay

401k Sponsoring company profile

AMERICAN COUNCIL OF ENGINEERING CO. OF METROPOLITAN WASHINGTON has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN COUNCIL OF ENGINEERING CO. OF METROPOLITAN WASHINGTON
Employer identification number (EIN):237292202
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACEC/MW WELFARE FUND PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JENNIFER RIVA-KIRK2023-10-16 JENNIFER RIVA-KIRK2023-10-16
5012021-01-01JENNIFER RIVA-KIRK2022-10-17 JENNIFER RIVA-KIRK2022-10-17
5012020-01-01
5012019-01-01
5012019-01-01
5012018-01-01
5012017-01-01
5012016-01-01 HUGH CANNON2019-06-12
5012015-01-01DERRICK QUAN DERRICK QUAN2016-10-17
5012014-01-01HUGH CANNON HUGH CANNON2015-10-15
5012013-01-01HUGH CANNON HUGH CANNON2014-10-15
5012012-01-01HUGH CANNON HUGH CANNON2013-10-15
5012011-01-01SANDY S. GARCIA SANDY S. GARCIA2012-10-15
5012010-01-01HUGH M. CANNON

Plan Statistics for ACEC/MW WELFARE FUND PLAN

401k plan membership statisitcs for ACEC/MW WELFARE FUND PLAN

Measure Date Value
2020: ACEC/MW WELFARE FUND PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01322
Total number of active participants reported on line 7a of the Form 55002020-01-0193
Total of all active and inactive participants2020-01-0193
2019: ACEC/MW WELFARE FUND PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01352
Total number of active participants reported on line 7a of the Form 55002019-01-01322
Total of all active and inactive participants2019-01-01322
2018: ACEC/MW WELFARE FUND PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01509
Total number of active participants reported on line 7a of the Form 55002018-01-01352
Total of all active and inactive participants2018-01-01352
2017: ACEC/MW WELFARE FUND PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01557
Total number of active participants reported on line 7a of the Form 55002017-01-01509
Total of all active and inactive participants2017-01-01509
2016: ACEC/MW WELFARE FUND PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01494
Total number of active participants reported on line 7a of the Form 55002016-01-01557
Total of all active and inactive participants2016-01-01557
2015: ACEC/MW WELFARE FUND PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01524
Total number of active participants reported on line 7a of the Form 55002015-01-01494
Total of all active and inactive participants2015-01-01494
2014: ACEC/MW WELFARE FUND PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01507
Total number of active participants reported on line 7a of the Form 55002014-01-01524
Total of all active and inactive participants2014-01-01524
2013: ACEC/MW WELFARE FUND PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01473
Total number of active participants reported on line 7a of the Form 55002013-01-01507
Total of all active and inactive participants2013-01-01507
2012: ACEC/MW WELFARE FUND PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01390
Total number of active participants reported on line 7a of the Form 55002012-01-01473
Total of all active and inactive participants2012-01-01473
2011: ACEC/MW WELFARE FUND PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01424
Total number of active participants reported on line 7a of the Form 55002011-01-01390
Total of all active and inactive participants2011-01-01390
Total participants2011-01-01390
2010: ACEC/MW WELFARE FUND PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01464
Total number of active participants reported on line 7a of the Form 55002010-01-01424
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01424
Total participants2010-01-01424

Financial Data on ACEC/MW WELFARE FUND PLAN

Measure Date Value
2020 : ACEC/MW WELFARE FUND PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$86,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$109,962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$40,281
Total income from all sources (including contributions)2020-12-31$25,375
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$508,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$344,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,210
Value of total assets at end of year2020-12-31$2,164,869
Value of total assets at beginning of year2020-12-31$2,664,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$163,858
Total interest from all sources2020-12-31$14,165
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Administrative expenses professional fees incurred2020-12-31$162,449
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$90,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$90,524
Administrative expenses (other) incurred2020-12-31$859
Liabilities. Value of operating payables at end of year2020-12-31$109,962
Liabilities. Value of operating payables at beginning of year2020-12-31$40,281
Total non interest bearing cash at end of year2020-12-31$205,050
Total non interest bearing cash at beginning of year2020-12-31$706,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-483,357
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,054,907
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,624,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,869,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,855,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,855,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$14,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,210
Employer contributions (assets) at beginning of year2020-12-31$12,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$344,874
Contract administrator fees2020-12-31$550
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2020-12-31562552172
2019 : ACEC/MW WELFARE FUND PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$40,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$40,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$106,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$106,129
Total income from all sources (including contributions)2019-12-31$237,210
Total income from all sources (including contributions)2019-12-31$237,210
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$332,164
Total of all expenses incurred2019-12-31$332,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$248,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$248,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$184,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$184,211
Value of total assets at end of year2019-12-31$2,787,714
Value of total assets at end of year2019-12-31$2,787,714
Value of total assets at beginning of year2019-12-31$2,948,516
Value of total assets at beginning of year2019-12-31$2,948,516
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$83,892
Total interest from all sources2019-12-31$6,063
Total interest from all sources2019-12-31$6,063
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$52,320
Administrative expenses professional fees incurred2019-12-31$52,320
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$122,813
Assets. Other investments not covered elsewhere at end of year2019-12-31$122,813
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,909,517
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,909,517
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$90,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$90,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,247
Other income not declared elsewhere2019-12-31$46,936
Other income not declared elsewhere2019-12-31$46,936
Administrative expenses (other) incurred2019-12-31$11,935
Administrative expenses (other) incurred2019-12-31$11,935
Liabilities. Value of operating payables at end of year2019-12-31$40,281
Liabilities. Value of operating payables at end of year2019-12-31$40,281
Liabilities. Value of operating payables at beginning of year2019-12-31$106,129
Liabilities. Value of operating payables at beginning of year2019-12-31$106,129
Total non interest bearing cash at end of year2019-12-31$706,760
Total non interest bearing cash at end of year2019-12-31$706,760
Total non interest bearing cash at beginning of year2019-12-31$1,010,842
Total non interest bearing cash at beginning of year2019-12-31$1,010,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-94,954
Value of net income/loss2019-12-31$-94,954
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,747,433
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,747,433
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,842,387
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,842,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,855,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,855,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$184,211
Contributions received in cash from employer2019-12-31$184,211
Employer contributions (assets) at end of year2019-12-31$12,487
Employer contributions (assets) at end of year2019-12-31$12,487
Employer contributions (assets) at beginning of year2019-12-31$23,910
Employer contributions (assets) at beginning of year2019-12-31$23,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$248,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$248,272
Contract administrator fees2019-12-31$19,637
Contract administrator fees2019-12-31$19,637
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31INEICH & COMPANY, LLP
Accountancy firm name2019-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2019-12-31562552217
Accountancy firm EIN2019-12-31562552217
2018 : ACEC/MW WELFARE FUND PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$106,129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$482,431
Total income from all sources (including contributions)2018-12-31$201,990
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,092,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,010,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$147,337
Value of total assets at end of year2018-12-31$2,948,516
Value of total assets at beginning of year2018-12-31$4,215,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$82,212
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$54,434
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,909,517
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,051,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,247
Other income not declared elsewhere2018-12-31$54,653
Administrative expenses (other) incurred2018-12-31$5,128
Liabilities. Value of operating payables at end of year2018-12-31$106,129
Liabilities. Value of operating payables at beginning of year2018-12-31$482,431
Total non interest bearing cash at end of year2018-12-31$1,010,842
Total non interest bearing cash at beginning of year2018-12-31$2,126,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-890,607
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,842,387
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,732,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$147,337
Employer contributions (assets) at end of year2018-12-31$23,910
Employer contributions (assets) at beginning of year2018-12-31$34,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,010,385
Contract administrator fees2018-12-31$22,650
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2018-12-31562552172
2017 : ACEC/MW WELFARE FUND PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$482,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$486,716
Total income from all sources (including contributions)2017-12-31$277,635
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$773,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$740,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$187,309
Value of total assets at end of year2017-12-31$4,215,425
Value of total assets at beginning of year2017-12-31$4,715,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,406
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,170
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,051,030
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,422,227
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,247
Other income not declared elsewhere2017-12-31$90,326
Administrative expenses (other) incurred2017-12-31$3,286
Liabilities. Value of operating payables at end of year2017-12-31$482,431
Liabilities. Value of operating payables at beginning of year2017-12-31$486,716
Total non interest bearing cash at end of year2017-12-31$2,126,074
Total non interest bearing cash at beginning of year2017-12-31$87,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-496,259
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,732,994
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,229,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$187,309
Employer contributions (assets) at end of year2017-12-31$34,074
Employer contributions (assets) at beginning of year2017-12-31$202,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$740,488
Contract administrator fees2017-12-31$23,950
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2017-12-31562552172
2016 : ACEC/MW WELFARE FUND PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$486,716
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$192,165
Total income from all sources (including contributions)2016-12-31$752,767
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,068,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,860,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$627,421
Value of total assets at end of year2016-12-31$4,715,969
Value of total assets at beginning of year2016-12-31$5,736,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$207,378
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$30,066
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,422,227
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,295,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,247
Other income not declared elsewhere2016-12-31$125,346
Administrative expenses (other) incurred2016-12-31$414
Liabilities. Value of operating payables at end of year2016-12-31$486,716
Liabilities. Value of operating payables at beginning of year2016-12-31$192,165
Total non interest bearing cash at end of year2016-12-31$87,049
Total non interest bearing cash at beginning of year2016-12-31$131,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,315,380
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,229,253
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,544,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$627,421
Employer contributions (assets) at end of year2016-12-31$202,446
Employer contributions (assets) at beginning of year2016-12-31$305,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,860,769
Contract administrator fees2016-12-31$176,898
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2016-12-31562552172
2015 : ACEC/MW WELFARE FUND PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,408,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,036,824
Total income from all sources (including contributions)2015-12-31$802,269
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$802,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$773,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$650,394
Value of total assets at end of year2015-12-31$5,736,798
Value of total assets at beginning of year2015-12-31$6,364,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,121
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$27,091
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,295,547
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,693,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,247
Other income not declared elsewhere2015-12-31$151,875
Liabilities. Value of operating payables at end of year2015-12-31$192,165
Liabilities. Value of operating payables at beginning of year2015-12-31$185,783
Total non interest bearing cash at end of year2015-12-31$131,848
Total non interest bearing cash at beginning of year2015-12-31$524,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$0
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,328,068
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,328,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$650,394
Employer contributions (assets) at end of year2015-12-31$305,156
Employer contributions (assets) at beginning of year2015-12-31$142,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$773,148
Contract administrator fees2015-12-31$2,030
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,216,565
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$4,851,041
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2015-12-31562552172
2014 : ACEC/MW WELFARE FUND PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,036,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,532,053
Total income from all sources (including contributions)2014-12-31$698,985
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$698,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$672,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$529,898
Value of total assets at end of year2014-12-31$6,364,892
Value of total assets at beginning of year2014-12-31$6,860,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,858
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$26,767
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,693,832
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$5,289,874
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,247
Other income not declared elsewhere2014-12-31$169,087
Administrative expenses (other) incurred2014-12-31$91
Liabilities. Value of operating payables at end of year2014-12-31$185,783
Liabilities. Value of operating payables at beginning of year2014-12-31$169,057
Total non interest bearing cash at end of year2014-12-31$524,466
Total non interest bearing cash at beginning of year2014-12-31$1,322,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$0
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,328,068
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,328,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$529,898
Employer contributions (assets) at end of year2014-12-31$142,347
Employer contributions (assets) at beginning of year2014-12-31$243,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$672,127
Liabilities. Value of benefit claims payable at end of year2014-12-31$4,851,041
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$5,362,996
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2014-12-31562552172
2013 : ACEC/MW WELFARE FUND PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,532,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,078,156
Total income from all sources (including contributions)2013-12-31$1,243,375
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,243,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,213,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,083,629
Value of total assets at end of year2013-12-31$6,860,121
Value of total assets at beginning of year2013-12-31$6,406,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,606
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$24,600
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$5,289,874
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,137,441
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,247
Other income not declared elsewhere2013-12-31$159,746
Administrative expenses (other) incurred2013-12-31$579
Liabilities. Value of operating payables at end of year2013-12-31$169,057
Liabilities. Value of operating payables at beginning of year2013-12-31$206,752
Total non interest bearing cash at end of year2013-12-31$1,322,247
Total non interest bearing cash at beginning of year2013-12-31$860,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$0
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,328,068
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,328,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,083,629
Employer contributions (assets) at end of year2013-12-31$243,753
Employer contributions (assets) at beginning of year2013-12-31$403,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,213,769
Contract administrator fees2013-12-31$4,427
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$5,362,996
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,871,404
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2013-12-31562552172
2012 : ACEC/MW WELFARE FUND PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,078,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,673,032
Total income from all sources (including contributions)2012-12-31$1,152,320
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,175,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,136,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$939,925
Value of total assets at end of year2012-12-31$6,406,224
Value of total assets at beginning of year2012-12-31$6,024,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$38,571
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$33,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,137,441
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,591,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,247
Other income not declared elsewhere2012-12-31$212,395
Administrative expenses (other) incurred2012-12-31$116
Liabilities. Value of operating payables at end of year2012-12-31$206,752
Liabilities. Value of operating payables at beginning of year2012-12-31$51,741
Total non interest bearing cash at end of year2012-12-31$860,985
Total non interest bearing cash at beginning of year2012-12-31$190,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-22,913
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,328,068
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,350,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,505
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$76,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$939,925
Employer contributions (assets) at end of year2012-12-31$403,551
Employer contributions (assets) at beginning of year2012-12-31$220,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,060,486
Contract administrator fees2012-12-31$4,955
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,871,404
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,621,291
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2012-12-31562552172
2011 : ACEC/MW WELFARE FUND PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$457,665
Total unrealized appreciation/depreciation of assets2011-12-31$457,665
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,673,032
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,963,730
Total income from all sources (including contributions)2011-12-31$1,472,299
Total of all expenses incurred2011-12-31$1,435,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,390,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$971,135
Value of total assets at end of year2011-12-31$6,024,013
Value of total assets at beginning of year2011-12-31$6,277,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$45,170
Total interest from all sources2011-12-31$648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$37,155
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,591,913
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,722,701
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$42,851
Administrative expenses (other) incurred2011-12-31$744
Liabilities. Value of operating payables at end of year2011-12-31$51,741
Liabilities. Value of operating payables at beginning of year2011-12-31$297,787
Total non interest bearing cash at end of year2011-12-31$190,411
Total non interest bearing cash at beginning of year2011-12-31$41,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$36,938
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,350,981
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,314,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$343,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$343,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$648
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$256,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$971,135
Employer contributions (assets) at end of year2011-12-31$220,937
Employer contributions (assets) at beginning of year2011-12-31$170,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,133,304
Contract administrator fees2011-12-31$7,271
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,621,291
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$4,665,943
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2011-12-31952036255
2010 : ACEC/MW WELFARE FUND PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$371,200
Total unrealized appreciation/depreciation of assets2010-12-31$371,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,963,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,552,643
Total income from all sources (including contributions)2010-12-31$1,507,594
Total of all expenses incurred2010-12-31$1,429,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,379,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,135,138
Value of total assets at end of year2010-12-31$6,277,773
Value of total assets at beginning of year2010-12-31$5,788,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$50,320
Total interest from all sources2010-12-31$1,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$40,568
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,722,701
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$5,360,516
Administrative expenses (other) incurred2010-12-31$3,773
Liabilities. Value of operating payables at end of year2010-12-31$297,787
Liabilities. Value of operating payables at beginning of year2010-12-31$295,163
Total non interest bearing cash at end of year2010-12-31$41,302
Total non interest bearing cash at beginning of year2010-12-31$2,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$78,007
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,314,043
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,236,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$343,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$256,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$256,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,256
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$417,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,135,138
Employer contributions (assets) at end of year2010-12-31$170,320
Employer contributions (assets) at beginning of year2010-12-31$168,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$962,245
Contract administrator fees2010-12-31$5,979
Liabilities. Value of benefit claims payable at end of year2010-12-31$4,665,943
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,257,480
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP.
Accountancy firm EIN2010-12-31952036255

Form 5500 Responses for ACEC/MW WELFARE FUND PLAN

2020: ACEC/MW WELFARE FUND PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ACEC/MW WELFARE FUND PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ACEC/MW WELFARE FUND PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ACEC/MW WELFARE FUND PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ACEC/MW WELFARE FUND PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ACEC/MW WELFARE FUND PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ACEC/MW WELFARE FUND PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ACEC/MW WELFARE FUND PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ACEC/MW WELFARE FUND PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ACEC/MW WELFARE FUND PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ACEC/MW WELFARE FUND PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number1381
Policy instance 1
Insurance contract or identification number1381
Number of Individuals Covered34
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,213
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $234,406
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number1381
Policy instance 1
Insurance contract or identification number1381
Number of Individuals Covered43
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,942
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $242,551
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,471
Insurance broker organization code?3
Insurance broker nameSTEVE PORTER
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number1381
Policy instance 1
Insurance contract or identification number1381
Number of Individuals Covered92
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $9,898
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $378,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,949
Insurance broker organization code?3
Insurance broker nameSTEVE PORTER
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number1381
Policy instance 1
Insurance contract or identification number1381
Number of Individuals Covered89
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,048
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $423,331
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,524
Insurance broker organization code?3
Insurance broker nameSTEVE PORTER
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number1381
Policy instance 1
Insurance contract or identification number1381
Number of Individuals Covered123
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,902
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $256,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,951
Insurance broker organization code?3
Insurance broker nameSTEVE PORTER
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number1381
Policy instance 1
Insurance contract or identification number1381
Number of Individuals Covered330
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,333
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $609,875
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number1381
Policy instance 1
Insurance contract or identification number1381
Number of Individuals Covered88
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,282
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $417,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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