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BOILERMAKERS LODGE 154 RETIREMENT PLAN 401k Plan overview

Plan NameBOILERMAKERS LODGE 154 RETIREMENT PLAN
Plan identification number 001

BOILERMAKERS LODGE 154 RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

BOILERMAKERS LODGE 154 RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOILERMAKERS LODGE 154 RETIREMENT PLAN
Employer identification number (EIN):251340130
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOILERMAKERS LODGE 154 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEPHEN CORNELIUS2023-10-13
0012021-01-01SYE KELLY2022-10-07
0012020-01-01SYE KELLY2021-10-12
0012019-01-01SYE KELLY2020-10-14
0012018-01-01SYE KELLY2019-10-15
0012018-01-01SYE KELLY2022-09-06
0012017-01-01
0012016-01-01LYLE R FISCHER
0012015-01-01LYLE R FISCHER
0012014-01-01LYLE R FISCHER
0012013-01-01LYLE R FISCHER
0012012-01-01LYLE R FISCHER
0012011-01-01LYLE R FISCHER
0012010-01-01LYLE R FISCHER
0012009-01-01LYLE R FISCHER

Plan Statistics for BOILERMAKERS LODGE 154 RETIREMENT PLAN

401k plan membership statisitcs for BOILERMAKERS LODGE 154 RETIREMENT PLAN

Measure Date Value
2022: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017,244
Total number of active participants reported on line 7a of the Form 55002022-01-017,060
Number of other retired or separated participants entitled to future benefits2022-01-01129
Total of all active and inactive participants2022-01-017,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01141
Total participants2022-01-017,330
Number of participants with account balances2022-01-016,394
Number of employers contributing to the scheme2022-01-0136
2021: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017,282
Total number of active participants reported on line 7a of the Form 55002021-01-017,067
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-017,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01112
Total participants2021-01-017,244
Number of participants with account balances2021-01-016,307
Number of employers contributing to the scheme2021-01-0139
2020: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,211
Total number of active participants reported on line 7a of the Form 55002020-01-017,221
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-017,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0145
Total participants2020-01-017,282
Number of participants with account balances2020-01-016,365
Number of employers contributing to the scheme2020-01-0150
2019: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,362
Total number of active participants reported on line 7a of the Form 55002019-01-017,156
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-017,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0136
Total participants2019-01-017,211
Number of participants with account balances2019-01-016,553
Number of employers contributing to the scheme2019-01-0149
2018: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,362
Total number of active participants reported on line 7a of the Form 55002018-01-011,811
Number of retired or separated participants receiving benefits2018-01-0160
Number of other retired or separated participants entitled to future benefits2018-01-017,491
Total of all active and inactive participants2018-01-019,362
Total participants2018-01-019,362
Number of participants with account balances2018-01-019,362
Number of employers contributing to the scheme2018-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0133
2017: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,902
Total number of active participants reported on line 7a of the Form 55002017-01-011,811
Number of retired or separated participants receiving benefits2017-01-0160
Number of other retired or separated participants entitled to future benefits2017-01-017,491
Total of all active and inactive participants2017-01-019,362
Total participants2017-01-019,362
Number of participants with account balances2017-01-019,362
Number of employers contributing to the scheme2017-01-0150
2016: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,185
Total number of active participants reported on line 7a of the Form 55002016-01-01631
Number of retired or separated participants receiving benefits2016-01-0158
Number of other retired or separated participants entitled to future benefits2016-01-016,207
Total of all active and inactive participants2016-01-016,896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-016,902
Number of participants with account balances2016-01-016,902
Number of employers contributing to the scheme2016-01-0156
2015: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,163
Total number of active participants reported on line 7a of the Form 55002015-01-011,952
Number of retired or separated participants receiving benefits2015-01-0188
Number of other retired or separated participants entitled to future benefits2015-01-015,139
Total of all active and inactive participants2015-01-017,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-017,185
Number of participants with account balances2015-01-017,185
Number of employers contributing to the scheme2015-01-0149
2014: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,182
Total number of active participants reported on line 7a of the Form 55002014-01-012,105
Number of retired or separated participants receiving benefits2014-01-0161
Number of other retired or separated participants entitled to future benefits2014-01-014,990
Total of all active and inactive participants2014-01-017,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-017,163
Number of participants with account balances2014-01-017,163
Number of employers contributing to the scheme2014-01-0149
2013: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,850
Total number of active participants reported on line 7a of the Form 55002013-01-012,037
Number of retired or separated participants receiving benefits2013-01-0156
Number of other retired or separated participants entitled to future benefits2013-01-015,083
Total of all active and inactive participants2013-01-017,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-017,182
Number of participants with account balances2013-01-017,182
Number of employers contributing to the scheme2013-01-0157
2012: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-017,850
Total number of active participants reported on line 7a of the Form 55002012-01-012,792
Number of retired or separated participants receiving benefits2012-01-0165
Number of other retired or separated participants entitled to future benefits2012-01-014,987
Total of all active and inactive participants2012-01-017,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-017,850
Number of participants with account balances2012-01-017,850
Number of employers contributing to the scheme2012-01-0142
2011: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017,885
Total number of active participants reported on line 7a of the Form 55002011-01-012,638
Number of retired or separated participants receiving benefits2011-01-0165
Number of other retired or separated participants entitled to future benefits2011-01-015,141
Total of all active and inactive participants2011-01-017,844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-017,850
Number of participants with account balances2011-01-017,850
Number of employers contributing to the scheme2011-01-0139
2010: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-017,255
Total number of active participants reported on line 7a of the Form 55002010-01-013,255
Number of retired or separated participants receiving benefits2010-01-0162
Number of other retired or separated participants entitled to future benefits2010-01-014,560
Total of all active and inactive participants2010-01-017,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-018
Total participants2010-01-017,885
Number of participants with account balances2010-01-017,885
Number of employers contributing to the scheme2010-01-0135
2009: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019,280
Total number of active participants reported on line 7a of the Form 55002009-01-012,342
Number of retired or separated participants receiving benefits2009-01-0173
Number of other retired or separated participants entitled to future benefits2009-01-014,840
Total of all active and inactive participants2009-01-017,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017,255
Number of participants with account balances2009-01-017,255
Number of employers contributing to the scheme2009-01-0125

Financial Data on BOILERMAKERS LODGE 154 RETIREMENT PLAN

Measure Date Value
2022 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-19,359,444
Total unrealized appreciation/depreciation of assets2022-12-31$-19,359,444
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$163,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$340,833
Total income from all sources (including contributions)2022-12-31$-7,361,876
Total of all expenses incurred2022-12-31$13,987,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,667,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,150,064
Value of total assets at end of year2022-12-31$146,984,218
Value of total assets at beginning of year2022-12-31$168,511,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,319,506
Total interest from all sources2022-12-31$1,944,957
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,902,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$90,822
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$9,015,998
Participant contributions at beginning of year2022-12-31$9,930,496
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,045,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$482,881
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$282,726
Administrative expenses (other) incurred2022-12-31$577,679
Liabilities. Value of operating payables at end of year2022-12-31$163,117
Liabilities. Value of operating payables at beginning of year2022-12-31$340,833
Total non interest bearing cash at end of year2022-12-31$1,295,389
Total non interest bearing cash at beginning of year2022-12-31$7,263,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,349,233
Value of net assets at end of year (total assets less liabilities)2022-12-31$146,821,101
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$168,170,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$7,697,695
Assets. partnership/joint venture interests at beginning of year2022-12-31$5,908,561
Investment advisory and management fees2022-12-31$461,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,853,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$58,448,692
Interest on participant loans2022-12-31$543,989
Income. Interest from corporate debt instruments2022-12-31$1,400,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,075,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,741,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,741,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,718,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,421,503
Asset value of US Government securities at end of year2022-12-31$17,723,441
Asset value of US Government securities at beginning of year2022-12-31$7,546,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,150,064
Employer contributions (assets) at end of year2022-12-31$444,272
Employer contributions (assets) at beginning of year2022-12-31$382,070
Income. Dividends from common stock2022-12-31$1,902,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,622,724
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$17,888,423
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$30,752,620
Contract administrator fees2022-12-31$189,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$44,788,100
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$30,833,658
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PACKER THOMAS
Accountancy firm EIN2022-12-31341667340
2021 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$13,761,106
Total unrealized appreciation/depreciation of assets2021-12-31$13,761,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$340,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$139,312
Total income from all sources (including contributions)2021-12-31$25,343,630
Total of all expenses incurred2021-12-31$16,228,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,058,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,954,558
Value of total assets at end of year2021-12-31$168,511,167
Value of total assets at beginning of year2021-12-31$159,194,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,170,400
Total interest from all sources2021-12-31$2,809,554
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,818,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$54,708
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$6,954,558
Amount contributed by the employer to the plan for this plan year2021-12-31$6,954,558
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$9,930,496
Participant contributions at beginning of year2021-12-31$10,595,553
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$211,350
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$969,029
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$282,726
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$350,291
Administrative expenses (other) incurred2021-12-31$198,744
Liabilities. Value of operating payables at end of year2021-12-31$340,833
Liabilities. Value of operating payables at beginning of year2021-12-31$139,312
Total non interest bearing cash at end of year2021-12-31$7,263,697
Total non interest bearing cash at beginning of year2021-12-31$1,186,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,114,775
Value of net assets at end of year (total assets less liabilities)2021-12-31$168,170,334
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$159,055,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$5,908,561
Assets. partnership/joint venture interests at beginning of year2021-12-31$5,048,412
Investment advisory and management fees2021-12-31$768,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$58,448,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$41,581,798
Interest on participant loans2021-12-31$599,801
Income. Interest from corporate debt instruments2021-12-31$2,209,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,741,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,254,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,254,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,421,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$17,151,230
Asset value of US Government securities at end of year2021-12-31$7,546,140
Asset value of US Government securities at beginning of year2021-12-31$17,445,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,954,558
Employer contributions (assets) at end of year2021-12-31$382,070
Employer contributions (assets) at beginning of year2021-12-31$425,120
Income. Dividends from common stock2021-12-31$1,818,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,089,426
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$30,752,620
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$17,270,584
Contract administrator fees2021-12-31$148,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$30,833,658
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$41,674,399
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PACKER THOMAS
Accountancy firm EIN2021-12-31341667340
2020 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$12,710,237
Total unrealized appreciation/depreciation of assets2020-12-31$12,710,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$139,312
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$201,259
Total income from all sources (including contributions)2020-12-31$22,003,752
Total of all expenses incurred2020-12-31$13,291,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,289,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,968,385
Value of total assets at end of year2020-12-31$159,461,588
Value of total assets at beginning of year2020-12-31$150,811,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,002,728
Total interest from all sources2020-12-31$1,756,002
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,569,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$75,121
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$5,968,385
Amount contributed by the employer to the plan for this plan year2020-12-31$5,968,385
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$10,595,553
Participant contributions at beginning of year2020-12-31$11,030,256
Assets. Other investments not covered elsewhere at end of year2020-12-31$211,350
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$210,792
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,167,701
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$350,291
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,075,103
Administrative expenses (other) incurred2020-12-31$56,163
Liabilities. Value of operating payables at end of year2020-12-31$139,312
Liabilities. Value of operating payables at beginning of year2020-12-31$201,259
Total non interest bearing cash at end of year2020-12-31$1,452,966
Total non interest bearing cash at beginning of year2020-12-31$962,525
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$8,711,876
Value of net assets at end of year (total assets less liabilities)2020-12-31$159,322,276
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$150,610,400
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
Assets. partnership/joint venture interests at end of year2020-12-31$5,048,412
Investment advisory and management fees2020-12-31$709,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$41,581,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$42,248,567
Interest on participant loans2020-12-31$611,724
Income. Interest from corporate debt instruments2020-12-31$1,144,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,254,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$7,423,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$7,423,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$17,151,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$20,355,442
Asset value of US Government securities at end of year2020-12-31$17,445,423
Asset value of US Government securities at beginning of year2020-12-31$11,794,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$5,968,385
Employer contributions (assets) at end of year2020-12-31$425,120
Employer contributions (assets) at beginning of year2020-12-31$570,598
Income. Dividends from common stock2020-12-31$1,569,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,121,447
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$17,270,584
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$19,122,997
Contract administrator fees2020-12-31$162,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$41,674,399
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$36,016,907
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 name2020-12-31PACKER THOMAS
Accountancy firm EIN2020-12-31341667340
2019 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$16,449,854
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$16,449,854
Total unrealized appreciation/depreciation of assets2019-12-31$16,449,854
Total unrealized appreciation/depreciation of assets2019-12-31$16,449,854
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$201,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$201,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$190,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$190,059
Total income from all sources (including contributions)2019-12-31$30,011,227
Total income from all sources (including contributions)2019-12-31$30,011,227
Total of all expenses incurred2019-12-31$13,061,962
Total of all expenses incurred2019-12-31$13,061,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,626,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,626,769
Expenses. Certain deemed distributions of participant loans2019-12-31$74,316
Expenses. Certain deemed distributions of participant loans2019-12-31$74,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,432,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,432,058
Value of total assets at end of year2019-12-31$150,811,659
Value of total assets at end of year2019-12-31$150,811,659
Value of total assets at beginning of year2019-12-31$133,851,194
Value of total assets at beginning of year2019-12-31$133,851,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,360,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,360,877
Total interest from all sources2019-12-31$2,543,486
Total interest from all sources2019-12-31$2,543,486
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,585,829
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,585,829
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$101,561
Administrative expenses professional fees incurred2019-12-31$101,561
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$9,330,005
Amount contributed by the employer to the plan for this plan year2019-12-31$9,330,005
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$11,030,256
Participant contributions at end of year2019-12-31$11,030,256
Participant contributions at beginning of year2019-12-31$11,626,730
Participant contributions at beginning of year2019-12-31$11,626,730
Assets. Other investments not covered elsewhere at end of year2019-12-31$210,792
Assets. Other investments not covered elsewhere at end of year2019-12-31$210,792
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$206,109
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$206,109
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$102,053
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$102,053
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,124,432
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,124,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,075,103
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,075,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$291,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$291,569
Administrative expenses (other) incurred2019-12-31$1,412,118
Administrative expenses (other) incurred2019-12-31$1,412,118
Liabilities. Value of operating payables at end of year2019-12-31$201,259
Liabilities. Value of operating payables at end of year2019-12-31$201,259
Liabilities. Value of operating payables at beginning of year2019-12-31$190,059
Liabilities. Value of operating payables at beginning of year2019-12-31$190,059
Total non interest bearing cash at end of year2019-12-31$962,525
Total non interest bearing cash at end of year2019-12-31$962,525
Total non interest bearing cash at beginning of year2019-12-31$1,657,921
Total non interest bearing cash at beginning of year2019-12-31$1,657,921
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$16,949,265
Value of net income/loss2019-12-31$16,949,265
Value of net assets at end of year (total assets less liabilities)2019-12-31$150,610,400
Value of net assets at end of year (total assets less liabilities)2019-12-31$150,610,400
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$133,661,135
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$133,661,135
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$698,698
Investment advisory and management fees2019-12-31$698,698
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$42,248,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$42,248,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,654,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,654,664
Interest on participant loans2019-12-31$1,232,300
Interest on participant loans2019-12-31$1,232,300
Income. Interest from corporate debt instruments2019-12-31$1,311,186
Income. Interest from corporate debt instruments2019-12-31$1,311,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,423,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$7,423,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,248,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,248,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,248,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,248,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,355,442
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$20,355,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$24,954,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$24,954,118
Asset value of US Government securities at end of year2019-12-31$11,794,914
Asset value of US Government securities at end of year2019-12-31$11,794,914
Asset value of US Government securities at beginning of year2019-12-31$9,030,384
Asset value of US Government securities at beginning of year2019-12-31$9,030,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$9,330,005
Contributions received in cash from employer2019-12-31$9,330,005
Employer contributions (assets) at end of year2019-12-31$570,598
Employer contributions (assets) at end of year2019-12-31$570,598
Employer contributions (assets) at beginning of year2019-12-31$693,551
Employer contributions (assets) at beginning of year2019-12-31$693,551
Income. Dividends from common stock2019-12-31$1,585,829
Income. Dividends from common stock2019-12-31$1,585,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,502,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,502,337
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$19,122,997
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$19,122,997
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$21,688,792
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$21,688,792
Contract administrator fees2019-12-31$148,500
Contract administrator fees2019-12-31$148,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$36,016,907
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$36,016,907
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$28,798,392
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$28,798,392
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PACKER THOMAS
Accountancy firm name2019-12-31PACKER THOMAS
Accountancy firm EIN2019-12-31341667340
Accountancy firm EIN2019-12-31341667340
2018 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-5,645,014
Total unrealized appreciation/depreciation of assets2018-12-31$-5,645,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$190,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$184,198
Total income from all sources (including contributions)2018-12-31$6,154,882
Total of all expenses incurred2018-12-31$16,907,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$15,933,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,313,045
Value of total assets at end of year2018-12-31$133,851,194
Value of total assets at beginning of year2018-12-31$144,597,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$973,640
Total interest from all sources2018-12-31$1,801,780
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,683,306
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$106,926
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$8,283,622
Amount contributed by the employer to the plan for this plan year2018-12-31$8,283,622
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$11,626,730
Participant contributions at beginning of year2018-12-31$11,655,826
Assets. Other investments not covered elsewhere at end of year2018-12-31$206,109
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$210,833
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$29,423
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$291,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$976,615
Other income not declared elsewhere2018-12-31$1,765
Administrative expenses (other) incurred2018-12-31$25,897
Liabilities. Value of operating payables at end of year2018-12-31$190,059
Liabilities. Value of operating payables at beginning of year2018-12-31$184,198
Total non interest bearing cash at end of year2018-12-31$1,657,921
Total non interest bearing cash at beginning of year2018-12-31$4,607,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,752,494
Value of net assets at end of year (total assets less liabilities)2018-12-31$133,661,135
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$144,413,629
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
Investment advisory and management fees2018-12-31$667,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,654,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,636,189
Interest on participant loans2018-12-31$51,224
Income. Interest from corporate debt instruments2018-12-31$1,750,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,248,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,155,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,155,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$24,954,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$24,619,496
Asset value of US Government securities at end of year2018-12-31$9,030,384
Asset value of US Government securities at beginning of year2018-12-31$15,491,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$8,283,622
Employer contributions (assets) at end of year2018-12-31$693,551
Employer contributions (assets) at beginning of year2018-12-31$347,234
Income. Dividends from common stock2018-12-31$1,683,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,933,736
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$10,810,578
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$21,688,792
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$6,731,984
Contract administrator fees2018-12-31$173,050
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$28,798,392
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$31,355,443
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 plan2018-12-31Qualified
Accountancy firm name2018-12-31PACKER THOMAS
Accountancy firm EIN2018-12-31341667340
2017 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,759,486
Total unrealized appreciation/depreciation of assets2017-12-31$3,759,486
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$184,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$97,622
Total income from all sources (including contributions)2017-12-31$20,232,122
Total loss/gain on sale of assets2017-12-31$1,538,889
Total of all expenses incurred2017-12-31$20,740,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,661,949
Expenses. Certain deemed distributions of participant loans2017-12-31$1,207,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,809,768
Value of total assets at end of year2017-12-31$144,597,827
Value of total assets at beginning of year2017-12-31$145,019,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$871,189
Total interest from all sources2017-12-31$1,972,352
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,244,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$653,751
Administrative expenses professional fees incurred2017-12-31$229,746
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$6,801,384
Amount contributed by the employer to the plan for this plan year2017-12-31$6,801,384
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,384
Participant contributions at end of year2017-12-31$11,655,826
Participant contributions at beginning of year2017-12-31$10,634,610
Assets. Other investments not covered elsewhere at end of year2017-12-31$210,833
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$205,390
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$976,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$217,186
Other income not declared elsewhere2017-12-31$15,475
Administrative expenses (other) incurred2017-12-31$35,986
Liabilities. Value of operating payables at end of year2017-12-31$184,198
Liabilities. Value of operating payables at beginning of year2017-12-31$97,622
Total non interest bearing cash at end of year2017-12-31$4,607,329
Total non interest bearing cash at beginning of year2017-12-31$437,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-508,162
Value of net assets at end of year (total assets less liabilities)2017-12-31$144,413,629
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$144,921,791
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
Investment advisory and management fees2017-12-31$477,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,636,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,627,944
Interest on participant loans2017-12-31$169,643
Interest earned on other investments2017-12-31$1,125,998
Income. Interest from US Government securities2017-12-31$132,802
Income. Interest from corporate debt instruments2017-12-31$528,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,155,043
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$844,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$844,568
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$15,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$24,619,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$40,989,787
Asset value of US Government securities at end of year2017-12-31$15,491,257
Asset value of US Government securities at beginning of year2017-12-31$8,262,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,891,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$6,801,384
Employer contributions (assets) at end of year2017-12-31$347,234
Employer contributions (assets) at beginning of year2017-12-31$261,017
Income. Dividends from common stock2017-12-31$590,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,661,949
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$10,810,578
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$9,058,482
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$6,731,984
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$7,713,286
Contract administrator fees2017-12-31$127,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$31,355,443
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$35,767,852
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
Aggregate proceeds on sale of assets2017-12-31$1,538,889
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PACKER THOMAS
Accountancy firm EIN2017-12-31341667340
2016 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-173,176
Total unrealized appreciation/depreciation of assets2016-12-31$-173,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$97,622
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$145,128
Total income from all sources (including contributions)2016-12-31$9,043,196
Total loss/gain on sale of assets2016-12-31$-4,178,231
Total of all expenses incurred2016-12-31$21,463,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,059,388
Expenses. Certain deemed distributions of participant loans2016-12-31$2,522,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,097,759
Value of total assets at end of year2016-12-31$145,019,413
Value of total assets at beginning of year2016-12-31$157,487,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$881,849
Total interest from all sources2016-12-31$1,090,533
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,239,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$508,259
Administrative expenses professional fees incurred2016-12-31$204,082
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$4,975,607
Amount contributed by the employer to the plan for this plan year2016-12-31$4,975,607
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$122,152
Participant contributions at end of year2016-12-31$10,634,610
Participant contributions at beginning of year2016-12-31$12,391,374
Assets. Other investments not covered elsewhere at end of year2016-12-31$205,390
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$203,018
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$217,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$213,859
Other income not declared elsewhere2016-12-31$74,729
Administrative expenses (other) incurred2016-12-31$73,230
Liabilities. Value of operating payables at end of year2016-12-31$97,622
Liabilities. Value of operating payables at beginning of year2016-12-31$145,128
Total non interest bearing cash at end of year2016-12-31$437,251
Total non interest bearing cash at beginning of year2016-12-31$2,514,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-12,420,183
Value of net assets at end of year (total assets less liabilities)2016-12-31$144,921,791
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$157,341,974
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
Investment advisory and management fees2016-12-31$433,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,627,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,907,545
Interest on participant loans2016-12-31$152,442
Interest earned on other investments2016-12-31$163,748
Income. Interest from US Government securities2016-12-31$171,142
Income. Interest from corporate debt instruments2016-12-31$599,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$844,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,814,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,814,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$40,989,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$46,585,078
Asset value of US Government securities at end of year2016-12-31$8,262,040
Asset value of US Government securities at beginning of year2016-12-31$11,128,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,892,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$4,975,607
Employer contributions (assets) at end of year2016-12-31$261,017
Employer contributions (assets) at beginning of year2016-12-31$249,868
Income. Dividends from common stock2016-12-31$730,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,059,388
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$9,058,482
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$6,729,537
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,713,286
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$5,101,546
Contract administrator fees2016-12-31$170,701
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$35,767,852
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$54,649,003
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
Aggregate proceeds on sale of assets2016-12-31$79,680,084
Aggregate carrying amount (costs) on sale of assets2016-12-31$83,858,315
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 name2016-12-31CYPHER & CYPHER
Accountancy firm EIN2016-12-31251385288
2015 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$241,490
Total unrealized appreciation/depreciation of assets2015-12-31$241,490
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$145,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$200,065
Total income from all sources (including contributions)2015-12-31$7,714,461
Total loss/gain on sale of assets2015-12-31$-2,223,842
Total of all expenses incurred2015-12-31$20,006,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,392,908
Expenses. Certain deemed distributions of participant loans2015-12-31$1,700,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,583,290
Value of total assets at end of year2015-12-31$157,487,102
Value of total assets at beginning of year2015-12-31$169,833,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$912,841
Total interest from all sources2015-12-31$1,507,552
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,227,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$159,174
Administrative expenses professional fees incurred2015-12-31$167,441
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$6,583,290
Amount contributed by the employer to the plan for this plan year2015-12-31$6,583,290
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$12,391,374
Participant contributions at beginning of year2015-12-31$13,134,517
Assets. Other investments not covered elsewhere at end of year2015-12-31$203,018
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$208,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$213,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$273,992
Other income not declared elsewhere2015-12-31$68,031
Administrative expenses (other) incurred2015-12-31$70,366
Liabilities. Value of operating payables at end of year2015-12-31$145,128
Liabilities. Value of operating payables at beginning of year2015-12-31$200,065
Total non interest bearing cash at end of year2015-12-31$2,514,101
Total non interest bearing cash at beginning of year2015-12-31$3,181,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-12,291,645
Value of net assets at end of year (total assets less liabilities)2015-12-31$157,341,974
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$169,633,619
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
Investment advisory and management fees2015-12-31$509,884
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,907,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,223,274
Interest on participant loans2015-12-31$176,947
Interest earned on other investments2015-12-31$807,178
Income. Interest from US Government securities2015-12-31$216,468
Income. Interest from corporate debt instruments2015-12-31$305,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,814,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,833,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,833,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$46,585,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$43,070,564
Asset value of US Government securities at end of year2015-12-31$11,128,165
Asset value of US Government securities at beginning of year2015-12-31$13,204,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$310,759
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$6,583,290
Employer contributions (assets) at end of year2015-12-31$249,868
Employer contributions (assets) at beginning of year2015-12-31$236,671
Income. Dividends from common stock2015-12-31$1,068,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,392,908
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$6,729,537
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$11,387,880
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,101,546
Contract administrator fees2015-12-31$165,150
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$54,649,003
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$65,079,562
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
Aggregate proceeds on sale of assets2015-12-31$98,114,448
Aggregate carrying amount (costs) on sale of assets2015-12-31$100,338,290
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 name2015-12-31CYPHER & CYPHER
Accountancy firm EIN2015-12-31251385288
2014 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$23,641,655
Total unrealized appreciation/depreciation of assets2014-12-31$23,641,655
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$200,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$171,141
Total income from all sources (including contributions)2014-12-31$16,235,504
Total loss/gain on sale of assets2014-12-31$-19,034,646
Total of all expenses incurred2014-12-31$13,588,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,444,954
Expenses. Certain deemed distributions of participant loans2014-12-31$1,243,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,795,735
Value of total assets at end of year2014-12-31$169,833,684
Value of total assets at beginning of year2014-12-31$167,157,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$900,457
Total interest from all sources2014-12-31$1,679,869
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,496,568
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$502,816
Administrative expenses professional fees incurred2014-12-31$147,033
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$8,795,735
Amount contributed by the employer to the plan for this plan year2014-12-31$8,795,735
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$13,134,517
Participant contributions at beginning of year2014-12-31$13,268,481
Assets. Other investments not covered elsewhere at end of year2014-12-31$208,092
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$471,059
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$273,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$278,774
Other income not declared elsewhere2014-12-31$65,848
Administrative expenses (other) incurred2014-12-31$74,681
Liabilities. Value of operating payables at end of year2014-12-31$200,065
Liabilities. Value of operating payables at beginning of year2014-12-31$171,141
Total non interest bearing cash at end of year2014-12-31$3,181,192
Total non interest bearing cash at beginning of year2014-12-31$922,173
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$2,647,070
Value of net assets at end of year (total assets less liabilities)2014-12-31$169,633,619
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$166,986,549
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
Investment advisory and management fees2014-12-31$545,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,223,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,232,695
Interest on participant loans2014-12-31$195,500
Interest earned on other investments2014-12-31$835,279
Income. Interest from US Government securities2014-12-31$285,742
Income. Interest from corporate debt instruments2014-12-31$361,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,833,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,385,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,385,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$43,070,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$41,655,835
Asset value of US Government securities at end of year2014-12-31$13,204,755
Asset value of US Government securities at beginning of year2014-12-31$11,482,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-409,525
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$8,795,735
Employer contributions (assets) at end of year2014-12-31$236,671
Employer contributions (assets) at beginning of year2014-12-31$380,697
Income. Dividends from common stock2014-12-31$993,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,444,954
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$11,387,880
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$17,091,125
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$370,917
Contract administrator fees2014-12-31$133,650
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$65,079,562
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$67,617,971
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
Aggregate proceeds on sale of assets2014-12-31$81,057,648
Aggregate carrying amount (costs) on sale of assets2014-12-31$100,092,294
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 name2014-12-31CYPHER & CYPHER
Accountancy firm EIN2014-12-31251385288
2013 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$10,810,320
Total unrealized appreciation/depreciation of assets2013-12-31$10,810,320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$171,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$156,521
Total income from all sources (including contributions)2013-12-31$30,516,538
Total loss/gain on sale of assets2013-12-31$6,192,144
Total of all expenses incurred2013-12-31$15,129,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,864,442
Expenses. Certain deemed distributions of participant loans2013-12-31$1,377,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,984,218
Value of total assets at end of year2013-12-31$167,157,690
Value of total assets at beginning of year2013-12-31$151,755,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$886,873
Total interest from all sources2013-12-31$1,214,878
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,212,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$159,676
Administrative expenses professional fees incurred2013-12-31$138,813
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$8,984,218
Amount contributed by the employer to the plan for this plan year2013-12-31$8,984,218
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$13,268,481
Participant contributions at beginning of year2013-12-31$13,007,937
Assets. Other investments not covered elsewhere at end of year2013-12-31$471,059
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$114,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$278,774
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$195,826
Other income not declared elsewhere2013-12-31$65,300
Administrative expenses (other) incurred2013-12-31$60,458
Liabilities. Value of operating payables at end of year2013-12-31$171,141
Liabilities. Value of operating payables at beginning of year2013-12-31$156,521
Total non interest bearing cash at end of year2013-12-31$922,173
Total non interest bearing cash at beginning of year2013-12-31$2,020,431
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$15,387,248
Value of net assets at end of year (total assets less liabilities)2013-12-31$166,986,549
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$151,599,301
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
Investment advisory and management fees2013-12-31$538,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,232,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,739,553
Interest on participant loans2013-12-31$200,965
Interest earned on other investments2013-12-31$326,745
Income. Interest from US Government securities2013-12-31$313,574
Income. Interest from corporate debt instruments2013-12-31$371,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,385,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,179,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,179,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$41,655,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$43,145,192
Asset value of US Government securities at end of year2013-12-31$11,482,673
Asset value of US Government securities at beginning of year2013-12-31$12,806,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,037,200
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$8,984,218
Employer contributions (assets) at end of year2013-12-31$380,697
Employer contributions (assets) at beginning of year2013-12-31$417,686
Income. Dividends from common stock2013-12-31$1,052,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,864,442
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$17,091,125
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$9,952,967
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$370,917
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$208,123
Contract administrator fees2013-12-31$149,400
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$67,617,971
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$55,966,841
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
Aggregate proceeds on sale of assets2013-12-31$74,375,209
Aggregate carrying amount (costs) on sale of assets2013-12-31$68,183,065
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 name2013-12-31CYPHER & CYPHER
Accountancy firm EIN2013-12-31251385288
2012 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$5,082,338
Total unrealized appreciation/depreciation of assets2012-12-31$5,082,338
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$156,521
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$162,959
Total income from all sources (including contributions)2012-12-31$19,043,040
Total loss/gain on sale of assets2012-12-31$2,149,736
Total of all expenses incurred2012-12-31$27,754,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,258,978
Expenses. Certain deemed distributions of participant loans2012-12-31$2,606,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,970,119
Value of total assets at end of year2012-12-31$151,755,822
Value of total assets at beginning of year2012-12-31$160,473,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$888,712
Total interest from all sources2012-12-31$2,302,464
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,394,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$175,771
Administrative expenses professional fees incurred2012-12-31$20,989
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$5,970,119
Amount contributed by the employer to the plan for this plan year2012-12-31$5,970,119
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$13,007,937
Participant contributions at beginning of year2012-12-31$14,630,334
Assets. Other investments not covered elsewhere at end of year2012-12-31$114,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$195,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$243,443
Other income not declared elsewhere2012-12-31$78,464
Administrative expenses (other) incurred2012-12-31$70,683
Liabilities. Value of operating payables at end of year2012-12-31$156,521
Liabilities. Value of operating payables at beginning of year2012-12-31$162,959
Total non interest bearing cash at end of year2012-12-31$2,020,431
Total non interest bearing cash at beginning of year2012-12-31$4,583,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-8,711,117
Value of net assets at end of year (total assets less liabilities)2012-12-31$151,599,301
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$160,310,418
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
Investment advisory and management fees2012-12-31$647,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,739,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,674,628
Interest on participant loans2012-12-31$218,056
Interest earned on other investments2012-12-31$1,288,031
Income. Interest from US Government securities2012-12-31$442,468
Income. Interest from corporate debt instruments2012-12-31$352,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,179,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,311,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,311,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$43,145,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$43,157,846
Asset value of US Government securities at end of year2012-12-31$12,806,730
Asset value of US Government securities at beginning of year2012-12-31$14,629,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,064,925
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$5,970,119
Employer contributions (assets) at end of year2012-12-31$417,686
Employer contributions (assets) at beginning of year2012-12-31$605,047
Income. Dividends from common stock2012-12-31$1,219,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,258,978
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$9,952,967
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$10,259,898
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$208,123
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$495,871
Contract administrator fees2012-12-31$149,400
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$55,966,841
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$58,881,463
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
Aggregate proceeds on sale of assets2012-12-31$46,759,663
Aggregate carrying amount (costs) on sale of assets2012-12-31$44,609,927
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 name2012-12-31CYPHER & CYPHER
Accountancy firm EIN2012-12-31251385288
2011 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,150,764
Total unrealized appreciation/depreciation of assets2011-12-31$1,150,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$162,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$171,861
Total income from all sources (including contributions)2011-12-31$11,436,881
Total loss/gain on sale of assets2011-12-31$-903,422
Total of all expenses incurred2011-12-31$13,730,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,659,569
Expenses. Certain deemed distributions of participant loans2011-12-31$1,317,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,942,719
Value of total assets at end of year2011-12-31$160,473,377
Value of total assets at beginning of year2011-12-31$162,776,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$754,080
Total interest from all sources2011-12-31$1,574,798
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,235,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$192,088
Administrative expenses professional fees incurred2011-12-31$127,255
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$9,942,719
Amount contributed by the employer to the plan for this plan year2011-12-31$9,942,719
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$14,630,334
Participant contributions at beginning of year2011-12-31$14,539,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$243,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$258,465
Other income not declared elsewhere2011-12-31$66,023
Administrative expenses (other) incurred2011-12-31$56,689
Liabilities. Value of operating payables at end of year2011-12-31$162,959
Liabilities. Value of operating payables at beginning of year2011-12-31$171,861
Total non interest bearing cash at end of year2011-12-31$4,583,754
Total non interest bearing cash at beginning of year2011-12-31$678,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,294,087
Value of net assets at end of year (total assets less liabilities)2011-12-31$160,310,418
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$162,604,505
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
Investment advisory and management fees2011-12-31$414,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,674,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,304,618
Interest on participant loans2011-12-31$231,663
Interest earned on other investments2011-12-31$453,523
Income. Interest from US Government securities2011-12-31$426,180
Income. Interest from corporate debt instruments2011-12-31$461,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,311,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,030,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,030,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$43,157,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$45,957,502
Asset value of US Government securities at end of year2011-12-31$14,629,383
Asset value of US Government securities at beginning of year2011-12-31$11,669,535
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,629,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$9,942,719
Employer contributions (assets) at end of year2011-12-31$605,047
Employer contributions (assets) at beginning of year2011-12-31$539,864
Income. Dividends from common stock2011-12-31$1,043,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,659,569
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$10,259,898
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$11,696,912
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$495,871
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$126,831
Contract administrator fees2011-12-31$155,350
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$58,881,463
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$62,974,176
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
Aggregate proceeds on sale of assets2011-12-31$63,582,510
Aggregate carrying amount (costs) on sale of assets2011-12-31$64,485,932
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CYPHER & CYPHER
Accountancy firm EIN2011-12-31251385288
2010 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-25,004,505
Total unrealized appreciation/depreciation of assets2010-12-31$-25,004,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$171,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$165,143
Total income from all sources (including contributions)2010-12-31$22,158,094
Total loss/gain on sale of assets2010-12-31$34,787,283
Total of all expenses incurred2010-12-31$14,920,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,927,923
Expenses. Certain deemed distributions of participant loans2010-12-31$2,146,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,848,652
Value of total assets at end of year2010-12-31$162,776,366
Value of total assets at beginning of year2010-12-31$155,531,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$845,408
Total interest from all sources2010-12-31$1,969,613
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,010,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$152,342
Administrative expenses professional fees incurred2010-12-31$141,964
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$7,848,652
Amount contributed by the employer to the plan for this plan year2010-12-31$7,848,652
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$14,539,667
Participant contributions at beginning of year2010-12-31$15,004,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$258,465
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$261,616
Other income not declared elsewhere2010-12-31$74,173
Administrative expenses (other) incurred2010-12-31$53,380
Liabilities. Value of operating payables at end of year2010-12-31$171,861
Liabilities. Value of operating payables at beginning of year2010-12-31$165,143
Total non interest bearing cash at end of year2010-12-31$678,267
Total non interest bearing cash at beginning of year2010-12-31$1,007,781
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$7,237,780
Value of net assets at end of year (total assets less liabilities)2010-12-31$162,604,505
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$155,366,725
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
Investment advisory and management fees2010-12-31$514,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,304,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,367,887
Interest on participant loans2010-12-31$268,464
Interest earned on other investments2010-12-31$799,074
Income. Interest from US Government securities2010-12-31$437,691
Income. Interest from corporate debt instruments2010-12-31$461,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,030,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,251,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,251,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$45,957,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$44,026,058
Asset value of US Government securities at end of year2010-12-31$11,669,535
Asset value of US Government securities at beginning of year2010-12-31$12,755,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,472,543
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$7,848,652
Employer contributions (assets) at end of year2010-12-31$539,864
Employer contributions (assets) at beginning of year2010-12-31$654,379
Income. Dividends from preferred stock2010-12-31$18
Income. Dividends from common stock2010-12-31$857,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,927,923
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$11,696,912
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$8,749,461
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$126,831
Contract administrator fees2010-12-31$135,600
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$62,974,176
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$55,452,346
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
Aggregate proceeds on sale of assets2010-12-31$74,422,469
Aggregate carrying amount (costs) on sale of assets2010-12-31$39,635,186
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 name2010-12-31CYPHER & CYPHER
Accountancy firm EIN2010-12-31251385288
2009 : BOILERMAKERS LODGE 154 RETIREMENT PLAN 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$10,420,475
Amount contributed by the employer to the plan for this plan year2009-12-31$10,420,475

Form 5500 Responses for BOILERMAKERS LODGE 154 RETIREMENT PLAN

2022: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BOILERMAKERS LODGE 154 RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONAL WESTERN LIFE (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberM1349
Policy instance 2
Insurance contract or identification numberM1349
Number of Individuals Covered5
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for 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
NATIONAL WESTERN LIFE (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberM1349
Policy instance 2
Insurance contract or identification numberM1349
Number of Individuals Covered5
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for 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
NATIONAL WESTERN LIFE (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberM1349
Policy instance 2
Insurance contract or identification numberM1349
Number of Individuals Covered6
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for 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
NATIONAL WESTERN LIFE (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberM1349
Policy instance 2
Insurance contract or identification numberM1349
Number of Individuals Covered6
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for 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
NATIONAL WESTERN LIFE (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberM1349
Policy instance 2
Insurance contract or identification numberM1349
Number of Individuals Covered6
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for 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
NATIONAL WESTERN LIFE (National Association of Insurance Commissioners NAIC id number: 66850 )
Policy contract numberM1349
Policy instance 2
Insurance contract or identification numberM1349
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for 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
AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 )
Policy contract number571951
Policy instance 1
Insurance contract or identification number571951
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 )
Policy contract number571951
Policy instance 1
Insurance contract or identification number571951
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 )
Policy contract number571951
Policy instance 1
Insurance contract or identification number571951
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 )
Policy contract number571951
Policy instance 1
Insurance contract or identification number571951
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 )
Policy contract number571951
Policy instance 2
Insurance contract or identification number571951
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 )
Policy contract number571951
Policy instance 2
Insurance contract or identification number571951
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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