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IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 401k Plan overview

Plan NameIRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST
Plan identification number 001

IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY
Employer identification number (EIN):316108920
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-02-01DAVID BAKER2023-11-09 MARK DOUGLAS2023-11-14
0012021-02-01JEFFREY S. BUSH SR.2022-11-10 MARK DOUGLAS2022-11-13
0012020-02-01ROBERT KARA2021-11-02 MARK DOUGLAS2021-11-04
0012019-02-01ROBERT KARA2020-11-04 MARK DOUGLAS2020-11-04
0012018-02-01ROBERT KARA2019-10-24 MARK DOUGLAS2019-10-27
0012017-02-01
0012016-02-01RON STARKEY CRAIG WANNER2017-08-02
0012015-02-01RON STARKEY CRAIG WANNER2016-11-10
0012014-02-01RON STARKEY CRAIG WANNER2015-10-26
0012013-02-01RON STARKEY CRAIG WANNER2014-11-13

Plan Statistics for IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST

401k plan membership statisitcs for IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST

Measure Date Value
2022: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2022 401k membership
Total participants, beginning-of-year2022-02-017,686
Total number of active participants reported on line 7a of the Form 55002022-02-016,936
Number of retired or separated participants receiving benefits2022-02-0170
Number of other retired or separated participants entitled to future benefits2022-02-01666
Total of all active and inactive participants2022-02-017,672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-02-011
Total participants2022-02-017,673
Number of participants with account balances2022-02-017,673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-02-010
Number of employers contributing to the scheme2022-02-01396
2021: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2021 401k membership
Total participants, beginning-of-year2021-02-018,179
Total number of active participants reported on line 7a of the Form 55002021-02-016,972
Number of retired or separated participants receiving benefits2021-02-0165
Number of other retired or separated participants entitled to future benefits2021-02-01649
Total of all active and inactive participants2021-02-017,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-02-010
Total participants2021-02-017,686
Number of participants with account balances2021-02-017,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-02-010
Number of employers contributing to the scheme2021-02-01342
2020: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2020 401k membership
Total participants, beginning-of-year2020-02-018,928
Total number of active participants reported on line 7a of the Form 55002020-02-017,490
Number of retired or separated participants receiving benefits2020-02-0165
Number of other retired or separated participants entitled to future benefits2020-02-01624
Total of all active and inactive participants2020-02-018,179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-02-010
Total participants2020-02-018,179
Number of participants with account balances2020-02-018,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-02-010
Number of employers contributing to the scheme2020-02-01326
2019: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2019 401k membership
Total participants, beginning-of-year2019-02-019,589
Total number of active participants reported on line 7a of the Form 55002019-02-018,593
Number of retired or separated participants receiving benefits2019-02-0116
Number of other retired or separated participants entitled to future benefits2019-02-01326
Total of all active and inactive participants2019-02-018,935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-012
Total participants2019-02-018,937
Number of participants with account balances2019-02-018,928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010
Number of employers contributing to the scheme2019-02-01323
2018: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2018 401k membership
Total participants, beginning-of-year2018-02-019,186
Total number of active participants reported on line 7a of the Form 55002018-02-019,496
Number of retired or separated participants receiving benefits2018-02-0148
Number of other retired or separated participants entitled to future benefits2018-02-0144
Total of all active and inactive participants2018-02-019,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-011
Total participants2018-02-019,589
Number of participants with account balances2018-02-019,239
Number of employers contributing to the scheme2018-02-01317
2017: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2017 401k membership
Total participants, beginning-of-year2017-02-018,982
Total number of active participants reported on line 7a of the Form 55002017-02-018,907
Number of retired or separated participants receiving benefits2017-02-0186
Number of other retired or separated participants entitled to future benefits2017-02-01192
Total of all active and inactive participants2017-02-019,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-011
Total participants2017-02-019,186
Number of participants with account balances2017-02-018,876
Number of employers contributing to the scheme2017-02-01352
2016: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2016 401k membership
Total participants, beginning-of-year2016-02-018,797
Total number of active participants reported on line 7a of the Form 55002016-02-018,724
Number of retired or separated participants receiving benefits2016-02-0176
Number of other retired or separated participants entitled to future benefits2016-02-01180
Total of all active and inactive participants2016-02-018,980
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-012
Total participants2016-02-018,982
Number of participants with account balances2016-02-018,685
Number of employers contributing to the scheme2016-02-01368
2015: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2015 401k membership
Total participants, beginning-of-year2015-02-018,291
Total number of active participants reported on line 7a of the Form 55002015-02-018,567
Number of retired or separated participants receiving benefits2015-02-0163
Number of other retired or separated participants entitled to future benefits2015-02-01167
Total of all active and inactive participants2015-02-018,797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-018,797
Number of participants with account balances2015-02-018,708
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
Number of employers contributing to the scheme2015-02-01395
2014: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2014 401k membership
Total participants, beginning-of-year2014-02-017,707
Total number of active participants reported on line 7a of the Form 55002014-02-018,069
Number of retired or separated participants receiving benefits2014-02-0171
Number of other retired or separated participants entitled to future benefits2014-02-01151
Total of all active and inactive participants2014-02-018,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-018,291
Number of participants with account balances2014-02-018,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
Number of employers contributing to the scheme2014-02-01343
2013: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2013 401k membership
Total participants, beginning-of-year2013-02-017,569
Total number of active participants reported on line 7a of the Form 55002013-02-017,494
Number of retired or separated participants receiving benefits2013-02-0154
Number of other retired or separated participants entitled to future benefits2013-02-01158
Total of all active and inactive participants2013-02-017,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-011
Total participants2013-02-017,707
Number of participants with account balances2013-02-017,655
Number of employers contributing to the scheme2013-02-01362

Financial Data on IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST

Measure Date Value
2023 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$124,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$99,902
Total income from all sources (including contributions)2023-01-31$12,072,049
Total loss/gain on sale of assets2023-01-31$0
Total of all expenses incurred2023-01-31$29,190,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$28,009,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$28,887,739
Value of total assets at end of year2023-01-31$441,036,559
Value of total assets at beginning of year2023-01-31$458,130,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$1,180,832
Total interest from all sources2023-01-31$323,812
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$8,289,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$8,289,281
Administrative expenses professional fees incurred2023-01-31$114,951
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$500,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Participant contributions at end of year2023-01-31$5,225,306
Participant contributions at beginning of year2023-01-31$3,329,393
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-31$262,767
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-31$366,612
Other income not declared elsewhere2023-01-31$5,287,214
Administrative expenses (other) incurred2023-01-31$673,715
Liabilities. Value of operating payables at end of year2023-01-31$124,880
Liabilities. Value of operating payables at beginning of year2023-01-31$99,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$-17,118,563
Value of net assets at end of year (total assets less liabilities)2023-01-31$440,911,679
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$458,030,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Investment advisory and management fees2023-01-31$52,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$265,342,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$287,684,863
Income. Interest from loans (other than to participants)2023-01-31$323,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-31$2,621,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-01-31$2,309,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-01-31$2,309,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-31$164,984,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-31$162,316,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$-30,715,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31No
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$28,887,739
Employer contributions (assets) at end of year2023-01-31$2,599,877
Employer contributions (assets) at beginning of year2023-01-31$2,122,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$28,009,780
Contract administrator fees2023-01-31$340,166
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2023-01-31310800053
2022 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$99,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$152,228
Total income from all sources (including contributions)2022-01-31$41,112,860
Total loss/gain on sale of assets2022-01-31$0
Total of all expenses incurred2022-01-31$28,745,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$27,966,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$23,665,033
Value of total assets at end of year2022-01-31$458,130,144
Value of total assets at beginning of year2022-01-31$445,815,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$779,068
Total interest from all sources2022-01-31$274,185
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$18,901,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-31$18,901,325
Administrative expenses professional fees incurred2022-01-31$96,195
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$500,000
If this is an individual account plan, was there a blackout period2022-01-31No
Funding deficiency by the employer to the plan for this plan year2022-01-31$0
Minimum employer required contribution for this plan year2022-01-31$23,665,033
Amount contributed by the employer to the plan for this plan year2022-01-31$23,665,033
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Participant contributions at end of year2022-01-31$3,329,393
Participant contributions at beginning of year2022-01-31$4,025,646
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-31$366,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-31$129,559
Other income not declared elsewhere2022-01-31$4,818,561
Administrative expenses (other) incurred2022-01-31$368,327
Liabilities. Value of operating payables at end of year2022-01-31$99,902
Liabilities. Value of operating payables at beginning of year2022-01-31$152,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$12,367,000
Value of net assets at end of year (total assets less liabilities)2022-01-31$458,030,242
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$445,663,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Investment advisory and management fees2022-01-31$52,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$287,684,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$273,319,769
Income. Interest from loans (other than to participants)2022-01-31$274,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-31$2,309,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-01-31$2,412,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-01-31$2,412,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-31$49
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-31$162,316,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-31$163,903,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-31$-6,546,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31No
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$23,665,033
Employer contributions (assets) at end of year2022-01-31$2,122,984
Employer contributions (assets) at beginning of year2022-01-31$2,024,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$27,966,792
Contract administrator fees2022-01-31$262,546
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-01-31310800053
2021 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$152,228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$106,120
Total income from all sources (including contributions)2021-01-31$61,119,638
Total loss/gain on sale of assets2021-01-31$0
Total of all expenses incurred2021-01-31$26,194,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$25,155,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$21,913,036
Value of total assets at end of year2021-01-31$445,815,470
Value of total assets at beginning of year2021-01-31$410,844,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$1,038,887
Total interest from all sources2021-01-31$252,942
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$12,038,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$12,038,126
Administrative expenses professional fees incurred2021-01-31$101,022
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$500,000
If this is an individual account plan, was there a blackout period2021-01-31No
Funding deficiency by the employer to the plan for this plan year2021-01-31$0
Minimum employer required contribution for this plan year2021-01-31$21,913,036
Amount contributed by the employer to the plan for this plan year2021-01-31$21,913,036
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Participant contributions at end of year2021-01-31$4,025,646
Participant contributions at beginning of year2021-01-31$4,503,539
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-31$129,559
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$273,593
Other income not declared elsewhere2021-01-31$5,230,843
Administrative expenses (other) incurred2021-01-31$582,100
Liabilities. Value of operating payables at end of year2021-01-31$152,228
Liabilities. Value of operating payables at beginning of year2021-01-31$106,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$34,925,220
Value of net assets at end of year (total assets less liabilities)2021-01-31$445,663,242
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$410,738,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Investment advisory and management fees2021-01-31$52,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$273,319,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$248,365,759
Interest on participant loans2021-01-31$252,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-31$2,412,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-31$2,198,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-31$2,198,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-01-31$272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-01-31$163,903,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-01-31$153,526,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$21,684,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31No
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$21,913,036
Employer contributions (assets) at end of year2021-01-31$2,024,300
Employer contributions (assets) at beginning of year2021-01-31$1,975,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$25,155,531
Contract administrator fees2021-01-31$303,765
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Opinion of an independent qualified public accountant for this plan2021-01-31Unqualified
Accountancy firm name2021-01-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2021-01-31310800053
2020 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total unrealized appreciation/depreciation of assets2020-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$106,120
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$106,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$142,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$142,089
Total income from all sources (including contributions)2020-01-31$61,444,443
Total income from all sources (including contributions)2020-01-31$61,444,443
Total loss/gain on sale of assets2020-01-31$0
Total loss/gain on sale of assets2020-01-31$0
Total of all expenses incurred2020-01-31$24,049,062
Total of all expenses incurred2020-01-31$24,049,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$23,354,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$23,354,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$23,923,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$23,923,226
Value of total assets at end of year2020-01-31$410,844,142
Value of total assets at end of year2020-01-31$410,844,142
Value of total assets at beginning of year2020-01-31$373,484,730
Value of total assets at beginning of year2020-01-31$373,484,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$694,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$694,976
Total interest from all sources2020-01-31$352,908
Total interest from all sources2020-01-31$352,908
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$16,906,223
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$16,906,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$16,906,223
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$16,906,223
Administrative expenses professional fees incurred2020-01-31$97,035
Administrative expenses professional fees incurred2020-01-31$97,035
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$500,000
Value of fidelity bond cover2020-01-31$500,000
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Funding deficiency by the employer to the plan for this plan year2020-01-31$0
Minimum employer required contribution for this plan year2020-01-31$23,923,226
Amount contributed by the employer to the plan for this plan year2020-01-31$23,923,226
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Participant contributions at end of year2020-01-31$4,503,539
Participant contributions at end of year2020-01-31$4,503,539
Participant contributions at beginning of year2020-01-31$4,311,177
Participant contributions at beginning of year2020-01-31$4,311,177
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$273,593
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$273,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$134,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$134,468
Other income not declared elsewhere2020-01-31$5,326,595
Other income not declared elsewhere2020-01-31$5,326,595
Administrative expenses (other) incurred2020-01-31$517,122
Administrative expenses (other) incurred2020-01-31$517,122
Liabilities. Value of operating payables at end of year2020-01-31$106,120
Liabilities. Value of operating payables at end of year2020-01-31$106,120
Liabilities. Value of operating payables at beginning of year2020-01-31$142,089
Liabilities. Value of operating payables at beginning of year2020-01-31$142,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$37,395,381
Value of net income/loss2020-01-31$37,395,381
Value of net assets at end of year (total assets less liabilities)2020-01-31$410,738,022
Value of net assets at end of year (total assets less liabilities)2020-01-31$410,738,022
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$373,342,641
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$373,342,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Investment advisory and management fees2020-01-31$52,003
Investment advisory and management fees2020-01-31$52,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$248,365,759
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$248,365,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$215,350,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$215,350,372
Interest on participant loans2020-01-31$352,430
Interest on participant loans2020-01-31$352,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$2,198,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$2,198,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$2,055,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$2,055,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$2,055,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$2,055,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$153,526,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-01-31$153,526,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$149,614,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-01-31$149,614,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$14,935,491
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$14,935,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$23,923,226
Contributions received in cash from employer2020-01-31$23,923,226
Employer contributions (assets) at end of year2020-01-31$1,975,442
Employer contributions (assets) at end of year2020-01-31$1,975,442
Employer contributions (assets) at beginning of year2020-01-31$2,018,627
Employer contributions (assets) at beginning of year2020-01-31$2,018,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$23,354,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$23,354,086
Contract administrator fees2020-01-31$28,816
Contract administrator fees2020-01-31$28,816
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Accountancy firm name2020-01-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm name2020-01-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2020-01-31310800053
Accountancy firm EIN2020-01-31310800053
2019 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$142,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-01-31$25,864
Total income from all sources (including contributions)2019-01-31$26,264,417
Total loss/gain on sale of assets2019-01-31$0
Total of all expenses incurred2019-01-31$23,719,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-01-31$23,007,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-01-31$22,792,134
Value of total assets at end of year2019-01-31$373,484,730
Value of total assets at beginning of year2019-01-31$370,823,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-01-31$711,567
Total interest from all sources2019-01-31$336,742
Total dividends received (eg from common stock, registered investment company shares)2019-01-31$16,564,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-01-31$16,564,232
Administrative expenses professional fees incurred2019-01-31$96,104
Was this plan covered by a fidelity bond2019-01-31Yes
Value of fidelity bond cover2019-01-31$500,000
If this is an individual account plan, was there a blackout period2019-01-31No
Funding deficiency by the employer to the plan for this plan year2019-01-31$0
Minimum employer required contribution for this plan year2019-01-31$22,792,134
Amount contributed by the employer to the plan for this plan year2019-01-31$22,792,134
Were there any nonexempt tranactions with any party-in-interest2019-01-31No
Participant contributions at end of year2019-01-31$4,311,177
Participant contributions at beginning of year2019-01-31$4,661,596
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-01-31$134,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-01-31$407,836
Other income not declared elsewhere2019-01-31$5,325,569
Administrative expenses (other) incurred2019-01-31$531,090
Liabilities. Value of operating payables at end of year2019-01-31$142,089
Liabilities. Value of operating payables at beginning of year2019-01-31$25,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Value of net income/loss2019-01-31$2,545,060
Value of net assets at end of year (total assets less liabilities)2019-01-31$373,342,641
Value of net assets at beginning of year (total assets less liabilities)2019-01-31$370,797,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-01-31No
Were any leases to which the plan was party in default or uncollectible2019-01-31No
Investment advisory and management fees2019-01-31$52,003
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-01-31$215,350,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-01-31$217,010,567
Interest on participant loans2019-01-31$336,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-01-31$2,055,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-01-31$1,507,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-01-31$1,507,097
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-01-31$405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-01-31$149,614,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-01-31$145,314,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-01-31$-18,754,260
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-01-31No
Was there a failure to transmit to the plan any participant contributions2019-01-31No
Has the plan failed to provide any benefit when due under the plan2019-01-31No
Contributions received in cash from employer2019-01-31$22,792,134
Employer contributions (assets) at end of year2019-01-31$2,018,627
Employer contributions (assets) at beginning of year2019-01-31$1,922,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-01-31$23,007,790
Contract administrator fees2019-01-31$32,370
Did the plan have assets held for investment2019-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-01-31No
Opinion of an independent qualified public accountant for this plan2019-01-31Unqualified
Accountancy firm name2019-01-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2019-01-31310800053
2018 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$25,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$105,215
Total income from all sources (including contributions)2018-01-31$55,326,929
Total loss/gain on sale of assets2018-01-31$0
Total of all expenses incurred2018-01-31$21,817,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$21,235,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$23,578,212
Value of total assets at end of year2018-01-31$370,823,445
Value of total assets at beginning of year2018-01-31$337,393,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$582,195
Total interest from all sources2018-01-31$313,989
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$15,377,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$15,377,924
Administrative expenses professional fees incurred2018-01-31$113,784
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$500,000
If this is an individual account plan, was there a blackout period2018-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-01-31$0
Funding deficiency by the employer to the plan for this plan year2018-01-31$0
Minimum employer required contribution for this plan year2018-01-31$23,578,212
Amount contributed by the employer to the plan for this plan year2018-01-31$23,578,212
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Participant contributions at end of year2018-01-31$4,661,596
Participant contributions at beginning of year2018-01-31$4,389,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-01-31$407,836
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-31$54,266
Other income not declared elsewhere2018-01-31$4,868,332
Administrative expenses (other) incurred2018-01-31$395,592
Liabilities. Value of operating payables at end of year2018-01-31$25,864
Liabilities. Value of operating payables at beginning of year2018-01-31$105,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$33,509,006
Value of net assets at end of year (total assets less liabilities)2018-01-31$370,797,581
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$337,288,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Investment advisory and management fees2018-01-31$52,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$217,010,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$180,757,902
Interest on participant loans2018-01-31$313,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-31$1,507,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-31$1,908,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-31$1,908,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-31$189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-01-31$145,314,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-01-31$148,110,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$11,188,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31No
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$23,578,212
Employer contributions (assets) at end of year2018-01-31$1,922,246
Employer contributions (assets) at beginning of year2018-01-31$2,172,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$21,235,728
Contract administrator fees2018-01-31$20,815
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31No
Opinion of an independent qualified public accountant for this plan2018-01-31Unqualified
Accountancy firm name2018-01-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2018-01-31310800053
2017 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$105,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$78,724
Total income from all sources (including contributions)2017-01-31$43,473,786
Total loss/gain on sale of assets2017-01-31$0
Total of all expenses incurred2017-01-31$19,661,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$19,022,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$21,729,576
Value of total assets at end of year2017-01-31$337,393,790
Value of total assets at beginning of year2017-01-31$313,555,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$638,914
Total interest from all sources2017-01-31$298,480
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$5,738,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$5,738,109
Administrative expenses professional fees incurred2017-01-31$110,083
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$500,000
If this is an individual account plan, was there a blackout period2017-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-31$0
Funding deficiency by the employer to the plan for this plan year2017-01-31$0
Minimum employer required contribution for this plan year2017-01-31$21,729,576
Amount contributed by the employer to the plan for this plan year2017-01-31$21,729,576
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Participant contributions at end of year2017-01-31$4,389,220
Participant contributions at beginning of year2017-01-31$4,405,417
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-01-31$54,266
Other income not declared elsewhere2017-01-31$1,280,816
Administrative expenses (other) incurred2017-01-31$462,181
Liabilities. Value of operating payables at end of year2017-01-31$105,215
Liabilities. Value of operating payables at beginning of year2017-01-31$78,724
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$23,811,926
Value of net assets at end of year (total assets less liabilities)2017-01-31$337,288,575
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$313,476,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Investment advisory and management fees2017-01-31$52,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$180,757,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$159,574,448
Interest on participant loans2017-01-31$298,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-01-31$1,908,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-01-31$1,740,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-01-31$1,740,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-01-31$234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-01-31$148,110,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-01-31$145,780,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$14,426,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31No
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$21,729,576
Employer contributions (assets) at end of year2017-01-31$2,172,797
Employer contributions (assets) at beginning of year2017-01-31$2,055,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$19,022,946
Contract administrator fees2017-01-31$14,625
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31No
Opinion of an independent qualified public accountant for this plan2017-01-31Unqualified
Accountancy firm name2017-01-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2017-01-31310800053
2016 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$78,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$138,802
Total income from all sources (including contributions)2016-01-31$12,328,110
Total loss/gain on sale of assets2016-01-31$0
Total of all expenses incurred2016-01-31$22,863,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$22,095,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$21,682,667
Value of total assets at end of year2016-01-31$313,555,373
Value of total assets at beginning of year2016-01-31$324,151,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$768,008
Total interest from all sources2016-01-31$346,775
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$7,699,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$7,699,640
Administrative expenses professional fees incurred2016-01-31$114,471
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$500,000
If this is an individual account plan, was there a blackout period2016-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-01-31$0
Funding deficiency by the employer to the plan for this plan year2016-01-31$0
Minimum employer required contribution for this plan year2016-01-31$21,682,667
Amount contributed by the employer to the plan for this plan year2016-01-31$21,682,667
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Participant contributions at end of year2016-01-31$4,405,417
Participant contributions at beginning of year2016-01-31$4,733,415
Other income not declared elsewhere2016-01-31$-3,948,224
Administrative expenses (other) incurred2016-01-31$593,156
Liabilities. Value of operating payables at end of year2016-01-31$78,724
Liabilities. Value of operating payables at beginning of year2016-01-31$138,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-10,535,628
Value of net assets at end of year (total assets less liabilities)2016-01-31$313,476,649
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$324,012,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Investment advisory and management fees2016-01-31$52,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$159,574,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$163,784,673
Interest on participant loans2016-01-31$346,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-31$1,740,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-31$2,294,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-31$2,294,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-01-31$637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-01-31$145,780,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-01-31$151,413,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-13,452,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31No
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$21,682,667
Employer contributions (assets) at end of year2016-01-31$2,055,068
Employer contributions (assets) at beginning of year2016-01-31$1,924,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$22,095,730
Contract administrator fees2016-01-31$8,265
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31No
Opinion of an independent qualified public accountant for this plan2016-01-31Unqualified
Accountancy firm name2016-01-31CLARK SCHAEFER HACKETT & CO.
Accountancy firm EIN2016-01-31310800053
2015 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$138,802
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$172,624
Total income from all sources (including contributions)2015-01-31$40,725,372
Total loss/gain on sale of assets2015-01-31$0
Total of all expenses incurred2015-01-31$22,329,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$21,839,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$20,958,994
Value of total assets at end of year2015-01-31$324,151,079
Value of total assets at beginning of year2015-01-31$305,789,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$490,634
Total interest from all sources2015-01-31$371,006
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$15,463,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-01-31$15,463,471
Administrative expenses professional fees incurred2015-01-31$130,747
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$500,000
If this is an individual account plan, was there a blackout period2015-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-01-31$0
Funding deficiency by the employer to the plan for this plan year2015-01-31$0
Minimum employer required contribution for this plan year2015-01-31$20,958,994
Amount contributed by the employer to the plan for this plan year2015-01-31$20,958,994
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Participant contributions at end of year2015-01-31$4,733,415
Participant contributions at beginning of year2015-01-31$5,588,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-01-31$9,330
Other income not declared elsewhere2015-01-31$10,622,939
Administrative expenses (other) incurred2015-01-31$305,475
Liabilities. Value of operating payables at end of year2015-01-31$138,802
Liabilities. Value of operating payables at beginning of year2015-01-31$172,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$18,395,667
Value of net assets at end of year (total assets less liabilities)2015-01-31$324,012,277
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$305,616,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Investment advisory and management fees2015-01-31$54,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$163,784,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$150,426,182
Interest on participant loans2015-01-31$370,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-31$2,294,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-31$1,781,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-31$1,781,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-01-31$147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-01-31$151,413,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-01-31$146,498,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-31$-6,691,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31No
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$20,958,994
Employer contributions (assets) at end of year2015-01-31$1,924,993
Employer contributions (assets) at beginning of year2015-01-31$1,485,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$21,839,071
Contract administrator fees2015-01-31$0
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31No
Opinion of an independent qualified public accountant for this plan2015-01-31Unqualified
Accountancy firm name2015-01-31CLARK SCHAEFER HACKETT & CO
Accountancy firm EIN2015-01-31310800053
2014 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-01-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$172,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$243,031
Total income from all sources (including contributions)2014-01-31$33,235,973
Total loss/gain on sale of assets2014-01-31$0
Total of all expenses incurred2014-01-31$22,216,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$21,656,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$17,180,177
Value of total assets at end of year2014-01-31$305,789,234
Value of total assets at beginning of year2014-01-31$294,840,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$560,029
Total interest from all sources2014-01-31$409,179
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$5,525,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$5,525,835
Administrative expenses professional fees incurred2014-01-31$117,761
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$500,000
If this is an individual account plan, was there a blackout period2014-01-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-01-31$0
Funding deficiency by the employer to the plan for this plan year2014-01-31$0
Minimum employer required contribution for this plan year2014-01-31$17,180,117
Amount contributed by the employer to the plan for this plan year2014-01-31$17,180,117
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Participant contributions at end of year2014-01-31$5,588,108
Participant contributions at beginning of year2014-01-31$5,672,858
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-31$9,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-31$0
Other income not declared elsewhere2014-01-31$198,971
Administrative expenses (other) incurred2014-01-31$389,151
Liabilities. Value of operating payables at end of year2014-01-31$172,624
Liabilities. Value of operating payables at beginning of year2014-01-31$243,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$11,019,401
Value of net assets at end of year (total assets less liabilities)2014-01-31$305,616,610
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$294,597,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Investment advisory and management fees2014-01-31$53,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$150,426,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$134,022,946
Interest on participant loans2014-01-31$408,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$1,781,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$1,950,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$1,950,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-31$354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-01-31$146,498,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-01-31$151,764,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$9,921,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31No
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$17,180,177
Employer contributions (assets) at end of year2014-01-31$1,485,855
Employer contributions (assets) at beginning of year2014-01-31$1,429,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$21,656,543
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31No
Opinion of an independent qualified public accountant for this plan2014-01-31Unqualified
Accountancy firm name2014-01-31CLARK, SCHAEFER, HACKETT & CO
Accountancy firm EIN2014-01-31310800053

Form 5500 Responses for IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST

2022: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2022 form 5500 responses
2022-02-01Type of plan entityMulti-employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planYes
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement – InsuranceYes
2022-02-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2021 form 5500 responses
2021-02-01Type of plan entityMulti-employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planYes
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement – InsuranceYes
2021-02-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2020 form 5500 responses
2020-02-01Type of plan entityMulti-employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planYes
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement – InsuranceYes
2020-02-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2019 form 5500 responses
2019-02-01Type of plan entityMulti-employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planYes
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement – InsuranceYes
2019-02-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2018 form 5500 responses
2018-02-01Type of plan entityMulti-employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planYes
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement – InsuranceYes
2018-02-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2017 form 5500 responses
2017-02-01Type of plan entityMulti-employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planYes
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement – InsuranceYes
2017-02-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2016 form 5500 responses
2016-02-01Type of plan entityMulti-employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planYes
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement – InsuranceYes
2016-02-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2015 form 5500 responses
2015-02-01Type of plan entityMulti-employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planYes
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement – InsuranceYes
2015-02-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2014 form 5500 responses
2014-02-01Type of plan entityMulti-employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planYes
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement – InsuranceYes
2014-02-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST 2013 form 5500 responses
2013-02-01Type of plan entityMulti-employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planYes
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21119
Policy instance 1
Insurance contract or identification numberSGIC 21119
Number of Individuals Covered2359
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21119
Policy instance 1
Insurance contract or identification numberSGIC 21119
Number of Individuals Covered1995
Insurance policy start date2021-01-01
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21119
Policy instance 1
Insurance contract or identification numberSGIC 21119
Number of Individuals Covered8179
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21119
Policy instance 2
Insurance contract or identification numberSGIC 21119
Number of Individuals Covered8928
Insurance policy start date2019-11-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60359-1
Policy instance 1
Insurance contract or identification numberMR 60359-1
Number of Individuals Covered0
Insurance policy start date2019-02-01
Insurance policy end date2020-01-06
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60359-1
Policy instance 1
Insurance contract or identification numberMR 60359-1
Number of Individuals Covered9239
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60359-1
Policy instance 1
Insurance contract or identification numberMR 60359-1
Number of Individuals Covered8876
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60359-1
Policy instance 1
Insurance contract or identification numberMR 60359-1
Number of Individuals Covered8708
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60359-1
Policy instance 1
Insurance contract or identification numberMR 60359-1
Number of Individuals Covered8226
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR60359
Policy instance 1
Insurance contract or identification numberMR60359
Number of Individuals Covered7707
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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