IRON WORKERS LOCAL 8 WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IRON WORKERS LOCAL 8 WELFARE FUND
| Measure | Date | Value |
|---|
| 2023 : IRON WORKERS LOCAL 8 WELFARE FUND 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-05-31 | $-9,960 |
| Total unrealized appreciation/depreciation of assets | 2023-05-31 | $-9,960 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $2,468,210 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $1,356,683 |
| Total income from all sources (including contributions) | 2023-05-31 | $17,357,192 |
| Total loss/gain on sale of assets | 2023-05-31 | $0 |
| Total of all expenses incurred | 2023-05-31 | $20,642,231 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-05-31 | $19,865,153 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-05-31 | $16,617,300 |
| Value of total assets at end of year | 2023-05-31 | $47,199,363 |
| Value of total assets at beginning of year | 2023-05-31 | $49,372,875 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-05-31 | $777,078 |
| Total interest from all sources | 2023-05-31 | $47,558 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-05-31 | $958,804 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-05-31 | $958,804 |
| Administrative expenses professional fees incurred | 2023-05-31 | $233,930 |
| Was this plan covered by a fidelity bond | 2023-05-31 | Yes |
| Value of fidelity bond cover | 2023-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
| Contributions received from participants | 2023-05-31 | $2,968,494 |
| Assets. Other investments not covered elsewhere at end of year | 2023-05-31 | $5,990,121 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-05-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-05-31 | $1,447,809 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-05-31 | $73,761 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-05-31 | $90,810 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-05-31 | $0 |
| Administrative expenses (other) incurred | 2023-05-31 | $84,453 |
| Liabilities. Value of operating payables at end of year | 2023-05-31 | $844,710 |
| Liabilities. Value of operating payables at beginning of year | 2023-05-31 | $557,183 |
| Total non interest bearing cash at end of year | 2023-05-31 | $3,376,641 |
| Total non interest bearing cash at beginning of year | 2023-05-31 | $1,524,774 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Value of net income/loss | 2023-05-31 | $-3,285,039 |
| Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $44,731,153 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-05-31 | $48,016,192 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
| Investment advisory and management fees | 2023-05-31 | $37,609 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-05-31 | $30,550,870 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-05-31 | $34,293,147 |
| Value of interest in common/collective trusts at end of year | 2023-05-31 | $5,234,099 |
| Value of interest in common/collective trusts at beginning of year | 2023-05-31 | $9,572,613 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-05-31 | $478,556 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-05-31 | $2,377,941 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-05-31 | $2,377,941 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-05-31 | $47,558 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-05-31 | $260,530 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-05-31 | $-217,996 |
| Net investment gain or loss from common/collective trusts | 2023-05-31 | $-38,514 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
| Contributions received in cash from employer | 2023-05-31 | $13,648,806 |
| Employer contributions (assets) at end of year | 2023-05-31 | $1,443,669 |
| Employer contributions (assets) at beginning of year | 2023-05-31 | $1,499,954 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-05-31 | $18,156,814 |
| Contract administrator fees | 2023-05-31 | $421,086 |
| Liabilities. Value of benefit claims payable at end of year | 2023-05-31 | $1,623,500 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-05-31 | $799,500 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2023-05-31 | $51,646 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-05-31 | $13,636 |
| Did the plan have assets held for investment | 2023-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
| Aggregate proceeds on sale of assets | 2023-05-31 | $5,113,989 |
| Aggregate carrying amount (costs) on sale of assets | 2023-05-31 | $5,113,989 |
| Opinion of an independent qualified public accountant for this plan | 2023-05-31 | Unqualified |
| Accountancy firm name | 2023-05-31 | SIKICH LLP |
| Accountancy firm EIN | 2023-05-31 | 363168081 |
| 2022 : IRON WORKERS LOCAL 8 WELFARE FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-05-31 | $-2,440,024 |
| Total unrealized appreciation/depreciation of assets | 2022-05-31 | $-2,440,024 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $1,356,683 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $1,546,205 |
| Total income from all sources (including contributions) | 2022-05-31 | $12,976,858 |
| Total loss/gain on sale of assets | 2022-05-31 | $1,966,674 |
| Total of all expenses incurred | 2022-05-31 | $16,239,801 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-31 | $15,543,207 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-31 | $15,265,572 |
| Value of total assets at end of year | 2022-05-31 | $49,277,727 |
| Value of total assets at beginning of year | 2022-05-31 | $52,730,192 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-31 | $696,594 |
| Total interest from all sources | 2022-05-31 | $1,123 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-05-31 | $546,053 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-05-31 | $546,053 |
| Administrative expenses professional fees incurred | 2022-05-31 | $161,888 |
| Was this plan covered by a fidelity bond | 2022-05-31 | Yes |
| Value of fidelity bond cover | 2022-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
| Contributions received from participants | 2022-05-31 | $3,214,180 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-05-31 | $987,679 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-05-31 | $90,810 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-05-31 | $23,125 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-05-31 | $2,083 |
| Administrative expenses (other) incurred | 2022-05-31 | $67,969 |
| Liabilities. Value of operating payables at end of year | 2022-05-31 | $557,183 |
| Liabilities. Value of operating payables at beginning of year | 2022-05-31 | $536,422 |
| Total non interest bearing cash at end of year | 2022-05-31 | $1,524,774 |
| Total non interest bearing cash at beginning of year | 2022-05-31 | $2,835,353 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Value of net income/loss | 2022-05-31 | $-3,262,943 |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $47,921,044 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-05-31 | $51,183,987 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
| Investment advisory and management fees | 2022-05-31 | $61,593 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-05-31 | $34,293,147 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-05-31 | $34,752,861 |
| Value of interest in common/collective trusts at end of year | 2022-05-31 | $9,572,613 |
| Value of interest in common/collective trusts at beginning of year | 2022-05-31 | $11,046,009 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-05-31 | $2,377,941 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-05-31 | $2,768,427 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-05-31 | $2,768,427 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-05-31 | $1,123 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-05-31 | $284,821 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-05-31 | $-2,362,540 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
| Contributions received in cash from employer | 2022-05-31 | $12,051,392 |
| Employer contributions (assets) at end of year | 2022-05-31 | $1,404,806 |
| Employer contributions (assets) at beginning of year | 2022-05-31 | $1,281,389 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-31 | $14,270,707 |
| Contract administrator fees | 2022-05-31 | $405,144 |
| Liabilities. Value of benefit claims payable at end of year | 2022-05-31 | $799,500 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-05-31 | $1,007,700 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-05-31 | $13,636 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-05-31 | $23,028 |
| Did the plan have assets held for investment | 2022-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
| Aggregate proceeds on sale of assets | 2022-05-31 | $9,663,727 |
| Aggregate carrying amount (costs) on sale of assets | 2022-05-31 | $7,697,053 |
| Opinion of an independent qualified public accountant for this plan | 2022-05-31 | Unqualified |
| Accountancy firm name | 2022-05-31 | SIKICH LLP |
| Accountancy firm EIN | 2022-05-31 | 363168081 |
| 2021 : IRON WORKERS LOCAL 8 WELFARE FUND 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $1,546,205 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $1,088,961 |
| Total income from all sources (including contributions) | 2021-05-31 | $19,737,070 |
| Total loss/gain on sale of assets | 2021-05-31 | $0 |
| Total of all expenses incurred | 2021-05-31 | $13,686,368 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-05-31 | $12,939,411 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-05-31 | $13,917,883 |
| Value of total assets at end of year | 2021-05-31 | $52,730,192 |
| Value of total assets at beginning of year | 2021-05-31 | $46,222,246 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-05-31 | $746,957 |
| Total interest from all sources | 2021-05-31 | $5,819,187 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-31 | No |
| Administrative expenses professional fees incurred | 2021-05-31 | $214,908 |
| Was this plan covered by a fidelity bond | 2021-05-31 | Yes |
| Value of fidelity bond cover | 2021-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-05-31 | No |
| Contributions received from participants | 2021-05-31 | $1,416,035 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-05-31 | $1,052,070 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-05-31 | $23,125 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-05-31 | $28,972 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-05-31 | $2,083 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-05-31 | $0 |
| Administrative expenses (other) incurred | 2021-05-31 | $72,653 |
| Liabilities. Value of operating payables at end of year | 2021-05-31 | $536,422 |
| Liabilities. Value of operating payables at beginning of year | 2021-05-31 | $440,961 |
| Total non interest bearing cash at end of year | 2021-05-31 | $2,835,353 |
| Total non interest bearing cash at beginning of year | 2021-05-31 | $2,217,264 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Value of net income/loss | 2021-05-31 | $6,050,702 |
| Value of net assets at end of year (total assets less liabilities) | 2021-05-31 | $51,183,987 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-05-31 | $45,133,285 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-05-31 | No |
| Investment advisory and management fees | 2021-05-31 | $58,886 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-05-31 | $34,752,861 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-05-31 | $30,346,049 |
| Value of interest in common/collective trusts at end of year | 2021-05-31 | $11,046,009 |
| Value of interest in common/collective trusts at beginning of year | 2021-05-31 | $9,954,772 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-05-31 | $2,768,427 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-05-31 | $2,455,538 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-05-31 | $2,455,538 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-05-31 | $5,819,187 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-05-31 | $493,793 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-05-31 | No |
| Contributions received in cash from employer | 2021-05-31 | $12,501,848 |
| Employer contributions (assets) at end of year | 2021-05-31 | $1,281,389 |
| Employer contributions (assets) at beginning of year | 2021-05-31 | $1,195,419 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-05-31 | $11,393,548 |
| Contract administrator fees | 2021-05-31 | $400,510 |
| Liabilities. Value of benefit claims payable at end of year | 2021-05-31 | $1,007,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-05-31 | $648,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-05-31 | $23,028 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-05-31 | $24,232 |
| Did the plan have assets held for investment | 2021-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-05-31 | Unqualified |
| Accountancy firm name | 2021-05-31 | SIKICH LLP |
| Accountancy firm EIN | 2021-05-31 | 363168081 |
| 2020 : IRON WORKERS LOCAL 8 WELFARE FUND 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $1,088,961 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $1,582,994 |
| Total income from all sources (including contributions) | 2020-05-31 | $17,945,414 |
| Total loss/gain on sale of assets | 2020-05-31 | $298,424 |
| Total of all expenses incurred | 2020-05-31 | $13,807,060 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-31 | $13,071,689 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-31 | $15,075,266 |
| Value of total assets at end of year | 2020-05-31 | $46,222,246 |
| Value of total assets at beginning of year | 2020-05-31 | $42,577,925 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-31 | $735,371 |
| Total interest from all sources | 2020-05-31 | $26,039 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-05-31 | $680,979 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-05-31 | $680,979 |
| Administrative expenses professional fees incurred | 2020-05-31 | $390,452 |
| Was this plan covered by a fidelity bond | 2020-05-31 | Yes |
| Value of fidelity bond cover | 2020-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-05-31 | No |
| Contributions received from participants | 2020-05-31 | $723,680 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-05-31 | $1,072,900 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-05-31 | $28,972 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-05-31 | $299,044 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-05-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-05-31 | $4,903 |
| Administrative expenses (other) incurred | 2020-05-31 | $73,060 |
| Liabilities. Value of operating payables at end of year | 2020-05-31 | $440,961 |
| Liabilities. Value of operating payables at beginning of year | 2020-05-31 | $429,991 |
| Total non interest bearing cash at end of year | 2020-05-31 | $2,217,264 |
| Total non interest bearing cash at beginning of year | 2020-05-31 | $966,390 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Value of net income/loss | 2020-05-31 | $4,138,354 |
| Value of net assets at end of year (total assets less liabilities) | 2020-05-31 | $45,133,285 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-05-31 | $40,994,931 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-05-31 | No |
| Investment advisory and management fees | 2020-05-31 | $47,047 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-05-31 | $30,346,049 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-05-31 | $29,059,808 |
| Value of interest in common/collective trusts at end of year | 2020-05-31 | $9,954,772 |
| Value of interest in common/collective trusts at beginning of year | 2020-05-31 | $8,996,678 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-05-31 | $2,455,538 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-05-31 | $1,824,207 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-05-31 | $1,824,207 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-05-31 | $26,039 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-05-31 | $612,943 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-05-31 | $1,331,612 |
| Net investment gain or loss from common/collective trusts | 2020-05-31 | $533,094 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-05-31 | No |
| Contributions received in cash from employer | 2020-05-31 | $14,351,586 |
| Employer contributions (assets) at end of year | 2020-05-31 | $1,195,419 |
| Employer contributions (assets) at beginning of year | 2020-05-31 | $1,407,015 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-31 | $11,385,846 |
| Contract administrator fees | 2020-05-31 | $224,812 |
| Liabilities. Value of benefit claims payable at end of year | 2020-05-31 | $648,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-05-31 | $1,148,100 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-05-31 | $24,232 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-05-31 | $24,783 |
| Did the plan have assets held for investment | 2020-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-31 | No |
| Aggregate proceeds on sale of assets | 2020-05-31 | $2,149,662 |
| Aggregate carrying amount (costs) on sale of assets | 2020-05-31 | $1,851,238 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-05-31 | Unqualified |
| Accountancy firm name | 2020-05-31 | SIKICH LLP |
| Accountancy firm EIN | 2020-05-31 | 363168081 |
| 2019 : IRON WORKERS LOCAL 8 WELFARE FUND 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $1,582,994 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $1,749,617 |
| Total income from all sources (including contributions) | 2019-05-31 | $16,793,948 |
| Total loss/gain on sale of assets | 2019-05-31 | $558,952 |
| Total of all expenses incurred | 2019-05-31 | $13,675,066 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-05-31 | $12,892,102 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-05-31 | $15,289,425 |
| Value of total assets at end of year | 2019-05-31 | $42,577,925 |
| Value of total assets at beginning of year | 2019-05-31 | $39,625,666 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-05-31 | $782,964 |
| Total interest from all sources | 2019-05-31 | $24,167 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-05-31 | $674,621 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-05-31 | No |
| Administrative expenses professional fees incurred | 2019-05-31 | $279,783 |
| Was this plan covered by a fidelity bond | 2019-05-31 | Yes |
| Value of fidelity bond cover | 2019-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-05-31 | No |
| Contributions received from participants | 2019-05-31 | $614,136 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-05-31 | $1,066,857 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-05-31 | $299,044 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-05-31 | $89,362 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-05-31 | $4,903 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-05-31 | $85,482 |
| Other income not declared elsewhere | 2019-05-31 | $80,579 |
| Administrative expenses (other) incurred | 2019-05-31 | $74,923 |
| Liabilities. Value of operating payables at end of year | 2019-05-31 | $1,148,100 |
| Liabilities. Value of operating payables at beginning of year | 2019-05-31 | $1,236,700 |
| Total non interest bearing cash at end of year | 2019-05-31 | $966,390 |
| Total non interest bearing cash at beginning of year | 2019-05-31 | $559,259 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Value of net income/loss | 2019-05-31 | $3,118,882 |
| Value of net assets at end of year (total assets less liabilities) | 2019-05-31 | $40,994,931 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-05-31 | $37,876,049 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-05-31 | No |
| Investment advisory and management fees | 2019-05-31 | $49,178 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-05-31 | $29,059,808 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-05-31 | $28,253,863 |
| Value of interest in common/collective trusts at end of year | 2019-05-31 | $8,996,678 |
| Value of interest in common/collective trusts at beginning of year | 2019-05-31 | $8,471,488 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-05-31 | $1,824,207 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-05-31 | $741,482 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-05-31 | $741,482 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-05-31 | $24,167 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-05-31 | $458,214 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-05-31 | $-358,986 |
| Net investment gain or loss from common/collective trusts | 2019-05-31 | $525,190 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-05-31 | No |
| Contributions received in cash from employer | 2019-05-31 | $14,675,289 |
| Employer contributions (assets) at end of year | 2019-05-31 | $1,407,015 |
| Employer contributions (assets) at beginning of year | 2019-05-31 | $1,398,984 |
| Income. Dividends from common stock | 2019-05-31 | $674,621 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-05-31 | $11,367,031 |
| Contract administrator fees | 2019-05-31 | $379,080 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-05-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-05-31 | $429,991 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-05-31 | $427,435 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-05-31 | $24,783 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-05-31 | $111,228 |
| Did the plan have assets held for investment | 2019-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-05-31 | No |
| Aggregate proceeds on sale of assets | 2019-05-31 | $4,318,665 |
| Aggregate carrying amount (costs) on sale of assets | 2019-05-31 | $3,759,713 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-05-31 | Unqualified |
| Accountancy firm name | 2019-05-31 | FREYBERG HINKLE ET AL |
| Accountancy firm EIN | 2019-05-31 | 391531945 |
| 2018 : IRON WORKERS LOCAL 8 WELFARE FUND 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $1,749,617 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $1,068,583 |
| Total income from all sources (including contributions) | 2018-05-31 | $16,342,339 |
| Total loss/gain on sale of assets | 2018-05-31 | $0 |
| Total of all expenses incurred | 2018-05-31 | $15,525,084 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-05-31 | $14,835,409 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-05-31 | $14,741,798 |
| Value of total assets at end of year | 2018-05-31 | $39,625,666 |
| Value of total assets at beginning of year | 2018-05-31 | $38,127,377 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-05-31 | $689,675 |
| Total interest from all sources | 2018-05-31 | $5,658 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-05-31 | $554,350 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-05-31 | $554,350 |
| Administrative expenses professional fees incurred | 2018-05-31 | $210,136 |
| Was this plan covered by a fidelity bond | 2018-05-31 | Yes |
| Value of fidelity bond cover | 2018-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-05-31 | No |
| Contributions received from participants | 2018-05-31 | $618,961 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-05-31 | $1,124,468 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-05-31 | $89,362 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-05-31 | $99,984 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-05-31 | $85,482 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-05-31 | $66,132 |
| Administrative expenses (other) incurred | 2018-05-31 | $64,058 |
| Liabilities. Value of operating payables at end of year | 2018-05-31 | $427,435 |
| Liabilities. Value of operating payables at beginning of year | 2018-05-31 | $731,951 |
| Total non interest bearing cash at end of year | 2018-05-31 | $559,259 |
| Total non interest bearing cash at beginning of year | 2018-05-31 | $2,248,893 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Value of net income/loss | 2018-05-31 | $817,255 |
| Value of net assets at end of year (total assets less liabilities) | 2018-05-31 | $37,876,049 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-05-31 | $37,058,794 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-05-31 | No |
| Investment advisory and management fees | 2018-05-31 | $49,481 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-05-31 | $28,253,863 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-05-31 | $25,006,107 |
| Value of interest in common/collective trusts at end of year | 2018-05-31 | $8,471,488 |
| Value of interest in common/collective trusts at beginning of year | 2018-05-31 | $8,421,922 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-05-31 | $741,482 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-05-31 | $626,968 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-05-31 | $626,968 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-05-31 | $5,658 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-05-31 | $622,962 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-05-31 | $990,968 |
| Net investment gain or loss from common/collective trusts | 2018-05-31 | $49,565 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-05-31 | No |
| Contributions received in cash from employer | 2018-05-31 | $14,122,837 |
| Employer contributions (assets) at end of year | 2018-05-31 | $1,398,984 |
| Employer contributions (assets) at beginning of year | 2018-05-31 | $1,605,868 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-05-31 | $13,087,979 |
| Contract administrator fees | 2018-05-31 | $366,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-05-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-05-31 | $1,236,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-05-31 | $270,500 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-05-31 | $111,228 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-05-31 | $117,635 |
| Did the plan have assets held for investment | 2018-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-05-31 | No |
| Aggregate proceeds on sale of assets | 2018-05-31 | $7,091,845 |
| Aggregate carrying amount (costs) on sale of assets | 2018-05-31 | $7,091,845 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-05-31 | Unqualified |
| Accountancy firm name | 2018-05-31 | FREYBERG HINKLE ET AL |
| Accountancy firm EIN | 2018-05-31 | 391531945 |
| 2017 : IRON WORKERS LOCAL 8 WELFARE FUND 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $1,068,583 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $1,434,469 |
| Total income from all sources (including contributions) | 2017-05-31 | $17,275,032 |
| Total loss/gain on sale of assets | 2017-05-31 | $0 |
| Total of all expenses incurred | 2017-05-31 | $14,641,618 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-05-31 | $13,935,958 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-05-31 | $14,955,057 |
| Value of total assets at end of year | 2017-05-31 | $38,127,377 |
| Value of total assets at beginning of year | 2017-05-31 | $35,859,849 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-05-31 | $705,660 |
| Total interest from all sources | 2017-05-31 | $731 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-05-31 | $505,002 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-05-31 | $505,002 |
| Administrative expenses professional fees incurred | 2017-05-31 | $284,238 |
| Was this plan covered by a fidelity bond | 2017-05-31 | Yes |
| Value of fidelity bond cover | 2017-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-05-31 | No |
| Contributions received from participants | 2017-05-31 | $616,621 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-05-31 | $1,186,800 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-05-31 | $99,984 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-05-31 | $153,714 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-05-31 | $66,132 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-05-31 | $73,476 |
| Other income not declared elsewhere | 2017-05-31 | $1,741 |
| Administrative expenses (other) incurred | 2017-05-31 | $79,864 |
| Liabilities. Value of operating payables at end of year | 2017-05-31 | $731,951 |
| Liabilities. Value of operating payables at beginning of year | 2017-05-31 | $1,128,193 |
| Total non interest bearing cash at end of year | 2017-05-31 | $2,248,893 |
| Total non interest bearing cash at beginning of year | 2017-05-31 | $2,430,652 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Value of net income/loss | 2017-05-31 | $2,633,414 |
| Value of net assets at end of year (total assets less liabilities) | 2017-05-31 | $37,058,794 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-05-31 | $34,425,380 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-05-31 | No |
| Investment advisory and management fees | 2017-05-31 | $49,636 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-05-31 | $25,006,107 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-05-31 | $23,192,650 |
| Value of interest in common/collective trusts at end of year | 2017-05-31 | $8,421,922 |
| Value of interest in common/collective trusts at beginning of year | 2017-05-31 | $8,219,020 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-05-31 | $626,968 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-05-31 | $334,305 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-05-31 | $334,305 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-05-31 | $731 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-05-31 | $626,995 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-05-31 | $1,609,599 |
| Net investment gain or loss from common/collective trusts | 2017-05-31 | $202,902 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-05-31 | No |
| Contributions received in cash from employer | 2017-05-31 | $14,338,436 |
| Employer contributions (assets) at end of year | 2017-05-31 | $1,605,868 |
| Employer contributions (assets) at beginning of year | 2017-05-31 | $1,422,834 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-05-31 | $12,122,163 |
| Contract administrator fees | 2017-05-31 | $291,922 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-05-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-05-31 | $270,500 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-05-31 | $232,800 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-05-31 | $117,635 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-05-31 | $106,674 |
| Did the plan have assets held for investment | 2017-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-05-31 | No |
| Aggregate proceeds on sale of assets | 2017-05-31 | $1,141,823 |
| Aggregate carrying amount (costs) on sale of assets | 2017-05-31 | $1,141,823 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-05-31 | Unqualified |
| Accountancy firm name | 2017-05-31 | FREYBERG HINKLE ET AL |
| Accountancy firm EIN | 2017-05-31 | 391531945 |
| 2016 : IRON WORKERS LOCAL 8 WELFARE FUND 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $1,434,469 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $553,817 |
| Total income from all sources (including contributions) | 2016-05-31 | $15,183,054 |
| Total loss/gain on sale of assets | 2016-05-31 | $0 |
| Total of all expenses incurred | 2016-05-31 | $13,155,515 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-31 | $12,359,786 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-31 | $14,842,157 |
| Value of total assets at end of year | 2016-05-31 | $35,859,849 |
| Value of total assets at beginning of year | 2016-05-31 | $32,951,658 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-31 | $795,729 |
| Total interest from all sources | 2016-05-31 | $1,974 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-05-31 | $433,738 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-05-31 | $433,738 |
| Administrative expenses professional fees incurred | 2016-05-31 | $261,824 |
| Was this plan covered by a fidelity bond | 2016-05-31 | Yes |
| Value of fidelity bond cover | 2016-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-05-31 | No |
| Contributions received from participants | 2016-05-31 | $551,202 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-05-31 | $1,104,595 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-05-31 | $153,714 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-05-31 | $446,211 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-05-31 | $73,476 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-05-31 | $85,574 |
| Administrative expenses (other) incurred | 2016-05-31 | $69,506 |
| Liabilities. Value of operating payables at end of year | 2016-05-31 | $1,128,193 |
| Liabilities. Value of operating payables at beginning of year | 2016-05-31 | $208,643 |
| Total non interest bearing cash at end of year | 2016-05-31 | $2,430,652 |
| Total non interest bearing cash at beginning of year | 2016-05-31 | $1,360,560 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Value of net income/loss | 2016-05-31 | $2,027,539 |
| Value of net assets at end of year (total assets less liabilities) | 2016-05-31 | $34,425,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-05-31 | $32,397,841 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-05-31 | No |
| Investment advisory and management fees | 2016-05-31 | $48,507 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-05-31 | $23,192,650 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-05-31 | $21,185,870 |
| Value of interest in common/collective trusts at end of year | 2016-05-31 | $8,219,020 |
| Value of interest in common/collective trusts at beginning of year | 2016-05-31 | $7,487,588 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-05-31 | $334,305 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-05-31 | $933,654 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-05-31 | $933,654 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-05-31 | $1,974 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-05-31 | $570,790 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-05-31 | $-326,248 |
| Net investment gain or loss from common/collective trusts | 2016-05-31 | $231,433 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-05-31 | No |
| Contributions received in cash from employer | 2016-05-31 | $14,290,955 |
| Employer contributions (assets) at end of year | 2016-05-31 | $1,422,834 |
| Employer contributions (assets) at beginning of year | 2016-05-31 | $1,526,883 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-31 | $10,684,401 |
| Contract administrator fees | 2016-05-31 | $415,892 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-05-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-05-31 | $232,800 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-05-31 | $259,600 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-05-31 | $106,674 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-05-31 | $10,892 |
| Did the plan have assets held for investment | 2016-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-31 | No |
| Aggregate proceeds on sale of assets | 2016-05-31 | $3,944,679 |
| Aggregate carrying amount (costs) on sale of assets | 2016-05-31 | $3,944,679 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-05-31 | Unqualified |
| Accountancy firm name | 2016-05-31 | FREYBERG HINKLE AT AL |
| Accountancy firm EIN | 2016-05-31 | 391531945 |
| 2015 : IRON WORKERS LOCAL 8 WELFARE FUND 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $553,817 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $597,568 |
| Total income from all sources (including contributions) | 2015-05-31 | $15,100,965 |
| Total loss/gain on sale of assets | 2015-05-31 | $0 |
| Total of all expenses incurred | 2015-05-31 | $12,621,014 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $11,903,308 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $13,809,191 |
| Value of total assets at end of year | 2015-05-31 | $32,951,658 |
| Value of total assets at beginning of year | 2015-05-31 | $30,515,458 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $717,706 |
| Total interest from all sources | 2015-05-31 | $233 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $531,698 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-05-31 | $531,698 |
| Administrative expenses professional fees incurred | 2015-05-31 | $263,303 |
| Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
| Value of fidelity bond cover | 2015-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
| Contributions received from participants | 2015-05-31 | $349,921 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-05-31 | $1,155,385 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-05-31 | $446,211 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-05-31 | $413,066 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-05-31 | $85,574 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-05-31 | $74,424 |
| Other income not declared elsewhere | 2015-05-31 | $817 |
| Administrative expenses (other) incurred | 2015-05-31 | $72,361 |
| Liabilities. Value of operating payables at end of year | 2015-05-31 | $208,643 |
| Liabilities. Value of operating payables at beginning of year | 2015-05-31 | $367,344 |
| Total non interest bearing cash at end of year | 2015-05-31 | $1,360,560 |
| Total non interest bearing cash at beginning of year | 2015-05-31 | $1,503,226 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Value of net income/loss | 2015-05-31 | $2,479,951 |
| Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $32,397,841 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $29,917,890 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
| Investment advisory and management fees | 2015-05-31 | $42,719 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-31 | $21,185,870 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-31 | $21,379,795 |
| Value of interest in common/collective trusts at end of year | 2015-05-31 | $7,487,588 |
| Value of interest in common/collective trusts at beginning of year | 2015-05-31 | $5,010,345 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-05-31 | $933,654 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $698,526 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $698,526 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-05-31 | $233 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-05-31 | $543,293 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-05-31 | $581,783 |
| Net investment gain or loss from common/collective trusts | 2015-05-31 | $177,243 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
| Contributions received in cash from employer | 2015-05-31 | $13,459,270 |
| Employer contributions (assets) at end of year | 2015-05-31 | $1,526,883 |
| Employer contributions (assets) at beginning of year | 2015-05-31 | $1,437,821 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $10,204,630 |
| Contract administrator fees | 2015-05-31 | $339,323 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-05-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-05-31 | $259,600 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-05-31 | $155,800 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-05-31 | $10,892 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-05-31 | $72,679 |
| Did the plan have assets held for investment | 2015-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | No |
| Aggregate proceeds on sale of assets | 2015-05-31 | $4,768,992 |
| Aggregate carrying amount (costs) on sale of assets | 2015-05-31 | $4,768,992 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Unqualified |
| Accountancy firm name | 2015-05-31 | FREYBERG HINKLE ET AL |
| Accountancy firm EIN | 2015-05-31 | 391531945 |
| 2014 : IRON WORKERS LOCAL 8 WELFARE FUND 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $597,568 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $824,798 |
| Total income from all sources (including contributions) | 2014-05-31 | $15,277,624 |
| Total loss/gain on sale of assets | 2014-05-31 | $0 |
| Total of all expenses incurred | 2014-05-31 | $10,976,485 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $10,300,896 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $13,224,716 |
| Value of total assets at end of year | 2014-05-31 | $30,515,458 |
| Value of total assets at beginning of year | 2014-05-31 | $26,441,549 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $675,589 |
| Total interest from all sources | 2014-05-31 | $193 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $431,099 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-05-31 | $431,099 |
| Administrative expenses professional fees incurred | 2014-05-31 | $243,518 |
| Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
| Value of fidelity bond cover | 2014-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
| Contributions received from participants | 2014-05-31 | $727,950 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-05-31 | $991,302 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-05-31 | $413,066 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-05-31 | $33,627 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-05-31 | $74,424 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-05-31 | $471,223 |
| Other income not declared elsewhere | 2014-05-31 | $2 |
| Administrative expenses (other) incurred | 2014-05-31 | $78,678 |
| Liabilities. Value of operating payables at end of year | 2014-05-31 | $367,344 |
| Liabilities. Value of operating payables at beginning of year | 2014-05-31 | $213,375 |
| Total non interest bearing cash at end of year | 2014-05-31 | $1,503,226 |
| Total non interest bearing cash at beginning of year | 2014-05-31 | $123,392 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Value of net income/loss | 2014-05-31 | $4,301,139 |
| Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $29,917,890 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $25,616,751 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
| Investment advisory and management fees | 2014-05-31 | $38,621 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-31 | $21,379,795 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-31 | $19,861,004 |
| Value of interest in common/collective trusts at end of year | 2014-05-31 | $5,010,345 |
| Value of interest in common/collective trusts at beginning of year | 2014-05-31 | $4,484,041 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-31 | $698,526 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-05-31 | $828,696 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-05-31 | $828,696 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-05-31 | $193 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-05-31 | $503,117 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-05-31 | $1,495,310 |
| Net investment gain or loss from common/collective trusts | 2014-05-31 | $126,304 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
| Contributions received in cash from employer | 2014-05-31 | $12,496,766 |
| Employer contributions (assets) at end of year | 2014-05-31 | $1,437,821 |
| Employer contributions (assets) at beginning of year | 2014-05-31 | $1,097,779 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $8,806,477 |
| Contract administrator fees | 2014-05-31 | $314,772 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-05-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-05-31 | $155,800 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-05-31 | $140,200 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-05-31 | $72,679 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-05-31 | $13,010 |
| Did the plan have assets held for investment | 2014-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
| Aggregate proceeds on sale of assets | 2014-05-31 | $2,248,054 |
| Aggregate carrying amount (costs) on sale of assets | 2014-05-31 | $2,248,054 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Unqualified |
| Accountancy firm name | 2014-05-31 | FREYBERG HINKLE ET AL |
| Accountancy firm EIN | 2014-05-31 | 391531945 |
| 2013 : IRON WORKERS LOCAL 8 WELFARE FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-05-31 | $208,987 |
| Total unrealized appreciation/depreciation of assets | 2013-05-31 | $208,987 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $824,798 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $1,164,728 |
| Total income from all sources (including contributions) | 2013-05-31 | $13,608,575 |
| Total loss/gain on sale of assets | 2013-05-31 | $0 |
| Total of all expenses incurred | 2013-05-31 | $11,652,154 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $10,961,072 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $11,006,883 |
| Value of total assets at end of year | 2013-05-31 | $26,441,549 |
| Value of total assets at beginning of year | 2013-05-31 | $24,825,058 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $691,082 |
| Total interest from all sources | 2013-05-31 | $186 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $507,302 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-05-31 | $507,302 |
| Administrative expenses professional fees incurred | 2013-05-31 | $255,989 |
| Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
| Value of fidelity bond cover | 2013-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
| Contributions received from participants | 2013-05-31 | $803,380 |
| Assets. Other investments not covered elsewhere at end of year | 2013-05-31 | $4,484,041 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-05-31 | $4,275,054 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-05-31 | $1,009,479 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-05-31 | $33,627 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-05-31 | $66,453 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-05-31 | $471,223 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-05-31 | $811,657 |
| Other income not declared elsewhere | 2013-05-31 | $830 |
| Administrative expenses (other) incurred | 2013-05-31 | $83,796 |
| Liabilities. Value of operating payables at end of year | 2013-05-31 | $213,375 |
| Liabilities. Value of operating payables at beginning of year | 2013-05-31 | $179,871 |
| Total non interest bearing cash at end of year | 2013-05-31 | $123,392 |
| Total non interest bearing cash at beginning of year | 2013-05-31 | $-34,644 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Value of net income/loss | 2013-05-31 | $1,956,421 |
| Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $25,616,751 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $23,660,330 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
| Investment advisory and management fees | 2013-05-31 | $42,044 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $19,861,004 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $17,137,882 |
| Value of interest in common/collective trusts at beginning of year | 2013-05-31 | $1,082,665 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-31 | $828,696 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-31 | $1,313,075 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-31 | $1,313,075 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $186 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-05-31 | $493,494 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-31 | $1,704,234 |
| Net investment gain or loss from common/collective trusts | 2013-05-31 | $180,153 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
| Contributions received in cash from employer | 2013-05-31 | $10,203,503 |
| Employer contributions (assets) at end of year | 2013-05-31 | $1,097,779 |
| Employer contributions (assets) at beginning of year | 2013-05-31 | $971,632 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $9,458,099 |
| Contract administrator fees | 2013-05-31 | $309,253 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-05-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-05-31 | $140,200 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-05-31 | $173,200 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-05-31 | $13,010 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-05-31 | $12,941 |
| Did the plan have assets held for investment | 2013-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
| Aggregate proceeds on sale of assets | 2013-05-31 | $2,580,051 |
| Aggregate carrying amount (costs) on sale of assets | 2013-05-31 | $2,580,051 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Unqualified |
| Accountancy firm name | 2013-05-31 | FREYBERG HINKLE ET AL |
| Accountancy firm EIN | 2013-05-31 | 391531945 |
| 2012 : IRON WORKERS LOCAL 8 WELFARE FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-05-31 | $237,632 |
| Total unrealized appreciation/depreciation of assets | 2012-05-31 | $237,632 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $1,164,728 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $1,097,032 |
| Total income from all sources (including contributions) | 2012-05-31 | $11,769,842 |
| Total loss/gain on sale of assets | 2012-05-31 | $207 |
| Total of all expenses incurred | 2012-05-31 | $11,123,848 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $10,449,402 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $11,594,048 |
| Value of total assets at end of year | 2012-05-31 | $24,825,058 |
| Value of total assets at beginning of year | 2012-05-31 | $24,111,368 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $674,446 |
| Total interest from all sources | 2012-05-31 | $292 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-05-31 | $447,951 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-05-31 | $447,951 |
| Administrative expenses professional fees incurred | 2012-05-31 | $235,497 |
| Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
| Value of fidelity bond cover | 2012-05-31 | $4,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
| Contributions received from participants | 2012-05-31 | $872,759 |
| Assets. Other investments not covered elsewhere at end of year | 2012-05-31 | $4,275,054 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-05-31 | $4,037,214 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-05-31 | $978,852 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-05-31 | $66,453 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-05-31 | $132,291 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-05-31 | $811,657 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-05-31 | $815,671 |
| Other income not declared elsewhere | 2012-05-31 | $-67,836 |
| Administrative expenses (other) incurred | 2012-05-31 | $79,750 |
| Liabilities. Value of operating payables at end of year | 2012-05-31 | $179,871 |
| Liabilities. Value of operating payables at beginning of year | 2012-05-31 | $161,961 |
| Total non interest bearing cash at end of year | 2012-05-31 | $-34,644 |
| Total non interest bearing cash at beginning of year | 2012-05-31 | $178,576 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Value of net income/loss | 2012-05-31 | $645,994 |
| Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $23,660,330 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $23,014,336 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
| Investment advisory and management fees | 2012-05-31 | $46,180 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $17,137,882 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $16,801,431 |
| Value of interest in common/collective trusts at end of year | 2012-05-31 | $1,082,665 |
| Value of interest in common/collective trusts at beginning of year | 2012-05-31 | $1,415,360 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-31 | $1,313,075 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-05-31 | $644,584 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-05-31 | $644,584 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-31 | $292 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-05-31 | $505,349 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-05-31 | $-109,757 |
| Net investment gain or loss from common/collective trusts | 2012-05-31 | $-332,695 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
| Contributions received in cash from employer | 2012-05-31 | $10,721,289 |
| Employer contributions (assets) at end of year | 2012-05-31 | $971,632 |
| Employer contributions (assets) at beginning of year | 2012-05-31 | $888,453 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $8,965,201 |
| Contract administrator fees | 2012-05-31 | $313,019 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-05-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-05-31 | $173,200 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-05-31 | $119,400 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-05-31 | $12,941 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-05-31 | $13,459 |
| Did the plan have assets held for investment | 2012-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
| Aggregate proceeds on sale of assets | 2012-05-31 | $858,846 |
| Aggregate carrying amount (costs) on sale of assets | 2012-05-31 | $858,639 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Unqualified |
| Accountancy firm name | 2012-05-31 | FREYBERG HINKLE ET AL |
| Accountancy firm EIN | 2012-05-31 | 391531945 |
| 2011 : IRON WORKERS LOCAL 8 WELFARE FUND 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $1,097,032 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $1,276,043 |
| Total income from all sources (including contributions) | 2011-05-31 | $14,293,899 |
| Total loss/gain on sale of assets | 2011-05-31 | $152 |
| Total of all expenses incurred | 2011-05-31 | $12,121,004 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $11,336,484 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $11,372,964 |
| Value of total assets at end of year | 2011-05-31 | $24,111,368 |
| Value of total assets at beginning of year | 2011-05-31 | $22,117,484 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $784,520 |
| Total interest from all sources | 2011-05-31 | $296 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-05-31 | $510,460 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-05-31 | $510,460 |
| Administrative expenses professional fees incurred | 2011-05-31 | $283,250 |
| Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
| Value of fidelity bond cover | 2011-05-31 | $4,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
| Contributions received from participants | 2011-05-31 | $932,597 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-05-31 | $987,448 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-05-31 | $132,291 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-05-31 | $95,307 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-05-31 | $815,671 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-05-31 | $813,949 |
| Other income not declared elsewhere | 2011-05-31 | $261,614 |
| Administrative expenses (other) incurred | 2011-05-31 | $65,429 |
| Liabilities. Value of operating payables at end of year | 2011-05-31 | $161,961 |
| Liabilities. Value of operating payables at beginning of year | 2011-05-31 | $172,494 |
| Total non interest bearing cash at end of year | 2011-05-31 | $178,576 |
| Total non interest bearing cash at beginning of year | 2011-05-31 | $-308,494 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Value of net income/loss | 2011-05-31 | $2,172,895 |
| Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $23,014,336 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $20,841,441 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
| Investment advisory and management fees | 2011-05-31 | $44,311 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $20,838,645 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $19,865,333 |
| Value of interest in common/collective trusts at end of year | 2011-05-31 | $1,415,360 |
| Value of interest in common/collective trusts at beginning of year | 2011-05-31 | $1,081,194 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-05-31 | $644,584 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-31 | $418,960 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-31 | $418,960 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-31 | $296 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-05-31 | $551,555 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-05-31 | $1,814,246 |
| Net investment gain or loss from common/collective trusts | 2011-05-31 | $334,167 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
| Contributions received in cash from employer | 2011-05-31 | $10,440,367 |
| Employer contributions (assets) at end of year | 2011-05-31 | $888,453 |
| Employer contributions (assets) at beginning of year | 2011-05-31 | $951,163 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $9,797,481 |
| Contract administrator fees | 2011-05-31 | $391,530 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-05-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-05-31 | $119,400 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-05-31 | $289,600 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-05-31 | $13,459 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-05-31 | $14,021 |
| Did the plan have assets held for investment | 2011-05-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
| Aggregate proceeds on sale of assets | 2011-05-31 | $1,566,481 |
| Aggregate carrying amount (costs) on sale of assets | 2011-05-31 | $1,566,329 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Unqualified |
| Accountancy firm name | 2011-05-31 | FREYBERG HINKLE ET AL |
| Accountancy firm EIN | 2011-05-31 | 391531945 |
