Home   >   I.U.O.E. Local No. 132 Annuity & Savings Fund  >  Form 5500
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Company:
I.U.O.E Local No. 132

Plan:
I.U.O.E. Local No. 132 Annuity & Savings Fund
 
Form 5500 | Basic Information
Plan Information
Plan Year 06/01/2012 — 05/31/2013
Effective Date of Plan 06/01/1990
Net Assets as of 05/31/2013 $40,161,552
Plan Number 1
Plan Type Multi-Employer
Is the plan collectively bargained? Yes
Did the plan file for an extension of time or the DFVC Program? Yes
Plan Funding Arrangement Trust
Plan Benefit Arrangement Trust

Participant Information as of 05/31/2013
Active (Eligible) Participants 4,466
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 626
Subtotal 5,092
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Total 5,092
Total number of participants as of 06/01/2012 3,702
Number of participants with account balances 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Plan Sponsor Information
Address P. O. Box 2626
Huntington, WV 25726
Telephone (304) 525-0482
EIN 55-0712315
Industry Code 525100
Named Administrator Jerry Moore

Plan Administrator Information
Administrator Name I.U.O.E. Local 132 Annuity Fund
Address 636 Fourth Avenue
Huntington, WV 25701
Telephone (304) 525-0482
Administrator EIN 55-0712315

Audit Information
Audit Status Audited
Auditor Harris, Hardin & Company, A.C.
Auditor EIN 55-0756523
Audit Opinion Unqualified
Audit Type Full Audit

Benefits Provided Under the Plan
Code Benefit Description
2E Profit-sharing A defined contribution plan that allows employer discretionary contributions. These plans often contain a 401(k) feature.
2G Total participant-directed account plan Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

  Question Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No  
3. Were any leases to which the plan was a party in default or classified during the year as uncollectible? No  
4. Were there any nonexempt transactions with any party-in-interest? No  
5. Was this plan covered by a fidelity bond? Yes $500,000
6. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
7. Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
8. Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
9. Did the plan have assets held for investment? Yes  
10. Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? Yes  
11. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No  
12. Has the plan failed to provide any benefit when due under the plan? No  
13. If this is an individual account plan, was there a blackout period? No  
14. If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3? No