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SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN
Plan identification number 002

SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN Benefits

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

401k Sponsoring company profile

SHEET METAL WORKERS LOCAL 63 has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL WORKERS LOCAL 63
Employer identification number (EIN):046128658
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RICHARD B. KEOGH2023-12-14
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ELAINE LAFLEUR JOHN SCAVOTTO2018-10-12
0022016-01-01ELAINE LAFLEUR JOHN R. SCAMMON2017-10-11
0022015-01-01ELAINE LAFLEUR JOHN R. SCAMMON2016-09-15
0022014-01-01DANIEL KLEEBERG JOHN R. SCAMMON2015-10-07
0022013-01-01JOHN R. SCAMMON DANIEL KLEEBERG2014-10-02
0022012-01-01JOHN R. SCAMMON
0022011-01-01MICHAEL LAFLEUR
0022009-01-01MICHAEL LAFLEUR DAN KLEEBERG2010-10-07

Plan Statistics for SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN

Measure Date Value
2023: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01664
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Number of employers contributing to the scheme2023-01-010
2022: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01639
Total number of active participants reported on line 7a of the Form 55002022-01-01542
Number of retired or separated participants receiving benefits2022-01-0136
Number of other retired or separated participants entitled to future benefits2022-01-0186
Total of all active and inactive participants2022-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0111
Total participants2022-01-01675
Number of participants with account balances2022-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01639
Total number of active participants reported on line 7a of the Form 55002021-01-01529
Number of retired or separated participants receiving benefits2021-01-0138
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01624
Number of participants with account balances2021-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0132
2020: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01552
Total number of active participants reported on line 7a of the Form 55002020-01-01544
Number of retired or separated participants receiving benefits2020-01-0138
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01639
Number of participants with account balances2020-01-01535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0126
2019: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01536
Total number of active participants reported on line 7a of the Form 55002019-01-01459
Number of retired or separated participants receiving benefits2019-01-0136
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01550
Number of participants with account balances2019-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01521
Total number of active participants reported on line 7a of the Form 55002018-01-01441
Number of retired or separated participants receiving benefits2018-01-0125
Number of other retired or separated participants entitled to future benefits2018-01-0169
Total of all active and inactive participants2018-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01536
Number of participants with account balances2018-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0130
2017: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01515
Total number of active participants reported on line 7a of the Form 55002017-01-01419
Number of retired or separated participants receiving benefits2017-01-0137
Number of other retired or separated participants entitled to future benefits2017-01-0161
Total of all active and inactive participants2017-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01519
Number of participants with account balances2017-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01524
Total number of active participants reported on line 7a of the Form 55002016-01-01422
Number of retired or separated participants receiving benefits2016-01-0139
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01513
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01515
Number of participants with account balances2016-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01508
Total number of active participants reported on line 7a of the Form 55002015-01-01443
Number of retired or separated participants receiving benefits2015-01-0130
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01524
Total participants2015-01-01524
Number of participants with account balances2015-01-01433
2014: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01433
Total number of active participants reported on line 7a of the Form 55002014-01-01434
Number of retired or separated participants receiving benefits2014-01-0134
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01508
Number of participants with account balances2014-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0126
2013: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01448
Total number of active participants reported on line 7a of the Form 55002013-01-01459
Number of retired or separated participants receiving benefits2013-01-0136
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01532
Number of participants with account balances2013-01-01433
Number of employers contributing to the scheme2013-01-0127
2012: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01545
Total number of active participants reported on line 7a of the Form 55002012-01-01475
Number of retired or separated participants receiving benefits2012-01-0135
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01535
Number of participants with account balances2012-01-01448
2011: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01532
Total number of active participants reported on line 7a of the Form 55002011-01-01486
Number of retired or separated participants receiving benefits2011-01-0134
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01545
Number of participants with account balances2011-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01542
Total number of active participants reported on line 7a of the Form 55002009-01-01450
Number of retired or separated participants receiving benefits2009-01-0130
Number of other retired or separated participants entitled to future benefits2009-01-0142
Total of all active and inactive participants2009-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01523
Number of participants with account balances2009-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN

Measure Date Value
2023 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2023 401k financial data
Total transfer of assets from this plan2023-02-21$74,611,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-21$297,781
Total income from all sources (including contributions)2023-02-21$2,799,386
Total of all expenses incurred2023-02-21$1,199,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-21$1,159,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-21$347,015
Value of total assets at end of year2023-02-21$0
Value of total assets at beginning of year2023-02-21$73,309,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-21$39,488
Total interest from all sources2023-02-21$8,304
Total dividends received (eg from common stock, registered investment company shares)2023-02-21$94,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-21No
Total dividends received from registered investment company shares (eg mutual funds)2023-02-21$94,787
Administrative expenses professional fees incurred2023-02-21$7,450
Was this plan covered by a fidelity bond2023-02-21Yes
Value of fidelity bond cover2023-02-21$500,000
If this is an individual account plan, was there a blackout period2023-02-21No
Were there any nonexempt tranactions with any party-in-interest2023-02-21No
Assets. Other investments not covered elsewhere at beginning of year2023-02-21$18,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-21$472,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-02-21$297,781
Administrative expenses (other) incurred2023-02-21$22,982
Total non interest bearing cash at end of year2023-02-21$0
Total non interest bearing cash at beginning of year2023-02-21$732,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-21No
Value of net income/loss2023-02-21$1,600,353
Value of net assets at end of year (total assets less liabilities)2023-02-21$0
Value of net assets at beginning of year (total assets less liabilities)2023-02-21$73,011,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-21No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-21No
Were any leases to which the plan was party in default or uncollectible2023-02-21No
Investment advisory and management fees2023-02-21$9,056
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-21$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-21$34,653,279
Interest on participant loans2023-02-21$8,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-02-21$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-02-21$37,432,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-21$2,349,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-21No
Was there a failure to transmit to the plan any participant contributions2023-02-21No
Has the plan failed to provide any benefit when due under the plan2023-02-21No
Contributions received in cash from employer2023-02-21$347,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-21$1,159,545
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-02-21No
Did the plan have assets held for investment2023-02-21No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-21No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-21Yes
Opinion of an independent qualified public accountant for this plan2023-02-21Unqualified
Accountancy firm name2023-02-21MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2023-02-21043508036
2022 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$81,211
Total unrealized appreciation/depreciation of assets2022-12-31$81,211
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$297,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$167,796
Total income from all sources (including contributions)2022-12-31$-2,806,093
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,421,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,218,673
Expenses. Certain deemed distributions of participant loans2022-12-31$36,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,577,410
Value of total assets at end of year2022-12-31$73,309,117
Value of total assets at beginning of year2022-12-31$79,406,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$166,414
Total interest from all sources2022-12-31$27,543
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,103,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,103,742
Administrative expenses professional fees incurred2022-12-31$45,956
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$18,546
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$782
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$472,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$515,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$297,781
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$167,796
Administrative expenses (other) incurred2022-12-31$66,748
Total non interest bearing cash at end of year2022-12-31$732,531
Total non interest bearing cash at beginning of year2022-12-31$707,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,227,604
Value of net assets at end of year (total assets less liabilities)2022-12-31$73,011,336
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$79,238,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$53,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,653,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,486,411
Interest on participant loans2022-12-31$27,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$37,432,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$36,697,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,595,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,576,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,218,673
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LAPIER DILLON AND ASSOCIATES PC
Accountancy firm EIN2022-12-31320048525
2021 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$167,796
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$146,525
Total income from all sources (including contributions)2021-12-31$10,882,354
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,191,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,024,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,683,080
Value of total assets at end of year2021-12-31$79,406,736
Value of total assets at beginning of year2021-12-31$73,694,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$166,698
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,127,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,127,857
Administrative expenses professional fees incurred2021-12-31$64,883
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$-3,473,031
Amount contributed by the employer to the plan for this plan year2021-12-31$3,473,031
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$515,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$508,953
Other income not declared elsewhere2021-12-31$114,253
Administrative expenses (other) incurred2021-12-31$101,815
Liabilities. Value of operating payables at end of year2021-12-31$167,796
Liabilities. Value of operating payables at beginning of year2021-12-31$146,525
Total non interest bearing cash at end of year2021-12-31$707,177
Total non interest bearing cash at beginning of year2021-12-31$475,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,691,125
Value of net assets at end of year (total assets less liabilities)2021-12-31$79,238,940
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$73,547,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,486,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$33,877,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$36,697,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$38,832,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,957,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,683,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,024,531
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LAPIER, DILLON & ASSOCIATES, P.C.
Accountancy firm EIN2021-12-31320048525
2020 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,841
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$146,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,709,852
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,868,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,742,390
Expenses. Certain deemed distributions of participant loans2020-12-31$5,698
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,312,469
Value of total assets at end of year2020-12-31$73,694,340
Value of total assets at beginning of year2020-12-31$67,706,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$125,765
Total interest from all sources2020-12-31$1,122,838
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,472,947
Administrative expenses professional fees incurred2020-12-31$38,828
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$-3,161,783
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$3,161,783
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$515,758
Participant contributions at beginning of year2020-12-31$549,543
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$31,826,661
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,392
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$508,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$543,542
Other income not declared elsewhere2020-12-31$76,175
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$146,525
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$475,665
Total non interest bearing cash at beginning of year2020-12-31$235,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,841,697
Value of net assets at end of year (total assets less liabilities)2020-12-31$73,547,815
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,706,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$44,128
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$33,877,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,826,662
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$20,137
Interest earned on other investments2020-12-31$1,102,701
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$38,832,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$35,100,029
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,109,203
Net investment gain/loss from pooled separate accounts2020-12-31$4,198,370
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$3,305,077
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,742,390
Contract administrator fees2020-12-31$42,809
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$9,629,841
Aggregate carrying amount (costs) on sale of assets2020-12-31$9,841,135
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LAPIER DILLON & ASSOCIATES, P.C.
Accountancy firm EIN2020-12-31320048525
2019 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$50,806
Total income from all sources (including contributions)2019-12-31$10,142,956
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,186,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,014,033
Value of total corrective distributions2019-12-31$12,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,885,447
Value of total assets at end of year2019-12-31$67,706,118
Value of total assets at beginning of year2019-12-31$60,800,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$160,465
Total interest from all sources2019-12-31$1,056,372
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$48,992
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$-2,865,737
Amount contributed by the employer to the plan for this plan year2019-12-31$2,865,737
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$543,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$494,316
Other income not declared elsewhere2019-12-31$100,851
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$50,806
Total non interest bearing cash at end of year2019-12-31$235,885
Total non interest bearing cash at beginning of year2019-12-31$291,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,956,202
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,706,118
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,749,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$43,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,826,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,160,857
Interest on participant loans2019-12-31$19,739
Interest earned on other investments2019-12-31$1,036,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$35,100,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$34,853,961
Net investment gain/loss from pooled separate accounts2019-12-31$6,100,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,831,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,014,033
Contract administrator fees2019-12-31$67,663
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NICHOLAS LAPIER CPA PC
Accountancy firm EIN2019-12-31320048525
2018 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$50,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$84,031
Total income from all sources (including contributions)2018-12-31$2,089,306
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,041,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,835,855
Value of total corrective distributions2018-12-31$69,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,780,847
Value of total assets at end of year2018-12-31$60,800,722
Value of total assets at beginning of year2018-12-31$61,785,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$135,638
Total interest from all sources2018-12-31$1,035,659
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$42,404
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$-2,668,817
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$2,668,817
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,962
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$494,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$527,001
Other income not declared elsewhere2018-12-31$75,018
Liabilities. Value of operating payables at end of year2018-12-31$50,806
Liabilities. Value of operating payables at beginning of year2018-12-31$84,031
Total non interest bearing cash at end of year2018-12-31$291,588
Total non interest bearing cash at beginning of year2018-12-31$255,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-952,026
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,749,916
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$61,701,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$45,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,160,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,475,828
Interest on participant loans2018-12-31$19,078
Interest earned on other investments2018-12-31$1,016,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$34,853,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$33,526,080
Net investment gain/loss from pooled separate accounts2018-12-31$-1,802,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,756,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,835,855
Contract administrator fees2018-12-31$47,947
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NICHOLAS LAPIER CPA PC
Accountancy firm EIN2018-12-31320048525
2017 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$84,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$74,445
Total income from all sources (including contributions)2017-12-31$7,713,177
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,693,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,529,579
Expenses. Certain deemed distributions of participant loans2017-12-31$28,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,388,735
Value of total assets at end of year2017-12-31$61,785,973
Value of total assets at beginning of year2017-12-31$56,756,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$134,592
Total interest from all sources2017-12-31$1,047,842
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$50,230
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$4,672,204
Minimum employer required contribution for this plan year2017-12-31$2,336,102
Amount contributed by the employer to the plan for this plan year2017-12-31$-2,336,102
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$527,001
Participant contributions at beginning of year2017-12-31$565,752
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$84,031
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$74,445
Other income not declared elsewhere2017-12-31$68,487
Administrative expenses (other) incurred2017-12-31$43,928
Total non interest bearing cash at end of year2017-12-31$255,834
Total non interest bearing cash at beginning of year2017-12-31$245,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,020,083
Value of net assets at end of year (total assets less liabilities)2017-12-31$61,701,942
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,681,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$27,475,828
Value of interest in pooled separate accounts at beginning of year2017-12-31$21,647,579
Interest on participant loans2017-12-31$18,208
Interest earned on other investments2017-12-31$1,029,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$33,526,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$34,296,376
Net investment gain/loss from pooled separate accounts2017-12-31$4,208,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,384,735
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,529,579
Contract administrator fees2017-12-31$40,434
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NICHOLAS LAPIER CPA PC
Accountancy firm EIN2017-12-31320048525
2016 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$74,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$29,624
Total income from all sources (including contributions)2016-12-31$4,998,358
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,340,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,168,143
Expenses. Certain deemed distributions of participant loans2016-12-31$59,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,271,651
Value of total assets at end of year2016-12-31$56,756,304
Value of total assets at beginning of year2016-12-31$55,053,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$112,621
Total interest from all sources2016-12-31$1,081,697
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$43,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$43,292
Administrative expenses professional fees incurred2016-12-31$54,467
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$-2,194,959
Amount contributed by the employer to the plan for this plan year2016-12-31$2,194,959
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$565,752
Participant contributions at beginning of year2016-12-31$336,431
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$74,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$29,624
Other income not declared elsewhere2016-12-31$150
Administrative expenses (other) incurred2016-12-31$17,100
Total non interest bearing cash at end of year2016-12-31$245,367
Total non interest bearing cash at beginning of year2016-12-31$113,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,658,043
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,681,859
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$55,023,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$21,647,579
Value of interest in pooled separate accounts at beginning of year2016-12-31$20,499,077
Interest on participant loans2016-12-31$13,347
Interest earned on other investments2016-12-31$1,068,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$34,296,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$34,102,635
Net investment gain/loss from pooled separate accounts2016-12-31$1,601,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,249,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,168,143
Contract administrator fees2016-12-31$41,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$209
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NICHOLAS LAPIER CPA PC
Accountancy firm EIN2016-12-31320048525
2015 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$29,624
Total income from all sources (including contributions)2015-12-31$3,011,074
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,039,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,840,410
Expenses. Certain deemed distributions of participant loans2015-12-31$48,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,138,962
Value of total assets at end of year2015-12-31$55,053,440
Value of total assets at beginning of year2015-12-31$54,082,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$151,080
Total interest from all sources2015-12-31$1,086,130
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$-2,101,323
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$2,101,323
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$336,431
Participant contributions at beginning of year2015-12-31$399,585
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$37,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$29,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$29,624
Other income not declared elsewhere2015-12-31$78,930
Administrative expenses (other) incurred2015-12-31$109,995
Total non interest bearing cash at end of year2015-12-31$113,858
Total non interest bearing cash at beginning of year2015-12-31$190,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$971,316
Value of net assets at end of year (total assets less liabilities)2015-12-31$55,023,816
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$54,052,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$20,499,077
Value of interest in pooled separate accounts at beginning of year2015-12-31$20,341,799
Interest on participant loans2015-12-31$12,270
Interest earned on other investments2015-12-31$1,073,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$34,102,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$33,141,242
Net investment gain/loss from pooled separate accounts2015-12-31$-292,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,101,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,840,410
Contract administrator fees2015-12-31$41,085
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$209
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$7,722
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NICHOLAS LAPIER CPA PC
Accountancy firm EIN2015-12-31320048525
2014 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$29,624
Total income from all sources (including contributions)2014-12-31$4,605,601
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,358,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,145,688
Expenses. Certain deemed distributions of participant loans2014-12-31$94,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,174,500
Value of total assets at end of year2014-12-31$54,082,124
Value of total assets at beginning of year2014-12-31$51,834,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$117,765
Total interest from all sources2014-12-31$1,085,354
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$399,585
Participant contributions at beginning of year2014-12-31$456,253
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$29,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$29,624
Administrative expenses (other) incurred2014-12-31$72,547
Total non interest bearing cash at end of year2014-12-31$190,546
Total non interest bearing cash at beginning of year2014-12-31$196,467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,247,488
Value of net assets at end of year (total assets less liabilities)2014-12-31$54,052,500
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$51,805,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$20,341,799
Value of interest in pooled separate accounts at beginning of year2014-12-31$18,727,604
Interest on participant loans2014-12-31$17,474
Interest earned on other investments2014-12-31$1,067,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$33,141,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$32,435,170
Net investment gain/loss from pooled separate accounts2014-12-31$1,345,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,169,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,145,688
Contract administrator fees2014-12-31$45,218
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$7,722
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$17,727
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NICHOLAS LAPIER PC CPA
Accountancy firm EIN2014-12-31320048525
2013 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$76,814
Total income from all sources (including contributions)2013-12-31$7,179,523
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,413,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,268,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,149,642
Value of total assets at end of year2013-12-31$51,834,636
Value of total assets at beginning of year2013-12-31$47,116,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$145,601
Total interest from all sources2013-12-31$1,133,144
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$456,253
Participant contributions at beginning of year2013-12-31$435,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$29,624
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$76,814
Administrative expenses (other) incurred2013-12-31$99,324
Total non interest bearing cash at end of year2013-12-31$196,467
Total non interest bearing cash at beginning of year2013-12-31$98,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,765,756
Value of net assets at end of year (total assets less liabilities)2013-12-31$51,805,012
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,039,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$18,727,604
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,271,176
Interest on participant loans2013-12-31$17,610
Interest earned on other investments2013-12-31$1,115,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$78,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$78,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$32,435,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$32,212,030
Net investment gain/loss from pooled separate accounts2013-12-31$3,896,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,149,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,268,166
Contract administrator fees2013-12-31$46,277
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$17,727
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$20,532
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NICHOLAS LAPIER PC CPA
Accountancy firm EIN2013-12-31320048525
2012 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$76,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,822
Total income from all sources (including contributions)2012-12-31$5,591,880
Total of all expenses incurred2012-12-31$2,037,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,901,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,583,125
Value of total assets at end of year2012-12-31$47,116,070
Value of total assets at beginning of year2012-12-31$43,503,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$135,831
Total interest from all sources2012-12-31$1,213,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$-2,613,514
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$2,613,514
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$435,014
Participant contributions at beginning of year2012-12-31$412,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$76,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$18,822
Administrative expenses (other) incurred2012-12-31$89,002
Total non interest bearing cash at end of year2012-12-31$98,780
Total non interest bearing cash at beginning of year2012-12-31$152,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,554,109
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,039,256
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$43,485,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$14,271,176
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,816,666
Interest on participant loans2012-12-31$15,709
Interest earned on other investments2012-12-31$1,197,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$78,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$26,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$26,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$32,212,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$31,095,690
Net investment gain/loss from pooled separate accounts2012-12-31$1,795,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,583,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,901,940
Contract administrator fees2012-12-31$46,829
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$20,532
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NICHOLAS LAPIER PC CPA
Accountancy firm EIN2012-12-31320048525
2011 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$62,795
Total income from all sources (including contributions)2011-12-31$3,479,785
Total of all expenses incurred2011-12-31$1,728,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,606,960
Expenses. Certain deemed distributions of participant loans2011-12-31$11,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,436,909
Value of total assets at end of year2011-12-31$43,503,969
Value of total assets at beginning of year2011-12-31$41,796,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$109,976
Total interest from all sources2011-12-31$1,275,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$-2,381,564
Amount contributed by the employer to the plan for this plan year2011-12-31$2,381,564
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$412,473
Participant contributions at beginning of year2011-12-31$374,124
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$18,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$62,795
Administrative expenses (other) incurred2011-12-31$63,271
Total non interest bearing cash at end of year2011-12-31$152,386
Total non interest bearing cash at beginning of year2011-12-31$92,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,751,057
Value of net assets at end of year (total assets less liabilities)2011-12-31$43,485,147
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,734,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$11,816,666
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,499,543
Interest on participant loans2011-12-31$16,310
Interest earned on other investments2011-12-31$1,259,038
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$26,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$114,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$114,078
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$31,095,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$28,716,389
Net investment gain/loss from pooled separate accounts2011-12-31$-232,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,427,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,606,960
Contract administrator fees2011-12-31$46,705
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NICHOLAS LAPIER CPA PC
Accountancy firm EIN2011-12-31320048525
2010 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$2,768,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$62,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$22,127
Total income from all sources (including contributions)2010-12-31$4,930,115
Total of all expenses incurred2010-12-31$2,161,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,040,107
Expenses. Certain deemed distributions of participant loans2010-12-31$2,553
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,990,408
Value of total assets at end of year2010-12-31$41,796,885
Value of total assets at beginning of year2010-12-31$38,987,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$118,957
Total interest from all sources2010-12-31$1,297,966
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$13,644
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$-1,919,136
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$1,919,136
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$374,124
Participant contributions at beginning of year2010-12-31$340,981
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$62,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$22,127
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$56,307
Total non interest bearing cash at end of year2010-12-31$92,751
Total non interest bearing cash at beginning of year2010-12-31$168,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,768,498
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,734,090
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$38,965,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$49,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$12,499,543
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,300,396
Interest on participant loans2010-12-31$16,168
Interest earned on other investments2010-12-31$1,281,798
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$114,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$58,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$58,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$28,716,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$28,119,634
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$1,641,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$1,990,408
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,040,107
Contract administrator fees2010-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NICHOLAS LAPIER PC CPA
Accountancy firm EIN2010-12-31320048525
2009 : SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-1,714,952
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$1,714,952

Form 5500 Responses for SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN

2023: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL UNION 63 ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781493-01
Policy instance 1
Insurance contract or identification number781493-01
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781493-01
Policy instance 1
Insurance contract or identification number781493-01
Number of Individuals Covered310
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 8088
Policy instance 1
Insurance contract or identification numberSF 8088
Number of Individuals Covered624
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 8088
Policy instance 1
Insurance contract or identification numberSF 8088
Number of Individuals Covered639
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 8088
Policy instance 1
Insurance contract or identification numberSF 8088
Number of Individuals Covered459
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 8088
Policy instance 1
Insurance contract or identification numberSF 8088
Number of Individuals Covered536
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 8088
Policy instance 1
Insurance contract or identification numberSF 8088
Number of Individuals Covered519
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 8088
Policy instance 1
Insurance contract or identification numberSF 8088
Number of Individuals Covered524
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 8088
Policy instance 1
Insurance contract or identification numberSF 8088
Number of Individuals Covered508
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 8088
Policy instance 1
Insurance contract or identification numberSF 8088
Number of Individuals Covered459
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 8088
Policy instance 1
Insurance contract or identification numberSF 8088
Number of Individuals Covered535
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 8088
Policy instance 1
Insurance contract or identification numberSF 8088
Number of Individuals Covered545
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 8088
Policy instance 1
Insurance contract or identification numberSF 8088
Number of Individuals Covered532
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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