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ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 401k Plan overview

Plan NameALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND
Plan identification number 503

ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Apprenticeship and training

401k Sponsoring company profile

INTERNATIONAL ASSOC OF HEAT, FROST, INSUL AND ALLIED has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL ASSOC OF HEAT, FROST, INSUL AND ALLIED
Employer identification number (EIN):133622592
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-01-01
5032021-01-01
5032020-01-01
5032019-01-01
5032018-01-01
5032017-01-01THOMAS LECOUNT
5032016-01-01KEVIN CRAMSIE THOMAS LECOUNT2017-10-13
5032014-01-01
5032013-01-01
5032012-01-01DEBORAH LINDSTROM
5032011-01-01DEBORAH LINDSTROM
5032009-01-01DEBORAH LINDSTROM

Plan Statistics for ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND

401k plan membership statisitcs for ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND

Measure Date Value
2022: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2022 401k membership
Total participants, beginning-of-year2022-01-0182
Total number of active participants reported on line 7a of the Form 55002022-01-0173
Total of all active and inactive participants2022-01-0173
Total participants2022-01-0173
Number of employers contributing to the scheme2022-01-0120
2021: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2021 401k membership
Total participants, beginning-of-year2021-01-0182
Total number of active participants reported on line 7a of the Form 55002021-01-0182
Total of all active and inactive participants2021-01-0182
Total participants2021-01-0182
Number of employers contributing to the scheme2021-01-0122
2020: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2020 401k membership
Total participants, beginning-of-year2020-01-0194
Total number of active participants reported on line 7a of the Form 55002020-01-0182
Total of all active and inactive participants2020-01-0182
Total participants2020-01-0182
Number of employers contributing to the scheme2020-01-0123
2019: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2019 401k membership
Total participants, beginning-of-year2019-01-0185
Total number of active participants reported on line 7a of the Form 55002019-01-0194
Total of all active and inactive participants2019-01-0194
Total participants2019-01-0194
Number of employers contributing to the scheme2019-01-0119
2018: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2018 401k membership
Total participants, beginning-of-year2018-01-0190
Total number of active participants reported on line 7a of the Form 55002018-01-0185
Total of all active and inactive participants2018-01-0185
Total participants2018-01-0185
Number of employers contributing to the scheme2018-01-0122
2017: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2017 401k membership
Total participants, beginning-of-year2017-01-0182
Total number of active participants reported on line 7a of the Form 55002017-01-0190
Total of all active and inactive participants2017-01-0190
Total participants2017-01-0190
Number of employers contributing to the scheme2017-01-0120
2016: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2016 401k membership
Total participants, beginning-of-year2016-01-0182
Total number of active participants reported on line 7a of the Form 55002016-01-0182
Total of all active and inactive participants2016-01-0182
Total participants2016-01-0182
Number of employers contributing to the scheme2016-01-0118
2014: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2014 401k membership
Total participants, beginning-of-year2014-01-0182
Total number of active participants reported on line 7a of the Form 55002014-01-0176
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0176
Number of employers contributing to the scheme2014-01-0121
2013: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2013 401k membership
Total participants, beginning-of-year2013-01-0182
Total number of active participants reported on line 7a of the Form 55002013-01-0182
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0182
Number of employers contributing to the scheme2013-01-0126
2012: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2012 401k membership
Total participants, beginning-of-year2012-01-0183
Total number of active participants reported on line 7a of the Form 55002012-01-0182
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0182
Number of employers contributing to the scheme2012-01-0124
2011: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2011 401k membership
Total participants, beginning-of-year2011-01-0182
Total number of active participants reported on line 7a of the Form 55002011-01-0183
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0183
Number of employers contributing to the scheme2011-01-0128
2009: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2009 401k membership
Total participants, beginning-of-year2009-01-0195
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0196
Number of employers contributing to the scheme2009-01-0126

Financial Data on ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND

Measure Date Value
2022 : ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2022 401k financial data
Total plan liabilities at end of year2022-12-31$905
Total plan liabilities at beginning of year2022-12-31$3,638
Total income from all sources2022-12-31$58,705
Expenses. Total of all expenses incurred2022-12-31$77,103
Total plan assets at end of year2022-12-31$163,828
Total plan assets at beginning of year2022-12-31$184,959
Value of fidelity bond covering the plan2022-12-31$500,000
Expenses. Other expenses not covered elsewhere2022-12-31$70,875
Other income received2022-12-31$568
Net income (gross income less expenses)2022-12-31$-18,398
Net plan assets at end of year (total assets less liabilities)2022-12-31$162,923
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$181,321
Total contributions received or receivable from employer(s)2022-12-31$58,137
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,228
2021 : ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2021 401k financial data
Total plan liabilities at end of year2021-12-31$3,638
Total plan liabilities at beginning of year2021-12-31$5,405
Total income from all sources2021-12-31$57,368
Expenses. Total of all expenses incurred2021-12-31$70,644
Total plan assets at end of year2021-12-31$184,959
Total plan assets at beginning of year2021-12-31$200,002
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$64,596
Other income received2021-12-31$187
Net income (gross income less expenses)2021-12-31$-13,276
Net plan assets at end of year (total assets less liabilities)2021-12-31$181,321
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$194,597
Total contributions received or receivable from employer(s)2021-12-31$57,181
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,048
2020 : ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2020 401k financial data
Total plan liabilities at end of year2020-12-31$5,405
Total plan liabilities at beginning of year2020-12-31$4,624
Total income from all sources2020-12-31$82,904
Expenses. Total of all expenses incurred2020-12-31$66,734
Total plan assets at end of year2020-12-31$200,002
Total plan assets at beginning of year2020-12-31$183,051
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$60,866
Other income received2020-12-31$224
Net income (gross income less expenses)2020-12-31$16,170
Net plan assets at end of year (total assets less liabilities)2020-12-31$194,597
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$178,427
Total contributions received or receivable from employer(s)2020-12-31$82,680
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,868
2019 : ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2019 401k financial data
Total plan liabilities at end of year2019-12-31$4,624
Total plan liabilities at beginning of year2019-12-31$51,396
Total income from all sources2019-12-31$187,945
Expenses. Total of all expenses incurred2019-12-31$75,278
Total plan assets at end of year2019-12-31$183,051
Total plan assets at beginning of year2019-12-31$117,156
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$67,153
Net income (gross income less expenses)2019-12-31$112,667
Net plan assets at end of year (total assets less liabilities)2019-12-31$178,427
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$65,760
Total contributions received or receivable from employer(s)2019-12-31$187,945
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,125
2018 : ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2018 401k financial data
Total plan liabilities at end of year2018-12-31$51,396
Total plan liabilities at beginning of year2018-12-31$1,326
Total income from all sources2018-12-31$109,764
Expenses. Total of all expenses incurred2018-12-31$128,264
Total plan assets at end of year2018-12-31$117,156
Total plan assets at beginning of year2018-12-31$85,586
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$128,264
Net income (gross income less expenses)2018-12-31$-18,500
Net plan assets at end of year (total assets less liabilities)2018-12-31$65,760
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$84,260
Total contributions received or receivable from employer(s)2018-12-31$109,764
2017 : ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2017 401k financial data
Total plan liabilities at end of year2017-12-31$1,326
Total plan liabilities at beginning of year2017-12-31$2,538
Total income from all sources2017-12-31$97,834
Expenses. Total of all expenses incurred2017-12-31$77,915
Total plan assets at end of year2017-12-31$85,586
Total plan assets at beginning of year2017-12-31$66,879
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$77,915
Net income (gross income less expenses)2017-12-31$19,919
Net plan assets at end of year (total assets less liabilities)2017-12-31$84,260
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$64,341
Total contributions received or receivable from employer(s)2017-12-31$97,834
2016 : ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2016 401k financial data
Total plan liabilities at end of year2016-12-31$2,538
Total plan liabilities at beginning of year2016-12-31$4,063
Total income from all sources2016-12-31$78,210
Expenses. Total of all expenses incurred2016-12-31$74,136
Total plan assets at end of year2016-12-31$66,879
Total plan assets at beginning of year2016-12-31$64,330
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$74,136
Net income (gross income less expenses)2016-12-31$4,074
Net plan assets at end of year (total assets less liabilities)2016-12-31$64,341
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$60,267
Total contributions received or receivable from employer(s)2016-12-31$78,210
2014 : ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2014 401k financial data
Total plan liabilities at end of year2014-12-31$3,480
Total plan liabilities at beginning of year2014-12-31$5,993
Total income from all sources2014-12-31$67,792
Expenses. Total of all expenses incurred2014-12-31$49,622
Total plan assets at end of year2014-12-31$40,200
Total plan assets at beginning of year2014-12-31$24,543
Value of fidelity bond covering the plan2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$49,622
Net income (gross income less expenses)2014-12-31$18,170
Net plan assets at end of year (total assets less liabilities)2014-12-31$36,720
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$18,550
Total contributions received or receivable from employer(s)2014-12-31$67,792
2013 : ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2013 401k financial data
Total plan liabilities at end of year2013-12-31$5,993
Total plan liabilities at beginning of year2013-12-31$3,141
Total income from all sources2013-12-31$52,427
Expenses. Total of all expenses incurred2013-12-31$63,995
Total plan assets at end of year2013-12-31$24,543
Total plan assets at beginning of year2013-12-31$33,259
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$63,995
Net income (gross income less expenses)2013-12-31$-11,568
Net plan assets at end of year (total assets less liabilities)2013-12-31$18,550
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$30,118
Total contributions received or receivable from employer(s)2013-12-31$52,427
2012 : ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2012 401k financial data
Total plan liabilities at end of year2012-12-31$3,141
Total plan liabilities at beginning of year2012-12-31$3,655
Total income from all sources2012-12-31$54,755
Expenses. Total of all expenses incurred2012-12-31$61,468
Total plan assets at end of year2012-12-31$33,259
Total plan assets at beginning of year2012-12-31$40,486
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$61,468
Net income (gross income less expenses)2012-12-31$-6,713
Net plan assets at end of year (total assets less liabilities)2012-12-31$30,118
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$36,831
Total contributions received or receivable from employer(s)2012-12-31$54,755
2011 : ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2011 401k financial data
Total plan liabilities at end of year2011-12-31$3,655
Total plan liabilities at beginning of year2011-12-31$3,567
Total income from all sources2011-12-31$68,382
Expenses. Total of all expenses incurred2011-12-31$76,322
Total plan assets at end of year2011-12-31$40,486
Total plan assets at beginning of year2011-12-31$48,338
Value of fidelity bond covering the plan2011-12-31$500,000
Net income (gross income less expenses)2011-12-31$-7,940
Net plan assets at end of year (total assets less liabilities)2011-12-31$36,831
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$44,771
Total contributions received or receivable from employer(s)2011-12-31$68,382
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$76,322
2010 : ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2010 401k financial data
Total plan liabilities at end of year2010-12-31$3,567
Total plan liabilities at beginning of year2010-12-31$4,463
Total income from all sources2010-12-31$56,823
Expenses. Total of all expenses incurred2010-12-31$60,722
Total plan assets at end of year2010-12-31$48,338
Total plan assets at beginning of year2010-12-31$53,133
Value of fidelity bond covering the plan2010-12-31$500,000
Net income (gross income less expenses)2010-12-31$-3,899
Net plan assets at end of year (total assets less liabilities)2010-12-31$44,771
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$48,670
Total contributions received or receivable from employer(s)2010-12-31$56,823
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$60,722

Form 5500 Responses for ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND

2022: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2014: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ALLIED WORKERS LOCAL UNION 91 APPRENTICESHIP TRAINING FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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