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SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL 83 INSURANCE FUND
Plan identification number 501

SHEET METAL WORKERS LOCAL 83 INSURANCE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

TRUSTEES INSURANCE FUND LOCAL 83 has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES INSURANCE FUND LOCAL 83
Employer identification number (EIN):141435258
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL 83 INSURANCE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01MARK LANDAU
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01MARK LANDAU MARK LANDAU2013-10-11
5012011-01-01MARK LANDAU MARK LANDAU2012-10-15
5012009-01-01MARK B LANDAU MARK B LANDAU2010-10-15

Plan Statistics for SHEET METAL WORKERS LOCAL 83 INSURANCE FUND

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL 83 INSURANCE FUND

Measure Date Value
2022: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01416
Total number of active participants reported on line 7a of the Form 55002022-01-01273
Number of retired or separated participants receiving benefits2022-01-01131
Total of all active and inactive participants2022-01-01404
Total participants2022-01-01404
Number of employers contributing to the scheme2022-01-0125
2021: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01395
Total number of active participants reported on line 7a of the Form 55002021-01-01280
Number of retired or separated participants receiving benefits2021-01-01136
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01416
Total participants2021-01-01416
Number of employers contributing to the scheme2021-01-0132
2020: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01388
Total number of active participants reported on line 7a of the Form 55002020-01-01253
Number of retired or separated participants receiving benefits2020-01-01142
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01395
Total participants2020-01-01395
Number of employers contributing to the scheme2020-01-0132
2019: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01429
Total number of active participants reported on line 7a of the Form 55002019-01-01246
Number of retired or separated participants receiving benefits2019-01-01142
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01388
Total participants2019-01-01388
Number of employers contributing to the scheme2019-01-0132
2018: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01456
Total number of active participants reported on line 7a of the Form 55002018-01-01274
Number of retired or separated participants receiving benefits2018-01-01155
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01429
Total participants2018-01-01429
Number of employers contributing to the scheme2018-01-0126
2017: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01470
Total number of active participants reported on line 7a of the Form 55002017-01-01298
Number of retired or separated participants receiving benefits2017-01-01158
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01456
Total participants2017-01-01456
Number of employers contributing to the scheme2017-01-0137
2016: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01505
Total number of active participants reported on line 7a of the Form 55002016-01-01309
Number of retired or separated participants receiving benefits2016-01-01161
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01470
Number of employers contributing to the scheme2016-01-0137
2015: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01509
Total number of active participants reported on line 7a of the Form 55002015-01-01348
Number of retired or separated participants receiving benefits2015-01-01157
Total of all active and inactive participants2015-01-01505
Number of employers contributing to the scheme2015-01-0127
2014: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01467
Total number of active participants reported on line 7a of the Form 55002014-01-01365
Number of retired or separated participants receiving benefits2014-01-01144
Total of all active and inactive participants2014-01-01509
Number of employers contributing to the scheme2014-01-0129
2013: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01504
Total number of active participants reported on line 7a of the Form 55002013-01-01309
Number of retired or separated participants receiving benefits2013-01-01158
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01467
Number of employers contributing to the scheme2013-01-0130
2012: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01499
Total number of active participants reported on line 7a of the Form 55002012-01-01347
Number of retired or separated participants receiving benefits2012-01-01157
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01504
Number of employers contributing to the scheme2012-01-0129
2011: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01486
Total number of active participants reported on line 7a of the Form 55002011-01-01327
Number of retired or separated participants receiving benefits2011-01-01172
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01499
Number of employers contributing to the scheme2011-01-0130
2009: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01461
Total number of active participants reported on line 7a of the Form 55002009-01-01273
Number of retired or separated participants receiving benefits2009-01-01180
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01453
Number of employers contributing to the scheme2009-01-0123

Financial Data on SHEET METAL WORKERS LOCAL 83 INSURANCE FUND

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-661,790
Total unrealized appreciation/depreciation of assets2022-12-31$-661,790
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,120,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$764,225
Total income from all sources (including contributions)2022-12-31$5,338,025
Total loss/gain on sale of assets2022-12-31$-559,549
Total of all expenses incurred2022-12-31$6,077,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,583,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,308,835
Value of total assets at end of year2022-12-31$17,322,018
Value of total assets at beginning of year2022-12-31$17,705,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$494,466
Total interest from all sources2022-12-31$186,655
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$234,917
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$198,995
Administrative expenses professional fees incurred2022-12-31$188,595
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
Contributions received from participants2022-12-31$750,354
Participant contributions at end of year2022-12-31$16,035
Participant contributions at beginning of year2022-12-31$12,757
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,469,979
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$323,926
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$806,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$426
Administrative expenses (other) incurred2022-12-31$220,724
Liabilities. Value of operating payables at end of year2022-12-31$149,314
Liabilities. Value of operating payables at beginning of year2022-12-31$133,276
Total non interest bearing cash at end of year2022-12-31$796,339
Total non interest bearing cash at beginning of year2022-12-31$788,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-739,903
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,201,494
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,941,397
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$85,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,161,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,780,985
Interest earned on other investments2022-12-31$30,800
Income. Interest from US Government securities2022-12-31$11,541
Income. Interest from corporate debt instruments2022-12-31$116,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,403,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,520,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,520,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$27,767
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$4,591,671
Asset value of US Government securities at beginning of year2022-12-31$1,022,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-171,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$5,558,481
Employer contributions (assets) at end of year2022-12-31$577,641
Employer contributions (assets) at beginning of year2022-12-31$556,522
Income. Dividends from common stock2022-12-31$35,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$991,791
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$3,062,531
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$2,646,399
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
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,510,933
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,570,311
Liabilities. Value of benefit claims payable at end of year2022-12-31$970,192
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$630,523
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
Aggregate proceeds on sale of assets2022-12-31$7,331,547
Aggregate carrying amount (costs) on sale of assets2022-12-31$7,891,096
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TEAL BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2022-12-31141624930
2021 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$71,098
Total unrealized appreciation/depreciation of assets2021-12-31$71,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$764,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$556,606
Total income from all sources (including contributions)2021-12-31$7,479,287
Total loss/gain on sale of assets2021-12-31$-26,048
Total of all expenses incurred2021-12-31$5,913,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,459,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,545,862
Value of total assets at end of year2021-12-31$17,705,622
Value of total assets at beginning of year2021-12-31$15,932,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$454,080
Total interest from all sources2021-12-31$137,179
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$193,121
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$176,438
Administrative expenses professional fees incurred2021-12-31$181,382
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$687,349
Participant contributions at end of year2021-12-31$12,757
Participant contributions at beginning of year2021-12-31$12,027
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$806,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$200,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$30,679
Administrative expenses (other) incurred2021-12-31$200,263
Liabilities. Value of operating payables at end of year2021-12-31$133,276
Liabilities. Value of operating payables at beginning of year2021-12-31$123,371
Total non interest bearing cash at end of year2021-12-31$788,797
Total non interest bearing cash at beginning of year2021-12-31$714,667
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$1,565,925
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,941,397
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,375,472
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
Investment advisory and management fees2021-12-31$72,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,780,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,843,681
Interest earned on other investments2021-12-31$7,040
Income. Interest from US Government securities2021-12-31$23,818
Income. Interest from corporate debt instruments2021-12-31$74,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,520,831
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,887,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,887,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$31,860
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$4,531,552
Asset value of US Government securities at end of year2021-12-31$1,022,705
Asset value of US Government securities at beginning of year2021-12-31$833,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$558,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$5,858,513
Employer contributions (assets) at end of year2021-12-31$556,522
Employer contributions (assets) at beginning of year2021-12-31$580,709
Income. Dividends from common stock2021-12-31$16,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$927,730
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$2,646,399
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,570,311
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$859,189
Liabilities. Value of benefit claims payable at end of year2021-12-31$630,523
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$402,556
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
Aggregate proceeds on sale of assets2021-12-31$10,745,385
Aggregate carrying amount (costs) on sale of assets2021-12-31$10,771,433
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TEAL, BECKER, & CHIARAMONTE, CPAS
Accountancy firm EIN2021-12-31141624930
2020 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$167,340
Total unrealized appreciation/depreciation of assets2020-12-31$167,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$556,606
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,011,433
Total income from all sources (including contributions)2020-12-31$7,202,059
Total loss/gain on sale of assets2020-12-31$-68,397
Total of all expenses incurred2020-12-31$5,292,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,873,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,726,933
Value of total assets at end of year2020-12-31$15,932,078
Value of total assets at beginning of year2020-12-31$14,476,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$418,614
Total interest from all sources2020-12-31$93,718
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$185,731
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$163,842
Administrative expenses professional fees incurred2020-12-31$182,142
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$793,130
Participant contributions at end of year2020-12-31$12,027
Participant contributions at beginning of year2020-12-31$18,801
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$5,808
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$200,072
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$627,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$30,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$999
Administrative expenses (other) incurred2020-12-31$187,515
Liabilities. Value of operating payables at end of year2020-12-31$123,371
Liabilities. Value of operating payables at beginning of year2020-12-31$121,859
Total non interest bearing cash at end of year2020-12-31$714,667
Total non interest bearing cash at beginning of year2020-12-31$1,053,392
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$1,909,971
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,375,472
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,465,501
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$48,957
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,843,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,320,195
Interest earned on other investments2020-12-31$7,202
Income. Interest from US Government securities2020-12-31$21,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,887,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,296,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,296,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$64,645
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,104,415
Asset value of US Government securities at end of year2020-12-31$833,901
Asset value of US Government securities at beginning of year2020-12-31$761,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$96,734
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
Contributions received in cash from employer2020-12-31$5,933,803
Employer contributions (assets) at end of year2020-12-31$580,709
Employer contributions (assets) at beginning of year2020-12-31$575,928
Income. Dividends from common stock2020-12-31$21,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$763,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$859,189
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$822,096
Liabilities. Value of benefit claims payable at end of year2020-12-31$402,556
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$888,575
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$849
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$3,789,377
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,857,774
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TEAL, BECKER, & CHIARAMONTE, CPAS
Accountancy firm EIN2020-12-31141624930
2019 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$900,189
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$900,189
Total unrealized appreciation/depreciation of assets2019-12-31$900,189
Total unrealized appreciation/depreciation of assets2019-12-31$900,189
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,011,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,011,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$700,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$700,567
Total income from all sources (including contributions)2019-12-31$7,322,566
Total income from all sources (including contributions)2019-12-31$7,322,566
Total loss/gain on sale of assets2019-12-31$24,869
Total loss/gain on sale of assets2019-12-31$24,869
Total of all expenses incurred2019-12-31$5,299,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,906,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,157,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,157,271
Value of total assets at end of year2019-12-31$14,476,934
Value of total assets at end of year2019-12-31$14,476,934
Value of total assets at beginning of year2019-12-31$12,142,534
Value of total assets at beginning of year2019-12-31$12,142,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$392,984
Total interest from all sources2019-12-31$93,875
Total interest from all sources2019-12-31$93,875
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$200,821
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$200,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$173,785
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$173,785
Administrative expenses professional fees incurred2019-12-31$169,754
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$726,666
Contributions received from participants2019-12-31$726,666
Participant contributions at end of year2019-12-31$18,801
Participant contributions at end of year2019-12-31$18,801
Participant contributions at beginning of year2019-12-31$8,803
Participant contributions at beginning of year2019-12-31$8,803
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$627,307
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$627,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$444,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$444,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12,287
Other income not declared elsewhere2019-12-31$72,999
Other income not declared elsewhere2019-12-31$72,999
Administrative expenses (other) incurred2019-12-31$187,377
Liabilities. Value of operating payables at end of year2019-12-31$121,859
Liabilities. Value of operating payables at end of year2019-12-31$121,859
Liabilities. Value of operating payables at beginning of year2019-12-31$91,146
Liabilities. Value of operating payables at beginning of year2019-12-31$91,146
Total non interest bearing cash at end of year2019-12-31$1,053,392
Total non interest bearing cash at end of year2019-12-31$1,053,392
Total non interest bearing cash at beginning of year2019-12-31$551,625
Total non interest bearing cash at beginning of year2019-12-31$551,625
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
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$2,023,534
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,465,501
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,465,501
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,441,967
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,441,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$35,853
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,320,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,320,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,334,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,334,662
Interest earned on other investments2019-12-31$6,183
Interest earned on other investments2019-12-31$6,183
Income. Interest from US Government securities2019-12-31$22,447
Income. Interest from US Government securities2019-12-31$22,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,296,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,296,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,737,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,737,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,737,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,737,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$65,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$65,245
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,037,911
Asset value of US Government securities at end of year2019-12-31$761,962
Asset value of US Government securities at end of year2019-12-31$761,962
Asset value of US Government securities at beginning of year2019-12-31$703,100
Asset value of US Government securities at beginning of year2019-12-31$703,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-127,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-127,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,430,605
Contributions received in cash from employer2019-12-31$5,430,605
Employer contributions (assets) at end of year2019-12-31$575,928
Employer contributions (assets) at end of year2019-12-31$575,928
Employer contributions (assets) at beginning of year2019-12-31$542,902
Employer contributions (assets) at beginning of year2019-12-31$542,902
Income. Dividends from preferred stock2019-12-31$46
Income. Dividends from preferred stock2019-12-31$46
Income. Dividends from common stock2019-12-31$26,990
Income. Dividends from common stock2019-12-31$26,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$868,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$868,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$822,096
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$822,096
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$813,112
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$813,112
Liabilities. Value of benefit claims payable at end of year2019-12-31$888,575
Liabilities. Value of benefit claims payable at end of year2019-12-31$888,575
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$597,134
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$597,134
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$849
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$849
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$5,668
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$5,668
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,766,598
Aggregate proceeds on sale of assets2019-12-31$1,766,598
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,741,729
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,741,729
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31TEAL, BECKER, & CHIARAMONTE, CPAS
Accountancy firm name2019-12-31TEAL, BECKER, & CHIARAMONTE, CPAS
Accountancy firm EIN2019-12-31141624930
Accountancy firm EIN2019-12-31141624930
2018 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$68,109
Total unrealized appreciation/depreciation of assets2018-12-31$68,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$700,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$415,755
Total income from all sources (including contributions)2018-12-31$5,921,063
Total loss/gain on sale of assets2018-12-31$-21,099
Total of all expenses incurred2018-12-31$6,199,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,771,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,175,013
Value of total assets at end of year2018-12-31$12,142,534
Value of total assets at beginning of year2018-12-31$12,135,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$427,820
Total interest from all sources2018-12-31$87,326
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$153,631
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$126,633
Administrative expenses professional fees incurred2018-12-31$182,030
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$722,726
Participant contributions at end of year2018-12-31$8,803
Participant contributions at beginning of year2018-12-31$40,288
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$4,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$444,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$642,045
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$12,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$27,579
Other income not declared elsewhere2018-12-31$159,716
Administrative expenses (other) incurred2018-12-31$201,047
Liabilities. Value of operating payables at end of year2018-12-31$91,146
Liabilities. Value of operating payables at beginning of year2018-12-31$40,155
Total non interest bearing cash at end of year2018-12-31$551,625
Total non interest bearing cash at beginning of year2018-12-31$64,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-278,270
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,441,967
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,720,237
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$44,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,334,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,970,897
Interest earned on other investments2018-12-31$17,501
Income. Interest from US Government securities2018-12-31$21,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,737,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,677,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,677,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$48,026
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$5,002,457
Asset value of US Government securities at end of year2018-12-31$703,100
Asset value of US Government securities at beginning of year2018-12-31$714,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-701,633
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$5,452,287
Employer contributions (assets) at end of year2018-12-31$542,902
Employer contributions (assets) at beginning of year2018-12-31$836,802
Income. Dividends from preferred stock2018-12-31$42
Income. Dividends from common stock2018-12-31$26,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$764,916
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$813,112
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,179,131
Liabilities. Value of benefit claims payable at end of year2018-12-31$597,134
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$348,021
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$5,668
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$10,488
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
Aggregate proceeds on sale of assets2018-12-31$1,879,939
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,901,038
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31TEAL, BECKER & CHIARAMONTE, CPAS
Accountancy firm EIN2018-12-31141624930
2017 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$73,694
Total unrealized appreciation/depreciation of assets2017-12-31$73,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$415,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,694,708
Total income from all sources (including contributions)2017-12-31$7,403,475
Total loss/gain on sale of assets2017-12-31$20,864
Total of all expenses incurred2017-12-31$5,298,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,877,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,469,333
Value of total assets at end of year2017-12-31$12,135,992
Value of total assets at beginning of year2017-12-31$11,310,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$421,072
Total interest from all sources2017-12-31$91,229
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$161,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$123,383
Administrative expenses professional fees incurred2017-12-31$176,087
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$749,786
Participant contributions at end of year2017-12-31$40,288
Participant contributions at beginning of year2017-12-31$37,371
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$4,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$642,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$481,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$27,579
Other income not declared elsewhere2017-12-31$190,180
Administrative expenses (other) incurred2017-12-31$201,356
Liabilities. Value of operating payables at end of year2017-12-31$40,155
Liabilities. Value of operating payables at beginning of year2017-12-31$1,130,440
Total non interest bearing cash at end of year2017-12-31$64,382
Total non interest bearing cash at beginning of year2017-12-31$76,177
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$2,104,580
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,720,237
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,615,657
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
Investment advisory and management fees2017-12-31$43,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,970,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,347,381
Interest earned on other investments2017-12-31$6,350
Income. Interest from US Government securities2017-12-31$34,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,677,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,310,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,310,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$50,810
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,849,232
Asset value of US Government securities at end of year2017-12-31$714,581
Asset value of US Government securities at beginning of year2017-12-31$1,096,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$397,122
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$5,719,547
Employer contributions (assets) at end of year2017-12-31$836,802
Employer contributions (assets) at beginning of year2017-12-31$707,924
Income. Dividends from common stock2017-12-31$37,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$24,391
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
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,179,131
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,236,499
Liabilities. Value of benefit claims payable at end of year2017-12-31$348,021
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$564,268
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$10,488
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$15,308
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
Aggregate proceeds on sale of assets2017-12-31$3,285,580
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,264,716
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31TEAL, BECKER & CHIARAMONTE, CPAS
Accountancy firm EIN2017-12-31141624930
2016 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$97,152
Total unrealized appreciation/depreciation of assets2016-12-31$97,152
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,694,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,771,500
Total income from all sources (including contributions)2016-12-31$6,279,926
Total loss/gain on sale of assets2016-12-31$111,622
Total of all expenses incurred2016-12-31$6,585,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,192,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,714,004
Value of total assets at end of year2016-12-31$11,310,365
Value of total assets at beginning of year2016-12-31$11,692,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$392,808
Total interest from all sources2016-12-31$80,302
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$159,749
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$122,475
Administrative expenses professional fees incurred2016-12-31$152,220
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$12,548
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$936,005
Participant contributions at end of year2016-12-31$37,371
Participant contributions at beginning of year2016-12-31$5,734
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$48,234
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$4,608
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$481,867
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$553,037
Other income not declared elsewhere2016-12-31$117,097
Administrative expenses (other) incurred2016-12-31$197,163
Liabilities. Value of operating payables at end of year2016-12-31$1,130,440
Liabilities. Value of operating payables at beginning of year2016-12-31$1,236,826
Total non interest bearing cash at end of year2016-12-31$76,177
Total non interest bearing cash at beginning of year2016-12-31$57,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-305,161
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,615,657
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,920,818
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
Investment advisory and management fees2016-12-31$43,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,347,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,374,625
Interest earned on other investments2016-12-31$634
Income. Interest from US Government securities2016-12-31$25,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,310,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,722,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,722,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$53,754
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$6,021,120
Asset value of US Government securities at end of year2016-12-31$1,096,891
Asset value of US Government securities at beginning of year2016-12-31$1,125,333
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$4,729,765
Employer contributions (assets) at end of year2016-12-31$707,924
Employer contributions (assets) at beginning of year2016-12-31$657,312
Income. Dividends from preferred stock2016-12-31$540
Income. Dividends from common stock2016-12-31$36,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$166,551
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,236,499
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,163,208
Liabilities. Value of benefit claims payable at end of year2016-12-31$564,268
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$534,674
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$15,308
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$20,127
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
Aggregate proceeds on sale of assets2016-12-31$2,705,948
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,594,326
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2016-12-31141567343
2015 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-278,891
Total unrealized appreciation/depreciation of assets2015-12-31$-278,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,771,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,444,659
Total income from all sources (including contributions)2015-12-31$7,157,746
Total loss/gain on sale of assets2015-12-31$52,950
Total of all expenses incurred2015-12-31$7,305,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,962,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,013,737
Value of total assets at end of year2015-12-31$11,692,318
Value of total assets at beginning of year2015-12-31$11,512,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$342,407
Total interest from all sources2015-12-31$71,976
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$169,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$134,932
Administrative expenses professional fees incurred2015-12-31$125,483
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$12,548
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$16,022
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$667,142
Participant contributions at end of year2015-12-31$5,734
Participant contributions at beginning of year2015-12-31$11,789
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$4,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$553,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$508,511
Other income not declared elsewhere2015-12-31$128,182
Administrative expenses (other) incurred2015-12-31$176,479
Liabilities. Value of operating payables at end of year2015-12-31$1,236,826
Liabilities. Value of operating payables at beginning of year2015-12-31$928,734
Total non interest bearing cash at end of year2015-12-31$57,701
Total non interest bearing cash at beginning of year2015-12-31$217,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-147,328
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,920,818
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,068,146
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
Investment advisory and management fees2015-12-31$40,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,374,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,825,279
Interest earned on other investments2015-12-31$1,359
Income. Interest from US Government securities2015-12-31$22,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,722,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,634,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,634,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$47,654
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$6,129,108
Asset value of US Government securities at end of year2015-12-31$1,125,333
Asset value of US Government securities at beginning of year2015-12-31$811,063
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$6,346,595
Employer contributions (assets) at end of year2015-12-31$657,312
Employer contributions (assets) at beginning of year2015-12-31$1,514,030
Income. Dividends from preferred stock2015-12-31$405
Income. Dividends from common stock2015-12-31$34,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$829,311
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,163,208
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$963,012
Liabilities. Value of benefit claims payable at end of year2015-12-31$534,674
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$515,925
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$20,127
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$11,633
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
Aggregate proceeds on sale of assets2015-12-31$2,786,164
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,733,214
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2015-12-31141567343
2014 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$66,699
Total unrealized appreciation/depreciation of assets2014-12-31$66,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,444,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,407,236
Total income from all sources (including contributions)2014-12-31$8,369,884
Total loss/gain on sale of assets2014-12-31$27,729
Total of all expenses incurred2014-12-31$5,885,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,578,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,957,601
Value of total assets at end of year2014-12-31$11,512,805
Value of total assets at beginning of year2014-12-31$8,991,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$307,059
Total interest from all sources2014-12-31$65,808
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$120,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$102,530
Administrative expenses professional fees incurred2014-12-31$117,566
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$16,022
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
Contributions received from participants2014-12-31$701,086
Participant contributions at end of year2014-12-31$11,789
Participant contributions at beginning of year2014-12-31$14,418
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$2,289
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$508,511
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$447,158
Other income not declared elsewhere2014-12-31$131,100
Administrative expenses (other) incurred2014-12-31$153,569
Liabilities. Value of operating payables at end of year2014-12-31$928,734
Liabilities. Value of operating payables at beginning of year2014-12-31$636,026
Total non interest bearing cash at end of year2014-12-31$217,363
Total non interest bearing cash at beginning of year2014-12-31$14,953
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$2,483,972
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,068,146
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,584,174
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
Investment advisory and management fees2014-12-31$35,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,825,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,039,475
Interest earned on other investments2014-12-31$2,445
Income. Interest from US Government securities2014-12-31$15,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,634,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,905,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,905,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$47,691
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,632,893
Asset value of US Government securities at end of year2014-12-31$811,063
Asset value of US Government securities at beginning of year2014-12-31$756,241
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$7,256,515
Employer contributions (assets) at end of year2014-12-31$1,514,030
Employer contributions (assets) at beginning of year2014-12-31$725,861
Income. Dividends from preferred stock2014-12-31$436
Income. Dividends from common stock2014-12-31$17,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,943,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$963,012
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,087,929
Liabilities. Value of benefit claims payable at end of year2014-12-31$515,925
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$771,210
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$11,633
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
Aggregate proceeds on sale of assets2014-12-31$3,066,887
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,039,158
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2014-12-31141567343
2013 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$227,788
Total unrealized appreciation/depreciation of assets2013-12-31$227,788
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,407,236
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,235,558
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,263,276
Total loss/gain on sale of assets2013-12-31$68,512
Total of all expenses incurred2013-12-31$6,166,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,875,330
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,657,605
Value of total assets at end of year2013-12-31$8,991,410
Value of total assets at beginning of year2013-12-31$8,723,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$291,307
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$71,139
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$85,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$37,732
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$117,246
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$809,980
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$14,418
Participant contributions at beginning of year2013-12-31$10,634
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$4,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$447,158
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$362,920
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$153,086
Administrative expenses (other) incurred2013-12-31$139,353
Liabilities. Value of operating payables at end of year2013-12-31$636,026
Liabilities. Value of operating payables at beginning of year2013-12-31$510,878
Total non interest bearing cash at end of year2013-12-31$14,953
Total non interest bearing cash at beginning of year2013-12-31$417,597
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$96,639
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,584,174
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,487,535
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$34,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,039,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,509,175
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$17,303
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,905,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,008,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,008,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$53,836
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,401,286
Asset value of US Government securities at end of year2013-12-31$756,241
Asset value of US Government securities at beginning of year2013-12-31$664,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$4,847,625
Employer contributions (assets) at end of year2013-12-31$725,861
Employer contributions (assets) at beginning of year2013-12-31$925,832
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$47,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,469,648
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,087,929
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$823,959
Liabilities. Value of benefit claims payable at end of year2013-12-31$771,210
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$724,680
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$2,031,971
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,963,459
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MARVIN AND COMPANY
Accountancy firm EIN2013-12-31141567343
2012 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$87,780
Total unrealized appreciation/depreciation of assets2012-12-31$87,780
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,235,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,146,616
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,060,594
Total loss/gain on sale of assets2012-12-31$46,385
Total of all expenses incurred2012-12-31$5,463,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,193,169
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,678,789
Value of total assets at end of year2012-12-31$8,723,093
Value of total assets at beginning of year2012-12-31$7,037,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$270,463
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$74,991
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$53,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$17,559
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$111,601
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$671,213
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$10,634
Participant contributions at beginning of year2012-12-31$13,266
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$4,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$362,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$361,531
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$119,390
Administrative expenses (other) incurred2012-12-31$134,092
Liabilities. Value of operating payables at end of year2012-12-31$510,878
Liabilities. Value of operating payables at beginning of year2012-12-31$446,689
Total non interest bearing cash at end of year2012-12-31$417,597
Total non interest bearing cash at beginning of year2012-12-31$116,379
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,596,962
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,487,535
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,890,573
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$24,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,509,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$548,464
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$0
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$9,468
Income. Interest from corporate debt instruments2012-12-31$7,483
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,008,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,953,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,953,168
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$58,040
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,587,397
Asset value of US Government securities at end of year2012-12-31$664,847
Asset value of US Government securities at beginning of year2012-12-31$242,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$6,007,576
Employer contributions (assets) at end of year2012-12-31$925,832
Employer contributions (assets) at beginning of year2012-12-31$1,000,274
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$35,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,601,558
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$216,660
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$823,959
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$585,154
Liabilities. Value of benefit claims payable at end of year2012-12-31$724,680
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$699,927
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$1,980,471
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,934,086
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MARVIN AND COMPANY
Accountancy firm EIN2012-12-31141567343
2011 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-104,419
Total unrealized appreciation/depreciation of assets2011-12-31$-104,419
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,146,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$766,404
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,988,317
Total loss/gain on sale of assets2011-12-31$25,091
Total of all expenses incurred2011-12-31$4,789,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,541,635
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,872,320
Value of total assets at end of year2011-12-31$7,037,189
Value of total assets at beginning of year2011-12-31$5,457,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$247,392
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$59,387
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$17,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$8,934
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$82,617
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$640,786
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$13,266
Participant contributions at beginning of year2011-12-31$17,800
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$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$4,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$361,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$427,823
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$118,818
Administrative expenses (other) incurred2011-12-31$149,361
Liabilities. Value of operating payables at end of year2011-12-31$446,689
Liabilities. Value of operating payables at beginning of year2011-12-31$311,146
Total non interest bearing cash at end of year2011-12-31$116,379
Total non interest bearing cash at beginning of year2011-12-31$9,264
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$1,199,290
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,890,573
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,691,283
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$15,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$548,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$305,980
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$6,217
Income. Interest from corporate debt instruments2011-12-31$8,980
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
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$3,953,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,817,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,817,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$44,190
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,326,543
Asset value of US Government securities at end of year2011-12-31$242,293
Asset value of US Government securities at beginning of year2011-12-31$218,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$5,231,534
Employer contributions (assets) at end of year2011-12-31$1,000,274
Employer contributions (assets) at beginning of year2011-12-31$1,089,409
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$8,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,210,878
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$216,660
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$209,577
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$585,154
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$362,200
Liabilities. Value of benefit claims payable at end of year2011-12-31$699,927
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$455,258
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$421,753
Aggregate carrying amount (costs) on sale of assets2011-12-31$396,662
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MARVIN AND COMPANY
Accountancy firm EIN2011-12-31141567343
2010 : SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$81,612
Total unrealized appreciation/depreciation of assets2010-12-31$81,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$766,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$451,762
Total income from all sources (including contributions)2010-12-31$5,396,879
Total loss/gain on sale of assets2010-12-31$11,623
Total of all expenses incurred2010-12-31$4,210,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,969,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,041,422
Value of total assets at end of year2010-12-31$5,457,687
Value of total assets at beginning of year2010-12-31$3,956,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$241,134
Total interest from all sources2010-12-31$45,437
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,005
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$5,675
Administrative expenses professional fees incurred2010-12-31$67,953
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$607,013
Participant contributions at end of year2010-12-31$17,800
Participant contributions at beginning of year2010-12-31$3,263
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$4,214
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$427,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$391,533
Other income not declared elsewhere2010-12-31$205,780
Administrative expenses (other) incurred2010-12-31$160,942
Liabilities. Value of operating payables at end of year2010-12-31$311,146
Liabilities. Value of operating payables at beginning of year2010-12-31$66,635
Total non interest bearing cash at end of year2010-12-31$9,264
Total non interest bearing cash at beginning of year2010-12-31$3,878
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$1,186,554
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,691,283
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,504,729
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$12,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$305,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$233,233
Interest earned on other investments2010-12-31$942
Income. Interest from US Government securities2010-12-31$5,661
Income. Interest from corporate debt instruments2010-12-31$8,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,817,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,111,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,111,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$29,947
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,825,696
Asset value of US Government securities at end of year2010-12-31$218,070
Asset value of US Government securities at beginning of year2010-12-31$155,877
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
Contributions received in cash from employer2010-12-31$4,434,409
Employer contributions (assets) at end of year2010-12-31$1,089,409
Employer contributions (assets) at beginning of year2010-12-31$606,143
Income. Dividends from common stock2010-12-31$5,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,139,281
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$209,577
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$159,962
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$362,200
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$290,855
Liabilities. Value of benefit claims payable at end of year2010-12-31$455,258
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$385,127
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
Aggregate proceeds on sale of assets2010-12-31$442,265
Aggregate carrying amount (costs) on sale of assets2010-12-31$430,642
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MARVIN AND COMPANY
Accountancy firm EIN2010-12-31141567343

Form 5500 Responses for SHEET METAL WORKERS LOCAL 83 INSURANCE FUND

2022: SHEET METAL WORKERS LOCAL 83 INSURANCE 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL 83 INSURANCE 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL 83 INSURANCE 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL 83 INSURANCE 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL 83 INSURANCE 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL 83 INSURANCE 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL 83 INSURANCE 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
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 83 INSURANCE 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL 83 INSURANCE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
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 83 INSURANCE FUND 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 planYes
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 83 INSURANCE FUND 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 planYes
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 83 INSURANCE 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317406
Policy instance 5
Insurance contract or identification number317406
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $300
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $6,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $300
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317404
Policy instance 4
Insurance contract or identification number317404
Number of Individuals Covered24
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,600
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $99,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,600
Insurance broker organization code?3
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number317402
Policy instance 3
Insurance contract or identification number317402
Number of Individuals Covered93
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,200
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $361,084
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,200
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-013672-000
Policy instance 2
Insurance contract or identification number16-013672-000
Number of Individuals Covered791
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $35,275
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $705,507
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,275
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2566/C3777
Policy instance 1
Insurance contract or identification numberG2566/C3777
Number of Individuals Covered264
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $86,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number317408
Policy instance 6
Insurance contract or identification number317408
Number of Individuals Covered10
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,100
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $37,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,100
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317404
Policy instance 5
Insurance contract or identification number317404
Number of Individuals Covered26
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,600
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $94,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,600
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number969629
Policy instance 3
Insurance contract or identification number969629
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $735
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $9,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $735
Insurance broker organization code?3
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number317402
Policy instance 4
Insurance contract or identification number317402
Number of Individuals Covered94
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $11,300
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $319,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,300
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317406
Policy instance 6
Insurance contract or identification number317406
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $600
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $10,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $600
Insurance broker organization code?3
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number317408
Policy instance 7
Insurance contract or identification number317408
Number of Individuals Covered10
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,000
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $34,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,000
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2566/C3777
Policy instance 1
Insurance contract or identification numberG2566/C3777
Number of Individuals Covered269
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $82,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-013672-000
Policy instance 2
Insurance contract or identification number16-013672-000
Number of Individuals Covered291
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $32,156
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $643,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,156
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2566/C3777
Policy instance 1
Insurance contract or identification numberG2566/C3777
Number of Individuals Covered245
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $77,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number970052
Policy instance 2
Insurance contract or identification number970052
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $840
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $18,960
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $840
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-013672-000
Policy instance 3
Insurance contract or identification number16-013672-000
Number of Individuals Covered286
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $24,696
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $493,912
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,696
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number969629
Policy instance 4
Insurance contract or identification number969629
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $495
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $10,064
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $495
Insurance broker organization code?3
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number317402
Policy instance 5
Insurance contract or identification number317402
Number of Individuals Covered95
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,600
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $372,114
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,600
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317404
Policy instance 6
Insurance contract or identification number317404
Number of Individuals Covered31
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,200
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $113,351
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,200
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number317406
Policy instance 7
Insurance contract or identification number317406
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $200
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $7,714
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $200
Insurance broker organization code?3
HUMANA INSURANCE COMPANY OF NE (National Association of Insurance Commissioners NAIC id number: 12634 )
Policy contract number317408
Policy instance 8
Insurance contract or identification number317408
Number of Individuals Covered10
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,000
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $40,499
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,000
Insurance broker organization code?3
FIRST SYMETRA NATIONAL LIFE INS CO OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 78417 )
Policy contract number16-013672-000
Policy instance 3
Insurance contract or identification number16-013672-000
Number of Individuals Covered280
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,991
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $439,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,991
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2566/C3777
Policy instance 1
Insurance contract or identification numberG2566/C3777
Number of Individuals Covered231
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $74,989
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number970052
Policy instance 2
Insurance contract or identification number970052
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $805
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $16,380
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $805
Insurance broker organization code?3
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number969629
Policy instance 4
Insurance contract or identification number969629
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $375
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $14,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $375
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGELP-1243-NY-18
Policy instance 3
Insurance contract or identification numberGELP-1243-NY-18
Number of Individuals Covered152
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,350
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $23,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,350
Insurance broker organization code?3
FIRST SYMETRA NATIONAL LIFE INS CO OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 78417 )
Policy contract number16-013672-000
Policy instance 4
Insurance contract or identification number16-013672-000
Number of Individuals Covered303
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $17,250
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $345,008
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,250
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2566/C3777
Policy instance 1
Insurance contract or identification numberG2566/C3777
Number of Individuals Covered263
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $85,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number969629
Policy instance 6
Insurance contract or identification number969629
Number of Individuals Covered4
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
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $12,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number961533
Policy instance 5
Insurance contract or identification number961533
Number of Individuals Covered2
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
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $6,842
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number970052
Policy instance 2
Insurance contract or identification number970052
Number of Individuals Covered5
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
Other welfare benefits providedMEDICARE
Welfare Benefit Premiums Paid to CarrierUSD $14,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2566/C3777
Policy instance 1
Insurance contract or identification numberG2566/C3777
Number of Individuals Covered261
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $65,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number969629 &961533
Policy instance 2
Insurance contract or identification number969629 &961533
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $480
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $480
Insurance broker organization code?3
Insurance broker nameJAEGER & FLYNN
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number970001, 970002
Policy instance 3
Insurance contract or identification number970001, 970002
Number of Individuals Covered757
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2566/C3777
Policy instance 1
Insurance contract or identification numberG2566/C3777
Number of Individuals Covered361
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $94,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number0990997/1035000
Policy instance 2
Insurance contract or identification number0990997/1035000
Number of Individuals Covered953
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number970001 &970002
Policy instance 3
Insurance contract or identification number970001 &970002
Number of Individuals Covered981
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2566/C3777
Policy instance 1
Insurance contract or identification numberG2566/C3777
Number of Individuals Covered356
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $66,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number0990997/1035000
Policy instance 2
Insurance contract or identification number0990997/1035000
Number of Individuals Covered952
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number0990997/1035000
Policy instance 2
Insurance contract or identification number0990997/1035000
Number of Individuals Covered923
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2566/C3777
Policy instance 1
Insurance contract or identification numberG2566/C3777
Number of Individuals Covered297
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $44,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2566/C3777
Policy instance 1
Insurance contract or identification numberG2566/C3777
Number of Individuals Covered368
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $51,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number0990997/1035000
Policy instance 2
Insurance contract or identification number0990997/1035000
Number of Individuals Covered947
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2566/C3777
Policy instance 1
Insurance contract or identification numberG2566/C3777
Number of Individuals Covered317
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $39,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number0990997/1035000
Policy instance 2
Insurance contract or identification number0990997/1035000
Number of Individuals Covered875
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG2566/C3777
Policy instance 1
Insurance contract or identification numberG2566/C3777
Number of Individuals Covered256
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $36,680
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHNOW NEW YORK, INC. DBA BLUESHIELD OF NORTHEASTERN NEW YORK (National Association of Insurance Commissioners NAIC id number: )
Policy contract number0990997/1035000
Policy instance 2
Insurance contract or identification number0990997/1035000
Number of Individuals Covered801
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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