?>
Logo

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 401k Plan overview

Plan NameINTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND
Plan identification number 002

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORK has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORK
Employer identification number (EIN):141514924
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KATHY HAMM
0022016-01-01KATHY HAMM
0022015-01-01KATHY HAMM
0022014-01-01KATHY HAMM
0022013-01-01KATHY HAMM
0022012-01-01KATHY HAMM
0022011-01-01BERNARD CARDELLA BERNARD CARDELLA2012-10-08
0022010-01-01BERNARD CARDELLA BERNARD CARDELLA2011-10-07
0022009-01-01BERNARD CARDELLA BERNARD CARDELLA2010-10-14

Plan Statistics for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND

401k plan membership statisitcs for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND

Measure Date Value
2022: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01153
Total number of active participants reported on line 7a of the Form 55002022-01-01135
Number of other retired or separated participants entitled to future benefits2022-01-0131
Total of all active and inactive participants2022-01-01166
Total participants2022-01-01166
Number of participants with account balances2022-01-01166
Number of employers contributing to the scheme2022-01-0115
2021: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01125
Total number of active participants reported on line 7a of the Form 55002021-01-01121
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01153
Total participants2021-01-01153
Number of participants with account balances2021-01-01153
Number of employers contributing to the scheme2021-01-0113
2020: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01118
Total number of active participants reported on line 7a of the Form 55002020-01-0199
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01125
Total participants2020-01-01125
Number of participants with account balances2020-01-01125
Number of employers contributing to the scheme2020-01-0114
2019: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01134
Total number of active participants reported on line 7a of the Form 55002019-01-0199
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01118
Total participants2019-01-01118
Number of participants with account balances2019-01-01118
Number of employers contributing to the scheme2019-01-0115
2018: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01117
Total number of active participants reported on line 7a of the Form 55002018-01-01107
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01134
Number of participants with account balances2018-01-01134
Number of employers contributing to the scheme2018-01-0116
2017: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01102
Total number of active participants reported on line 7a of the Form 55002017-01-0199
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01117
Number of participants with account balances2017-01-01117
Number of employers contributing to the scheme2017-01-0118
2016: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01117
Total number of active participants reported on line 7a of the Form 55002016-01-0187
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01102
Number of participants with account balances2016-01-01102
Number of employers contributing to the scheme2016-01-0113
2015: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-0188
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01118
Total participants2015-01-01118
Number of participants with account balances2015-01-01117
Number of employers contributing to the scheme2015-01-0112
2014: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01110
Total number of active participants reported on line 7a of the Form 55002014-01-01104
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01127
Number of participants with account balances2014-01-01124
Number of employers contributing to the scheme2014-01-019
2013: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01111
Total number of active participants reported on line 7a of the Form 55002013-01-0190
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01110
Number of participants with account balances2013-01-01110
Number of employers contributing to the scheme2013-01-0113
2012: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01137
Total number of active participants reported on line 7a of the Form 55002012-01-0182
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01111
Number of participants with account balances2012-01-01111
Number of employers contributing to the scheme2012-01-0113
2011: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01117
Total number of active participants reported on line 7a of the Form 55002011-01-01112
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01137
Number of participants with account balances2011-01-01129
Number of employers contributing to the scheme2011-01-0113
2010: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01109
Total number of active participants reported on line 7a of the Form 55002010-01-0197
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01123
Total participants2010-01-01123
Number of participants with account balances2010-01-01116
Number of employers contributing to the scheme2010-01-0116
2009: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01125
Total number of active participants reported on line 7a of the Form 55002009-01-0183
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01108
Number of participants with account balances2009-01-01104
Number of employers contributing to the scheme2009-01-0112

Financial Data on INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND

Measure Date Value
2022 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$537,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$591,306
Total income from all sources (including contributions)2022-12-31$-260,356
Total of all expenses incurred2022-12-31$265,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$225,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$887,319
Value of total assets at end of year2022-12-31$9,775,490
Value of total assets at beginning of year2022-12-31$10,355,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,501
Total interest from all sources2022-12-31$68,948
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$372,093
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$372,093
Administrative expenses professional fees incurred2022-12-31$14,394
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$535,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$584,004
Other income not declared elsewhere2022-12-31$150
Administrative expenses (other) incurred2022-12-31$9,514
Liabilities. Value of operating payables at end of year2022-12-31$1,938
Liabilities. Value of operating payables at beginning of year2022-12-31$7,302
Total non interest bearing cash at end of year2022-12-31$457,865
Total non interest bearing cash at beginning of year2022-12-31$529,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-525,730
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,238,093
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,763,823
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$15,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,193,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,433,212
Interest earned on other investments2022-12-31$68,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,047,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,303,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,588,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$887,319
Employer contributions (assets) at end of year2022-12-31$77,116
Employer contributions (assets) at beginning of year2022-12-31$88,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$225,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TEAL, BECKER & CHIARAMONTE CPAS, PC
Accountancy firm EIN2022-12-31141624930
2021 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$591,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$163,111
Total income from all sources (including contributions)2021-12-31$1,786,754
Total of all expenses incurred2021-12-31$379,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$329,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$840,195
Value of total assets at end of year2021-12-31$10,355,129
Value of total assets at beginning of year2021-12-31$8,519,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,839
Total interest from all sources2021-12-31$49,355
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$599,242
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$599,242
Administrative expenses professional fees incurred2021-12-31$12,723
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$584,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$126,049
Administrative expenses (other) incurred2021-12-31$9,691
Liabilities. Value of operating payables at end of year2021-12-31$7,302
Liabilities. Value of operating payables at beginning of year2021-12-31$37,062
Total non interest bearing cash at end of year2021-12-31$529,100
Total non interest bearing cash at beginning of year2021-12-31$240,565
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$1,407,290
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,763,823
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,356,533
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$27,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,433,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,381,537
Interest earned on other investments2021-12-31$49,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,303,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,810,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$297,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$840,195
Employer contributions (assets) at end of year2021-12-31$88,973
Employer contributions (assets) at beginning of year2021-12-31$86,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$329,625
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
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TEAL, BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2021-12-31141624930
2020 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$163,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,001
Total income from all sources (including contributions)2020-12-31$1,600,719
Total of all expenses incurred2020-12-31$688,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$637,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$692,387
Value of total assets at end of year2020-12-31$8,519,644
Value of total assets at beginning of year2020-12-31$7,445,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,932
Total interest from all sources2020-12-31$3,961
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$206,235
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$206,235
Administrative expenses professional fees incurred2020-12-31$14,392
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$183,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$126,049
Other income not declared elsewhere2020-12-31$447
Administrative expenses (other) incurred2020-12-31$9,678
Liabilities. Value of operating payables at end of year2020-12-31$37,062
Liabilities. Value of operating payables at beginning of year2020-12-31$1,001
Total non interest bearing cash at end of year2020-12-31$240,565
Total non interest bearing cash at beginning of year2020-12-31$27,388
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$912,238
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,356,533
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,444,295
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$26,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,381,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,993,623
Interest earned on other investments2020-12-31$3,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,810,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,160,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$697,689
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$692,387
Employer contributions (assets) at end of year2020-12-31$86,945
Employer contributions (assets) at beginning of year2020-12-31$80,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$637,549
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
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TEAL, BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2020-12-31141624930
2019 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,181
Total income from all sources (including contributions)2019-12-31$1,852,346
Total income from all sources (including contributions)2019-12-31$1,852,346
Total of all expenses incurred2019-12-31$772,611
Total of all expenses incurred2019-12-31$772,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$746,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$746,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$656,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$656,854
Value of total assets at end of year2019-12-31$7,445,296
Value of total assets at end of year2019-12-31$7,445,296
Value of total assets at beginning of year2019-12-31$6,366,741
Value of total assets at beginning of year2019-12-31$6,366,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,052
Total interest from all sources2019-12-31$4,642
Total interest from all sources2019-12-31$4,642
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$315,558
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$315,558
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$315,558
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$315,558
Administrative expenses professional fees incurred2019-12-31$13,247
Administrative expenses professional fees incurred2019-12-31$13,247
Was this plan covered by a fidelity bond2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$183,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$183,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,434
Other income not declared elsewhere2019-12-31$192
Other income not declared elsewhere2019-12-31$192
Administrative expenses (other) incurred2019-12-31$12,805
Administrative expenses (other) incurred2019-12-31$12,805
Liabilities. Value of operating payables at end of year2019-12-31$1,001
Liabilities. Value of operating payables at end of year2019-12-31$1,001
Liabilities. Value of operating payables at beginning of year2019-12-31$2,181
Liabilities. Value of operating payables at beginning of year2019-12-31$2,181
Total non interest bearing cash at end of year2019-12-31$27,388
Total non interest bearing cash at end of year2019-12-31$27,388
Total non interest bearing cash at beginning of year2019-12-31$31,486
Total non interest bearing cash at beginning of year2019-12-31$31,486
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$1,079,735
Value of net income/loss2019-12-31$1,079,735
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,444,295
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,444,295
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,364,560
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,364,560
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,993,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,993,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,261,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,261,851
Interest earned on other investments2019-12-31$4,642
Interest earned on other investments2019-12-31$4,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,160,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,160,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$875,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$875,100
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$656,854
Contributions received in cash from employer2019-12-31$656,854
Employer contributions (assets) at end of year2019-12-31$80,767
Employer contributions (assets) at end of year2019-12-31$80,767
Employer contributions (assets) at beginning of year2019-12-31$70,970
Employer contributions (assets) at beginning of year2019-12-31$70,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$746,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$746,559
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
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
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 PC
Accountancy firm name2019-12-31TEAL, BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2019-12-31141624930
Accountancy firm EIN2019-12-31141624930
2018 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$32,090
Total income from all sources (including contributions)2018-12-31$403,368
Total of all expenses incurred2018-12-31$611,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$583,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$726,249
Value of total assets at end of year2018-12-31$6,366,741
Value of total assets at beginning of year2018-12-31$6,605,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,944
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$391,858
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$391,858
Administrative expenses professional fees incurred2018-12-31$16,607
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$7,500
Other income not declared elsewhere2018-12-31$1,226
Administrative expenses (other) incurred2018-12-31$11,337
Liabilities. Value of operating payables at end of year2018-12-31$2,181
Liabilities. Value of operating payables at beginning of year2018-12-31$24,590
Total non interest bearing cash at end of year2018-12-31$31,486
Total non interest bearing cash at beginning of year2018-12-31$142,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-208,358
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,364,560
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,572,918
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,261,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,378,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-715,965
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$726,249
Employer contributions (assets) at end of year2018-12-31$70,970
Employer contributions (assets) at beginning of year2018-12-31$83,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$583,782
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
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31TEAL, BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2018-12-31141624930
2017 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$32,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,752
Total income from all sources (including contributions)2017-12-31$1,481,232
Total of all expenses incurred2017-12-31$588,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$562,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$728,352
Value of total assets at end of year2017-12-31$6,605,008
Value of total assets at beginning of year2017-12-31$5,698,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,708
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$277,494
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$277,494
Administrative expenses professional fees incurred2017-12-31$15,855
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$17,350
Other income not declared elsewhere2017-12-31$1,354
Administrative expenses (other) incurred2017-12-31$10,853
Liabilities. Value of operating payables at end of year2017-12-31$24,590
Liabilities. Value of operating payables at beginning of year2017-12-31$402
Total non interest bearing cash at end of year2017-12-31$142,744
Total non interest bearing cash at beginning of year2017-12-31$40,480
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$892,236
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,572,918
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,680,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,378,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,587,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$474,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$728,352
Employer contributions (assets) at end of year2017-12-31$83,668
Employer contributions (assets) at beginning of year2017-12-31$70,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$562,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31TEAL, BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2017-12-31141624930
2016 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$27,410
Total income from all sources (including contributions)2016-12-31$1,001,219
Total of all expenses incurred2016-12-31$590,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$566,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$644,745
Value of total assets at end of year2016-12-31$5,698,434
Value of total assets at beginning of year2016-12-31$5,297,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,382
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$166,060
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$166,060
Administrative expenses professional fees incurred2016-12-31$14,950
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$17,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$27,200
Administrative expenses (other) incurred2016-12-31$9,432
Liabilities. Value of operating payables at end of year2016-12-31$402
Liabilities. Value of operating payables at beginning of year2016-12-31$210
Total non interest bearing cash at end of year2016-12-31$40,480
Total non interest bearing cash at beginning of year2016-12-31$55,251
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$410,588
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,680,682
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,270,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,587,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,173,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$190,414
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$644,745
Employer contributions (assets) at end of year2016-12-31$70,859
Employer contributions (assets) at beginning of year2016-12-31$69,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$566,249
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31TEAL, BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2016-12-31141624930
2015 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$27,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$84,322
Total income from all sources (including contributions)2015-12-31$689,415
Total of all expenses incurred2015-12-31$387,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$358,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$715,282
Value of total assets at end of year2015-12-31$5,297,504
Value of total assets at beginning of year2015-12-31$5,052,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,786
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$197,874
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$197,874
Administrative expenses professional fees incurred2015-12-31$17,410
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$27,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$37,050
Administrative expenses (other) incurred2015-12-31$11,376
Liabilities. Value of operating payables at end of year2015-12-31$210
Liabilities. Value of operating payables at beginning of year2015-12-31$47,272
Total non interest bearing cash at end of year2015-12-31$55,251
Total non interest bearing cash at beginning of year2015-12-31$80,014
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$302,332
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,270,094
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,967,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,173,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,887,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-223,741
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$715,282
Employer contributions (assets) at end of year2015-12-31$69,088
Employer contributions (assets) at beginning of year2015-12-31$85,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$358,297
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
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31TEAL BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2015-12-31141624930
2014 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$84,322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,338
Total income from all sources (including contributions)2014-12-31$805,825
Total of all expenses incurred2014-12-31$337,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$307,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$645,387
Value of total assets at end of year2014-12-31$5,052,084
Value of total assets at beginning of year2014-12-31$4,504,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,291
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$193,273
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$193,273
Administrative expenses professional fees incurred2014-12-31$14,750
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$37,050
Administrative expenses (other) incurred2014-12-31$15,541
Liabilities. Value of operating payables at end of year2014-12-31$47,272
Liabilities. Value of operating payables at beginning of year2014-12-31$4,338
Total non interest bearing cash at end of year2014-12-31$80,014
Total non interest bearing cash at beginning of year2014-12-31$52,913
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$468,084
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,967,762
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,499,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,887,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,297,337
Value of interest in common/collective trusts at beginning of year2014-12-31$1,079,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-32,835
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$645,387
Employer contributions (assets) at end of year2014-12-31$85,034
Employer contributions (assets) at beginning of year2014-12-31$72,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$307,450
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
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31TEAL BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2014-12-31141624930
2013 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,794
Total income from all sources (including contributions)2013-12-31$1,086,598
Total of all expenses incurred2013-12-31$296,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$269,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$468,786
Value of total assets at end of year2013-12-31$4,504,016
Value of total assets at beginning of year2013-12-31$3,712,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,869
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$135,998
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$135,998
Administrative expenses professional fees incurred2013-12-31$14,154
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$598
Other income not declared elsewhere2013-12-31$1,157
Administrative expenses (other) incurred2013-12-31$12,715
Liabilities. Value of operating payables at end of year2013-12-31$4,338
Liabilities. Value of operating payables at beginning of year2013-12-31$2,196
Total non interest bearing cash at end of year2013-12-31$52,913
Total non interest bearing cash at beginning of year2013-12-31$87,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$790,296
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,499,678
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,709,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,297,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,620,763
Value of interest in common/collective trusts at end of year2013-12-31$1,079,024
Value of interest in common/collective trusts at beginning of year2013-12-31$943,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$502,015
Net investment gain or loss from common/collective trusts2013-12-31$-21,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$468,786
Employer contributions (assets) at end of year2013-12-31$72,392
Employer contributions (assets) at beginning of year2013-12-31$60,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$269,433
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31TEAL BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2013-12-31141624930
2012 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$541
Total income from all sources (including contributions)2012-12-31$831,740
Total of all expenses incurred2012-12-31$537,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$508,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$483,717
Value of total assets at end of year2012-12-31$3,712,176
Value of total assets at beginning of year2012-12-31$3,415,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,560
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$43,728
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$43,728
Administrative expenses professional fees incurred2012-12-31$14,506
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$598
Other income not declared elsewhere2012-12-31$2,984
Administrative expenses (other) incurred2012-12-31$14,054
Liabilities. Value of operating payables at end of year2012-12-31$2,196
Total non interest bearing cash at end of year2012-12-31$87,739
Total non interest bearing cash at beginning of year2012-12-31$41,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$294,517
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,709,382
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,414,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,620,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,266,497
Value of interest in common/collective trusts at end of year2012-12-31$943,516
Value of interest in common/collective trusts at beginning of year2012-12-31$1,035,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$278,300
Net investment gain or loss from common/collective trusts2012-12-31$23,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$483,717
Employer contributions (assets) at end of year2012-12-31$60,158
Employer contributions (assets) at beginning of year2012-12-31$69,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$508,663
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$541
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31TEAL BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2012-12-31141624930
2011 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,578
Total income from all sources (including contributions)2011-12-31$545,560
Total of all expenses incurred2011-12-31$442,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$414,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$560,601
Value of total assets at end of year2011-12-31$3,415,406
Value of total assets at beginning of year2011-12-31$3,317,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$28,302
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$81,437
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$81,437
Administrative expenses professional fees incurred2011-12-31$12,340
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$23,359
Other income not declared elsewhere2011-12-31$4,980
Administrative expenses (other) incurred2011-12-31$11,762
Total non interest bearing cash at end of year2011-12-31$41,004
Total non interest bearing cash at beginning of year2011-12-31$25,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$103,181
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,414,865
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,311,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,266,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,314,506
Value of interest in common/collective trusts at end of year2011-12-31$1,035,756
Value of interest in common/collective trusts at beginning of year2011-12-31$898,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-122,658
Net investment gain or loss from common/collective trusts2011-12-31$21,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$560,601
Employer contributions (assets) at end of year2011-12-31$69,377
Employer contributions (assets) at beginning of year2011-12-31$55,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$414,077
Contract administrator fees2011-12-31$4,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$541
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$5,578
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31TEAL BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2011-12-31141624930
2010 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,578
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,420
Total income from all sources (including contributions)2010-12-31$833,991
Total of all expenses incurred2010-12-31$209,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$178,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$520,390
Value of total assets at end of year2010-12-31$3,317,262
Value of total assets at beginning of year2010-12-31$2,688,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,496
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$50,053
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$50,053
Administrative expenses professional fees incurred2010-12-31$16,810
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$23,359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$775
Administrative expenses (other) incurred2010-12-31$5,286
Total non interest bearing cash at end of year2010-12-31$25,660
Total non interest bearing cash at beginning of year2010-12-31$28,808
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$624,936
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,311,684
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,686,748
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,314,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,831,139
Value of interest in common/collective trusts at end of year2010-12-31$898,224
Value of interest in common/collective trusts at beginning of year2010-12-31$782,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$241,745
Net investment gain or loss from common/collective trusts2010-12-31$21,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$520,390
Employer contributions (assets) at end of year2010-12-31$55,513
Employer contributions (assets) at beginning of year2010-12-31$44,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$178,559
Contract administrator fees2010-12-31$8,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$5,578
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,420
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31TEAL BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2010-12-31141624930

Form 5500 Responses for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND

2022: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY 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: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY 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: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY 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: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY 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: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63199
Policy instance 1
Insurance contract or identification numberMR 63199
Number of Individuals Covered166
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63199
Policy instance 1
Insurance contract or identification numberMR 63199
Number of Individuals Covered153
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63199
Policy instance 1
Insurance contract or identification numberMR 63199
Number of Individuals Covered125
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
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63199-1
Policy instance 1
Insurance contract or identification numberMR 63199-1
Number of Individuals Covered120
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3