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SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL 112 ANNUITY FUND
Plan identification number 005

SHEET METAL WORKERS LOCAL 112 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SHEET METAL WORKERS LOCAL 112 has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL WORKERS LOCAL 112
Employer identification number (EIN):161350306
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL 112 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052021-11-01
0052020-11-01
0052019-11-01
0052018-11-01
0052017-11-01
0052016-11-01DONALD J KRAFT SR. JAMES CAMPBELL2018-08-15
0052015-11-01DONALD J KRAFT SR. JAMES CAMPBELL2017-08-01
0052014-11-01DONALD J KRAFT SR. JAMES CAMPBELL2016-08-01
0052013-11-01DONALD J KRAFT SR. JAMES CAMPBELL2015-08-12
0052012-11-01DONALD J KRAFT SR. JAMES CAMPBELL2014-08-08
0052011-11-01DONALD J KRAFT SR JAMES CAMPBELL2013-08-15
0052010-11-01DONALD KRAFT SR. JAMES CAMPBELL2012-08-15
0052009-11-01DONALD KRAFT SR. GAREY STOUT2011-08-12
0052008-11-01JOSEPH KERWAN GAREY STOUT2010-08-09

Plan Statistics for SHEET METAL WORKERS LOCAL 112 ANNUITY FUND

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL 112 ANNUITY FUND

Measure Date Value
2021: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-11-01346
Total number of active participants reported on line 7a of the Form 55002021-11-01308
Number of retired or separated participants receiving benefits2021-11-0117
Number of other retired or separated participants entitled to future benefits2021-11-0121
Total of all active and inactive participants2021-11-01346
Total participants2021-11-01346
Number of participants with account balances2021-11-01337
Number of employers contributing to the scheme2021-11-0128
2020: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-11-01337
Total number of active participants reported on line 7a of the Form 55002020-11-01312
Number of retired or separated participants receiving benefits2020-11-0113
Number of other retired or separated participants entitled to future benefits2020-11-0121
Total of all active and inactive participants2020-11-01346
Total participants2020-11-01346
Number of participants with account balances2020-11-01331
Number of employers contributing to the scheme2020-11-0131
2019: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-11-01325
Total number of active participants reported on line 7a of the Form 55002019-11-01305
Number of retired or separated participants receiving benefits2019-11-0113
Number of other retired or separated participants entitled to future benefits2019-11-0119
Total of all active and inactive participants2019-11-01337
Total participants2019-11-01337
Number of participants with account balances2019-11-01328
Number of employers contributing to the scheme2019-11-0131
2018: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-11-01326
Total number of active participants reported on line 7a of the Form 55002018-11-01296
Number of retired or separated participants receiving benefits2018-11-0112
Number of other retired or separated participants entitled to future benefits2018-11-0117
Total of all active and inactive participants2018-11-01325
Total participants2018-11-01325
Number of participants with account balances2018-11-01315
Number of employers contributing to the scheme2018-11-0129
2017: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-11-01337
Total number of active participants reported on line 7a of the Form 55002017-11-01293
Number of retired or separated participants receiving benefits2017-11-018
Number of other retired or separated participants entitled to future benefits2017-11-0125
Total of all active and inactive participants2017-11-01326
Total participants2017-11-01326
Number of participants with account balances2017-11-01317
Number of employers contributing to the scheme2017-11-0130
2016: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-11-01343
Total number of active participants reported on line 7a of the Form 55002016-11-01307
Number of retired or separated participants receiving benefits2016-11-016
Number of other retired or separated participants entitled to future benefits2016-11-0124
Total of all active and inactive participants2016-11-01337
Total participants2016-11-01337
Number of participants with account balances2016-11-01327
Number of employers contributing to the scheme2016-11-0128
2015: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-11-01354
Total number of active participants reported on line 7a of the Form 55002015-11-01314
Number of retired or separated participants receiving benefits2015-11-017
Number of other retired or separated participants entitled to future benefits2015-11-0122
Total of all active and inactive participants2015-11-01343
Total participants2015-11-01343
Number of participants with account balances2015-11-01334
Number of employers contributing to the scheme2015-11-0126
2014: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-11-01366
Total number of active participants reported on line 7a of the Form 55002014-11-01325
Number of retired or separated participants receiving benefits2014-11-016
Number of other retired or separated participants entitled to future benefits2014-11-0123
Total of all active and inactive participants2014-11-01354
Total participants2014-11-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-01347
Number of employers contributing to the scheme2014-11-0126
2013: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-11-01369
Total number of active participants reported on line 7a of the Form 55002013-11-01341
Number of retired or separated participants receiving benefits2013-11-016
Number of other retired or separated participants entitled to future benefits2013-11-0119
Total of all active and inactive participants2013-11-01366
Total participants2013-11-01366
Number of participants with account balances2013-11-01359
Number of employers contributing to the scheme2013-11-0131
2012: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-11-01368
Total number of active participants reported on line 7a of the Form 55002012-11-01349
Number of retired or separated participants receiving benefits2012-11-015
Number of other retired or separated participants entitled to future benefits2012-11-0115
Total of all active and inactive participants2012-11-01369
Total participants2012-11-01369
Number of participants with account balances2012-11-01359
Number of employers contributing to the scheme2012-11-0128
2011: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-11-01363
Total number of active participants reported on line 7a of the Form 55002011-11-01346
Number of retired or separated participants receiving benefits2011-11-016
Number of other retired or separated participants entitled to future benefits2011-11-0116
Total of all active and inactive participants2011-11-01368
Total participants2011-11-01368
Number of participants with account balances2011-11-01361
Number of employers contributing to the scheme2011-11-0128
2010: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-11-01374
Total number of active participants reported on line 7a of the Form 55002010-11-01344
Number of retired or separated participants receiving benefits2010-11-017
Number of other retired or separated participants entitled to future benefits2010-11-0112
Total of all active and inactive participants2010-11-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-010
Total participants2010-11-01363
Number of participants with account balances2010-11-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
Number of employers contributing to the scheme2010-11-0128
2009: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-11-01375
Total number of active participants reported on line 7a of the Form 55002009-11-01350
Number of retired or separated participants receiving benefits2009-11-019
Number of other retired or separated participants entitled to future benefits2009-11-0115
Total of all active and inactive participants2009-11-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01374
Number of participants with account balances2009-11-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010
Number of employers contributing to the scheme2009-11-0128
2008: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2008 401k membership
Total participants, beginning-of-year2008-11-01368
Total number of active participants reported on line 7a of the Form 55002008-11-01354
Number of retired or separated participants receiving benefits2008-11-0111
Number of other retired or separated participants entitled to future benefits2008-11-0110
Total of all active and inactive participants2008-11-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-11-010
Total participants2008-11-01375
Number of participants with account balances2008-11-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-11-010
Number of employers contributing to the scheme2008-11-0134

Financial Data on SHEET METAL WORKERS LOCAL 112 ANNUITY FUND

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$43,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$40,837
Total income from all sources (including contributions)2022-10-31$-2,794,692
Total of all expenses incurred2022-10-31$1,319,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$1,222,457
Expenses. Certain deemed distributions of participant loans2022-10-31$32,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$1,112,482
Value of total assets at end of year2022-10-31$23,733,558
Value of total assets at beginning of year2022-10-31$27,845,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$65,031
Total interest from all sources2022-10-31$219,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Administrative expenses professional fees incurred2022-10-31$24,541
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Participant contributions at end of year2022-10-31$127,195
Participant contributions at beginning of year2022-10-31$147,874
Other income not declared elsewhere2022-10-31$260
Administrative expenses (other) incurred2022-10-31$40,450
Liabilities. Value of operating payables at end of year2022-10-31$43,667
Liabilities. Value of operating payables at beginning of year2022-10-31$40,837
Total non interest bearing cash at end of year2022-10-31$93,052
Total non interest bearing cash at beginning of year2022-10-31$121,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-4,114,554
Value of net assets at end of year (total assets less liabilities)2022-10-31$23,689,891
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$27,804,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Value of interest in pooled separate accounts at end of year2022-10-31$15,333,901
Value of interest in pooled separate accounts at beginning of year2022-10-31$21,058,443
Interest on participant loans2022-10-31$6,177
Interest earned on other investments2022-10-31$213,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-10-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-10-31$8,057,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-10-31$6,407,108
Net investment gain/loss from pooled separate accounts2022-10-31$-4,127,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$1,112,482
Employer contributions (assets) at end of year2022-10-31$122,156
Employer contributions (assets) at beginning of year2022-10-31$110,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$1,222,457
Contract administrator fees2022-10-31$40
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-10-31No
Assets. Value of buildings and other operty used in plan operation at end of year2022-10-31$159
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-10-31$245
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2022-10-31161092347
2021 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$40,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$27,903
Total income from all sources (including contributions)2021-10-31$6,522,032
Total of all expenses incurred2021-10-31$831,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$767,883
Expenses. Certain deemed distributions of participant loans2021-10-31$6,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$1,010,546
Value of total assets at end of year2021-10-31$27,845,282
Value of total assets at beginning of year2021-10-31$22,141,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$56,688
Total interest from all sources2021-10-31$196,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Administrative expenses professional fees incurred2021-10-31$21,358
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$500,000
If this is an individual account plan, was there a blackout period2021-10-31No
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Participant contributions at end of year2021-10-31$147,874
Participant contributions at beginning of year2021-10-31$213,124
Administrative expenses (other) incurred2021-10-31$35,330
Liabilities. Value of operating payables at end of year2021-10-31$40,837
Liabilities. Value of operating payables at beginning of year2021-10-31$27,903
Total non interest bearing cash at end of year2021-10-31$121,093
Total non interest bearing cash at beginning of year2021-10-31$50,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$5,690,469
Value of net assets at end of year (total assets less liabilities)2021-10-31$27,804,445
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$22,113,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Value of interest in pooled separate accounts at end of year2021-10-31$21,058,443
Value of interest in pooled separate accounts at beginning of year2021-10-31$15,802,684
Interest on participant loans2021-10-31$6,409
Interest earned on other investments2021-10-31$189,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-10-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-10-31$6,407,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-10-31$5,994,238
Net investment gain/loss from pooled separate accounts2021-10-31$5,315,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Contributions received in cash from employer2021-10-31$1,010,546
Employer contributions (assets) at end of year2021-10-31$110,519
Employer contributions (assets) at beginning of year2021-10-31$80,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$767,883
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-10-31No
Assets. Value of buildings and other operty used in plan operation at end of year2021-10-31$245
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-10-31$345
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Opinion of an independent qualified public accountant for this plan2021-10-31Unqualified
Accountancy firm name2021-10-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2021-10-31161092347
2020 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$27,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$36,190
Total income from all sources (including contributions)2020-10-31$2,078,156
Total of all expenses incurred2020-10-31$417,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$360,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$798,605
Value of total assets at end of year2020-10-31$22,141,879
Value of total assets at beginning of year2020-10-31$20,489,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$56,956
Total interest from all sources2020-10-31$186,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Administrative expenses professional fees incurred2020-10-31$21,789
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$500,000
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Participant contributions at end of year2020-10-31$213,124
Participant contributions at beginning of year2020-10-31$233,553
Administrative expenses (other) incurred2020-10-31$35,092
Liabilities. Value of operating payables at end of year2020-10-31$27,903
Liabilities. Value of operating payables at beginning of year2020-10-31$36,190
Total non interest bearing cash at end of year2020-10-31$50,494
Total non interest bearing cash at beginning of year2020-10-31$86,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$1,660,775
Value of net assets at end of year (total assets less liabilities)2020-10-31$22,113,976
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$20,453,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Value of interest in pooled separate accounts at end of year2020-10-31$15,802,684
Value of interest in pooled separate accounts at beginning of year2020-10-31$14,505,372
Interest on participant loans2020-10-31$9,961
Interest earned on other investments2020-10-31$176,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-10-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-10-31$5,994,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-10-31$5,573,438
Net investment gain/loss from pooled separate accounts2020-10-31$1,093,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Contributions received in cash from employer2020-10-31$798,605
Employer contributions (assets) at end of year2020-10-31$80,994
Employer contributions (assets) at beginning of year2020-10-31$90,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$360,425
Contract administrator fees2020-10-31$75
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-10-31No
Assets. Value of buildings and other operty used in plan operation at end of year2020-10-31$345
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-10-31$523
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31Yes
Opinion of an independent qualified public accountant for this plan2020-10-31Disclaimer
Accountancy firm name2020-10-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2020-10-31161092347
2019 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$36,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$24,875
Total income from all sources (including contributions)2019-10-31$2,657,257
Total of all expenses incurred2019-10-31$1,314,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$1,258,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$841,668
Value of total assets at end of year2019-10-31$20,489,391
Value of total assets at beginning of year2019-10-31$19,135,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$56,054
Total interest from all sources2019-10-31$170,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Administrative expenses professional fees incurred2019-10-31$19,655
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$500,000
If this is an individual account plan, was there a blackout period2019-10-31No
Funding deficiency by the employer to the plan for this plan year2019-10-31$0
Minimum employer required contribution for this plan year2019-10-31$0
Amount contributed by the employer to the plan for this plan year2019-10-31$0
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Participant contributions at end of year2019-10-31$233,553
Participant contributions at beginning of year2019-10-31$222,111
Income. Received or receivable in cash from other sources (including rollovers)2019-10-31$1,649
Administrative expenses (other) incurred2019-10-31$36,399
Liabilities. Value of operating payables at end of year2019-10-31$36,190
Liabilities. Value of operating payables at beginning of year2019-10-31$24,875
Total non interest bearing cash at end of year2019-10-31$86,232
Total non interest bearing cash at beginning of year2019-10-31$76,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$1,342,921
Value of net assets at end of year (total assets less liabilities)2019-10-31$20,453,201
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$19,110,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Value of interest in pooled separate accounts at end of year2019-10-31$14,505,372
Value of interest in pooled separate accounts at beginning of year2019-10-31$12,944,291
Interest on participant loans2019-10-31$8,880
Interest earned on other investments2019-10-31$162,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-10-31$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-10-31$5,573,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-10-31$5,795,420
Net investment gain/loss from pooled separate accounts2019-10-31$1,644,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31No
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Contributions received in cash from employer2019-10-31$840,019
Employer contributions (assets) at end of year2019-10-31$90,273
Employer contributions (assets) at beginning of year2019-10-31$96,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$1,258,282
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-10-31No
Assets. Value of buildings and other operty used in plan operation at end of year2019-10-31$523
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-10-31$701
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31Yes
Opinion of an independent qualified public accountant for this plan2019-10-31Disclaimer
Accountancy firm name2019-10-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2019-10-31161092347
2018 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$24,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$17,618
Total income from all sources (including contributions)2018-10-31$1,329,748
Total of all expenses incurred2018-10-31$1,526,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$1,466,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$755,693
Value of total assets at end of year2018-10-31$19,135,155
Value of total assets at beginning of year2018-10-31$19,324,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$60,079
Total interest from all sources2018-10-31$176,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Administrative expenses professional fees incurred2018-10-31$26,499
Was this plan covered by a fidelity bond2018-10-31Yes
Value of fidelity bond cover2018-10-31$500,000
If this is an individual account plan, was there a blackout period2018-10-31No
Funding deficiency by the employer to the plan for this plan year2018-10-31$0
Minimum employer required contribution for this plan year2018-10-31$0
Amount contributed by the employer to the plan for this plan year2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Participant contributions at end of year2018-10-31$222,111
Participant contributions at beginning of year2018-10-31$350,600
Administrative expenses (other) incurred2018-10-31$33,580
Liabilities. Value of operating payables at end of year2018-10-31$24,875
Liabilities. Value of operating payables at beginning of year2018-10-31$17,618
Total non interest bearing cash at end of year2018-10-31$76,623
Total non interest bearing cash at beginning of year2018-10-31$44,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$-196,694
Value of net assets at end of year (total assets less liabilities)2018-10-31$19,110,280
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$19,306,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest in pooled separate accounts at end of year2018-10-31$12,944,291
Value of interest in pooled separate accounts at beginning of year2018-10-31$12,859,307
Interest on participant loans2018-10-31$9,239
Interest earned on other investments2018-10-31$166,775
Value of interest in common/collective trusts at end of year2018-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-10-31$5,795,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-10-31$5,938,154
Net investment gain/loss from pooled separate accounts2018-10-31$398,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Contributions received in cash from employer2018-10-31$755,693
Employer contributions (assets) at end of year2018-10-31$96,009
Employer contributions (assets) at beginning of year2018-10-31$131,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-10-31$1,466,363
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-10-31No
Assets. Value of buildings and other operty used in plan operation at end of year2018-10-31$701
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-10-31$879
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31Yes
Opinion of an independent qualified public accountant for this plan2018-10-31Disclaimer
Accountancy firm name2018-10-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2018-10-31161092347
2017 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$17,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$21,647
Total income from all sources (including contributions)2017-10-31$3,378,426
Total of all expenses incurred2017-10-31$886,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$835,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$796,308
Value of total assets at end of year2017-10-31$19,324,592
Value of total assets at beginning of year2017-10-31$16,836,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$50,757
Total interest from all sources2017-10-31$179,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Administrative expenses professional fees incurred2017-10-31$14,155
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$500,000
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Participant contributions at end of year2017-10-31$350,600
Participant contributions at beginning of year2017-10-31$245,052
Administrative expenses (other) incurred2017-10-31$36,602
Liabilities. Value of operating payables at end of year2017-10-31$17,618
Liabilities. Value of operating payables at beginning of year2017-10-31$21,647
Total non interest bearing cash at end of year2017-10-31$44,616
Total non interest bearing cash at beginning of year2017-10-31$77,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$2,491,809
Value of net assets at end of year (total assets less liabilities)2017-10-31$19,306,974
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$16,815,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Value of interest in pooled separate accounts at end of year2017-10-31$12,859,307
Value of interest in pooled separate accounts at beginning of year2017-10-31$10,734,764
Interest on participant loans2017-10-31$10,023
Interest earned on other investments2017-10-31$169,742
Value of interest in common/collective trusts at end of year2017-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-10-31$5,938,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-10-31$5,683,462
Net investment gain/loss from pooled separate accounts2017-10-31$2,402,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$796,308
Employer contributions (assets) at end of year2017-10-31$131,036
Employer contributions (assets) at beginning of year2017-10-31$95,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$835,860
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-10-31No
Assets. Value of buildings and other operty used in plan operation at end of year2017-10-31$879
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-10-31$1,057
Did the plan have assets held for investment2017-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2017-10-31161092347
2016 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$21,647
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$14,342
Total income from all sources (including contributions)2016-10-31$1,163,679
Total of all expenses incurred2016-10-31$815,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$761,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$822,075
Value of total assets at end of year2016-10-31$16,836,812
Value of total assets at beginning of year2016-10-31$16,481,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$53,302
Total interest from all sources2016-10-31$175,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31No
Administrative expenses professional fees incurred2016-10-31$16,115
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
If this is an individual account plan, was there a blackout period2016-10-31No
Funding deficiency by the employer to the plan for this plan year2016-10-31$0
Minimum employer required contribution for this plan year2016-10-31$0
Amount contributed by the employer to the plan for this plan year2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Participant contributions at end of year2016-10-31$245,052
Participant contributions at beginning of year2016-10-31$307,063
Administrative expenses (other) incurred2016-10-31$37,037
Liabilities. Value of operating payables at end of year2016-10-31$21,647
Liabilities. Value of operating payables at beginning of year2016-10-31$14,342
Total non interest bearing cash at end of year2016-10-31$77,102
Total non interest bearing cash at beginning of year2016-10-31$38,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$348,417
Value of net assets at end of year (total assets less liabilities)2016-10-31$16,815,165
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$16,466,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Value of interest in pooled separate accounts at end of year2016-10-31$10,734,764
Value of interest in pooled separate accounts at beginning of year2016-10-31$10,399,377
Interest on participant loans2016-10-31$7,812
Interest earned on other investments2016-10-31$167,356
Value of interest in common/collective trusts at end of year2016-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-10-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-10-31$5,683,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-10-31$5,620,715
Net investment gain/loss from pooled separate accounts2016-10-31$166,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31No
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Contributions received in cash from employer2016-10-31$822,075
Employer contributions (assets) at end of year2016-10-31$95,375
Employer contributions (assets) at beginning of year2016-10-31$115,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$761,960
Contract administrator fees2016-10-31$150
Assets. Value of buildings and other operty used in plan operation at end of year2016-10-31$1,057
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-10-31$761
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2016-10-31161092347
2015 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$14,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$12,063
Total income from all sources (including contributions)2015-10-31$1,213,518
Total of all expenses incurred2015-10-31$1,590,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$1,539,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$733,878
Value of total assets at end of year2015-10-31$16,481,090
Value of total assets at beginning of year2015-10-31$16,855,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$50,425
Total interest from all sources2015-10-31$175,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Administrative expenses professional fees incurred2015-10-31$13,447
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
If this is an individual account plan, was there a blackout period2015-10-31No
Funding deficiency by the employer to the plan for this plan year2015-10-31$0
Minimum employer required contribution for this plan year2015-10-31$0
Amount contributed by the employer to the plan for this plan year2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Participant contributions at end of year2015-10-31$307,063
Participant contributions at beginning of year2015-10-31$362,812
Administrative expenses (other) incurred2015-10-31$36,813
Liabilities. Value of operating payables at end of year2015-10-31$14,342
Liabilities. Value of operating payables at beginning of year2015-10-31$12,063
Total non interest bearing cash at end of year2015-10-31$38,082
Total non interest bearing cash at beginning of year2015-10-31$38,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$-376,497
Value of net assets at end of year (total assets less liabilities)2015-10-31$16,466,748
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$16,843,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Value of interest in pooled separate accounts at end of year2015-10-31$10,399,377
Value of interest in pooled separate accounts at beginning of year2015-10-31$10,655,081
Interest on participant loans2015-10-31$10,428
Interest earned on other investments2015-10-31$165,032
Value of interest in common/collective trusts at end of year2015-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-10-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-10-31$5,620,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-10-31$5,689,462
Net investment gain/loss from pooled separate accounts2015-10-31$304,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31No
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Contributions received in cash from employer2015-10-31$733,878
Employer contributions (assets) at end of year2015-10-31$115,092
Employer contributions (assets) at beginning of year2015-10-31$109,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$1,539,590
Contract administrator fees2015-10-31$165
Assets. Value of buildings and other operty used in plan operation at end of year2015-10-31$761
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-10-31$342
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2015-10-31161092347
2014 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$12,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$12,458
Total income from all sources (including contributions)2014-10-31$2,071,267
Total of all expenses incurred2014-10-31$1,082,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$941,940
Expenses. Certain deemed distributions of participant loans2014-10-31$90,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$755,949
Value of total assets at end of year2014-10-31$16,855,308
Value of total assets at beginning of year2014-10-31$15,867,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$50,123
Total interest from all sources2014-10-31$176,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Administrative expenses professional fees incurred2014-10-31$26,105
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
If this is an individual account plan, was there a blackout period2014-10-31No
Funding deficiency by the employer to the plan for this plan year2014-10-31$0
Minimum employer required contribution for this plan year2014-10-31$0
Amount contributed by the employer to the plan for this plan year2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Participant contributions at end of year2014-10-31$362,812
Participant contributions at beginning of year2014-10-31$425,447
Administrative expenses (other) incurred2014-10-31$23,998
Liabilities. Value of operating payables at end of year2014-10-31$12,063
Liabilities. Value of operating payables at beginning of year2014-10-31$12,458
Total non interest bearing cash at end of year2014-10-31$38,516
Total non interest bearing cash at beginning of year2014-10-31$35,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$988,285
Value of net assets at end of year (total assets less liabilities)2014-10-31$16,843,245
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$15,854,960
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Value of interest in pooled separate accounts at end of year2014-10-31$10,655,081
Value of interest in pooled separate accounts at beginning of year2014-10-31$9,846,373
Interest on participant loans2014-10-31$11,285
Interest earned on other investments2014-10-31$165,469
Value of interest in common/collective trusts at end of year2014-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-10-31$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-10-31$5,689,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-10-31$5,438,486
Net investment gain/loss from pooled separate accounts2014-10-31$1,138,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31No
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Contributions received in cash from employer2014-10-31$755,949
Employer contributions (assets) at end of year2014-10-31$109,095
Employer contributions (assets) at beginning of year2014-10-31$121,838
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$941,940
Contract administrator fees2014-10-31$20
Assets. Value of buildings and other operty used in plan operation at end of year2014-10-31$342
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2014-10-31161092347
2013 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$12,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$10,353
Total income from all sources (including contributions)2013-10-31$2,840,195
Total of all expenses incurred2013-10-31$983,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$886,331
Expenses. Certain deemed distributions of participant loans2013-10-31$48,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$674,681
Value of total assets at end of year2013-10-31$15,867,418
Value of total assets at beginning of year2013-10-31$14,008,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$48,408
Total interest from all sources2013-10-31$175,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Administrative expenses professional fees incurred2013-10-31$13,780
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$500,000
Funding deficiency by the employer to the plan for this plan year2013-10-31$0
Minimum employer required contribution for this plan year2013-10-31$0
Amount contributed by the employer to the plan for this plan year2013-10-31$0
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Participant contributions at end of year2013-10-31$425,447
Participant contributions at beginning of year2013-10-31$469,624
Administrative expenses (other) incurred2013-10-31$34,608
Liabilities. Value of operating payables at end of year2013-10-31$12,458
Liabilities. Value of operating payables at beginning of year2013-10-31$10,353
Total non interest bearing cash at end of year2013-10-31$35,274
Total non interest bearing cash at beginning of year2013-10-31$35,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$1,856,528
Value of net assets at end of year (total assets less liabilities)2013-10-31$15,854,960
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$13,998,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Value of interest in pooled separate accounts at end of year2013-10-31$9,846,373
Value of interest in pooled separate accounts at beginning of year2013-10-31$7,612,469
Interest on participant loans2013-10-31$13,149
Interest earned on other investments2013-10-31$162,181
Value of interest in common/collective trusts at end of year2013-10-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-31$102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-10-31$5,438,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-10-31$5,647,653
Net investment gain/loss from pooled separate accounts2013-10-31$1,990,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31No
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Contributions received in cash from employer2013-10-31$674,681
Employer contributions (assets) at end of year2013-10-31$121,838
Employer contributions (assets) at beginning of year2013-10-31$243,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$886,331
Contract administrator fees2013-10-31$20
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2013-10-31161092347
2012 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$10,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$20,402
Total income from all sources (including contributions)2012-10-31$1,920,088
Total of all expenses incurred2012-10-31$844,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$801,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$995,728
Value of total assets at end of year2012-10-31$14,008,785
Value of total assets at beginning of year2012-10-31$12,943,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$43,066
Total interest from all sources2012-10-31$181,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Administrative expenses professional fees incurred2012-10-31$11,565
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$500,000
Funding deficiency by the employer to the plan for this plan year2012-10-31$-925,328
Minimum employer required contribution for this plan year2012-10-31$0
Amount contributed by the employer to the plan for this plan year2012-10-31$925,328
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Participant contributions at end of year2012-10-31$469,624
Participant contributions at beginning of year2012-10-31$478,525
Administrative expenses (other) incurred2012-10-31$31,501
Liabilities. Value of operating payables at end of year2012-10-31$10,353
Liabilities. Value of operating payables at beginning of year2012-10-31$20,402
Total non interest bearing cash at end of year2012-10-31$35,798
Total non interest bearing cash at beginning of year2012-10-31$50,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$1,075,535
Value of net assets at end of year (total assets less liabilities)2012-10-31$13,998,432
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$12,922,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Value of interest in pooled separate accounts at end of year2012-10-31$7,612,469
Value of interest in pooled separate accounts at beginning of year2012-10-31$6,483,462
Interest on participant loans2012-10-31$15,152
Interest earned on other investments2012-10-31$165,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-10-31$5,647,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-10-31$5,718,204
Net investment gain/loss from pooled separate accounts2012-10-31$743,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31No
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Contributions received in cash from employer2012-10-31$995,728
Employer contributions (assets) at end of year2012-10-31$243,241
Employer contributions (assets) at beginning of year2012-10-31$212,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$801,487
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2012-10-31161092347
2011 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$20,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$26,315
Total income from all sources (including contributions)2011-10-31$1,706,595
Total of all expenses incurred2011-10-31$1,127,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$1,071,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$1,095,166
Value of total assets at end of year2011-10-31$12,943,299
Value of total assets at beginning of year2011-10-31$12,370,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$56,447
Total interest from all sources2011-10-31$177,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Administrative expenses professional fees incurred2011-10-31$12,217
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$3,000,000
If this is an individual account plan, was there a blackout period2011-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Funding deficiency by the employer to the plan for this plan year2011-10-31$-1,022,566
Minimum employer required contribution for this plan year2011-10-31$0
Amount contributed by the employer to the plan for this plan year2011-10-31$1,022,566
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Participant contributions at end of year2011-10-31$478,525
Participant contributions at beginning of year2011-10-31$140,664
Administrative expenses (other) incurred2011-10-31$44,230
Liabilities. Value of operating payables at end of year2011-10-31$20,402
Liabilities. Value of operating payables at beginning of year2011-10-31$26,315
Total non interest bearing cash at end of year2011-10-31$50,875
Total non interest bearing cash at beginning of year2011-10-31$6,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$578,898
Value of net assets at end of year (total assets less liabilities)2011-10-31$12,922,897
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$12,343,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Value of interest in pooled separate accounts at end of year2011-10-31$6,483,462
Value of interest in pooled separate accounts at beginning of year2011-10-31$6,301,553
Interest on participant loans2011-10-31$12,058
Interest earned on other investments2011-10-31$165,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$68,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$68,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-10-31$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-10-31$5,718,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-10-31$5,666,547
Net investment gain/loss from pooled separate accounts2011-10-31$434,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31Yes
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Contributions received in cash from employer2011-10-31$1,095,166
Employer contributions (assets) at end of year2011-10-31$212,233
Employer contributions (assets) at beginning of year2011-10-31$186,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$1,071,250
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31MENGEL, METZGER, BARR & CO. LLP
Accountancy firm EIN2011-10-31161092347
2010 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0
Funding deficiency by the employer to the plan for this plan year2010-10-31$0
Minimum employer required contribution for this plan year2010-10-31$937,011
Amount contributed by the employer to the plan for this plan year2010-10-31$937,011
2009 : SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-10-31$0
Funding deficiency by the employer to the plan for this plan year2009-10-31$0
Minimum employer required contribution for this plan year2009-10-31$912,569
Amount contributed by the employer to the plan for this plan year2009-10-31$912,569

Form 5500 Responses for SHEET METAL WORKERS LOCAL 112 ANNUITY FUND

2021: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2021 form 5500 responses
2021-11-01Type of plan entityMulti-employer plan
2021-11-01Plan is a collectively bargained planYes
2021-11-01Plan funding arrangement – InsuranceYes
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement – InsuranceYes
2021-11-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2020 form 5500 responses
2020-11-01Type of plan entityMulti-employer plan
2020-11-01Plan is a collectively bargained planYes
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement – InsuranceYes
2020-11-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2019 form 5500 responses
2019-11-01Type of plan entityMulti-employer plan
2019-11-01Plan is a collectively bargained planYes
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement – InsuranceYes
2019-11-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2018 form 5500 responses
2018-11-01Type of plan entityMulti-employer plan
2018-11-01Plan is a collectively bargained planYes
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement – InsuranceYes
2018-11-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2017 form 5500 responses
2017-11-01Type of plan entityMulti-employer plan
2017-11-01Plan is a collectively bargained planYes
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement – InsuranceYes
2017-11-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2016 form 5500 responses
2016-11-01Type of plan entityMulti-employer plan
2016-11-01Plan is a collectively bargained planYes
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2015 form 5500 responses
2015-11-01Type of plan entityMulti-employer plan
2015-11-01Plan is a collectively bargained planYes
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement – InsuranceYes
2015-11-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2014 form 5500 responses
2014-11-01Type of plan entityMulti-employer plan
2014-11-01Plan is a collectively bargained planYes
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement – InsuranceYes
2014-11-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2013 form 5500 responses
2013-11-01Type of plan entityMulti-employer plan
2013-11-01Plan is a collectively bargained planYes
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement – InsuranceYes
2013-11-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2012 form 5500 responses
2012-11-01Type of plan entityMulti-employer plan
2012-11-01Plan is a collectively bargained planYes
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement – InsuranceYes
2012-11-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2011 form 5500 responses
2011-11-01Type of plan entityMulti-employer plan
2011-11-01Plan is a collectively bargained planYes
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement – InsuranceYes
2011-11-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2010 form 5500 responses
2010-11-01Type of plan entityMulti-employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planYes
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement – InsuranceYes
2010-11-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2009 form 5500 responses
2009-11-01Type of plan entityMulti-employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planYes
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan benefit arrangement - TrustYes
2008: SHEET METAL WORKERS LOCAL 112 ANNUITY FUND 2008 form 5500 responses
2008-11-01Type of plan entityMulti-employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo
2008-11-01Plan funding arrangement – InsuranceYes
2008-11-01Plan funding arrangement – TrustYes
2008-11-01Plan benefit arrangement – InsuranceYes
2008-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780307-01
Policy instance 1
Insurance contract or identification number780307-01
Number of Individuals Covered365
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
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 numberFL 51244
Policy instance 1
Insurance contract or identification numberFL 51244
Number of Individuals Covered346
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
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 numberFL 51244
Policy instance 1
Insurance contract or identification numberFL 51244
Number of Individuals Covered337
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
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 numberFL 51244
Policy instance 1
Insurance contract or identification numberFL 51244
Number of Individuals Covered325
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
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 numberFL 51244
Policy instance 1
Insurance contract or identification numberFL 51244
Number of Individuals Covered326
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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