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SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND
Plan identification number 001

SHEET METAL WORKERS LOCAL UNION NO.71 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

BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 ANNUITY FUND
Employer identification number (EIN):161592883
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-06-01CHARLES HAKE2023-03-14 PAUL CRIST2023-03-14
0012020-06-01CHARLES HAKE2022-03-09 PAUL CRIST2022-03-09
0012019-06-01CHARLES HAKE2020-12-04 PAUL CRIST2020-12-04
0012018-06-01JOHN HELAK2019-12-18 ANDREW NOWAK2019-12-18
0012017-06-01
0012016-06-01
0012015-06-01
0012014-06-01JOHN HELAK JEFFREY MERTZ2015-12-17
0012013-06-01JOHN HELAK JEFFREY MERTZ2014-12-29
0012012-06-01JOHN HELAK JEFFREY MERTZ2014-03-12
0012011-06-01JOHN HELAK GLENN STOLTMAN2012-12-21
0012010-06-01JOHN HELAK GLENN STOLTMAN2011-11-05
0012009-06-01JOHN HELAK GLENN STOLTMAN2010-11-03

Plan Statistics for SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND

Measure Date Value
2021: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-06-01440
Total number of active participants reported on line 7a of the Form 55002021-06-01407
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-0129
Total of all active and inactive participants2021-06-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-018
Total participants2021-06-01444
Number of participants with account balances2021-06-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-010
Number of employers contributing to the scheme2021-06-0138
2020: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-06-01452
Total number of active participants reported on line 7a of the Form 55002020-06-01413
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-0121
Total of all active and inactive participants2020-06-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-016
Total participants2020-06-01440
Number of participants with account balances2020-06-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
Number of employers contributing to the scheme2020-06-0139
2019: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-06-01456
Total number of active participants reported on line 7a of the Form 55002019-06-01422
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-0125
Total of all active and inactive participants2019-06-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-015
Total participants2019-06-01452
Number of participants with account balances2019-06-01451
Number of employers contributing to the scheme2019-06-0142
2018: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-06-01453
Total number of active participants reported on line 7a of the Form 55002018-06-01436
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-0117
Total of all active and inactive participants2018-06-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-013
Total participants2018-06-01456
Number of participants with account balances2018-06-01454
Number of employers contributing to the scheme2018-06-0145
2017: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-06-01460
Total number of active participants reported on line 7a of the Form 55002017-06-01436
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-0119
Total of all active and inactive participants2017-06-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-012
Total participants2017-06-01457
Number of participants with account balances2017-06-01453
Number of employers contributing to the scheme2017-06-0147
2016: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-06-01399
Total number of active participants reported on line 7a of the Form 55002016-06-01435
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-019
Total of all active and inactive participants2016-06-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-011
Total participants2016-06-01445
Number of participants with account balances2016-06-01460
Number of employers contributing to the scheme2016-06-0136
2015: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-06-01388
Total number of active participants reported on line 7a of the Form 55002015-06-01402
Number of other retired or separated participants entitled to future benefits2015-06-0115
Total of all active and inactive participants2015-06-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-012
Total participants2015-06-01419
Number of participants with account balances2015-06-01418
Number of employers contributing to the scheme2015-06-0134
2014: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-06-01432
Total number of active participants reported on line 7a of the Form 55002014-06-01384
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-013
Total of all active and inactive participants2014-06-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-011
Total participants2014-06-01388
Number of participants with account balances2014-06-01388
Number of employers contributing to the scheme2014-06-0126
2013: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-06-01385
Total number of active participants reported on line 7a of the Form 55002013-06-01424
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-017
Total of all active and inactive participants2013-06-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-011
Total participants2013-06-01432
Number of participants with account balances2013-06-01374
Number of employers contributing to the scheme2013-06-0131
2012: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-06-01437
Total number of active participants reported on line 7a of the Form 55002012-06-01320
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-0164
Total of all active and inactive participants2012-06-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-011
Total participants2012-06-01385
Number of participants with account balances2012-06-01385
Number of employers contributing to the scheme2012-06-0130
2011: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-06-01413
Total number of active participants reported on line 7a of the Form 55002011-06-01433
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-013
Total of all active and inactive participants2011-06-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-011
Total participants2011-06-01437
Number of participants with account balances2011-06-01390
Number of employers contributing to the scheme2011-06-0125
2010: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-06-01398
Total number of active participants reported on line 7a of the Form 55002010-06-01408
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-014
Total of all active and inactive participants2010-06-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-011
Total participants2010-06-01413
Number of participants with account balances2010-06-01374
Number of employers contributing to the scheme2010-06-0126
2009: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-06-01351
Total number of active participants reported on line 7a of the Form 55002009-06-01390
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-017
Total of all active and inactive participants2009-06-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-011
Total participants2009-06-01398
Number of participants with account balances2009-06-01358
Number of employers contributing to the scheme2009-06-0131

Financial Data on SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$22,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$5,088
Total income from all sources (including contributions)2022-05-31$-526,994
Total of all expenses incurred2022-05-31$1,213,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$1,133,240
Expenses. Certain deemed distributions of participant loans2022-05-31$-2,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$1,611,348
Value of total assets at end of year2022-05-31$28,766,230
Value of total assets at beginning of year2022-05-31$30,489,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$82,762
Total interest from all sources2022-05-31$59,077
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$86,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$86,596
Administrative expenses professional fees incurred2022-05-31$15,948
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Participant contributions at end of year2022-05-31$906,642
Participant contributions at beginning of year2022-05-31$909,841
Other income not declared elsewhere2022-05-31$6,998
Administrative expenses (other) incurred2022-05-31$23,876
Liabilities. Value of operating payables at end of year2022-05-31$22,139
Liabilities. Value of operating payables at beginning of year2022-05-31$5,088
Total non interest bearing cash at end of year2022-05-31$8,698
Total non interest bearing cash at beginning of year2022-05-31$7,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-1,740,578
Value of net assets at end of year (total assets less liabilities)2022-05-31$28,744,091
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$30,484,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$14,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$726,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$781,668
Value of interest in pooled separate accounts at end of year2022-05-31$26,253,674
Value of interest in pooled separate accounts at beginning of year2022-05-31$28,400,343
Interest on participant loans2022-05-31$59,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-05-31$716,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-05-31$262,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-119,014
Net investment gain/loss from pooled separate accounts2022-05-31$-2,171,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$1,611,348
Employer contributions (assets) at end of year2022-05-31$153,730
Employer contributions (assets) at beginning of year2022-05-31$127,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$1,133,240
Contract administrator fees2022-05-31$28,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-31No
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2022-05-31043728817
2021 : SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$5,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$3,028
Total income from all sources (including contributions)2021-05-31$7,856,706
Total of all expenses incurred2021-05-31$1,214,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$1,153,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$1,244,997
Value of total assets at end of year2021-05-31$30,489,757
Value of total assets at beginning of year2021-05-31$23,845,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$61,383
Total interest from all sources2021-05-31$50,826
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$60,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$60,335
Administrative expenses professional fees incurred2021-05-31$15,657
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Participant contributions at end of year2021-05-31$909,841
Participant contributions at beginning of year2021-05-31$686,556
Other income not declared elsewhere2021-05-31$11,174
Administrative expenses (other) incurred2021-05-31$19,226
Liabilities. Value of operating payables at end of year2021-05-31$5,088
Liabilities. Value of operating payables at beginning of year2021-05-31$3,028
Total non interest bearing cash at end of year2021-05-31$7,934
Total non interest bearing cash at beginning of year2021-05-31$6,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$6,641,734
Value of net assets at end of year (total assets less liabilities)2021-05-31$30,484,669
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$23,842,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$17,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$781,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$567,390
Value of interest in pooled separate accounts at end of year2021-05-31$28,400,343
Value of interest in pooled separate accounts at beginning of year2021-05-31$22,156,965
Interest on participant loans2021-05-31$50,826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-05-31$262,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-05-31$345,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$165,598
Net investment gain/loss from pooled separate accounts2021-05-31$6,323,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$1,244,997
Employer contributions (assets) at end of year2021-05-31$127,280
Employer contributions (assets) at beginning of year2021-05-31$83,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$1,153,589
Contract administrator fees2021-05-31$9,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-05-31No
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Disclaimer
Accountancy firm name2021-05-31TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2021-05-31043728817
2020 : SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$3,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$2,793
Total income from all sources (including contributions)2020-05-31$3,009,988
Total of all expenses incurred2020-05-31$567,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$502,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$1,643,894
Value of total assets at end of year2020-05-31$23,845,963
Value of total assets at beginning of year2020-05-31$21,403,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$65,317
Total interest from all sources2020-05-31$51,815
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$43,456
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$43,456
Administrative expenses professional fees incurred2020-05-31$12,940
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Participant contributions at end of year2020-05-31$686,556
Participant contributions at beginning of year2020-05-31$721,198
Other income not declared elsewhere2020-05-31$28,400
Administrative expenses (other) incurred2020-05-31$24,905
Liabilities. Value of operating payables at end of year2020-05-31$3,028
Liabilities. Value of operating payables at beginning of year2020-05-31$2,793
Total non interest bearing cash at end of year2020-05-31$6,179
Total non interest bearing cash at beginning of year2020-05-31$8,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$2,442,566
Value of net assets at end of year (total assets less liabilities)2020-05-31$23,842,935
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$21,400,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$19,009
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$567,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$1,320,819
Value of interest in pooled separate accounts at end of year2020-05-31$22,156,965
Value of interest in pooled separate accounts at beginning of year2020-05-31$18,864,528
Interest on participant loans2020-05-31$51,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-31$345,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-05-31$276,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$-2,717
Net investment gain/loss from pooled separate accounts2020-05-31$1,245,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$1,643,894
Employer contributions (assets) at end of year2020-05-31$83,071
Employer contributions (assets) at beginning of year2020-05-31$211,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$502,105
Contract administrator fees2020-05-31$8,463
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2020-05-31043728817
2019 : SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$2,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$5,670
Total income from all sources (including contributions)2019-05-31$2,211,695
Total of all expenses incurred2019-05-31$1,076,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$1,016,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$2,052,194
Value of total assets at end of year2019-05-31$21,403,162
Value of total assets at beginning of year2019-05-31$20,270,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$59,771
Total interest from all sources2019-05-31$47,660
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$122,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$122,897
Administrative expenses professional fees incurred2019-05-31$13,212
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$500,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Participant contributions at end of year2019-05-31$721,198
Participant contributions at beginning of year2019-05-31$747,223
Other income not declared elsewhere2019-05-31$22,368
Administrative expenses (other) incurred2019-05-31$18,864
Liabilities. Value of operating payables at end of year2019-05-31$2,793
Liabilities. Value of operating payables at beginning of year2019-05-31$5,670
Total non interest bearing cash at end of year2019-05-31$8,206
Total non interest bearing cash at beginning of year2019-05-31$25,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$1,135,303
Value of net assets at end of year (total assets less liabilities)2019-05-31$21,400,369
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$20,265,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$18,867
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$1,320,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$1,308,120
Value of interest in pooled separate accounts at end of year2019-05-31$18,864,528
Value of interest in pooled separate accounts at beginning of year2019-05-31$17,775,380
Interest on participant loans2019-05-31$47,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-05-31$276,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-05-31$183,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-122,890
Net investment gain/loss from pooled separate accounts2019-05-31$89,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$2,052,194
Employer contributions (assets) at end of year2019-05-31$211,726
Employer contributions (assets) at beginning of year2019-05-31$231,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$1,016,621
Contract administrator fees2019-05-31$8,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2019-05-31043728817
2018 : SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$5,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$8,616
Total income from all sources (including contributions)2018-05-31$3,848,420
Total of all expenses incurred2018-05-31$1,031,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$933,416
Expenses. Certain deemed distributions of participant loans2018-05-31$42,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$1,993,899
Value of total assets at end of year2018-05-31$20,270,736
Value of total assets at beginning of year2018-05-31$17,456,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$56,103
Total interest from all sources2018-05-31$47,459
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$166,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$166,500
Administrative expenses professional fees incurred2018-05-31$16,280
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Participant contributions at end of year2018-05-31$747,223
Participant contributions at beginning of year2018-05-31$709,305
Other income not declared elsewhere2018-05-31$373
Administrative expenses (other) incurred2018-05-31$21,463
Liabilities. Value of operating payables at end of year2018-05-31$5,670
Liabilities. Value of operating payables at beginning of year2018-05-31$8,616
Total non interest bearing cash at end of year2018-05-31$25,312
Total non interest bearing cash at beginning of year2018-05-31$163,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$2,816,787
Value of net assets at end of year (total assets less liabilities)2018-05-31$20,265,066
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$17,448,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$1,308,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$1,052,929
Value of interest in pooled separate accounts at end of year2018-05-31$17,775,380
Value of interest in pooled separate accounts at beginning of year2018-05-31$15,223,282
Interest on participant loans2018-05-31$47,459
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-05-31$183,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-05-31$135,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$27,362
Net investment gain/loss from pooled separate accounts2018-05-31$1,612,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$1,993,899
Employer contributions (assets) at end of year2018-05-31$231,678
Employer contributions (assets) at beginning of year2018-05-31$172,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$933,416
Contract administrator fees2018-05-31$18,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2018-05-31043728817
2017 : SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$8,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$6,809
Total income from all sources (including contributions)2017-05-31$3,716,187
Total of all expenses incurred2017-05-31$688,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$505,467
Expenses. Certain deemed distributions of participant loans2017-05-31$132,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$2,089,643
Value of total assets at end of year2017-05-31$17,456,895
Value of total assets at beginning of year2017-05-31$14,427,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$50,729
Total interest from all sources2017-05-31$34,059
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$28,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$28,344
Administrative expenses professional fees incurred2017-05-31$12,983
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Participant contributions at end of year2017-05-31$709,305
Participant contributions at beginning of year2017-05-31$597,393
Other income not declared elsewhere2017-05-31$1,689
Administrative expenses (other) incurred2017-05-31$20,372
Liabilities. Value of operating payables at end of year2017-05-31$8,616
Liabilities. Value of operating payables at beginning of year2017-05-31$6,809
Total non interest bearing cash at end of year2017-05-31$163,081
Total non interest bearing cash at beginning of year2017-05-31$229,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$3,027,721
Value of net assets at end of year (total assets less liabilities)2017-05-31$17,448,279
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$14,420,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$1,052,929
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$1,071,766
Value of interest in pooled separate accounts at end of year2017-05-31$15,223,282
Value of interest in pooled separate accounts at beginning of year2017-05-31$12,131,330
Interest on participant loans2017-05-31$34,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-31$135,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-31$125,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$80,178
Net investment gain/loss from pooled separate accounts2017-05-31$1,482,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$2,089,643
Employer contributions (assets) at end of year2017-05-31$172,452
Employer contributions (assets) at beginning of year2017-05-31$272,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$505,467
Contract administrator fees2017-05-31$17,374
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31TRONCONI SEGARRA & ASSOCIATES LLP
Accountancy firm EIN2017-05-31043728817
2016 : SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$6,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$6,122
Total income from all sources (including contributions)2016-05-31$2,005,039
Total of all expenses incurred2016-05-31$605,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$540,840
Expenses. Certain deemed distributions of participant loans2016-05-31$19,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$2,229,628
Value of total assets at end of year2016-05-31$14,427,367
Value of total assets at beginning of year2016-05-31$13,026,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$44,982
Total interest from all sources2016-05-31$32,893
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$81,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$81,206
Administrative expenses professional fees incurred2016-05-31$10,517
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Participant contributions at end of year2016-05-31$597,393
Participant contributions at beginning of year2016-05-31$608,606
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$3,897
Other income not declared elsewhere2016-05-31$1,550
Administrative expenses (other) incurred2016-05-31$17,459
Liabilities. Value of operating payables at end of year2016-05-31$6,809
Liabilities. Value of operating payables at beginning of year2016-05-31$6,122
Total non interest bearing cash at end of year2016-05-31$229,576
Total non interest bearing cash at beginning of year2016-05-31$11,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$1,399,775
Value of net assets at end of year (total assets less liabilities)2016-05-31$14,420,558
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$13,020,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$1,071,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$946,361
Value of interest in pooled separate accounts at end of year2016-05-31$12,131,330
Value of interest in pooled separate accounts at beginning of year2016-05-31$11,186,293
Interest on participant loans2016-05-31$32,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-31$125,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-31$116,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-68,159
Net investment gain/loss from pooled separate accounts2016-05-31$-272,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$2,229,628
Employer contributions (assets) at end of year2016-05-31$272,271
Employer contributions (assets) at beginning of year2016-05-31$153,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$540,840
Contract administrator fees2016-05-31$17,006
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-31No
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31TRONCONI SEGARRA & ASSOCIATES, LLP
Accountancy firm EIN2016-05-31043728817
2015 : SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$6,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$3,484
Total income from all sources (including contributions)2015-05-31$2,322,137
Total of all expenses incurred2015-05-31$495,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$411,708
Expenses. Certain deemed distributions of participant loans2015-05-31$32,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$1,630,028
Value of total assets at end of year2015-05-31$13,026,905
Value of total assets at beginning of year2015-05-31$11,197,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$52,130
Total interest from all sources2015-05-31$23,664
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$99,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$99,004
Administrative expenses professional fees incurred2015-05-31$18,198
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Participant contributions at end of year2015-05-31$608,606
Participant contributions at beginning of year2015-05-31$467,845
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$18,386
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$3,897
Administrative expenses (other) incurred2015-05-31$17,988
Liabilities. Value of operating payables at end of year2015-05-31$6,122
Liabilities. Value of operating payables at beginning of year2015-05-31$3,484
Total non interest bearing cash at end of year2015-05-31$11,704
Total non interest bearing cash at beginning of year2015-05-31$13,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$1,826,273
Value of net assets at end of year (total assets less liabilities)2015-05-31$13,020,783
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$11,194,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$15,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$946,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$733,174
Value of interest in pooled separate accounts at end of year2015-05-31$11,186,293
Value of interest in pooled separate accounts at beginning of year2015-05-31$9,713,346
Interest on participant loans2015-05-31$23,664
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-05-31$116,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-05-31$111,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$-29,037
Net investment gain/loss from pooled separate accounts2015-05-31$598,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$1,611,642
Employer contributions (assets) at end of year2015-05-31$153,199
Employer contributions (assets) at beginning of year2015-05-31$158,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$411,708
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31ARCARA ZUCARELLI LENDA & STRAKA CPA
Accountancy firm EIN2015-05-31471793720
2014 : SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$3,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$4,594
Total income from all sources (including contributions)2014-05-31$2,375,835
Total of all expenses incurred2014-05-31$802,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$665,830
Expenses. Certain deemed distributions of participant loans2014-05-31$98,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$1,346,700
Value of total assets at end of year2014-05-31$11,197,994
Value of total assets at beginning of year2014-05-31$9,625,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$38,141
Total interest from all sources2014-05-31$22,050
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$14,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$14,130
Administrative expenses professional fees incurred2014-05-31$9,072
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Participant contributions at end of year2014-05-31$467,845
Participant contributions at beginning of year2014-05-31$436,392
Other income not declared elsewhere2014-05-31$73
Administrative expenses (other) incurred2014-05-31$13,588
Liabilities. Value of operating payables at end of year2014-05-31$3,484
Liabilities. Value of operating payables at beginning of year2014-05-31$4,594
Total non interest bearing cash at end of year2014-05-31$13,488
Total non interest bearing cash at beginning of year2014-05-31$11,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$1,573,568
Value of net assets at end of year (total assets less liabilities)2014-05-31$11,194,510
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$9,620,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$15,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$733,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$713,343
Value of interest in pooled separate accounts at end of year2014-05-31$9,713,346
Value of interest in pooled separate accounts at beginning of year2014-05-31$8,259,472
Interest on participant loans2014-05-31$22,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$111,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$104,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$109,344
Net investment gain/loss from pooled separate accounts2014-05-31$883,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$1,346,700
Employer contributions (assets) at end of year2014-05-31$158,945
Employer contributions (assets) at beginning of year2014-05-31$100,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$665,830
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31ARCARA & BORCZYNSKI LLP
Accountancy firm EIN2014-05-31161462141
2013 : SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$4,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$3,682
Total income from all sources (including contributions)2013-05-31$2,408,846
Total of all expenses incurred2013-05-31$365,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$235,306
Expenses. Certain deemed distributions of participant loans2013-05-31$93,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$1,298,011
Value of total assets at end of year2013-05-31$9,625,536
Value of total assets at beginning of year2013-05-31$7,581,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$36,696
Total interest from all sources2013-05-31$17,776
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$4,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$4,441
Administrative expenses professional fees incurred2013-05-31$8,223
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Participant contributions at end of year2013-05-31$436,392
Participant contributions at beginning of year2013-05-31$414,449
Administrative expenses (other) incurred2013-05-31$14,465
Liabilities. Value of operating payables at end of year2013-05-31$4,594
Liabilities. Value of operating payables at beginning of year2013-05-31$3,682
Total non interest bearing cash at end of year2013-05-31$11,475
Total non interest bearing cash at beginning of year2013-05-31$13,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$2,042,992
Value of net assets at end of year (total assets less liabilities)2013-05-31$9,620,942
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$7,577,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$14,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$713,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$535,558
Value of interest in pooled separate accounts at end of year2013-05-31$8,259,472
Value of interest in pooled separate accounts at beginning of year2013-05-31$6,410,904
Interest on participant loans2013-05-31$17,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$104,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$93,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$144,458
Net investment gain/loss from pooled separate accounts2013-05-31$944,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$1,298,011
Employer contributions (assets) at end of year2013-05-31$100,022
Employer contributions (assets) at beginning of year2013-05-31$113,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$235,306
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31ARCARA & BORCZYNSKI LLP
Accountancy firm EIN2013-05-31161462141
2012 : SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$3,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$1,486
Total income from all sources (including contributions)2012-05-31$1,039,098
Total of all expenses incurred2012-05-31$155,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$123,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$1,352,657
Value of total assets at end of year2012-05-31$7,581,632
Value of total assets at beginning of year2012-05-31$6,695,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$31,961
Total interest from all sources2012-05-31$15,648
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$2,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$2,760
Administrative expenses professional fees incurred2012-05-31$7,461
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$200,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Participant contributions at end of year2012-05-31$414,449
Participant contributions at beginning of year2012-05-31$300,127
Other income not declared elsewhere2012-05-31$961
Administrative expenses (other) incurred2012-05-31$10,477
Liabilities. Value of operating payables at end of year2012-05-31$3,682
Liabilities. Value of operating payables at beginning of year2012-05-31$1,486
Total non interest bearing cash at end of year2012-05-31$13,559
Total non interest bearing cash at beginning of year2012-05-31$14,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$883,881
Value of net assets at end of year (total assets less liabilities)2012-05-31$7,577,950
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$6,694,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$14,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$535,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$526,301
Value of interest in pooled separate accounts at end of year2012-05-31$6,410,904
Value of interest in pooled separate accounts at beginning of year2012-05-31$5,692,762
Interest on participant loans2012-05-31$14,863
Interest earned on other investments2012-05-31$785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$93,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$68,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-54,038
Net investment gain/loss from pooled separate accounts2012-05-31$-278,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$1,352,657
Employer contributions (assets) at end of year2012-05-31$113,655
Employer contributions (assets) at beginning of year2012-05-31$93,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$123,256
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31ARCARA & BORCZYNSKI LLP
Accountancy firm EIN2012-05-31161462141
2011 : SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$1,486
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$2,005
Total income from all sources (including contributions)2011-05-31$1,931,197
Total of all expenses incurred2011-05-31$187,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$101,759
Expenses. Certain deemed distributions of participant loans2011-05-31$55,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$1,035,921
Value of total assets at end of year2011-05-31$6,695,555
Value of total assets at beginning of year2011-05-31$4,952,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$30,661
Total interest from all sources2011-05-31$14,158
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$2,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$2,715
Administrative expenses professional fees incurred2011-05-31$7,299
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$200,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Participant contributions at end of year2011-05-31$300,127
Participant contributions at beginning of year2011-05-31$264,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-05-31$2,005
Administrative expenses (other) incurred2011-05-31$10,138
Liabilities. Value of operating payables at end of year2011-05-31$1,486
Total non interest bearing cash at end of year2011-05-31$14,730
Total non interest bearing cash at beginning of year2011-05-31$70,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$1,743,480
Value of net assets at end of year (total assets less liabilities)2011-05-31$6,694,069
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$4,950,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$13,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$526,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$377,898
Value of interest in pooled separate accounts at end of year2011-05-31$5,692,762
Value of interest in pooled separate accounts at beginning of year2011-05-31$4,113,616
Interest on participant loans2011-05-31$14,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$68,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$57,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$92,339
Net investment gain/loss from pooled separate accounts2011-05-31$786,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$1,035,921
Employer contributions (assets) at end of year2011-05-31$93,161
Employer contributions (assets) at beginning of year2011-05-31$68,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$101,759
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31ARCARA & BORCZYNSKI LLP
Accountancy firm EIN2011-05-31161462141

Form 5500 Responses for SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND

2021: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL UNION NO.71 ANNUITY FUND 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450267
Policy instance 1
Insurance contract or identification number450267
Number of Individuals Covered444
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450267
Policy instance 1
Insurance contract or identification number450267
Number of Individuals Covered440
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450267
Policy instance 1
Insurance contract or identification number450267
Number of Individuals Covered452
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450267
Policy instance 1
Insurance contract or identification number450267
Number of Individuals Covered454
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450267
Policy instance 1
Insurance contract or identification number450267
Number of Individuals Covered457
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450267
Policy instance 1
Insurance contract or identification number450267
Number of Individuals Covered419
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450267
Policy instance 1
Insurance contract or identification number450267
Number of Individuals Covered400
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450267
Policy instance 1
Insurance contract or identification number450267
Number of Individuals Covered432
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450267
Policy instance 1
Insurance contract or identification number450267
Number of Individuals Covered385
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450267
Policy instance 1
Insurance contract or identification number450267
Number of Individuals Covered439
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number450267
Policy instance 1
Insurance contract or identification number450267
Number of Individuals Covered413
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
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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