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SHEET METAL WORKERS' HEALTH PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS' HEALTH PLAN
Plan identification number 501

SHEET METAL WORKERS' HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

TRUSTEES OF SHEET METAL WORKERS' HEALTH PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF SHEET METAL WORKERS' HEALTH PLAN
Employer identification number (EIN):203804404
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS' HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01KENNETH COLOMBO2023-10-03 LORI WOOD2023-10-09
5012021-01-01KENNETH COLOMBO2022-10-13 LORI WOOD2022-10-13
5012020-01-01KENNETH COLOMBO2021-09-28 LORI WOOD2021-09-28
5012019-01-01LORI WOOD2020-10-07 KEN COLOMBO2020-10-07
5012018-01-01LORI WOOD2019-10-01 KEN COLOMBO2019-10-01
5012017-01-01
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01MARC LEBLANC
5012011-01-01HAROLD BUCKY BRADSHAW
5012010-01-01HAROLD BUCKY BRADSHAW
5012009-01-01HAROLD BUCKY BRADSHAW

Plan Statistics for SHEET METAL WORKERS' HEALTH PLAN

401k plan membership statisitcs for SHEET METAL WORKERS' HEALTH PLAN

Measure Date Value
2022: SHEET METAL WORKERS' HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01367
Total number of active participants reported on line 7a of the Form 55002022-01-01158
Number of retired or separated participants receiving benefits2022-01-01203
Total of all active and inactive participants2022-01-01361
Number of employers contributing to the scheme2022-01-016
2021: SHEET METAL WORKERS' HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01373
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-01210
Total of all active and inactive participants2021-01-01367
Number of employers contributing to the scheme2021-01-016
2020: SHEET METAL WORKERS' HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01369
Total number of active participants reported on line 7a of the Form 55002020-01-01160
Number of retired or separated participants receiving benefits2020-01-01213
Total of all active and inactive participants2020-01-01373
Number of employers contributing to the scheme2020-01-016
2019: SHEET METAL WORKERS' HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01372
Total number of active participants reported on line 7a of the Form 55002019-01-01165
Number of retired or separated participants receiving benefits2019-01-01204
Total of all active and inactive participants2019-01-01369
2018: SHEET METAL WORKERS' HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01383
Total number of active participants reported on line 7a of the Form 55002018-01-01166
Number of retired or separated participants receiving benefits2018-01-01206
Total of all active and inactive participants2018-01-01372
2017: SHEET METAL WORKERS' HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01393
Total number of active participants reported on line 7a of the Form 55002017-01-01176
Number of retired or separated participants receiving benefits2017-01-01207
Total of all active and inactive participants2017-01-01383
2016: SHEET METAL WORKERS' HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01397
Total number of active participants reported on line 7a of the Form 55002016-01-01178
Number of retired or separated participants receiving benefits2016-01-01215
Total of all active and inactive participants2016-01-01393
2015: SHEET METAL WORKERS' HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01397
Total number of active participants reported on line 7a of the Form 55002015-01-01177
Number of retired or separated participants receiving benefits2015-01-01218
Total of all active and inactive participants2015-01-01395
2014: SHEET METAL WORKERS' HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01395
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-01220
Total of all active and inactive participants2014-01-01397
Number of employers contributing to the scheme2014-01-016
2013: SHEET METAL WORKERS' HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01399
Total number of active participants reported on line 7a of the Form 55002013-01-01185
Number of retired or separated participants receiving benefits2013-01-01210
Total of all active and inactive participants2013-01-01395
Number of employers contributing to the scheme2013-01-016
2012: SHEET METAL WORKERS' HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01415
Total number of active participants reported on line 7a of the Form 55002012-01-01187
Number of retired or separated participants receiving benefits2012-01-01212
Total of all active and inactive participants2012-01-01399
Number of employers contributing to the scheme2012-01-016
2011: SHEET METAL WORKERS' HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01412
Total number of active participants reported on line 7a of the Form 55002011-01-01201
Number of retired or separated participants receiving benefits2011-01-01214
Total of all active and inactive participants2011-01-01415
Number of employers contributing to the scheme2011-01-016
2010: SHEET METAL WORKERS' HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01405
Total number of active participants reported on line 7a of the Form 55002010-01-01205
Number of retired or separated participants receiving benefits2010-01-01207
Total of all active and inactive participants2010-01-01412
Number of employers contributing to the scheme2010-01-016
2009: SHEET METAL WORKERS' HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01425
Total number of active participants reported on line 7a of the Form 55002009-01-01205
Number of retired or separated participants receiving benefits2009-01-01200
Total of all active and inactive participants2009-01-01405
Number of employers contributing to the scheme2009-01-018

Financial Data on SHEET METAL WORKERS' HEALTH PLAN

Measure Date Value
2022 : SHEET METAL WORKERS' HEALTH PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$481,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$492,405
Total income from all sources (including contributions)2022-12-31$2,217,649
Total of all expenses incurred2022-12-31$3,453,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,198,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,499,183
Value of total assets at end of year2022-12-31$18,650,193
Value of total assets at beginning of year2022-12-31$19,896,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$255,358
Total interest from all sources2022-12-31$1,225
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$574,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$574,569
Administrative expenses professional fees incurred2022-12-31$74,406
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$127,879
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$103,786
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$117,400
Administrative expenses (other) incurred2022-12-31$18,627
Liabilities. Value of operating payables at end of year2022-12-31$11,072
Liabilities. Value of operating payables at beginning of year2022-12-31$15,578
Total non interest bearing cash at end of year2022-12-31$173,903
Total non interest bearing cash at beginning of year2022-12-31$381,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,235,895
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,168,275
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,404,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$18,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,373,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,408,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,908,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$879,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$879,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,225
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$72,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,857,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,499,183
Employer contributions (assets) at end of year2022-12-31$90,852
Employer contributions (assets) at beginning of year2022-12-31$109,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,997,891
Contract administrator fees2022-12-31$144,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$470,846
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$476,827
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-12-31470900880
2021 : SHEET METAL WORKERS' HEALTH PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$492,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$506,723
Total income from all sources (including contributions)2021-12-31$5,955,361
Total of all expenses incurred2021-12-31$4,562,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,343,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,532,496
Value of total assets at end of year2021-12-31$19,896,575
Value of total assets at beginning of year2021-12-31$18,517,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$218,821
Total interest from all sources2021-12-31$116
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$394,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$394,132
Administrative expenses professional fees incurred2021-12-31$37,687
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$138,521
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$117,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$541,573
Administrative expenses (other) incurred2021-12-31$19,046
Liabilities. Value of operating payables at end of year2021-12-31$15,578
Liabilities. Value of operating payables at beginning of year2021-12-31$111,136
Total non interest bearing cash at end of year2021-12-31$381,648
Total non interest bearing cash at beginning of year2021-12-31$615,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,392,969
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,404,170
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,011,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$18,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,408,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,578,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$879,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$686,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$686,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$116
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$57,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,028,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,532,496
Employer contributions (assets) at end of year2021-12-31$109,342
Employer contributions (assets) at beginning of year2021-12-31$95,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,147,175
Contract administrator fees2021-12-31$144,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$476,827
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$395,587
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-12-31470900880
2020 : SHEET METAL WORKERS' HEALTH PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$506,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$711,178
Total income from all sources (including contributions)2020-12-31$5,961,201
Total of all expenses incurred2020-12-31$2,503,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,285,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,113,095
Value of total assets at end of year2020-12-31$18,517,924
Value of total assets at beginning of year2020-12-31$15,264,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$218,154
Total interest from all sources2020-12-31$123
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$573,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$573,912
Administrative expenses professional fees incurred2020-12-31$36,255
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$127,455
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$541,573
Other income not declared elsewhere2020-12-31$21,623
Administrative expenses (other) incurred2020-12-31$23,108
Liabilities. Value of operating payables at end of year2020-12-31$111,136
Liabilities. Value of operating payables at beginning of year2020-12-31$108,807
Total non interest bearing cash at end of year2020-12-31$615,868
Total non interest bearing cash at beginning of year2020-12-31$409,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,457,389
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,011,201
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,553,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,578,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,416,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$686,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$372,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$372,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$123
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$52,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,252,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,113,095
Employer contributions (assets) at end of year2020-12-31$95,162
Employer contributions (assets) at beginning of year2020-12-31$66,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,105,490
Contract administrator fees2020-12-31$144,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$395,587
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$602,371
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2020-12-31470900880
2019 : SHEET METAL WORKERS' HEALTH PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$711,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$574,053
Total income from all sources (including contributions)2019-12-31$6,064,348
Total loss/gain on sale of assets2019-12-31$46,039
Total of all expenses incurred2019-12-31$4,352,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,134,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,193,932
Value of total assets at end of year2019-12-31$15,264,990
Value of total assets at beginning of year2019-12-31$13,415,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$218,095
Total interest from all sources2019-12-31$1,337
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$489,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$489,688
Administrative expenses professional fees incurred2019-12-31$26,773
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$161,306
Other income not declared elsewhere2019-12-31$50,111
Administrative expenses (other) incurred2019-12-31$32,360
Liabilities. Value of operating payables at end of year2019-12-31$108,807
Liabilities. Value of operating payables at beginning of year2019-12-31$125,652
Total non interest bearing cash at end of year2019-12-31$409,919
Total non interest bearing cash at beginning of year2019-12-31$172,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,712,207
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,553,812
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,841,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,416,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,964,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$372,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,154,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,154,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,283,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,193,932
Employer contributions (assets) at end of year2019-12-31$66,232
Employer contributions (assets) at beginning of year2019-12-31$125,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,972,740
Contract administrator fees2019-12-31$145,316
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$602,371
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$448,401
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,247,303
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,201,264
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-12-31470900880
2018 : SHEET METAL WORKERS' HEALTH PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$574,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$632,909
Total income from all sources (including contributions)2018-12-31$4,314,007
Total loss/gain on sale of assets2018-12-31$-8,340
Total of all expenses incurred2018-12-31$3,848,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,629,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,643,328
Value of total assets at end of year2018-12-31$13,415,658
Value of total assets at beginning of year2018-12-31$13,009,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$219,241
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$334,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$334,854
Administrative expenses professional fees incurred2018-12-31$28,403
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$164,656
Other income not declared elsewhere2018-12-31$40,162
Administrative expenses (other) incurred2018-12-31$32,810
Liabilities. Value of operating payables at end of year2018-12-31$125,652
Liabilities. Value of operating payables at beginning of year2018-12-31$8,689
Total non interest bearing cash at end of year2018-12-31$172,026
Total non interest bearing cash at beginning of year2018-12-31$108,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$465,437
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,841,605
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,376,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$12,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,964,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,814,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,154,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,003,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,003,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-695,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,643,328
Employer contributions (assets) at end of year2018-12-31$125,090
Employer contributions (assets) at beginning of year2018-12-31$82,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,464,673
Contract administrator fees2018-12-31$145,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$448,401
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$624,220
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$397,123
Aggregate carrying amount (costs) on sale of assets2018-12-31$405,463
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-12-31470900880
2017 : SHEET METAL WORKERS' HEALTH PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$632,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$817,422
Total income from all sources (including contributions)2017-12-31$5,628,231
Total loss/gain on sale of assets2017-12-31$30,038
Total of all expenses incurred2017-12-31$4,052,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,845,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,656,969
Value of total assets at end of year2017-12-31$13,009,077
Value of total assets at beginning of year2017-12-31$11,617,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$206,920
Total interest from all sources2017-12-31$182
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$273,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$273,841
Administrative expenses professional fees incurred2017-12-31$23,993
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$163,535
Administrative expenses (other) incurred2017-12-31$26,096
Liabilities. Value of operating payables at end of year2017-12-31$8,689
Liabilities. Value of operating payables at beginning of year2017-12-31$15,431
Total non interest bearing cash at end of year2017-12-31$108,275
Total non interest bearing cash at beginning of year2017-12-31$128,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,575,892
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,376,168
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,800,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,814,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,411,694
Interest earned on other investments2017-12-31$14
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,003,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,003,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,003,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$667,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,656,969
Employer contributions (assets) at end of year2017-12-31$82,890
Employer contributions (assets) at beginning of year2017-12-31$74,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,681,884
Contract administrator fees2017-12-31$145,286
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$624,220
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$801,991
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,086,851
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,056,813
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2017-12-31470900880
2016 : SHEET METAL WORKERS' HEALTH PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$817,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,039,887
Total income from all sources (including contributions)2016-12-31$5,332,526
Total loss/gain on sale of assets2016-12-31$58,850
Total of all expenses incurred2016-12-31$4,252,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,051,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,573,671
Value of total assets at end of year2016-12-31$11,617,698
Value of total assets at beginning of year2016-12-31$10,760,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$201,752
Total interest from all sources2016-12-31$164
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$284,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$284,589
Administrative expenses professional fees incurred2016-12-31$22,003
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$175,173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$386,378
Other income not declared elsewhere2016-12-31$103,163
Administrative expenses (other) incurred2016-12-31$24,070
Liabilities. Value of operating payables at end of year2016-12-31$15,431
Liabilities. Value of operating payables at beginning of year2016-12-31$20,398
Total non interest bearing cash at end of year2016-12-31$128,642
Total non interest bearing cash at beginning of year2016-12-31$61,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,079,742
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,800,276
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,720,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,416
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,411,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,772,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,003,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$461,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$461,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$312,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,573,671
Employer contributions (assets) at end of year2016-12-31$74,343
Employer contributions (assets) at beginning of year2016-12-31$78,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,875,859
Contract administrator fees2016-12-31$145,263
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$801,991
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,019,489
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,849,779
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,790,929
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2016-12-31470900880
2015 : SHEET METAL WORKERS' HEALTH PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,039,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$890,080
Total income from all sources (including contributions)2015-12-31$4,459,993
Total of all expenses incurred2015-12-31$5,019,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,725,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,458,612
Value of total assets at end of year2015-12-31$10,760,421
Value of total assets at beginning of year2015-12-31$11,170,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$293,732
Total interest from all sources2015-12-31$4,374
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$246,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$246,075
Administrative expenses professional fees incurred2015-12-31$24,687
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$121,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$386,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,701
Other income not declared elsewhere2015-12-31$4,766
Administrative expenses (other) incurred2015-12-31$113,548
Liabilities. Value of operating payables at end of year2015-12-31$20,398
Liabilities. Value of operating payables at beginning of year2015-12-31$20,927
Total non interest bearing cash at end of year2015-12-31$61,376
Total non interest bearing cash at beginning of year2015-12-31$83,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-559,490
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,720,534
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,280,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,772,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,033,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$461,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,941,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,941,266
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-253,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,458,612
Employer contributions (assets) at end of year2015-12-31$78,645
Employer contributions (assets) at beginning of year2015-12-31$108,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,604,341
Contract administrator fees2015-12-31$145,242
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,019,489
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$869,153
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2015-12-31470900880
2014 : SHEET METAL WORKERS' HEALTH PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$890,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,133,362
Total income from all sources (including contributions)2014-12-31$5,175,452
Total loss/gain on sale of assets2014-12-31$9,716
Total of all expenses incurred2014-12-31$4,613,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,301,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,731,361
Value of total assets at end of year2014-12-31$11,170,104
Value of total assets at beginning of year2014-12-31$10,851,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$311,832
Total interest from all sources2014-12-31$26,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$26,518
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$144,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,701
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$62,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$54,225
Other income not declared elsewhere2014-12-31$3,706
Administrative expenses (other) incurred2014-12-31$133,648
Liabilities. Value of operating payables at end of year2014-12-31$20,927
Liabilities. Value of operating payables at beginning of year2014-12-31$14,124
Total non interest bearing cash at end of year2014-12-31$83,841
Total non interest bearing cash at beginning of year2014-12-31$314,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$562,192
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,280,024
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,717,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$9,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,033,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,912,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,941,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,465,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,465,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$26,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$404,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,731,361
Employer contributions (assets) at end of year2014-12-31$108,856
Employer contributions (assets) at beginning of year2014-12-31$95,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,157,400
Contract administrator fees2014-12-31$141,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$869,153
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,065,013
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,618,882
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,609,166
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2014-12-31470900880
2013 : SHEET METAL WORKERS' HEALTH PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-17,753
Total unrealized appreciation/depreciation of assets2013-12-31$-17,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,133,362
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,150,882
Total income from all sources (including contributions)2013-12-31$7,800,874
Total loss/gain on sale of assets2013-12-31$4,687
Total of all expenses incurred2013-12-31$5,959,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,753,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,290,325
Value of total assets at end of year2013-12-31$10,851,194
Value of total assets at beginning of year2013-12-31$9,027,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$206,250
Total interest from all sources2013-12-31$44,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$26,342
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$165,982
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$62,931
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$36,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$54,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$23,721
Other income not declared elsewhere2013-12-31$32,670
Administrative expenses (other) incurred2013-12-31$27,298
Liabilities. Value of operating payables at end of year2013-12-31$14,124
Liabilities. Value of operating payables at beginning of year2013-12-31$12,426
Total non interest bearing cash at end of year2013-12-31$314,320
Total non interest bearing cash at beginning of year2013-12-31$389,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,840,978
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,717,832
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,876,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$8,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,912,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,489,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,465,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,956,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,956,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$44,682
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$151,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$446,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,290,325
Employer contributions (assets) at end of year2013-12-31$95,633
Employer contributions (assets) at beginning of year2013-12-31$155,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,436,144
Contract administrator fees2013-12-31$143,890
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,065,013
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,114,735
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,459,809
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,455,122
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CALIBRE CPA GROUP LLC
Accountancy firm EIN2013-12-31470900880
2012 : SHEET METAL WORKERS' HEALTH PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$52,724
Total unrealized appreciation/depreciation of assets2012-12-31$52,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,150,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,161,405
Total income from all sources (including contributions)2012-12-31$7,800,680
Total of all expenses incurred2012-12-31$6,504,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,294,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,345,651
Value of total assets at end of year2012-12-31$9,027,736
Value of total assets at beginning of year2012-12-31$7,742,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$210,360
Total interest from all sources2012-12-31$56,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$27,693
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$161,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$36,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$29,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$23,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$17,692
Other income not declared elsewhere2012-12-31$135,217
Administrative expenses (other) incurred2012-12-31$43,262
Liabilities. Value of operating payables at end of year2012-12-31$12,426
Liabilities. Value of operating payables at beginning of year2012-12-31$17,466
Total non interest bearing cash at end of year2012-12-31$389,805
Total non interest bearing cash at beginning of year2012-12-31$147,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,296,154
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,876,854
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,580,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$7,405
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,489,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,302,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,956,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,125,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,125,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$56,035
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$158,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$211,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,345,651
Employer contributions (assets) at end of year2012-12-31$155,068
Employer contributions (assets) at beginning of year2012-12-31$137,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,973,542
Contract administrator fees2012-12-31$132,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,114,735
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,126,247
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2012-12-31470900880
2011 : SHEET METAL WORKERS' HEALTH PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-25,818
Total unrealized appreciation/depreciation of assets2011-12-31$-25,818
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,161,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,428,306
Total income from all sources (including contributions)2011-12-31$7,408,726
Total of all expenses incurred2011-12-31$5,866,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,665,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,298,448
Value of total assets at end of year2011-12-31$7,742,105
Value of total assets at beginning of year2011-12-31$6,467,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$200,831
Total interest from all sources2011-12-31$23,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$36,211
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$300,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$29,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$21,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$17,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$19,552
Other income not declared elsewhere2011-12-31$125,925
Administrative expenses (other) incurred2011-12-31$26,029
Liabilities. Value of operating payables at end of year2011-12-31$17,466
Liabilities. Value of operating payables at beginning of year2011-12-31$12,966
Total non interest bearing cash at end of year2011-12-31$147,144
Total non interest bearing cash at beginning of year2011-12-31$382,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,541,896
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,580,700
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,038,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$5,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,302,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,591,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,125,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,272,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,272,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$23,350
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$160,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-13,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,298,448
Employer contributions (assets) at end of year2011-12-31$137,940
Employer contributions (assets) at beginning of year2011-12-31$199,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,204,891
Contract administrator fees2011-12-31$132,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,126,247
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,395,788
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2011-12-31470900880
2010 : SHEET METAL WORKERS' HEALTH PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,428,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,183,891
Total income from all sources (including contributions)2010-12-31$7,547,370
Total of all expenses incurred2010-12-31$6,566,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$6,360,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,949,884
Value of total assets at end of year2010-12-31$6,467,110
Value of total assets at beginning of year2010-12-31$5,241,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$205,337
Total interest from all sources2010-12-31$55,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$48,047
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$163,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$21,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$50,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$19,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$26,736
Other income not declared elsewhere2010-12-31$333,940
Administrative expenses (other) incurred2010-12-31$25,290
Liabilities. Value of operating payables at end of year2010-12-31$12,966
Liabilities. Value of operating payables at beginning of year2010-12-31$12,103
Total non interest bearing cash at end of year2010-12-31$382,636
Total non interest bearing cash at beginning of year2010-12-31$510,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$981,146
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,038,804
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,057,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,591,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,382,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,272,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,094,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,094,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$55,410
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$163,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$208,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,949,884
Employer contributions (assets) at end of year2010-12-31$199,728
Employer contributions (assets) at beginning of year2010-12-31$203,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,034,104
Contract administrator fees2010-12-31$132,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,395,788
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,145,052
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2010-12-31470900880

Form 5500 Responses for SHEET METAL WORKERS' HEALTH PLAN

2022: SHEET METAL WORKERS' HEALTH PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS' HEALTH PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS' HEALTH PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS' HEALTH PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS' HEALTH PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS' HEALTH PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS' HEALTH PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS' HEALTH PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS' HEALTH PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS' HEALTH PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS' HEALTH PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS' HEALTH PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS' HEALTH PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS' HEALTH PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32187
Policy instance 1
Insurance contract or identification numberHCL32187
Number of Individuals Covered189
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,597
Total amount of fees paid to insurance companyUSD $1,709
Welfare Benefit Premiums Paid to CarrierUSD $71,949
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,597
Amount paid for insurance broker fees1709
Additional information about fees paid to insurance brokerOVERRIDE PAYMENTS
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32187
Policy instance 1
Insurance contract or identification numberHCL32187
Number of Individuals Covered193
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,637
Total amount of fees paid to insurance companyUSD $1,378
Welfare Benefit Premiums Paid to CarrierUSD $57,624
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,637
Amount paid for insurance broker fees1378
Additional information about fees paid to insurance brokerOVERRIDE PAYMENT
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32187
Policy instance 1
Insurance contract or identification numberHCL32187
Number of Individuals Covered205
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,644
Total amount of fees paid to insurance companyUSD $1,256
Welfare Benefit Premiums Paid to CarrierUSD $52,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,644
Amount paid for insurance broker fees939
Additional information about fees paid to insurance brokerOVERRIDE PAYMENT
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32187
Policy instance 1
Insurance contract or identification numberHCL32187
Number of Individuals Covered206
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $51,614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32187
Policy instance 1
Insurance contract or identification numberHCL32187
Number of Individuals Covered372
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $54,448
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10038
Policy instance 1
Insurance contract or identification numberSL10038
Number of Individuals Covered383
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $52,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10038
Policy instance 1
Insurance contract or identification numberSL10038
Number of Individuals Covered217
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $51,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10038
Policy instance 1
Insurance contract or identification numberSL10038
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $77,093
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10038
Policy instance 1
Insurance contract or identification numberSL10038
Number of Individuals Covered394
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $151,716
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10038
Policy instance 1
Insurance contract or identification numberSL10038
Number of Individuals Covered403
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $158,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10038
Policy instance 1
Insurance contract or identification numberSL10038
Number of Individuals Covered415
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $160,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10038
Policy instance 1
Insurance contract or identification numberSL10038
Number of Individuals Covered412
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $163,037
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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