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LOCAL 661-708 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameLOCAL 661-708 HEALTH AND WELFARE FUND
Plan identification number 501

LOCAL 661-708 HEALTH AND WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

LOCAL 16-248 AFM has sponsored the creation of one or more 401k plans.

Company Name:LOCAL 16-248 AFM
Employer identification number (EIN):222355392
NAIC Classification:711510
NAIC Description:Independent Artists, Writers, and Performers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 661-708 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01
5012021-04-01
5012020-04-01
5012019-04-01
5012018-04-01JOHN D'ANGELO2019-10-26
5012017-04-01
5012016-04-01
5012015-04-01
5012014-04-01
5012013-04-01
5012012-04-01CARL MATANI
5012011-04-01CARL MATANI
5012009-04-01CARL MATANI

Plan Statistics for LOCAL 661-708 HEALTH AND WELFARE FUND

401k plan membership statisitcs for LOCAL 661-708 HEALTH AND WELFARE FUND

Measure Date Value
2022: LOCAL 661-708 HEALTH AND WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-04-010
Total number of active participants reported on line 7a of the Form 55002022-04-010
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-010
Number of participants with account balances2022-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
Number of employers contributing to the scheme2022-04-010
2021: LOCAL 661-708 HEALTH AND WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-04-010
Total number of active participants reported on line 7a of the Form 55002021-04-010
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-010
Number of participants with account balances2021-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
Number of employers contributing to the scheme2021-04-010
2020: LOCAL 661-708 HEALTH AND WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-04-010
Total number of active participants reported on line 7a of the Form 55002020-04-010
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-010
Number of participants with account balances2020-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
Number of employers contributing to the scheme2020-04-010
2019: LOCAL 661-708 HEALTH AND WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-04-010
Total number of active participants reported on line 7a of the Form 55002019-04-010
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-010
Number of participants with account balances2019-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
Number of employers contributing to the scheme2019-04-010
2018: LOCAL 661-708 HEALTH AND WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-04-010
Total number of active participants reported on line 7a of the Form 55002018-04-010
Total of all active and inactive participants2018-04-010
2017: LOCAL 661-708 HEALTH AND WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-04-010
Total number of active participants reported on line 7a of the Form 55002017-04-010
Total of all active and inactive participants2017-04-010
2016: LOCAL 661-708 HEALTH AND WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-04-010
Total number of active participants reported on line 7a of the Form 55002016-04-010
Total of all active and inactive participants2016-04-010
2015: LOCAL 661-708 HEALTH AND WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-04-010
Total number of active participants reported on line 7a of the Form 55002015-04-010
Total of all active and inactive participants2015-04-010
2014: LOCAL 661-708 HEALTH AND WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-04-010
Total number of active participants reported on line 7a of the Form 55002014-04-010
Total of all active and inactive participants2014-04-010
2013: LOCAL 661-708 HEALTH AND WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-04-010
Total number of active participants reported on line 7a of the Form 55002013-04-010
Total of all active and inactive participants2013-04-010
2012: LOCAL 661-708 HEALTH AND WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-04-010
Total number of active participants reported on line 7a of the Form 55002012-04-010
Total of all active and inactive participants2012-04-010
2011: LOCAL 661-708 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-04-012
Total number of active participants reported on line 7a of the Form 55002011-04-010
Total of all active and inactive participants2011-04-010
2009: LOCAL 661-708 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-04-014
Total number of active participants reported on line 7a of the Form 55002009-04-014
Total of all active and inactive participants2009-04-014

Financial Data on LOCAL 661-708 HEALTH AND WELFARE FUND

Measure Date Value
2023 : LOCAL 661-708 HEALTH AND WELFARE FUND 2023 401k financial data
Total plan liabilities at end of year2023-03-31$0
Total plan liabilities at beginning of year2023-03-31$0
Total income from all sources2023-03-31$1,102
Expenses. Total of all expenses incurred2023-03-31$4,575
Benefits paid (including direct rollovers)2023-03-31$4,300
Total plan assets at end of year2023-03-31$48,754
Total plan assets at beginning of year2023-03-31$52,227
Value of fidelity bond covering the plan2023-03-31$100,000
Expenses. Other expenses not covered elsewhere2023-03-31$275
Other income received2023-03-31$1,102
Net income (gross income less expenses)2023-03-31$-3,473
Net plan assets at end of year (total assets less liabilities)2023-03-31$48,754
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$52,227
2022 : LOCAL 661-708 HEALTH AND WELFARE FUND 2022 401k financial data
Total plan liabilities at end of year2022-03-31$0
Total plan liabilities at beginning of year2022-03-31$0
Total income from all sources2022-03-31$16
Expenses. Total of all expenses incurred2022-03-31$30,278
Benefits paid (including direct rollovers)2022-03-31$30,000
Total plan assets at end of year2022-03-31$52,227
Total plan assets at beginning of year2022-03-31$82,489
Value of fidelity bond covering the plan2022-03-31$100,000
Total contributions received or receivable from participants2022-03-31$0
Expenses. Other expenses not covered elsewhere2022-03-31$278
Contributions received from other sources (not participants or employers)2022-03-31$0
Other income received2022-03-31$16
Noncash contributions received2022-03-31$0
Net income (gross income less expenses)2022-03-31$-30,262
Net plan assets at end of year (total assets less liabilities)2022-03-31$52,227
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$82,489
Total contributions received or receivable from employer(s)2022-03-31$0
Value of certain deemed distributions of participant loans2022-03-31$0
Value of corrective distributions2022-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-03-31$0
2021 : LOCAL 661-708 HEALTH AND WELFARE FUND 2021 401k financial data
Transfers to/from the plan2021-03-31$0
Total plan liabilities at end of year2021-03-31$0
Total plan liabilities at beginning of year2021-03-31$0
Total income from all sources2021-03-31$-1,112
Expenses. Total of all expenses incurred2021-03-31$59,512
Benefits paid (including direct rollovers)2021-03-31$59,500
Total plan assets at end of year2021-03-31$82,489
Total plan assets at beginning of year2021-03-31$143,113
Value of fidelity bond covering the plan2021-03-31$100,000
Total contributions received or receivable from participants2021-03-31$0
Expenses. Other expenses not covered elsewhere2021-03-31$12
Contributions received from other sources (not participants or employers)2021-03-31$0
Other income received2021-03-31$-1,112
Noncash contributions received2021-03-31$0
Net income (gross income less expenses)2021-03-31$-60,624
Net plan assets at end of year (total assets less liabilities)2021-03-31$82,489
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$143,113
Total contributions received or receivable from employer(s)2021-03-31$0
Value of certain deemed distributions of participant loans2021-03-31$0
Value of corrective distributions2021-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-31$0
2020 : LOCAL 661-708 HEALTH AND WELFARE FUND 2020 401k financial data
Transfers to/from the plan2020-03-31$0
Total plan liabilities at end of year2020-03-31$0
Total plan liabilities at beginning of year2020-03-31$4,737
Total income from all sources2020-03-31$6,959
Expenses. Total of all expenses incurred2020-03-31$100
Benefits paid (including direct rollovers)2020-03-31$0
Total plan assets at end of year2020-03-31$143,113
Total plan assets at beginning of year2020-03-31$140,991
Value of fidelity bond covering the plan2020-03-31$100,000
Total contributions received or receivable from participants2020-03-31$0
Expenses. Other expenses not covered elsewhere2020-03-31$100
Contributions received from other sources (not participants or employers)2020-03-31$0
Other income received2020-03-31$6,959
Noncash contributions received2020-03-31$0
Net income (gross income less expenses)2020-03-31$6,859
Net plan assets at end of year (total assets less liabilities)2020-03-31$143,113
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$136,254
Total contributions received or receivable from employer(s)2020-03-31$0
Value of certain deemed distributions of participant loans2020-03-31$0
Value of corrective distributions2020-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$0
2018 : LOCAL 661-708 HEALTH AND WELFARE FUND 2018 401k financial data
Total plan liabilities at end of year2018-03-31$4,500
Total plan liabilities at beginning of year2018-03-31$4,300
Total income from all sources2018-03-31$1,282
Expenses. Total of all expenses incurred2018-03-31$4,750
Total plan assets at end of year2018-03-31$144,033
Total plan assets at beginning of year2018-03-31$147,301
Value of fidelity bond covering the plan2018-03-31$100,000
Expenses. Other expenses not covered elsewhere2018-03-31$50
Other income received2018-03-31$1,282
Net income (gross income less expenses)2018-03-31$-3,468
Net plan assets at end of year (total assets less liabilities)2018-03-31$139,533
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$143,001
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$4,700
2017 : LOCAL 661-708 HEALTH AND WELFARE FUND 2017 401k financial data
Total plan liabilities at end of year2017-03-31$4,300
Total plan liabilities at beginning of year2017-03-31$4,899
Total income from all sources2017-03-31$4,468
Expenses. Total of all expenses incurred2017-03-31$14,760
Total plan assets at end of year2017-03-31$147,301
Total plan assets at beginning of year2017-03-31$158,192
Value of fidelity bond covering the plan2017-03-31$100,000
Expenses. Other expenses not covered elsewhere2017-03-31$7,610
Other income received2017-03-31$4,468
Net income (gross income less expenses)2017-03-31$-10,292
Net plan assets at end of year (total assets less liabilities)2017-03-31$143,001
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$153,293
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$7,150
2016 : LOCAL 661-708 HEALTH AND WELFARE FUND 2016 401k financial data
Total plan liabilities at end of year2016-03-31$4,899
Total plan liabilities at beginning of year2016-03-31$4,175
Total income from all sources2016-03-31$3,291
Expenses. Total of all expenses incurred2016-03-31$12,035
Total plan assets at end of year2016-03-31$158,192
Total plan assets at beginning of year2016-03-31$166,212
Value of fidelity bond covering the plan2016-03-31$100,000
Expenses. Other expenses not covered elsewhere2016-03-31$7,610
Other income received2016-03-31$3,291
Net income (gross income less expenses)2016-03-31$-8,744
Net plan assets at end of year (total assets less liabilities)2016-03-31$153,293
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$162,037
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$4,425
2015 : LOCAL 661-708 HEALTH AND WELFARE FUND 2015 401k financial data
Total plan liabilities at end of year2015-03-31$4,175
Total plan liabilities at beginning of year2015-03-31$4,175
Total income from all sources2015-03-31$7,479
Expenses. Total of all expenses incurred2015-03-31$11,785
Total plan assets at end of year2015-03-31$166,212
Total plan assets at beginning of year2015-03-31$170,518
Value of fidelity bond covering the plan2015-03-31$100,000
Expenses. Other expenses not covered elsewhere2015-03-31$7,610
Other income received2015-03-31$7,479
Net income (gross income less expenses)2015-03-31$-4,306
Net plan assets at end of year (total assets less liabilities)2015-03-31$162,037
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$166,343
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$4,175
2014 : LOCAL 661-708 HEALTH AND WELFARE FUND 2014 401k financial data
Total plan liabilities at end of year2014-03-31$4,175
Total plan liabilities at beginning of year2014-03-31$4,150
Total income from all sources2014-03-31$-1,523
Expenses. Total of all expenses incurred2014-03-31$11,846
Total plan assets at end of year2014-03-31$170,518
Total plan assets at beginning of year2014-03-31$183,862
Value of fidelity bond covering the plan2014-03-31$100,000
Expenses. Other expenses not covered elsewhere2014-03-31$7,646
Other income received2014-03-31$-1,523
Net income (gross income less expenses)2014-03-31$-13,369
Net plan assets at end of year (total assets less liabilities)2014-03-31$166,343
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$179,712
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$4,200
2013 : LOCAL 661-708 HEALTH AND WELFARE FUND 2013 401k financial data
Total plan liabilities at end of year2013-03-31$4,150
Total plan liabilities at beginning of year2013-03-31$3,250
Total income from all sources2013-03-31$3,909
Expenses. Total of all expenses incurred2013-03-31$13,160
Total plan assets at end of year2013-03-31$183,862
Total plan assets at beginning of year2013-03-31$192,213
Value of fidelity bond covering the plan2013-03-31$100,000
Expenses. Other expenses not covered elsewhere2013-03-31$7,610
Other income received2013-03-31$3,909
Net income (gross income less expenses)2013-03-31$-9,251
Net plan assets at end of year (total assets less liabilities)2013-03-31$179,712
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$188,963
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$5,550
2012 : LOCAL 661-708 HEALTH AND WELFARE FUND 2012 401k financial data
Total plan liabilities at end of year2012-03-31$3,250
Total plan liabilities at beginning of year2012-03-31$5,350
Total income from all sources2012-03-31$11,824
Expenses. Total of all expenses incurred2012-03-31$14,820
Benefits paid (including direct rollovers)2012-03-31$2,762
Total plan assets at end of year2012-03-31$192,213
Total plan assets at beginning of year2012-03-31$197,309
Value of fidelity bond covering the plan2012-03-31$100,000
Total contributions received or receivable from participants2012-03-31$2,071
Other income received2012-03-31$9,748
Net income (gross income less expenses)2012-03-31$-2,996
Net plan assets at end of year (total assets less liabilities)2012-03-31$188,963
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$191,959
Total contributions received or receivable from employer(s)2012-03-31$5
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$12,058
2011 : LOCAL 661-708 HEALTH AND WELFARE FUND 2011 401k financial data
Total plan liabilities at end of year2011-03-31$5,350
Total plan liabilities at beginning of year2011-03-31$4,500
Total income from all sources2011-03-31$18,014
Expenses. Total of all expenses incurred2011-03-31$29,383
Benefits paid (including direct rollovers)2011-03-31$13,212
Total plan assets at end of year2011-03-31$197,309
Total plan assets at beginning of year2011-03-31$207,828
Value of fidelity bond covering the plan2011-03-31$100,000
Total contributions received or receivable from participants2011-03-31$10,365
Other income received2011-03-31$7,468
Net income (gross income less expenses)2011-03-31$-11,369
Net plan assets at end of year (total assets less liabilities)2011-03-31$191,959
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$203,328
Total contributions received or receivable from employer(s)2011-03-31$181
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$16,171

Form 5500 Responses for LOCAL 661-708 HEALTH AND WELFARE FUND

2022: LOCAL 661-708 HEALTH AND WELFARE FUND 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: LOCAL 661-708 HEALTH AND WELFARE FUND 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: LOCAL 661-708 HEALTH AND WELFARE FUND 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: LOCAL 661-708 HEALTH AND WELFARE FUND 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: LOCAL 661-708 HEALTH AND WELFARE FUND 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: LOCAL 661-708 HEALTH AND WELFARE FUND 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: LOCAL 661-708 HEALTH AND WELFARE FUND 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: LOCAL 661-708 HEALTH AND WELFARE FUND 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: LOCAL 661-708 HEALTH AND WELFARE FUND 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: LOCAL 661-708 HEALTH AND WELFARE FUND 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: LOCAL 661-708 HEALTH AND WELFARE FUND 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: LOCAL 661-708 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedYes
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2009: LOCAL 661-708 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

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