LOCAL 364/48 HEALTH & WELFARE TRUS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOCAL 364/48 HEALTH & WELFARE TRUST FUND
| Measure | Date | Value |
|---|
| 2021: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 13 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 0 |
| Total of all active and inactive participants | 2021-11-01 | 13 |
| 2020: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 13 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 0 |
| Total of all active and inactive participants | 2020-11-01 | 13 |
| 2019: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 13 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 0 |
| Total of all active and inactive participants | 2019-11-01 | 13 |
| 2018: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 17 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 0 |
| Total of all active and inactive participants | 2018-11-01 | 17 |
| 2017: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 19 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 0 |
| Total of all active and inactive participants | 2017-11-01 | 19 |
| 2016: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 18 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 0 |
| Total of all active and inactive participants | 2016-11-01 | 18 |
| 2015: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 18 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 0 |
| Total of all active and inactive participants | 2015-11-01 | 18 |
| 2014: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 17 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 0 |
| Total of all active and inactive participants | 2014-11-01 | 17 |
| 2013: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 19 |
| Total of all active and inactive participants | 2013-11-01 | 19 |
| 2012: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 15 |
| Total of all active and inactive participants | 2012-11-01 | 15 |
| Total participants | 2012-11-01 | 0 |
| 2009: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 14 |
| Total of all active and inactive participants | 2009-11-01 | 14 |
| Total participants | 2009-11-01 | 14 |
| Measure | Date | Value |
|---|
| 2022 : LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-10-31 | $50 |
| Total plan liabilities at beginning of year | 2022-10-31 | $50 |
| Total income from all sources | 2022-10-31 | $272,260 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $167,698 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $165,938 |
| Total plan assets at end of year | 2022-10-31 | $183,626 |
| Total plan assets at beginning of year | 2022-10-31 | $79,064 |
| Total contributions received or receivable from participants | 2022-10-31 | $37,357 |
| Expenses. Other expenses not covered elsewhere | 2022-10-31 | $716 |
| Other income received | 2022-10-31 | $1 |
| Net income (gross income less expenses) | 2022-10-31 | $104,562 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $183,576 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $79,014 |
| Total contributions received or receivable from employer(s) | 2022-10-31 | $234,902 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-10-31 | $1,044 |
| 2021 : LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-10-31 | $50 |
| Total income from all sources | 2021-10-31 | $131,304 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $165,078 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $163,340 |
| Total plan assets at end of year | 2021-10-31 | $79,064 |
| Total plan assets at beginning of year | 2021-10-31 | $112,788 |
| Total contributions received or receivable from participants | 2021-10-31 | $41,830 |
| Expenses. Other expenses not covered elsewhere | 2021-10-31 | $716 |
| Other income received | 2021-10-31 | $1 |
| Net income (gross income less expenses) | 2021-10-31 | $-33,774 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $79,014 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $112,788 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $89,473 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-10-31 | $1,022 |
| 2020 : LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2020 401k financial data |
|---|
| Total income from all sources | 2020-10-31 | $117,506 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $195,592 |
| Benefits paid (including direct rollovers) | 2020-10-31 | $190,974 |
| Total plan assets at end of year | 2020-10-31 | $112,788 |
| Total plan assets at beginning of year | 2020-10-31 | $190,874 |
| Value of fidelity bond covering the plan | 2020-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2020-10-31 | $50,754 |
| Expenses. Other expenses not covered elsewhere | 2020-10-31 | $4,618 |
| Other income received | 2020-10-31 | $1 |
| Net income (gross income less expenses) | 2020-10-31 | $-78,086 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $112,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $190,874 |
| Total contributions received or receivable from employer(s) | 2020-10-31 | $66,751 |
| 2019 : LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2019 401k financial data |
|---|
| Total income from all sources | 2019-10-31 | $226,500 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $231,471 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $227,740 |
| Total plan assets at end of year | 2019-10-31 | $190,874 |
| Total plan assets at beginning of year | 2019-10-31 | $195,845 |
| Value of fidelity bond covering the plan | 2019-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2019-10-31 | $57,488 |
| Expenses. Other expenses not covered elsewhere | 2019-10-31 | $3,731 |
| Other income received | 2019-10-31 | $1 |
| Net income (gross income less expenses) | 2019-10-31 | $-4,971 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $190,874 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $195,845 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $169,011 |
| 2017 : LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2017 401k financial data |
|---|
| Total income from all sources | 2017-10-31 | $242,958 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $178,890 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $175,928 |
| Total plan assets at end of year | 2017-10-31 | $190,049 |
| Total plan assets at beginning of year | 2017-10-31 | $125,981 |
| Value of fidelity bond covering the plan | 2017-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2017-10-31 | $47,579 |
| Expenses. Other expenses not covered elsewhere | 2017-10-31 | $2,962 |
| Other income received | 2017-10-31 | $1 |
| Net income (gross income less expenses) | 2017-10-31 | $64,068 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $190,049 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $125,981 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $195,378 |
| 2016 : LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2016 401k financial data |
|---|
| Total income from all sources | 2016-10-31 | $183,749 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $163,573 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $159,887 |
| Total plan assets at end of year | 2016-10-31 | $125,981 |
| Total plan assets at beginning of year | 2016-10-31 | $105,805 |
| Value of fidelity bond covering the plan | 2016-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2016-10-31 | $36,384 |
| Expenses. Other expenses not covered elsewhere | 2016-10-31 | $3,686 |
| Other income received | 2016-10-31 | $1 |
| Net income (gross income less expenses) | 2016-10-31 | $20,176 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $125,981 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $105,805 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $147,364 |
| 2015 : LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2015 401k financial data |
|---|
| Total income from all sources | 2015-10-31 | $168,596 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $163,643 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $160,329 |
| Total plan assets at end of year | 2015-10-31 | $105,805 |
| Total plan assets at beginning of year | 2015-10-31 | $100,852 |
| Value of fidelity bond covering the plan | 2015-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2015-10-31 | $37,650 |
| Expenses. Other expenses not covered elsewhere | 2015-10-31 | $3,314 |
| Other income received | 2015-10-31 | $1 |
| Net income (gross income less expenses) | 2015-10-31 | $4,953 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $105,805 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $100,852 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $130,945 |
| 2014 : LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $151,282 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $198,242 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $194,664 |
| Total plan assets at end of year | 2014-10-31 | $100,852 |
| Total plan assets at beginning of year | 2014-10-31 | $147,812 |
| Value of fidelity bond covering the plan | 2014-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-10-31 | $14,720 |
| Expenses. Other expenses not covered elsewhere | 2014-10-31 | $3,578 |
| Other income received | 2014-10-31 | $1 |
| Net income (gross income less expenses) | 2014-10-31 | $-46,960 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $100,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $147,812 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $136,561 |
| 2013 : LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2013 401k financial data |
|---|
| Total income from all sources | 2013-10-31 | $140,693 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $154,485 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $153,299 |
| Total plan assets at end of year | 2013-10-31 | $147,812 |
| Total plan assets at beginning of year | 2013-10-31 | $161,604 |
| Value of fidelity bond covering the plan | 2013-10-31 | $150,000 |
| Total contributions received or receivable from participants | 2013-10-31 | $14,357 |
| Expenses. Other expenses not covered elsewhere | 2013-10-31 | $1,186 |
| Other income received | 2013-10-31 | $1 |
| Net income (gross income less expenses) | 2013-10-31 | $-13,792 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $147,812 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $161,604 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $126,335 |
| 2021: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Multi-employer plan |
| 2021-11-01 | Plan is a collectively bargained plan | Yes |
| 2021-11-01 | Plan funding arrangement – Insurance | Yes |
| 2021-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Multi-employer plan |
| 2020-11-01 | Plan is a collectively bargained plan | Yes |
| 2020-11-01 | Plan funding arrangement – Insurance | Yes |
| 2020-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Multi-employer plan |
| 2019-11-01 | Plan funding arrangement – Insurance | Yes |
| 2019-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Multi-employer plan |
| 2018-11-01 | Plan funding arrangement – Insurance | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Multi-employer plan |
| 2017-11-01 | Plan funding arrangement – Insurance | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Multi-employer plan |
| 2016-11-01 | Plan funding arrangement – Insurance | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Multi-employer plan |
| 2015-11-01 | Plan funding arrangement – Insurance | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Multi-employer plan |
| 2014-11-01 | Plan funding arrangement – Insurance | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Multi-employer plan |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Multi-employer plan |
| 2012-11-01 | Plan is a collectively bargained plan | Yes |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Multi-employer plan |
| 2009-11-01 | Plan is a collectively bargained plan | Yes |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: LOCAL 364/48 HEALTH & WELFARE TRUST FUND 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Multi-employer plan |
| 2008-11-01 | Submission has been amended | No |
| 2008-11-01 | This submission is the final filing | No |
| 2008-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-11-01 | Plan is a collectively bargained plan | No |
