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INSULATORS LOCAL NO. 2 ANNUITY PLAN 401k Plan overview

Plan NameINSULATORS LOCAL NO. 2 ANNUITY PLAN
Plan identification number 002

INSULATORS LOCAL NO. 2 ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 ANNUITY PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 ANNUITY PLAN
Employer identification number (EIN):251400090
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSULATORS LOCAL NO. 2 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JAMES CASSIDY2024-07-19 TIMOTHY W. BURNHAM2024-07-19
0022022-01-01JAMES CASSIDY2023-09-29 JOSEPH KRAMER2023-09-29
0022021-01-01JAMES CASSIDY2022-10-06 JOSEPH KRAMER2022-10-05
0022020-01-01JAMES CASSIDY2021-10-12 JOSEPH KRAMER2021-10-12
0022019-01-01JAMES CASSIDY2020-09-25 JOSEPH KRAMER2020-09-25
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01JEFFREY S. BAYER
0022013-01-01JEFFREY BAYER
0022012-01-01JEFFREY S. BAYER
0022011-01-01JEFFREY S. BAYER
0022009-01-01UNION TRUSTEE

Plan Statistics for INSULATORS LOCAL NO. 2 ANNUITY PLAN

401k plan membership statisitcs for INSULATORS LOCAL NO. 2 ANNUITY PLAN

Measure Date Value
2023: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,238
Total number of active participants reported on line 7a of the Form 55002023-01-01521
Number of retired or separated participants receiving benefits2023-01-0132
Number of other retired or separated participants entitled to future benefits2023-01-01857
Total of all active and inactive participants2023-01-011,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0127
Total participants2023-01-011,437
Number of participants with account balances2023-01-011,437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
Number of employers contributing to the scheme2023-01-0136
2022: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,127
Total number of active participants reported on line 7a of the Form 55002022-01-01572
Number of retired or separated participants receiving benefits2022-01-0130
Number of other retired or separated participants entitled to future benefits2022-01-011,630
Total of all active and inactive participants2022-01-012,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-012,238
Number of participants with account balances2022-01-012,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0141
2021: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,356
Total number of active participants reported on line 7a of the Form 55002021-01-011,571
Number of retired or separated participants receiving benefits2021-01-0132
Number of other retired or separated participants entitled to future benefits2021-01-01517
Total of all active and inactive participants2021-01-012,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-012,127
Number of participants with account balances2021-01-012,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0141
2020: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,426
Total number of active participants reported on line 7a of the Form 55002020-01-01806
Number of retired or separated participants receiving benefits2020-01-0134
Number of other retired or separated participants entitled to future benefits2020-01-01506
Total of all active and inactive participants2020-01-011,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-011,356
Number of participants with account balances2020-01-011,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0141
2019: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,283
Total number of active participants reported on line 7a of the Form 55002019-01-01490
Number of retired or separated participants receiving benefits2019-01-0135
Number of other retired or separated participants entitled to future benefits2019-01-01886
Total of all active and inactive participants2019-01-011,411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-011,426
Number of participants with account balances2019-01-011,426
Number of employers contributing to the scheme2019-01-0137
2017: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,094
Total number of active participants reported on line 7a of the Form 55002017-01-01388
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-01605
Total of all active and inactive participants2017-01-01997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0113
Total participants2017-01-011,010
Number of participants with account balances2017-01-011,010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0132
2016: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,245
Total number of active participants reported on line 7a of the Form 55002016-01-01398
Number of retired or separated participants receiving benefits2016-01-0131
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01654
Total participants2016-01-011,094
Number of participants with account balances2016-01-011,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0131
2015: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,205
Total number of active participants reported on line 7a of the Form 55002015-01-01423
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-01790
Total of all active and inactive participants2015-01-011,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-011,245
Number of participants with account balances2015-01-011,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0131
2014: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,063
Total number of active participants reported on line 7a of the Form 55002014-01-011,134
Number of retired or separated participants receiving benefits2014-01-0126
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-011,194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-011,205
Number of participants with account balances2014-01-011,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0133
2013: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01981
Total number of active participants reported on line 7a of the Form 55002013-01-01672
Number of retired or separated participants receiving benefits2013-01-0123
Number of other retired or separated participants entitled to future benefits2013-01-01349
Total of all active and inactive participants2013-01-011,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0119
Total participants2013-01-011,063
Number of participants with account balances2013-01-011,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0137
2012: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,185
Total number of active participants reported on line 7a of the Form 55002012-01-01411
Number of retired or separated participants receiving benefits2012-01-0125
Number of other retired or separated participants entitled to future benefits2012-01-01534
Total of all active and inactive participants2012-01-01970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-01981
Number of participants with account balances2012-01-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0181
Number of employers contributing to the scheme2012-01-0139
2011: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,302
Total number of active participants reported on line 7a of the Form 55002011-01-01466
Number of retired or separated participants receiving benefits2011-01-0125
Number of other retired or separated participants entitled to future benefits2011-01-01689
Total of all active and inactive participants2011-01-011,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-011,185
Number of participants with account balances2011-01-011,185
Number of employers contributing to the scheme2011-01-0138
2009: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,272
Total number of active participants reported on line 7a of the Form 55002009-01-01468
Number of retired or separated participants receiving benefits2009-01-0127
Number of other retired or separated participants entitled to future benefits2009-01-01597
Total of all active and inactive participants2009-01-011,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-017
Total participants2009-01-011,099
Number of participants with account balances2009-01-011,099
Number of employers contributing to the scheme2009-01-0136

Financial Data on INSULATORS LOCAL NO. 2 ANNUITY PLAN

Measure Date Value
2023 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$36,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$124,234
Total income from all sources (including contributions)2023-12-31$18,475,206
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$11,105,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,825,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$4,362,899
Value of total assets at end of year2023-12-31$92,422,205
Value of total assets at beginning of year2023-12-31$85,139,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$279,022
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,764,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,764,439
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$371,712
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$489,557
Administrative expenses (other) incurred2023-12-31$33,350
Liabilities. Value of operating payables at end of year2023-12-31$36,687
Liabilities. Value of operating payables at beginning of year2023-12-31$124,234
Total non interest bearing cash at end of year2023-12-31$546,730
Total non interest bearing cash at beginning of year2023-12-31$424,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$7,370,202
Value of net assets at end of year (total assets less liabilities)2023-12-31$92,385,518
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$85,015,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$28,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$50,221,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$44,884,288
Value of interest in common/collective trusts at end of year2023-12-31$40,746,242
Value of interest in common/collective trusts at beginning of year2023-12-31$38,907,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$7,723,885
Net investment gain or loss from common/collective trusts2023-12-31$4,623,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$4,362,899
Employer contributions (assets) at end of year2023-12-31$528,098
Employer contributions (assets) at beginning of year2023-12-31$423,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$10,825,982
Contract administrator fees2023-12-31$39,720
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$7,704
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$10,111
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2023-12-31270889793
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$36,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$124,234
Total income from all sources (including contributions)2023-01-01$18,475,206
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$11,105,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$10,825,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$4,362,899
Value of total assets at end of year2023-01-01$92,422,205
Value of total assets at beginning of year2023-01-01$85,139,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$279,022
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,764,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,764,439
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$371,712
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$489,557
Administrative expenses (other) incurred2023-01-01$33,350
Liabilities. Value of operating payables at end of year2023-01-01$36,687
Liabilities. Value of operating payables at beginning of year2023-01-01$124,234
Total non interest bearing cash at end of year2023-01-01$546,730
Total non interest bearing cash at beginning of year2023-01-01$424,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$7,370,202
Value of net assets at end of year (total assets less liabilities)2023-01-01$92,385,518
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$85,015,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$28,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$50,221,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$44,884,288
Value of interest in common/collective trusts at end of year2023-01-01$40,746,242
Value of interest in common/collective trusts at beginning of year2023-01-01$38,907,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$7,723,885
Net investment gain or loss from common/collective trusts2023-01-01$4,623,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$4,362,899
Employer contributions (assets) at end of year2023-01-01$528,098
Employer contributions (assets) at beginning of year2023-01-01$423,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$10,825,982
Contract administrator fees2023-01-01$39,720
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-01$7,704
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-01$10,111
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2023-01-01270889793
2022 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$124,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$396,538
Total income from all sources (including contributions)2022-12-31$-5,633,877
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,636,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,340,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,920,851
Value of total assets at end of year2022-12-31$85,139,550
Value of total assets at beginning of year2022-12-31$99,682,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$296,758
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,955,820
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$1,955,820
Administrative expenses professional fees incurred2022-12-31$32,331
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$489,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,395,063
Administrative expenses (other) incurred2022-12-31$33,369
Liabilities. Value of operating payables at end of year2022-12-31$124,234
Liabilities. Value of operating payables at beginning of year2022-12-31$396,538
Total non interest bearing cash at end of year2022-12-31$424,658
Total non interest bearing cash at beginning of year2022-12-31$258,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,270,870
Value of net assets at end of year (total assets less liabilities)2022-12-31$85,015,316
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$99,286,186
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$195,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$44,884,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,146,366
Value of interest in common/collective trusts at end of year2022-12-31$38,907,919
Value of interest in common/collective trusts at beginning of year2022-12-31$46,626,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,440,527
Net investment gain or loss from common/collective trusts2022-12-31$-6,070,021
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$9,920,851
Employer contributions (assets) at end of year2022-12-31$423,017
Employer contributions (assets) at beginning of year2022-12-31$1,242,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,340,235
Contract administrator fees2022-12-31$36,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$10,111
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$14,176
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 name2022-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2022-12-31270889793
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$124,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$396,538
Total income from all sources (including contributions)2022-01-01$-5,633,877
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$8,636,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$8,340,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$9,920,851
Value of total assets at end of year2022-01-01$85,139,550
Value of total assets at beginning of year2022-01-01$99,682,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$296,758
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,955,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,955,820
Administrative expenses professional fees incurred2022-01-01$32,331
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$489,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$1,395,063
Administrative expenses (other) incurred2022-01-01$33,369
Liabilities. Value of operating payables at end of year2022-01-01$124,234
Liabilities. Value of operating payables at beginning of year2022-01-01$396,538
Total non interest bearing cash at end of year2022-01-01$424,658
Total non interest bearing cash at beginning of year2022-01-01$258,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-14,270,870
Value of net assets at end of year (total assets less liabilities)2022-01-01$85,015,316
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$99,286,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$195,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$44,884,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$50,146,366
Value of interest in common/collective trusts at end of year2022-01-01$38,907,919
Value of interest in common/collective trusts at beginning of year2022-01-01$46,626,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-11,440,527
Net investment gain or loss from common/collective trusts2022-01-01$-6,070,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$9,920,851
Employer contributions (assets) at end of year2022-01-01$423,017
Employer contributions (assets) at beginning of year2022-01-01$1,242,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$8,340,235
Contract administrator fees2022-01-01$36,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-01$10,111
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-01$14,176
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2022-01-01270889793
2021 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$396,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$128,412
Total income from all sources (including contributions)2021-12-31$23,033,599
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,052,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,758,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,705,272
Value of total assets at end of year2021-12-31$99,682,724
Value of total assets at beginning of year2021-12-31$82,433,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$293,647
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,379,800
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$2,379,800
Administrative expenses professional fees incurred2021-12-31$45,356
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 period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,395,063
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$601,161
Administrative expenses (other) incurred2021-12-31$28,986
Liabilities. Value of operating payables at end of year2021-12-31$396,538
Liabilities. Value of operating payables at beginning of year2021-12-31$128,412
Total non interest bearing cash at end of year2021-12-31$258,355
Total non interest bearing cash at beginning of year2021-12-31$114,502
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$16,981,428
Value of net assets at end of year (total assets less liabilities)2021-12-31$99,286,186
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$82,304,758
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$183,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$50,146,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,104,242
Value of interest in common/collective trusts at end of year2021-12-31$46,626,425
Value of interest in common/collective trusts at beginning of year2021-12-31$45,002,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,282,838
Net investment gain or loss from common/collective trusts2021-12-31$3,665,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$11,705,272
Employer contributions (assets) at end of year2021-12-31$1,242,339
Employer contributions (assets) at beginning of year2021-12-31$606,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,758,524
Contract administrator fees2021-12-31$36,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$14,176
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$4,665
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 name2021-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2021-12-31270889793
2020 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$128,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$97,914
Total income from all sources (including contributions)2020-12-31$15,080,527
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,400,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,131,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,416,837
Value of total assets at end of year2020-12-31$82,433,170
Value of total assets at beginning of year2020-12-31$74,722,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$269,763
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,564,957
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$1,564,957
Administrative expenses professional fees incurred2020-12-31$81,206
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$601,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$25,849
Liabilities. Value of operating payables at end of year2020-12-31$128,412
Liabilities. Value of operating payables at beginning of year2020-12-31$97,914
Total non interest bearing cash at end of year2020-12-31$114,502
Total non interest bearing cash at beginning of year2020-12-31$69,966
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$7,679,718
Value of net assets at end of year (total assets less liabilities)2020-12-31$82,304,758
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$74,625,040
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$126,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,104,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,717,732
Value of interest in common/collective trusts at end of year2020-12-31$45,002,289
Value of interest in common/collective trusts at beginning of year2020-12-31$41,054,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,449,164
Net investment gain or loss from common/collective trusts2020-12-31$5,649,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$4,416,837
Employer contributions (assets) at end of year2020-12-31$606,311
Employer contributions (assets) at beginning of year2020-12-31$872,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,131,046
Contract administrator fees2020-12-31$36,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$4,665
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$8,197
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 name2020-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2020-12-31270889793
2019 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$97,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$49,018
Total income from all sources (including contributions)2019-12-31$17,123,462
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,070,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,768,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,464,238
Value of total assets at end of year2019-12-31$74,722,954
Value of total assets at beginning of year2019-12-31$64,621,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$301,828
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,368,788
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$1,368,788
Administrative expenses professional fees incurred2019-12-31$49,553
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$455,228
Administrative expenses (other) incurred2019-12-31$28,335
Liabilities. Value of operating payables at end of year2019-12-31$97,914
Liabilities. Value of operating payables at beginning of year2019-12-31$49,018
Total non interest bearing cash at end of year2019-12-31$69,966
Total non interest bearing cash at beginning of year2019-12-31$43,115
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$10,052,952
Value of net assets at end of year (total assets less liabilities)2019-12-31$74,625,040
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$64,572,088
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$123,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,717,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,062,577
Value of interest in common/collective trusts at end of year2019-12-31$41,054,331
Value of interest in common/collective trusts at beginning of year2019-12-31$38,664,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,861,556
Net investment gain or loss from common/collective trusts2019-12-31$6,428,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$4,464,238
Employer contributions (assets) at end of year2019-12-31$872,728
Employer contributions (assets) at beginning of year2019-12-31$384,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,768,682
Contract administrator fees2019-12-31$100,168
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$8,197
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$11,545
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
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 name2019-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2019-12-31270889793
2018 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,951
Total income from all sources (including contributions)2018-12-31$1,552,806
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,421,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,101,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,005,165
Value of total assets at end of year2018-12-31$64,621,106
Value of total assets at beginning of year2018-12-31$68,464,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$319,505
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,456,204
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$1,456,204
Administrative expenses professional fees incurred2018-12-31$78,501
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$455,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$266,340
Other income not declared elsewhere2018-12-31$193,769
Administrative expenses (other) incurred2018-12-31$42,826
Liabilities. Value of operating payables at end of year2018-12-31$49,018
Liabilities. Value of operating payables at beginning of year2018-12-31$23,951
Total non interest bearing cash at end of year2018-12-31$43,115
Total non interest bearing cash at beginning of year2018-12-31$45,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,868,502
Value of net assets at end of year (total assets less liabilities)2018-12-31$64,572,088
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$68,440,590
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$103,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,062,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,392,950
Value of interest in common/collective trusts at end of year2018-12-31$38,664,605
Value of interest in common/collective trusts at beginning of year2018-12-31$51,466,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,131,688
Net investment gain or loss from common/collective trusts2018-12-31$-970,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$4,005,165
Employer contributions (assets) at end of year2018-12-31$384,036
Employer contributions (assets) at beginning of year2018-12-31$287,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,101,803
Contract administrator fees2018-12-31$94,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$11,545
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$5,519
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
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 name2018-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2018-12-31270889793
2017 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,951
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$25,448
Total income from all sources (including contributions)2017-12-31$12,108,112
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,719,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,466,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,630,671
Value of total assets at end of year2017-12-31$68,464,541
Value of total assets at beginning of year2017-12-31$62,077,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$253,625
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$746,613
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$746,613
Administrative expenses professional fees incurred2017-12-31$37,698
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$266,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$254,427
Other income not declared elsewhere2017-12-31$179,933
Administrative expenses (other) incurred2017-12-31$30,436
Liabilities. Value of operating payables at end of year2017-12-31$23,951
Liabilities. Value of operating payables at beginning of year2017-12-31$25,448
Total non interest bearing cash at end of year2017-12-31$45,390
Total non interest bearing cash at beginning of year2017-12-31$71,219
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$6,388,384
Value of net assets at end of year (total assets less liabilities)2017-12-31$68,440,590
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$62,052,206
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$96,247
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,392,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,667,180
Value of interest in common/collective trusts at end of year2017-12-31$51,466,489
Value of interest in common/collective trusts at beginning of year2017-12-31$47,850,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,132,121
Net investment gain or loss from common/collective trusts2017-12-31$6,418,774
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$2,630,671
Employer contributions (assets) at end of year2017-12-31$287,853
Employer contributions (assets) at beginning of year2017-12-31$229,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,466,103
Contract administrator fees2017-12-31$89,244
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$5,519
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$5,402
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
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 name2017-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2017-12-31270889793
2016 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$25,448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$67,669
Total income from all sources (including contributions)2016-12-31$6,240,559
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,874,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,618,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,841,553
Value of total assets at end of year2016-12-31$62,077,654
Value of total assets at beginning of year2016-12-31$61,753,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$255,529
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$661,300
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$661,300
Administrative expenses professional fees incurred2016-12-31$26,164
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$254,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$333,974
Other income not declared elsewhere2016-12-31$156,696
Administrative expenses (other) incurred2016-12-31$37,242
Liabilities. Value of operating payables at end of year2016-12-31$25,448
Liabilities. Value of operating payables at beginning of year2016-12-31$67,669
Total non interest bearing cash at end of year2016-12-31$71,219
Total non interest bearing cash at beginning of year2016-12-31$123,071
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$366,200
Value of net assets at end of year (total assets less liabilities)2016-12-31$62,052,206
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$61,686,006
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$108,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,667,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,018,350
Value of interest in common/collective trusts at end of year2016-12-31$47,850,166
Value of interest in common/collective trusts at beginning of year2016-12-31$49,064,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$764,962
Net investment gain or loss from common/collective trusts2016-12-31$1,816,048
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$2,841,553
Employer contributions (assets) at end of year2016-12-31$229,260
Employer contributions (assets) at beginning of year2016-12-31$211,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,618,830
Contract administrator fees2016-12-31$84,103
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$5,402
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$2,642
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
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 name2016-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2016-12-31270889793
2015 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$67,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$43,967
Total income from all sources (including contributions)2015-12-31$1,442,508
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$7,159,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,863,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,034,010
Value of total assets at end of year2015-12-31$61,753,675
Value of total assets at beginning of year2015-12-31$67,446,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$296,342
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$648,982
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$648,982
Administrative expenses professional fees incurred2015-12-31$39,196
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$333,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$416,043
Other income not declared elsewhere2015-12-31$166,152
Administrative expenses (other) incurred2015-12-31$43,524
Liabilities. Value of operating payables at end of year2015-12-31$67,669
Liabilities. Value of operating payables at beginning of year2015-12-31$43,967
Total non interest bearing cash at end of year2015-12-31$123,071
Total non interest bearing cash at beginning of year2015-12-31$82,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,716,943
Value of net assets at end of year (total assets less liabilities)2015-12-31$61,686,006
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$67,402,949
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$134,280
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,018,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,748,742
Value of interest in common/collective trusts at end of year2015-12-31$49,064,323
Value of interest in common/collective trusts at beginning of year2015-12-31$55,879,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-626,087
Net investment gain or loss from common/collective trusts2015-12-31$-1,780,549
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$3,034,010
Employer contributions (assets) at end of year2015-12-31$211,315
Employer contributions (assets) at beginning of year2015-12-31$313,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,863,109
Contract administrator fees2015-12-31$79,342
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$2,642
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$5,989
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 name2015-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2015-12-31270889793
2014 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$43,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$36,328
Total income from all sources (including contributions)2014-12-31$6,780,222
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,996,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,736,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,330,249
Value of total assets at end of year2014-12-31$67,446,916
Value of total assets at beginning of year2014-12-31$64,655,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$260,162
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$534,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$534,583
Administrative expenses professional fees incurred2014-12-31$28,541
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$416,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$325,934
Other income not declared elsewhere2014-12-31$167,372
Administrative expenses (other) incurred2014-12-31$30,329
Liabilities. Value of operating payables at end of year2014-12-31$43,967
Liabilities. Value of operating payables at beginning of year2014-12-31$36,328
Total non interest bearing cash at end of year2014-12-31$82,718
Total non interest bearing cash at beginning of year2014-12-31$110,285
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$2,783,531
Value of net assets at end of year (total assets less liabilities)2014-12-31$67,402,949
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$64,619,418
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$126,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,748,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,540,100
Value of interest in common/collective trusts at end of year2014-12-31$55,879,687
Value of interest in common/collective trusts at beginning of year2014-12-31$53,392,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$601,562
Net investment gain or loss from common/collective trusts2014-12-31$2,146,456
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$3,330,249
Employer contributions (assets) at end of year2014-12-31$313,737
Employer contributions (assets) at beginning of year2014-12-31$281,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,736,529
Contract administrator fees2014-12-31$74,851
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$5,989
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$5,611
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
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 name2014-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2014-12-31270889793
2013 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$36,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$31,832
Total income from all sources (including contributions)2013-12-31$11,524,471
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,343,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,105,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,900,839
Value of total assets at end of year2013-12-31$64,655,746
Value of total assets at beginning of year2013-12-31$57,470,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$238,163
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$400,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$400,198
Administrative expenses professional fees incurred2013-12-31$23,373
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$325,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$315,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$173,499
Administrative expenses (other) incurred2013-12-31$30,077
Liabilities. Value of operating payables at end of year2013-12-31$36,328
Liabilities. Value of operating payables at beginning of year2013-12-31$31,832
Total non interest bearing cash at end of year2013-12-31$110,285
Total non interest bearing cash at beginning of year2013-12-31$48,303
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$7,181,018
Value of net assets at end of year (total assets less liabilities)2013-12-31$64,619,418
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$57,438,400
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$114,099
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,540,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,609,249
Value of interest in common/collective trusts at end of year2013-12-31$53,392,526
Value of interest in common/collective trusts at beginning of year2013-12-31$48,308,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,878,115
Net investment gain or loss from common/collective trusts2013-12-31$6,171,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$2,900,839
Employer contributions (assets) at end of year2013-12-31$281,290
Employer contributions (assets) at beginning of year2013-12-31$183,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,105,290
Contract administrator fees2013-12-31$70,614
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$5,611
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$4,892
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
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 name2013-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2013-12-31270889793
2012 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,832
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,765
Total income from all sources (including contributions)2012-12-31$7,920,575
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,683,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,429,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,147,813
Value of total assets at end of year2012-12-31$57,470,232
Value of total assets at beginning of year2012-12-31$54,228,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$253,392
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$258,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$258,312
Administrative expenses professional fees incurred2012-12-31$29,830
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$315,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$288,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$911
Other income not declared elsewhere2012-12-31$166,377
Administrative expenses (other) incurred2012-12-31$42,393
Liabilities. Value of operating payables at end of year2012-12-31$31,832
Liabilities. Value of operating payables at beginning of year2012-12-31$26,854
Total non interest bearing cash at end of year2012-12-31$48,303
Total non interest bearing cash at beginning of year2012-12-31$88,849
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$3,237,360
Value of net assets at end of year (total assets less liabilities)2012-12-31$57,438,400
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,201,040
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$114,552
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,609,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,855,705
Value of interest in common/collective trusts at end of year2012-12-31$48,308,421
Value of interest in common/collective trusts at beginning of year2012-12-31$45,792,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$868,806
Net investment gain or loss from common/collective trusts2012-12-31$4,479,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$2,147,813
Employer contributions (assets) at end of year2012-12-31$183,684
Employer contributions (assets) at beginning of year2012-12-31$198,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,429,823
Contract administrator fees2012-12-31$66,617
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$4,892
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$5,073
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 name2012-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2012-12-31270889793
2011 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$33,036
Total income from all sources (including contributions)2011-12-31$1,929,581
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,557,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,306,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,605,308
Value of total assets at end of year2011-12-31$54,228,805
Value of total assets at beginning of year2011-12-31$57,862,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$251,549
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$299,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$299,427
Administrative expenses professional fees incurred2011-12-31$31,963
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$288,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$424,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$163,044
Administrative expenses (other) incurred2011-12-31$31,842
Liabilities. Value of operating payables at end of year2011-12-31$26,854
Liabilities. Value of operating payables at beginning of year2011-12-31$33,036
Total non interest bearing cash at end of year2011-12-31$88,849
Total non interest bearing cash at beginning of year2011-12-31$35,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,628,225
Value of net assets at end of year (total assets less liabilities)2011-12-31$54,201,040
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$57,829,265
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$124,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,855,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,878,084
Value of interest in common/collective trusts at end of year2011-12-31$45,792,680
Value of interest in common/collective trusts at beginning of year2011-12-31$48,228,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$38
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-406,265
Net investment gain or loss from common/collective trusts2011-12-31$-731,933
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$2,605,308
Employer contributions (assets) at end of year2011-12-31$198,023
Employer contributions (assets) at beginning of year2011-12-31$293,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,306,257
Contract administrator fees2011-12-31$62,846
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$5,073
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$1,485
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 name2011-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2011-12-31270889793
2010 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$33,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,848
Total income from all sources (including contributions)2010-12-31$8,655,708
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,059,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,818,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,934,418
Value of total assets at end of year2010-12-31$57,862,301
Value of total assets at beginning of year2010-12-31$53,257,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$241,320
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$213,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$213,089
Administrative expenses professional fees incurred2010-12-31$26,364
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$424,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$49,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,065
Other income not declared elsewhere2010-12-31$154,261
Administrative expenses (other) incurred2010-12-31$29,466
Liabilities. Value of operating payables at end of year2010-12-31$33,036
Liabilities. Value of operating payables at beginning of year2010-12-31$21,783
Total non interest bearing cash at end of year2010-12-31$35,964
Total non interest bearing cash at beginning of year2010-12-31$323,288
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$4,595,742
Value of net assets at end of year (total assets less liabilities)2010-12-31$57,829,265
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$53,233,523
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
Investment advisory and management fees2010-12-31$126,201
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,878,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,053,213
Value of interest in common/collective trusts at end of year2010-12-31$48,228,543
Value of interest in common/collective trusts at beginning of year2010-12-31$44,594,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$38
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$38
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$861,526
Net investment gain or loss from common/collective trusts2010-12-31$4,492,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$2,934,418
Employer contributions (assets) at end of year2010-12-31$293,541
Employer contributions (assets) at beginning of year2010-12-31$227,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,818,646
Contract administrator fees2010-12-31$59,289
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$1,485
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$9,619
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 name2010-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2010-12-31270889793
2009 : INSULATORS LOCAL NO. 2 ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INSULATORS LOCAL NO. 2 ANNUITY PLAN

2023: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INSULATORS LOCAL NO. 2 ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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