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SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND
Plan identification number 003

SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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

BD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:BD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND
Employer identification number (EIN):251478389
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01GREGORY D. BLOSE2023-10-11 JAMES T. STROTHER2023-10-11
0032021-01-01GREGORY D. BLOSE2022-09-28 JAMES T. STROTHER JR.2022-09-27
0032020-01-01GREGORY BLOSE2021-10-04 JAMES STROTHER2021-10-04
0032019-01-01GREGORY BLOSE2020-10-01 JAMES STROTHER2020-09-29
0032018-01-01GREGORY BLOSE2019-09-20 JAMES STROTHER2019-09-20
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01ROBERT D. GREINER ROBERT D. GREINER2015-10-15
0032013-01-01DAVID L. BERNETT
0032012-01-01DAVID L. BERNETT
0032011-01-01DAVID L. BERNETT
0032010-01-01KENNETH C. GREINER
0032009-01-01KENNETH C. GREINER

Plan Statistics for SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND

Measure Date Value
2022: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,372
Total number of active participants reported on line 7a of the Form 55002022-01-01980
Number of retired or separated participants receiving benefits2022-01-0140
Number of other retired or separated participants entitled to future benefits2022-01-01395
Total of all active and inactive participants2022-01-011,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-011,424
Number of participants with account balances2022-01-011,424
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 scheme2022-01-0164
2021: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,174
Total number of active participants reported on line 7a of the Form 55002021-01-011,041
Number of retired or separated participants receiving benefits2021-01-0183
Number of other retired or separated participants entitled to future benefits2021-01-01241
Total of all active and inactive participants2021-01-011,365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-011,372
Number of participants with account balances2021-01-011,372
Number of employers contributing to the scheme2021-01-0166
2020: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,252
Total number of active participants reported on line 7a of the Form 55002020-01-01806
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-01348
Total of all active and inactive participants2020-01-011,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-011,174
Number of participants with account balances2020-01-011,174
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 scheme2020-01-0166
2019: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,210
Total number of active participants reported on line 7a of the Form 55002019-01-011,000
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-01226
Total of all active and inactive participants2019-01-011,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,252
Number of participants with account balances2019-01-011,252
Number of employers contributing to the scheme2019-01-0157
2018: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,123
Total number of active participants reported on line 7a of the Form 55002018-01-011,000
Number of retired or separated participants receiving benefits2018-01-0122
Number of other retired or separated participants entitled to future benefits2018-01-01183
Total of all active and inactive participants2018-01-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,210
Number of participants with account balances2018-01-011,210
Number of employers contributing to the scheme2018-01-0171
2017: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,104
Total number of active participants reported on line 7a of the Form 55002017-01-01906
Number of retired or separated participants receiving benefits2017-01-0123
Number of other retired or separated participants entitled to future benefits2017-01-01190
Total of all active and inactive participants2017-01-011,119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,123
Number of participants with account balances2017-01-011,123
Number of employers contributing to the scheme2017-01-0170
2016: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,134
Total number of active participants reported on line 7a of the Form 55002016-01-01874
Number of retired or separated participants receiving benefits2016-01-0124
Number of other retired or separated participants entitled to future benefits2016-01-01203
Total of all active and inactive participants2016-01-011,101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,104
Number of participants with account balances2016-01-011,104
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 scheme2016-01-0169
2015: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,134
Total number of active participants reported on line 7a of the Form 55002015-01-01927
Number of retired or separated participants receiving benefits2015-01-0126
Number of other retired or separated participants entitled to future benefits2015-01-01177
Total of all active and inactive participants2015-01-011,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,134
Number of participants with account balances2015-01-011,134
Number of employers contributing to the scheme2015-01-0171
2014: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,137
Total number of active participants reported on line 7a of the Form 55002014-01-011,086
Number of retired or separated participants receiving benefits2014-01-0133
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-011,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-011,134
Number of participants with account balances2014-01-011,134
Number of employers contributing to the scheme2014-01-0166
2013: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,135
Total number of active participants reported on line 7a of the Form 55002013-01-011,109
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-011,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-011,137
Number of participants with account balances2013-01-011,137
Number of employers contributing to the scheme2013-01-0153
2012: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,147
Total number of active participants reported on line 7a of the Form 55002012-01-011,106
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-011,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-011,135
Number of participants with account balances2012-01-011,135
Number of employers contributing to the scheme2012-01-0176
2011: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,162
Total number of active participants reported on line 7a of the Form 55002011-01-011,123
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-011,141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-011,147
Number of participants with account balances2011-01-011,147
Number of employers contributing to the scheme2011-01-0176
2010: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-01-011,137
Total number of active participants reported on line 7a of the Form 55002010-01-011,140
Number of retired or separated participants receiving benefits2010-01-017
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-011,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,162
Number of participants with account balances2010-01-011,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-0157
2009: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,097
Total number of active participants reported on line 7a of the Form 55002009-01-011,114
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-011,131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-011,137
Number of participants with account balances2009-01-011,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0174

Financial Data on SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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$74,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$59,013
Total income from all sources (including contributions)2022-12-31$-13,456,712
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,725,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,437,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,908,936
Value of total assets at end of year2022-12-31$87,673,443
Value of total assets at beginning of year2022-12-31$106,839,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$287,854
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,382,401
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$3,382,401
Administrative expenses professional fees incurred2022-12-31$32,878
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$335,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$313,735
Other income not declared elsewhere2022-12-31$15,000
Administrative expenses (other) incurred2022-12-31$25,640
Liabilities. Value of operating payables at end of year2022-12-31$74,979
Liabilities. Value of operating payables at beginning of year2022-12-31$59,013
Total non interest bearing cash at end of year2022-12-31$54,542
Total non interest bearing cash at beginning of year2022-12-31$32,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-19,182,175
Value of net assets at end of year (total assets less liabilities)2022-12-31$87,598,464
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$106,780,639
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$176,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$86,958,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$106,199,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,763,049
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$3,889,599
Employer contributions (assets) at end of year2022-12-31$316,929
Employer contributions (assets) at beginning of year2022-12-31$282,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,437,609
Contract administrator fees2022-12-31$52,982
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$7,990
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$11,720
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
2021 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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$59,013
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$61,634
Total income from all sources (including contributions)2021-12-31$17,831,802
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,086,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,808,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,076,531
Value of total assets at end of year2021-12-31$106,839,652
Value of total assets at beginning of year2021-12-31$99,097,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$278,619
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,812,738
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$6,812,738
Administrative expenses professional fees incurred2021-12-31$29,042
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$313,735
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$219,029
Administrative expenses (other) incurred2021-12-31$26,143
Liabilities. Value of operating payables at end of year2021-12-31$59,013
Liabilities. Value of operating payables at beginning of year2021-12-31$61,634
Total non interest bearing cash at end of year2021-12-31$32,206
Total non interest bearing cash at beginning of year2021-12-31$6,120
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$7,745,070
Value of net assets at end of year (total assets less liabilities)2021-12-31$106,780,639
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$99,035,569
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$171,995
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$106,199,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$98,650,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,942,533
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$3,076,531
Employer contributions (assets) at end of year2021-12-31$282,174
Employer contributions (assets) at beginning of year2021-12-31$210,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,808,113
Contract administrator fees2021-12-31$51,439
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$11,720
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$10,974
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 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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$61,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$69,422
Total income from all sources (including contributions)2020-12-31$16,407,912
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,368,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,107,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,551,798
Value of total assets at end of year2020-12-31$99,097,203
Value of total assets at beginning of year2020-12-31$87,066,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$261,883
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,309,212
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$4,309,212
Administrative expenses professional fees incurred2020-12-31$47,834
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$219,029
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$235,519
Administrative expenses (other) incurred2020-12-31$14,758
Liabilities. Value of operating payables at end of year2020-12-31$61,634
Liabilities. Value of operating payables at beginning of year2020-12-31$69,422
Total non interest bearing cash at end of year2020-12-31$6,120
Total non interest bearing cash at beginning of year2020-12-31$76,954
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$12,038,959
Value of net assets at end of year (total assets less liabilities)2020-12-31$99,035,569
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$86,996,610
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$149,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$98,650,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$86,520,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,546,902
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$2,551,798
Employer contributions (assets) at end of year2020-12-31$210,113
Employer contributions (assets) at beginning of year2020-12-31$221,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,107,070
Contract administrator fees2020-12-31$49,941
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$10,974
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$11,884
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 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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$69,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$31,561
Total income from all sources (including contributions)2019-12-31$18,835,434
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,706,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,466,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,019,380
Value of total assets at end of year2019-12-31$87,066,032
Value of total assets at beginning of year2019-12-31$74,898,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$239,361
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,558,602
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$3,558,602
Administrative expenses professional fees incurred2019-12-31$31,940
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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
Contributions received from participants2019-12-31$3,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$235,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$231,459
Administrative expenses (other) incurred2019-12-31$17,847
Liabilities. Value of operating payables at end of year2019-12-31$69,422
Liabilities. Value of operating payables at beginning of year2019-12-31$31,561
Total non interest bearing cash at end of year2019-12-31$76,954
Total non interest bearing cash at beginning of year2019-12-31$74,924
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$12,129,331
Value of net assets at end of year (total assets less liabilities)2019-12-31$86,996,610
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$74,867,279
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$141,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$86,520,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$74,323,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,257,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,010,864
Employer contributions (assets) at end of year2019-12-31$221,072
Employer contributions (assets) at beginning of year2019-12-31$255,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,466,742
Contract administrator fees2019-12-31$48,486
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$11,884
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$12,786
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 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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$31,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$40,967
Total income from all sources (including contributions)2018-12-31$402,107
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,785,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,534,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,059,891
Value of total assets at end of year2018-12-31$74,898,840
Value of total assets at beginning of year2018-12-31$79,291,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$250,503
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,531,152
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$4,531,152
Administrative expenses professional fees incurred2018-12-31$29,576
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$4,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$73,462
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$231,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$236,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$15,313
Liabilities. Value of operating payables at end of year2018-12-31$31,561
Liabilities. Value of operating payables at beginning of year2018-12-31$40,967
Total non interest bearing cash at end of year2018-12-31$74,924
Total non interest bearing cash at beginning of year2018-12-31$150,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,383,371
Value of net assets at end of year (total assets less liabilities)2018-12-31$74,867,279
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$79,250,650
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$157,128
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$74,323,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$78,657,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,188,936
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$2,982,429
Employer contributions (assets) at end of year2018-12-31$255,716
Employer contributions (assets) at beginning of year2018-12-31$235,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,534,975
Contract administrator fees2018-12-31$48,486
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$12,786
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$12,892
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 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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$40,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$77,856
Total income from all sources (including contributions)2017-12-31$14,668,933
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,195,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,916,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,671,548
Value of total assets at end of year2017-12-31$79,291,617
Value of total assets at beginning of year2017-12-31$68,855,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$279,133
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,931,383
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$3,931,383
Administrative expenses professional fees incurred2017-12-31$38,663
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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
Contributions received from participants2017-12-31$3,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$236,148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$271,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,223
Other income not declared elsewhere2017-12-31$130,656
Administrative expenses (other) incurred2017-12-31$18,612
Liabilities. Value of operating payables at end of year2017-12-31$40,967
Liabilities. Value of operating payables at beginning of year2017-12-31$69,633
Total non interest bearing cash at end of year2017-12-31$150,134
Total non interest bearing cash at beginning of year2017-12-31$141,995
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$10,473,332
Value of net assets at end of year (total assets less liabilities)2017-12-31$79,250,650
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$68,777,318
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$174,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$78,657,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$68,202,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,935,346
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$2,668,548
Employer contributions (assets) at end of year2017-12-31$235,065
Employer contributions (assets) at beginning of year2017-12-31$225,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,916,468
Contract administrator fees2017-12-31$47,640
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$12,892
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$13,533
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 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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$77,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$73,910
Total income from all sources (including contributions)2016-12-31$8,198,754
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,071,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,804,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,711,504
Value of total assets at end of year2016-12-31$68,855,174
Value of total assets at beginning of year2016-12-31$65,723,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$266,325
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,688,747
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$2,688,723
Administrative expenses professional fees incurred2016-12-31$47,103
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$271,814
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$59,469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$242,778
Administrative expenses (other) incurred2016-12-31$15,834
Liabilities. Value of operating payables at end of year2016-12-31$69,633
Liabilities. Value of operating payables at beginning of year2016-12-31$73,910
Total non interest bearing cash at end of year2016-12-31$141,995
Total non interest bearing cash at beginning of year2016-12-31$177,907
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$3,127,524
Value of net assets at end of year (total assets less liabilities)2016-12-31$68,777,318
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,649,794
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$155,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$68,202,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$65,246,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,555,725
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$2,711,504
Employer contributions (assets) at end of year2016-12-31$225,223
Employer contributions (assets) at beginning of year2016-12-31$231,007
Income. Dividends from common stock2016-12-31$24
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,804,905
Contract administrator fees2016-12-31$47,400
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$13,533
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$8,530
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 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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$73,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$747
Total income from all sources (including contributions)2015-12-31$3,986,916
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,179,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,831,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,658,171
Value of total assets at end of year2015-12-31$65,723,704
Value of total assets at beginning of year2015-12-31$64,842,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$347,704
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,404,149
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$3,404,149
Administrative expenses professional fees incurred2015-12-31$59,073
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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
Contributions received from participants2015-12-31$3,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$59,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,968
Other income not declared elsewhere2015-12-31$294,666
Administrative expenses (other) incurred2015-12-31$12,259
Liabilities. Value of operating payables at end of year2015-12-31$73,910
Liabilities. Value of operating payables at beginning of year2015-12-31$747
Total non interest bearing cash at end of year2015-12-31$177,907
Total non interest bearing cash at beginning of year2015-12-31$106,526
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$807,685
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,649,794
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$64,842,109
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$232,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$65,246,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$64,497,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,370,070
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$2,654,371
Employer contributions (assets) at end of year2015-12-31$231,007
Employer contributions (assets) at beginning of year2015-12-31$234,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,831,527
Contract administrator fees2015-12-31$44,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$8,530
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,869
Total income from all sources (including contributions)2014-12-31$7,310,964
Total of all expenses incurred2014-12-31$3,391,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,233,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,422,603
Value of total assets at end of year2014-12-31$64,842,856
Value of total assets at beginning of year2014-12-31$60,925,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$157,143
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,624,421
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$4,624,421
Administrative expenses professional fees incurred2014-12-31$52,836
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,869
Administrative expenses (other) incurred2014-12-31$11,550
Liabilities. Value of operating payables at end of year2014-12-31$747
Total non interest bearing cash at end of year2014-12-31$106,526
Total non interest bearing cash at beginning of year2014-12-31$24,265
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$3,919,925
Value of net assets at end of year (total assets less liabilities)2014-12-31$64,842,109
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$60,922,184
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$48,717
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$64,497,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$60,757,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$263,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$2,420,103
Employer contributions (assets) at end of year2014-12-31$234,170
Employer contributions (assets) at beginning of year2014-12-31$138,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,233,896
Contract administrator fees2014-12-31$44,040
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 name2014-12-31CYPHER & CYPHER CPA'S
Accountancy firm EIN2014-12-31251385288
2013 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,533
Total income from all sources (including contributions)2013-12-31$13,361,564
Total of all expenses incurred2013-12-31$3,610,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,515,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,869,877
Value of total assets at end of year2013-12-31$60,925,053
Value of total assets at beginning of year2013-12-31$51,177,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$95,518
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,284,590
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$1,284,574
Administrative expenses professional fees incurred2013-12-31$23,873
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,533
Administrative expenses (other) incurred2013-12-31$10,605
Total non interest bearing cash at end of year2013-12-31$24,265
Total non interest bearing cash at beginning of year2013-12-31$32,855
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$9,750,816
Value of net assets at end of year (total assets less liabilities)2013-12-31$60,922,184
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$51,171,368
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$17,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$60,757,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$50,990,637
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,207,097
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$1,867,377
Employer contributions (assets) at end of year2013-12-31$138,126
Employer contributions (assets) at beginning of year2013-12-31$148,700
Income. Dividends from common stock2013-12-31$16
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,515,230
Contract administrator fees2013-12-31$44,040
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 name2013-12-31CYPHER & CYPHER CPA'S
Accountancy firm EIN2013-12-31251385288
2012 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,381
Total income from all sources (including contributions)2012-12-31$8,523,335
Total loss/gain on sale of assets2012-12-31$374,217
Total of all expenses incurred2012-12-31$3,377,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,273,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,034,544
Value of total assets at end of year2012-12-31$51,177,901
Value of total assets at beginning of year2012-12-31$46,040,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$104,100
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,229,463
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$1,229,448
Administrative expenses professional fees incurred2012-12-31$30,027
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,626
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$5,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$14,381
Administrative expenses (other) incurred2012-12-31$9,368
Total non interest bearing cash at end of year2012-12-31$32,855
Total non interest bearing cash at beginning of year2012-12-31$9,108
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$5,145,338
Value of net assets at end of year (total assets less liabilities)2012-12-31$51,171,368
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$46,026,030
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$21,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$50,990,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$45,837,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,885,111
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$2,026,918
Employer contributions (assets) at end of year2012-12-31$148,700
Employer contributions (assets) at beginning of year2012-12-31$188,230
Income. Dividends from common stock2012-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,273,897
Contract administrator fees2012-12-31$43,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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
Aggregate proceeds on sale of assets2012-12-31$6,051,465
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,677,248
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 name2012-12-31GREEN & BRIDGES, LLP
Accountancy firm EIN2012-12-31251840054
2011 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,381
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$740
Total income from all sources (including contributions)2011-12-31$2,881,603
Total loss/gain on sale of assets2011-12-31$65,605
Total of all expenses incurred2011-12-31$3,496,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,387,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,085,677
Value of total assets at end of year2011-12-31$46,040,411
Value of total assets at beginning of year2011-12-31$46,641,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$109,168
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$846,079
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$846,064
Administrative expenses professional fees incurred2011-12-31$38,226
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$11,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$5,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$14,381
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$740
Administrative expenses (other) incurred2011-12-31$13,062
Total non interest bearing cash at end of year2011-12-31$9,108
Total non interest bearing cash at beginning of year2011-12-31$192,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-615,079
Value of net assets at end of year (total assets less liabilities)2011-12-31$46,026,030
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$46,641,109
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$16,300
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$45,837,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$46,281,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-115,758
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$2,074,655
Employer contributions (assets) at end of year2011-12-31$188,230
Employer contributions (assets) at beginning of year2011-12-31$161,345
Income. Dividends from common stock2011-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,387,514
Contract administrator fees2011-12-31$41,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Aggregate proceeds on sale of assets2011-12-31$8,322,594
Aggregate carrying amount (costs) on sale of assets2011-12-31$8,256,989
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 name2011-12-31GREEN & BRIDGES, LLP
Accountancy firm EIN2011-12-31251840054
2010 : SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$700
Total income from all sources (including contributions)2010-12-31$7,609,430
Total loss/gain on sale of assets2010-12-31$97,502
Total of all expenses incurred2010-12-31$2,409,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,315,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,954,656
Value of total assets at end of year2010-12-31$46,641,849
Value of total assets at beginning of year2010-12-31$41,441,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$94,276
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$709,898
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$709,883
Administrative expenses professional fees incurred2010-12-31$44,945
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$7,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$700
Administrative expenses (other) incurred2010-12-31$13,431
Total non interest bearing cash at end of year2010-12-31$192,109
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$5,200,132
Value of net assets at end of year (total assets less liabilities)2010-12-31$46,641,109
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,440,976
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$15,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$46,281,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$41,249,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,847,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,953,656
Employer contributions (assets) at end of year2010-12-31$161,345
Employer contributions (assets) at beginning of year2010-12-31$174,910
Income. Dividends from common stock2010-12-31$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,315,022
Contract administrator fees2010-12-31$20,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Aggregate proceeds on sale of assets2010-12-31$4,215,842
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,118,340
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 name2010-12-31GREEN & BRIDGES, LLP
Accountancy firm EIN2010-12-31251840054

Form 5500 Responses for SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND

2022: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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
2018: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 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: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL UNION NO. 12 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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