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SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN
Plan identification number 001

SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2
Employer identification number (EIN):311648261
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SCOTT W. ALLEN, CPA2023-09-28 SCOTT W. ALLEN, CPA2023-09-28
0012022-01-01SCOTT W. ALLEN, CPA2024-03-06 SCOTT W. ALLEN, CPA2024-03-06
0012021-01-01SCOTT W. ALLEN2022-08-28 SCOTT W. ALLEN2022-08-28
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAY LIND JAY LIND2018-07-30
0012016-01-01JAY LIND JAY LIND2018-07-26
0012015-01-01JAY LIND JAY LIND2016-08-01
0012014-01-01JAY LIND JAY LIND2015-10-15
0012013-01-01JAY LIND JAY LIND2014-10-10
0012012-01-01JAY LIND JAY LIND2013-10-15
0012011-01-01GREG DAVISON GREG DAVISON2012-10-01
0012009-01-01GREG DAVISON JIM HUFFMAN2011-06-13
0012009-01-01GREG DAVISON JIM HUFFMAN2010-10-14

Plan Statistics for SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN

Measure Date Value
2022: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,927
Total number of active participants reported on line 7a of the Form 55002022-01-011,937
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-01173
Total of all active and inactive participants2022-01-012,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,134
Number of participants with account balances2022-01-012,129
Number of employers contributing to the scheme2022-01-0183
2021: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,942
Total number of active participants reported on line 7a of the Form 55002021-01-011,927
Number of retired or separated participants receiving benefits2021-01-0124
Number of other retired or separated participants entitled to future benefits2021-01-01178
Total of all active and inactive participants2021-01-012,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,129
Number of participants with account balances2021-01-012,013
Number of employers contributing to the scheme2021-01-0187
2020: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,066
Total number of active participants reported on line 7a of the Form 55002020-01-011,942
Number of retired or separated participants receiving benefits2020-01-0125
Number of other retired or separated participants entitled to future benefits2020-01-01184
Total of all active and inactive participants2020-01-012,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-012,152
Number of participants with account balances2020-01-012,034
Number of employers contributing to the scheme2020-01-0189
2019: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,043
Total number of active participants reported on line 7a of the Form 55002019-01-011,979
Number of retired or separated participants receiving benefits2019-01-0122
Number of other retired or separated participants entitled to future benefits2019-01-01179
Total of all active and inactive participants2019-01-012,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,180
Number of participants with account balances2019-01-012,066
Number of employers contributing to the scheme2019-01-0188
2018: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,999
Total number of active participants reported on line 7a of the Form 55002018-01-011,843
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01192
Total of all active and inactive participants2018-01-012,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,041
Number of participants with account balances2018-01-011,921
Number of employers contributing to the scheme2018-01-0174
2017: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,949
Total number of active participants reported on line 7a of the Form 55002017-01-011,800
Number of retired or separated participants receiving benefits2017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-01185
Total of all active and inactive participants2017-01-011,998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,999
Number of participants with account balances2017-01-011,905
Number of employers contributing to the scheme2017-01-0177
2016: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,691
Total number of active participants reported on line 7a of the Form 55002016-01-011,726
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01213
Total of all active and inactive participants2016-01-011,949
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,949
Number of participants with account balances2016-01-011,857
Number of employers contributing to the scheme2016-01-0180
2015: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,675
Total number of active participants reported on line 7a of the Form 55002015-01-011,449
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01236
Total of all active and inactive participants2015-01-011,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,691
Number of participants with account balances2015-01-011,618
Number of employers contributing to the scheme2015-01-0189
2014: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,015
Total number of active participants reported on line 7a of the Form 55002014-01-011,418
Number of retired or separated participants receiving benefits2014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-01246
Total of all active and inactive participants2014-01-011,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,675
Number of participants with account balances2014-01-011,603
Number of employers contributing to the scheme2014-01-0189
2013: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,036
Total number of active participants reported on line 7a of the Form 55002013-01-011,824
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01181
Total of all active and inactive participants2013-01-012,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012,015
Number of participants with account balances2013-01-011,895
Number of employers contributing to the scheme2013-01-0189
2012: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,920
Total number of active participants reported on line 7a of the Form 55002012-01-011,889
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01143
Total of all active and inactive participants2012-01-012,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,036
Number of participants with account balances2012-01-011,785
Number of employers contributing to the scheme2012-01-0189
2011: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,192
Total number of active participants reported on line 7a of the Form 55002011-01-011,806
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01114
Total of all active and inactive participants2011-01-011,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,920
Number of participants with account balances2011-01-011,816
Number of employers contributing to the scheme2011-01-0189
2009: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,260
Total number of active participants reported on line 7a of the Form 55002009-01-012,167
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0197
Total of all active and inactive participants2009-01-012,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,264
Number of participants with account balances2009-01-012,163
Number of employers contributing to the scheme2009-01-0189

Financial Data on SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$50,243
Total income from all sources (including contributions)2022-12-31$-11,583,528
Total of all expenses incurred2022-12-31$5,309,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,005,769
Expenses. Certain deemed distributions of participant loans2022-12-31$38,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,472,034
Value of total assets at end of year2022-12-31$85,877,928
Value of total assets at beginning of year2022-12-31$102,720,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$265,766
Total interest from all sources2022-12-31$39,435
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,684,746
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$4,684,746
Administrative expenses professional fees incurred2022-12-31$167,431
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Contributions received from participants2022-12-31$4,447,998
Participant contributions at end of year2022-12-31$545,912
Participant contributions at beginning of year2022-12-31$561,732
Participant contributions at end of year2022-12-31$364,806
Participant contributions at beginning of year2022-12-31$359,065
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,961,402
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,514,063
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,036
Other income not declared elsewhere2022-12-31$206,288
Administrative expenses (other) incurred2022-12-31$22,363
Liabilities. Value of operating payables at end of year2022-12-31$50,243
Total non interest bearing cash at end of year2022-12-31$161,086
Total non interest bearing cash at beginning of year2022-12-31$71,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,893,113
Value of net assets at end of year (total assets less liabilities)2022-12-31$85,827,685
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$102,720,798
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$23,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$77,844,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$96,214,924
Interest on participant loans2022-12-31$39,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,986,031
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,005,769
Contract administrator fees2022-12-31$52,200
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2022-12-31431122456
2021 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$17,662,229
Total of all expenses incurred2021-12-31$11,188,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,909,060
Expenses. Certain deemed distributions of participant loans2021-12-31$29,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,171,409
Value of total assets at end of year2021-12-31$102,720,798
Value of total assets at beginning of year2021-12-31$96,247,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$249,587
Total interest from all sources2021-12-31$158,226
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,992,575
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$6,992,575
Administrative expenses professional fees incurred2021-12-31$146,145
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,164,742
Participant contributions at end of year2021-12-31$561,732
Participant contributions at beginning of year2021-12-31$628,511
Participant contributions at end of year2021-12-31$359,065
Participant contributions at beginning of year2021-12-31$331,238
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,514,063
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,959,815
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,667
Other income not declared elsewhere2021-12-31$234,828
Administrative expenses (other) incurred2021-12-31$32,735
Total non interest bearing cash at end of year2021-12-31$71,014
Total non interest bearing cash at beginning of year2021-12-31$82,270
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$6,473,620
Value of net assets at end of year (total assets less liabilities)2021-12-31$102,720,798
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$96,247,178
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$14,757
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$96,214,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$89,245,344
Interest on participant loans2021-12-31$35,989
Interest earned on other investments2021-12-31$122,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,105,191
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,909,060
Contract administrator fees2021-12-31$55,950
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2021-12-31431122456
2020 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$16,234,928
Total of all expenses incurred2020-12-31$7,584,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,262,702
Expenses. Certain deemed distributions of participant loans2020-12-31$47,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,323,644
Value of total assets at end of year2020-12-31$96,247,178
Value of total assets at beginning of year2020-12-31$87,596,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$274,407
Total interest from all sources2020-12-31$149,124
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,532,833
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$4,532,833
Administrative expenses professional fees incurred2020-12-31$191,011
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,322,923
Participant contributions at end of year2020-12-31$628,511
Participant contributions at beginning of year2020-12-31$733,410
Participant contributions at end of year2020-12-31$331,238
Participant contributions at beginning of year2020-12-31$354,791
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,959,815
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,260,872
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$721
Administrative expenses (other) incurred2020-12-31$33,586
Total non interest bearing cash at end of year2020-12-31$82,270
Total non interest bearing cash at beginning of year2020-12-31$74,062
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$8,650,273
Value of net assets at end of year (total assets less liabilities)2020-12-31$96,247,178
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$87,596,905
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$6,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$89,245,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$82,173,770
Interest on participant loans2020-12-31$44,891
Interest earned on other investments2020-12-31$104,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,229,327
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,262,702
Contract administrator fees2020-12-31$43,200
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2020-12-31431122456
2019 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$155,945
Total income from all sources (including contributions)2019-12-31$20,200,860
Total of all expenses incurred2019-12-31$5,118,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,836,990
Expenses. Certain deemed distributions of participant loans2019-12-31$47,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,268,327
Value of total assets at end of year2019-12-31$87,596,905
Value of total assets at beginning of year2019-12-31$72,670,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$233,586
Total interest from all sources2019-12-31$176,431
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,954,331
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$8,954,331
Administrative expenses professional fees incurred2019-12-31$147,624
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,238,449
Participant contributions at end of year2019-12-31$733,410
Participant contributions at beginning of year2019-12-31$663,963
Participant contributions at end of year2019-12-31$354,791
Participant contributions at beginning of year2019-12-31$331,000
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,260,872
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,220,974
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$29,878
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$459
Liabilities. Value of operating payables at beginning of year2019-12-31$155,486
Total non interest bearing cash at end of year2019-12-31$74,062
Total non interest bearing cash at beginning of year2019-12-31$133,676
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$15,082,528
Value of net assets at end of year (total assets less liabilities)2019-12-31$87,596,905
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$72,514,377
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$14,160
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$82,173,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,320,709
Interest on participant loans2019-12-31$44,060
Interest earned on other investments2019-12-31$132,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,801,771
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,836,990
Contract administrator fees2019-12-31$71,802
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2019-12-31431122456
2018 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$155,945
Total income from all sources (including contributions)2018-12-31$-1,411,949
Total of all expenses incurred2018-12-31$6,605,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,146,722
Expenses. Certain deemed distributions of participant loans2018-12-31$50,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,359,323
Value of total assets at end of year2018-12-31$72,670,322
Value of total assets at beginning of year2018-12-31$80,531,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$408,052
Total interest from all sources2018-12-31$177,928
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,145,434
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$4,145,434
Administrative expenses professional fees incurred2018-12-31$261,318
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,336,505
Participant contributions at end of year2018-12-31$663,963
Participant contributions at beginning of year2018-12-31$721,461
Participant contributions at end of year2018-12-31$331,000
Participant contributions at beginning of year2018-12-31$336,710
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,220,974
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,132,889
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$459
Liabilities. Value of operating payables at end of year2018-12-31$155,486
Total non interest bearing cash at end of year2018-12-31$133,676
Total non interest bearing cash at beginning of year2018-12-31$97,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,017,468
Value of net assets at end of year (total assets less liabilities)2018-12-31$72,514,377
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$80,531,845
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$98,466
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,320,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$75,243,194
Interest on participant loans2018-12-31$41,480
Interest earned on other investments2018-12-31$136,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,094,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,146,722
Contract administrator fees2018-12-31$48,268
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2018-12-31431122456
2017 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$15,656,357
Total of all expenses incurred2017-12-31$4,311,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,225,665
Expenses. Certain deemed distributions of participant loans2017-12-31$71,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,256,578
Value of total assets at end of year2017-12-31$80,531,845
Value of total assets at beginning of year2017-12-31$69,187,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,715
Total interest from all sources2017-12-31$41,731
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,441,150
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$3,441,150
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,178,690
Participant contributions at end of year2017-12-31$721,461
Participant contributions at beginning of year2017-12-31$718,256
Participant contributions at end of year2017-12-31$336,710
Participant contributions at beginning of year2017-12-31$232,892
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,132,889
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,206,801
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$77,888
Other income not declared elsewhere2017-12-31$114,684
Total non interest bearing cash at end of year2017-12-31$97,591
Total non interest bearing cash at beginning of year2017-12-31$48,651
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$11,344,803
Value of net assets at end of year (total assets less liabilities)2017-12-31$80,531,845
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$69,187,042
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$75,243,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,980,442
Interest on participant loans2017-12-31$40,935
Interest earned on other investments2017-12-31$796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,802,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,225,665
Contract administrator fees2017-12-31$14,715
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2017-12-31431122456
2016 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$7,994,234
Total of all expenses incurred2016-12-31$4,387,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,345,671
Expenses. Certain deemed distributions of participant loans2016-12-31$29,619
Value of total corrective distributions2016-12-31$806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,928,845
Value of total assets at end of year2016-12-31$69,187,042
Value of total assets at beginning of year2016-12-31$65,580,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,860
Total interest from all sources2016-12-31$36,336
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,012,636
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$2,012,636
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,927,308
Participant contributions at end of year2016-12-31$718,256
Participant contributions at beginning of year2016-12-31$737,237
Participant contributions at end of year2016-12-31$232,892
Participant contributions at beginning of year2016-12-31$260,483
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,206,801
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,166,217
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,537
Other income not declared elsewhere2016-12-31$97,212
Total non interest bearing cash at end of year2016-12-31$48,651
Total non interest bearing cash at beginning of year2016-12-31$27,949
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$3,606,278
Value of net assets at end of year (total assets less liabilities)2016-12-31$69,187,042
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$65,580,764
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$63,980,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$61,388,878
Interest on participant loans2016-12-31$36,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,919,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,345,671
Contract administrator fees2016-12-31$11,860
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2016-12-31431122456
2015 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,085,472
Total of all expenses incurred2015-12-31$6,833,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,774,915
Expenses. Certain deemed distributions of participant loans2015-12-31$44,045
Value of total corrective distributions2015-12-31$2,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,580,255
Value of total assets at end of year2015-12-31$65,580,764
Value of total assets at beginning of year2015-12-31$70,328,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,020
Total interest from all sources2015-12-31$41,516
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,534,355
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$1,534,355
Administrative expenses professional fees incurred2015-12-31$40
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,529,926
Participant contributions at end of year2015-12-31$737,237
Participant contributions at beginning of year2015-12-31$834,959
Participant contributions at end of year2015-12-31$260,483
Participant contributions at beginning of year2015-12-31$293,279
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,166,217
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$50,329
Other income not declared elsewhere2015-12-31$39,551
Total non interest bearing cash at end of year2015-12-31$27,949
Total non interest bearing cash at beginning of year2015-12-31$12,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,748,157
Value of net assets at end of year (total assets less liabilities)2015-12-31$65,580,764
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$70,328,921
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$61,388,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$52,180,078
Interest on participant loans2015-12-31$40,503
Interest earned on other investments2015-12-31$1,013
Value of interest in common/collective trusts at beginning of year2015-12-31$17,008,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,142,639
Net investment gain or loss from common/collective trusts2015-12-31$32,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,774,915
Contract administrator fees2015-12-31$11,980
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2015-12-31431122456
2014 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$7,705,753
Total of all expenses incurred2014-12-31$4,681,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,585,557
Expenses. Certain deemed distributions of participant loans2014-12-31$68,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,380,412
Value of total assets at end of year2014-12-31$70,328,921
Value of total assets at beginning of year2014-12-31$67,304,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$27,434
Total interest from all sources2014-12-31$44,290
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,620,854
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$2,620,854
Administrative expenses professional fees incurred2014-12-31$14,204
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$3,355,673
Participant contributions at end of year2014-12-31$834,959
Participant contributions at beginning of year2014-12-31$893,563
Participant contributions at end of year2014-12-31$293,279
Participant contributions at beginning of year2014-12-31$240,869
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,739
Total non interest bearing cash at end of year2014-12-31$12,300
Total non interest bearing cash at beginning of year2014-12-31$10,541
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$3,024,258
Value of net assets at end of year (total assets less liabilities)2014-12-31$70,328,921
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$67,304,663
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$52,180,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$48,256,430
Interest on participant loans2014-12-31$44,282
Interest earned on other investments2014-12-31$8
Value of interest in common/collective trusts at end of year2014-12-31$17,008,305
Value of interest in common/collective trusts at beginning of year2014-12-31$17,903,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,591,371
Net investment gain or loss from common/collective trusts2014-12-31$68,826
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,585,557
Contract administrator fees2014-12-31$13,230
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2014-12-31431122456
2013 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$14,465,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,315
Total income from all sources (including contributions)2013-12-31$11,578,628
Total loss/gain on sale of assets2013-12-31$-10,949
Total of all expenses incurred2013-12-31$4,320,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,236,094
Expenses. Certain deemed distributions of participant loans2013-12-31$60,940
Value of total corrective distributions2013-12-31$2,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,488,639
Value of total assets at end of year2013-12-31$67,304,663
Value of total assets at beginning of year2013-12-31$45,592,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,014
Total interest from all sources2013-12-31$49,466
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,905,524
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$1,905,524
Administrative expenses professional fees incurred2013-12-31$6,634
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,474,361
Participant contributions at end of year2013-12-31$893,563
Participant contributions at beginning of year2013-12-31$767,819
Participant contributions at end of year2013-12-31$240,869
Participant contributions at beginning of year2013-12-31$199,642
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$11,315
Total non interest bearing cash at end of year2013-12-31$10,541
Total non interest bearing cash at beginning of year2013-12-31$9,029
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$7,258,287
Value of net assets at end of year (total assets less liabilities)2013-12-31$67,304,663
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,581,359
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$48,256,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$28,852,314
Interest on participant loans2013-12-31$44,792
Interest earned on other investments2013-12-31$4,674
Value of interest in common/collective trusts at end of year2013-12-31$17,903,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$15,763,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,070,551
Net investment gain or loss from common/collective trusts2013-12-31$75,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,236,094
Contract administrator fees2013-12-31$14,380
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$15,759,565
Aggregate carrying amount (costs) on sale of assets2013-12-31$15,770,514
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2013-12-31431122456
2012 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,115
Total income from all sources (including contributions)2012-12-31$7,278,256
Total of all expenses incurred2012-12-31$2,778,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,551,432
Expenses. Certain deemed distributions of participant loans2012-12-31$75,884
Value of total corrective distributions2012-12-31$7,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,040,861
Value of total assets at end of year2012-12-31$45,592,674
Value of total assets at beginning of year2012-12-31$41,087,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$144,377
Total interest from all sources2012-12-31$586,595
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$947,083
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$947,083
Administrative expenses professional fees incurred2012-12-31$132,461
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,700,189
Participant contributions at end of year2012-12-31$767,819
Participant contributions at beginning of year2012-12-31$729,635
Participant contributions at end of year2012-12-31$199,642
Participant contributions at beginning of year2012-12-31$199,461
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$340,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$11,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,115
Total non interest bearing cash at end of year2012-12-31$9,029
Total non interest bearing cash at beginning of year2012-12-31$15,952
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$4,499,402
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,581,359
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,081,957
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$28,852,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,607,996
Interest on participant loans2012-12-31$37,245
Interest earned on other investments2012-12-31$549,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$15,763,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,534,028
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,703,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,551,432
Contract administrator fees2012-12-31$11,916
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2012-12-31431122456
2011 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,115
Total income from all sources (including contributions)2011-12-31$3,481,412
Total of all expenses incurred2011-12-31$3,834,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,722,108
Expenses. Certain deemed distributions of participant loans2011-12-31$47,503
Value of total corrective distributions2011-12-31$1,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,616,643
Value of total assets at end of year2011-12-31$41,087,072
Value of total assets at beginning of year2011-12-31$41,435,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$63,669
Total interest from all sources2011-12-31$561,949
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$928,813
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$928,813
Administrative expenses professional fees incurred2011-12-31$39,357
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,497,529
Participant contributions at end of year2011-12-31$729,635
Participant contributions at beginning of year2011-12-31$18,797
Participant contributions at end of year2011-12-31$199,461
Participant contributions at beginning of year2011-12-31$230,807
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$119,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,115
Total non interest bearing cash at end of year2011-12-31$15,952
Total non interest bearing cash at beginning of year2011-12-31$7,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-353,135
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,081,957
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,435,092
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,607,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$28,249,785
Interest on participant loans2011-12-31$21,129
Interest earned on other investments2011-12-31$540,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,534,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$12,928,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-625,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,722,108
Contract administrator fees2011-12-31$24,312
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2011-12-31431122456
2010 : SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$6,869,197
Total of all expenses incurred2010-12-31$3,221,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,219,135
Value of total corrective distributions2010-12-31$2,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,724,906
Value of total assets at end of year2010-12-31$41,435,092
Value of total assets at beginning of year2010-12-31$37,787,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$455
Total interest from all sources2010-12-31$526,379
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$415,371
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$415,371
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,722,670
Participant contributions at end of year2010-12-31$18,797
Participant contributions at end of year2010-12-31$230,807
Participant contributions at beginning of year2010-12-31$228,450
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,236
Administrative expenses (other) incurred2010-12-31$455
Total non interest bearing cash at end of year2010-12-31$7,346
Total non interest bearing cash at beginning of year2010-12-31$8,101
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$3,647,264
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,435,092
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,787,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$28,249,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,825,486
Interest on participant loans2010-12-31$15
Interest earned on other investments2010-12-31$526,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$12,928,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,725,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,202,541
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,219,135
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NOVAK BIRKS, P.C.
Accountancy firm EIN2010-12-31431122456

Form 5500 Responses for SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN

2022: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780462-01
Policy instance 2
Insurance contract or identification number780462-01
Number of Individuals Covered295
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60098-1
Policy instance 1
Insurance contract or identification numberMR 60098-1
Number of Individuals Covered2129
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60098
Policy instance 1
Insurance contract or identification numberMR 60098
Number of Individuals Covered2129
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60098
Policy instance 1
Insurance contract or identification numberMR 60098
Number of Individuals Covered2152
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60098
Policy instance 1
Insurance contract or identification numberMR 60098
Number of Individuals Covered2180
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60098
Policy instance 1
Insurance contract or identification numberMR 60098
Number of Individuals Covered1999
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60098
Policy instance 1
Insurance contract or identification numberMR 60098
Number of Individuals Covered2015
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60098
Policy instance 1
Insurance contract or identification numberMR 60098
Number of Individuals Covered2036
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60098
Policy instance 1
Insurance contract or identification numberMR 60098
Number of Individuals Covered1920
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60098
Policy instance 1
Insurance contract or identification numberMR 60098
Number of Individuals Covered2192
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,227
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,227
Insurance broker organization code?3
Insurance broker nameUBS FIN SERV INS AGENCY INC

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