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SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN
Plan identification number 007

SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN Benefits

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

401k Sponsoring company profile

BD TTEES SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name:BD TTEES SMART NATIONAL SUPPLEMENTAL SAVINGS PLAN
Employer identification number (EIN):311674110
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072022-01-01MICHAEL COLEMAN2023-08-08
0072021-01-01JOSEPH SELLERS, JR.2022-08-30
0072020-01-01JOSEPH SELLERS, JR.2021-09-30
0072019-01-01JOSEPH SELLERS, JR.2020-10-14
0072018-01-01KENNETH COLOMBO2019-09-24
0072017-01-01
0072016-01-01
0072015-01-01
0072014-01-01
0072013-01-01
0072012-01-01KENNETH COLOMBO
0072011-01-01KENNETH COLOMBO
0072009-01-01JOHN HOLBACK

Plan Statistics for SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN

401k plan membership statisitcs for SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN

Measure Date Value
2022: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-018,909
Total number of active participants reported on line 7a of the Form 55002022-01-019,773
Number of other retired or separated participants entitled to future benefits2022-01-0197
Total of all active and inactive participants2022-01-019,870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0139
Total participants2022-01-019,909
Number of participants with account balances2022-01-019,909
Number of employers contributing to the scheme2022-01-01410
2021: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-018,391
Total number of active participants reported on line 7a of the Form 55002021-01-018,759
Number of other retired or separated participants entitled to future benefits2021-01-0186
Total of all active and inactive participants2021-01-018,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0164
Total participants2021-01-018,909
Number of participants with account balances2021-01-018,909
Number of employers contributing to the scheme2021-01-01394
2020: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,886
Total number of active participants reported on line 7a of the Form 55002020-01-018,256
Number of other retired or separated participants entitled to future benefits2020-01-0178
Total of all active and inactive participants2020-01-018,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0157
Total participants2020-01-018,391
Number of participants with account balances2020-01-018,391
Number of employers contributing to the scheme2020-01-01401
2019: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,257
Total number of active participants reported on line 7a of the Form 55002019-01-017,769
Number of other retired or separated participants entitled to future benefits2019-01-0199
Total of all active and inactive participants2019-01-017,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0118
Total participants2019-01-017,886
Number of participants with account balances2019-01-017,886
Number of employers contributing to the scheme2019-01-01411
2018: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,057
Total number of active participants reported on line 7a of the Form 55002018-01-017,257
Total of all active and inactive participants2018-01-017,257
Total participants2018-01-017,257
Number of employers contributing to the scheme2018-01-01386
2017: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-016,815
Total number of active participants reported on line 7a of the Form 55002017-01-017,057
Total of all active and inactive participants2017-01-017,057
Total participants2017-01-017,057
Number of employers contributing to the scheme2017-01-01359
2016: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016,651
Number of retired or separated participants receiving benefits2016-01-016,815
Total of all active and inactive participants2016-01-016,815
Total participants2016-01-016,815
Number of employers contributing to the scheme2016-01-01244
2015: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,578
Total number of active participants reported on line 7a of the Form 55002015-01-016,651
Total of all active and inactive participants2015-01-016,651
Total participants2015-01-016,651
Number of participants with account balances2015-01-016,651
Number of employers contributing to the scheme2015-01-01206
2014: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,372
Total number of active participants reported on line 7a of the Form 55002014-01-016,578
Total of all active and inactive participants2014-01-016,578
Total participants2014-01-016,578
Number of participants with account balances2014-01-016,578
Number of employers contributing to the scheme2014-01-01206
2013: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,148
Total number of active participants reported on line 7a of the Form 55002013-01-016,372
Total of all active and inactive participants2013-01-016,372
Total participants2013-01-016,372
Number of participants with account balances2013-01-016,372
Number of employers contributing to the scheme2013-01-01223
2012: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,967
Total number of active participants reported on line 7a of the Form 55002012-01-016,148
Total of all active and inactive participants2012-01-016,148
Total participants2012-01-016,148
Number of participants with account balances2012-01-016,148
Number of employers contributing to the scheme2012-01-01269
2011: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,199
Total number of active participants reported on line 7a of the Form 55002011-01-015,967
Total of all active and inactive participants2011-01-015,967
Total participants2011-01-015,967
Number of participants with account balances2011-01-015,967
Number of employers contributing to the scheme2011-01-01228
2009: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,592
Total number of active participants reported on line 7a of the Form 55002009-01-016,406
Total of all active and inactive participants2009-01-016,406
Total participants2009-01-016,406
Number of participants with account balances2009-01-016,406
Number of employers contributing to the scheme2009-01-01256

Financial Data on SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN

Measure Date Value
2022 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$157,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$265,841
Total income from all sources (including contributions)2022-12-31$-7,487,123
Total of all expenses incurred2022-12-31$8,376,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,602,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,033,587
Value of total assets at end of year2022-12-31$118,426,043
Value of total assets at beginning of year2022-12-31$134,397,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$773,552
Total interest from all sources2022-12-31$27,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$91,926
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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
Contributions received from participants2022-12-31$4,959,784
Participant contributions at end of year2022-12-31$629,427
Participant contributions at beginning of year2022-12-31$620,944
Participant contributions at end of year2022-12-31$235,134
Participant contributions at beginning of year2022-12-31$179,664
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,956
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$191,884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$183,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$39,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$58,347
Other income not declared elsewhere2022-12-31$468,542
Administrative expenses (other) incurred2022-12-31$21,291
Liabilities. Value of operating payables at end of year2022-12-31$118,124
Liabilities. Value of operating payables at beginning of year2022-12-31$207,494
Total non interest bearing cash at end of year2022-12-31$38,715
Total non interest bearing cash at beginning of year2022-12-31$122,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-15,863,208
Value of net assets at end of year (total assets less liabilities)2022-12-31$118,268,653
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$134,131,861
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$362,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$108,552,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$125,988,498
Interest on participant loans2022-12-31$27,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,425,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,033,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-19,016,487
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
Contributions received in cash from employer2022-12-31$6,066,847
Employer contributions (assets) at end of year2022-12-31$352,701
Employer contributions (assets) at beginning of year2022-12-31$269,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,602,533
Contract administrator fees2022-12-31$297,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2022-12-31470900880
2021 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$265,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$125,324
Total income from all sources (including contributions)2021-12-31$23,586,030
Total of all expenses incurred2021-12-31$9,614,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,908,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,193,319
Value of total assets at end of year2021-12-31$134,397,702
Value of total assets at beginning of year2021-12-31$120,285,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$706,420
Total interest from all sources2021-12-31$27,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$91,570
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$4,280,708
Participant contributions at end of year2021-12-31$620,944
Participant contributions at beginning of year2021-12-31$525,204
Participant contributions at end of year2021-12-31$179,664
Participant contributions at beginning of year2021-12-31$245,211
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$784,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$183,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$146,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$58,347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$15,776
Other income not declared elsewhere2021-12-31$444,389
Administrative expenses (other) incurred2021-12-31$33,649
Liabilities. Value of operating payables at end of year2021-12-31$207,494
Liabilities. Value of operating payables at beginning of year2021-12-31$109,548
Total non interest bearing cash at end of year2021-12-31$122,491
Total non interest bearing cash at beginning of year2021-12-31$129,414
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$13,971,272
Value of net assets at end of year (total assets less liabilities)2021-12-31$134,131,861
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$120,160,589
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$347,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$125,988,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$111,151,140
Interest on participant loans2021-12-31$27,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,033,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,720,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,920,803
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
Contributions received in cash from employer2021-12-31$5,128,536
Employer contributions (assets) at end of year2021-12-31$269,496
Employer contributions (assets) at beginning of year2021-12-31$367,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,908,338
Contract administrator fees2021-12-31$233,694
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2021-12-31470900880
2020 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$125,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$131,014
Total income from all sources (including contributions)2020-12-31$22,065,673
Total of all expenses incurred2020-12-31$12,505,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,711,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,567,498
Value of total assets at end of year2020-12-31$120,285,913
Value of total assets at beginning of year2020-12-31$110,731,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$794,048
Total interest from all sources2020-12-31$19,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$101,341
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$3,949,121
Participant contributions at end of year2020-12-31$525,204
Participant contributions at beginning of year2020-12-31$491,003
Participant contributions at end of year2020-12-31$245,211
Participant contributions at beginning of year2020-12-31$187,081
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,022,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$146,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$146,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$15,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$20,399
Other income not declared elsewhere2020-12-31$358,233
Administrative expenses (other) incurred2020-12-31$87,271
Liabilities. Value of operating payables at end of year2020-12-31$109,548
Liabilities. Value of operating payables at beginning of year2020-12-31$110,615
Total non interest bearing cash at end of year2020-12-31$129,414
Total non interest bearing cash at beginning of year2020-12-31$119,332
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$9,559,811
Value of net assets at end of year (total assets less liabilities)2020-12-31$120,160,589
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$110,600,778
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$308,761
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$111,151,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$98,913,874
Interest on participant loans2020-12-31$19,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,720,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,593,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,120,830
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
Contributions received in cash from employer2020-12-31$4,596,257
Employer contributions (assets) at end of year2020-12-31$367,817
Employer contributions (assets) at beginning of year2020-12-31$280,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,711,814
Contract administrator fees2020-12-31$296,675
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2020-12-31470900880
2019 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$131,014
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$131,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$108,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$108,999
Total income from all sources (including contributions)2019-12-31$23,750,482
Total income from all sources (including contributions)2019-12-31$23,750,482
Total of all expenses incurred2019-12-31$6,862,414
Total of all expenses incurred2019-12-31$6,862,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,244,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,244,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,811,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,811,393
Value of total assets at end of year2019-12-31$110,731,792
Value of total assets at end of year2019-12-31$110,731,792
Value of total assets at beginning of year2019-12-31$93,821,709
Value of total assets at beginning of year2019-12-31$93,821,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$617,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$617,415
Total interest from all sources2019-12-31$13,755
Total interest from all sources2019-12-31$13,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$71,967
Administrative expenses professional fees incurred2019-12-31$71,967
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$3,782,479
Contributions received from participants2019-12-31$3,782,479
Participant contributions at end of year2019-12-31$491,003
Participant contributions at end of year2019-12-31$491,003
Participant contributions at beginning of year2019-12-31$366,769
Participant contributions at beginning of year2019-12-31$366,769
Participant contributions at end of year2019-12-31$187,081
Participant contributions at end of year2019-12-31$187,081
Participant contributions at beginning of year2019-12-31$142,732
Participant contributions at beginning of year2019-12-31$142,732
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$368,531
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$368,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$146,181
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$146,181
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$233,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$233,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$20,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$20,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$7,332
Other income not declared elsewhere2019-12-31$397,538
Other income not declared elsewhere2019-12-31$397,538
Administrative expenses (other) incurred2019-12-31$52,675
Liabilities. Value of operating payables at end of year2019-12-31$110,615
Liabilities. Value of operating payables at end of year2019-12-31$110,615
Liabilities. Value of operating payables at beginning of year2019-12-31$101,667
Liabilities. Value of operating payables at beginning of year2019-12-31$101,667
Total non interest bearing cash at end of year2019-12-31$119,332
Total non interest bearing cash at end of year2019-12-31$119,332
Total non interest bearing cash at beginning of year2019-12-31$170,116
Total non interest bearing cash at beginning of year2019-12-31$170,116
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
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$16,888,068
Value of net income/loss2019-12-31$16,888,068
Value of net assets at end of year (total assets less liabilities)2019-12-31$110,600,778
Value of net assets at end of year (total assets less liabilities)2019-12-31$110,600,778
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$93,712,710
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$93,712,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$345,623
Investment advisory and management fees2019-12-31$345,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$98,913,874
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$98,913,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,423,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$83,423,059
Interest on participant loans2019-12-31$13,755
Interest on participant loans2019-12-31$13,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,593,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,593,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,271,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,271,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,527,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,527,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,660,383
Contributions received in cash from employer2019-12-31$3,660,383
Employer contributions (assets) at end of year2019-12-31$280,621
Employer contributions (assets) at end of year2019-12-31$280,621
Employer contributions (assets) at beginning of year2019-12-31$214,100
Employer contributions (assets) at beginning of year2019-12-31$214,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,244,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,244,999
Contract administrator fees2019-12-31$147,150
Contract administrator fees2019-12-31$147,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-12-31470900880
Accountancy firm EIN2019-12-31470900880
2018 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$108,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$98,478
Total income from all sources (including contributions)2018-12-31$3,882,824
Total of all expenses incurred2018-12-31$5,013,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,444,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,725,137
Value of total assets at end of year2018-12-31$93,821,709
Value of total assets at beginning of year2018-12-31$94,941,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$568,943
Total interest from all sources2018-12-31$8,538
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$56,499
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$3,120,853
Participant contributions at end of year2018-12-31$366,769
Participant contributions at beginning of year2018-12-31$10,544
Participant contributions at end of year2018-12-31$142,732
Participant contributions at beginning of year2018-12-31$166,275
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$396,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$233,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$182,083
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$7,332
Other income not declared elsewhere2018-12-31$359,201
Administrative expenses (other) incurred2018-12-31$73,098
Liabilities. Value of operating payables at end of year2018-12-31$101,667
Liabilities. Value of operating payables at beginning of year2018-12-31$98,478
Total non interest bearing cash at end of year2018-12-31$170,116
Total non interest bearing cash at beginning of year2018-12-31$114,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,130,566
Value of net assets at end of year (total assets less liabilities)2018-12-31$93,712,710
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$94,843,276
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$331,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$83,423,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$85,277,698
Interest on participant loans2018-12-31$8,538
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,271,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,941,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,210,052
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
Contributions received in cash from employer2018-12-31$3,208,020
Employer contributions (assets) at end of year2018-12-31$214,100
Employer contributions (assets) at beginning of year2018-12-31$249,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,444,447
Contract administrator fees2018-12-31$107,582
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-12-31470900880
2017 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$98,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$22,310
Total income from all sources (including contributions)2017-12-31$16,325,110
Total of all expenses incurred2017-12-31$6,379,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,470,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,679,787
Value of total assets at end of year2017-12-31$94,941,754
Value of total assets at beginning of year2017-12-31$84,919,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$908,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$36,482
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,678,906
Participant contributions at end of year2017-12-31$10,544
Participant contributions at end of year2017-12-31$166,275
Participant contributions at beginning of year2017-12-31$132,845
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$16,117
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$182,083
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$95,257
Other income not declared elsewhere2017-12-31$229,019
Administrative expenses (other) incurred2017-12-31$31,262
Liabilities. Value of operating payables at end of year2017-12-31$98,478
Liabilities. Value of operating payables at beginning of year2017-12-31$22,310
Total non interest bearing cash at end of year2017-12-31$114,154
Total non interest bearing cash at beginning of year2017-12-31$160,991
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$9,945,803
Value of net assets at end of year (total assets less liabilities)2017-12-31$94,843,276
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$84,897,473
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$757,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$85,277,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$74,477,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,941,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,862,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,416,304
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
Contributions received in cash from employer2017-12-31$3,000,881
Employer contributions (assets) at end of year2017-12-31$249,414
Employer contributions (assets) at beginning of year2017-12-31$191,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,454,306
Contract administrator fees2017-12-31$84,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31No
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 name2017-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2017-12-31470900880
2016 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,388
Total income from all sources (including contributions)2016-12-31$11,060,939
Total of all expenses incurred2016-12-31$5,307,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,098,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,346,992
Value of total assets at end of year2016-12-31$84,919,783
Value of total assets at beginning of year2016-12-31$79,164,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$209,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$54,394
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,642,489
Participant contributions at end of year2016-12-31$132,845
Participant contributions at beginning of year2016-12-31$116,889
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$38,353
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$95,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$181,023
Other income not declared elsewhere2016-12-31$406,616
Administrative expenses (other) incurred2016-12-31$22,171
Liabilities. Value of operating payables at end of year2016-12-31$22,310
Liabilities. Value of operating payables at beginning of year2016-12-31$20,388
Total non interest bearing cash at end of year2016-12-31$160,991
Total non interest bearing cash at beginning of year2016-12-31$70,833
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$5,753,410
Value of net assets at end of year (total assets less liabilities)2016-12-31$84,897,473
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$79,144,063
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$7,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$74,477,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$72,208,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,862,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,418,198
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,307,331
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
Contributions received in cash from employer2016-12-31$2,666,150
Employer contributions (assets) at end of year2016-12-31$191,017
Employer contributions (assets) at beginning of year2016-12-31$169,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,098,455
Contract administrator fees2016-12-31$124,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2016-12-31470900880
2015 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$39,941
Total income from all sources (including contributions)2015-12-31$5,624,952
Total of all expenses incurred2015-12-31$5,735,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,485,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,756,894
Value of total assets at end of year2015-12-31$79,164,451
Value of total assets at beginning of year2015-12-31$79,294,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$249,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$76,020
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,264,343
Participant contributions at end of year2015-12-31$116,889
Participant contributions at beginning of year2015-12-31$117,629
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$128,604
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$181,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$91,730
Other income not declared elsewhere2015-12-31$1,509,214
Administrative expenses (other) incurred2015-12-31$54,472
Liabilities. Value of operating payables at end of year2015-12-31$20,388
Liabilities. Value of operating payables at beginning of year2015-12-31$39,941
Total non interest bearing cash at end of year2015-12-31$70,833
Total non interest bearing cash at beginning of year2015-12-31$123,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-110,227
Value of net assets at end of year (total assets less liabilities)2015-12-31$79,144,063
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$79,254,290
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$9,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$72,208,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$72,288,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,418,198
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,502,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-641,156
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
Contributions received in cash from employer2015-12-31$2,363,947
Employer contributions (assets) at end of year2015-12-31$169,217
Employer contributions (assets) at beginning of year2015-12-31$170,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,485,246
Contract administrator fees2015-12-31$109,939
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2015-12-31470900880
2014 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$39,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$52,192
Total income from all sources (including contributions)2014-12-31$13,001,731
Total of all expenses incurred2014-12-31$6,774,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,486,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,392,192
Value of total assets at end of year2014-12-31$79,294,231
Value of total assets at beginning of year2014-12-31$73,079,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$287,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$87,030
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,988,607
Participant contributions at end of year2014-12-31$117,629
Participant contributions at beginning of year2014-12-31$120,695
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,270
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$91,730
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$140,686
Other income not declared elsewhere2014-12-31$4,256,947
Administrative expenses (other) incurred2014-12-31$43,838
Liabilities. Value of operating payables at end of year2014-12-31$39,941
Liabilities. Value of operating payables at beginning of year2014-12-31$52,192
Total non interest bearing cash at end of year2014-12-31$123,049
Total non interest bearing cash at beginning of year2014-12-31$172,503
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$6,227,393
Value of net assets at end of year (total assets less liabilities)2014-12-31$79,254,290
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$73,026,897
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$28,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$72,288,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$66,336,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,502,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,134,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,352,592
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
Contributions received in cash from employer2014-12-31$2,392,315
Employer contributions (assets) at end of year2014-12-31$170,327
Employer contributions (assets) at beginning of year2014-12-31$174,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,486,798
Contract administrator fees2014-12-31$128,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2014-12-31470900880
2013 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$52,192
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$67,654
Total income from all sources (including contributions)2013-12-31$16,921,504
Total of all expenses incurred2013-12-31$4,541,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,343,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,489,090
Value of total assets at end of year2013-12-31$73,079,089
Value of total assets at beginning of year2013-12-31$60,714,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$197,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$47,304
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,028,568
Participant contributions at end of year2013-12-31$120,695
Participant contributions at beginning of year2013-12-31$124,394
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$125,503
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$140,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,381
Administrative expenses (other) incurred2013-12-31$45,689
Liabilities. Value of operating payables at end of year2013-12-31$52,192
Liabilities. Value of operating payables at beginning of year2013-12-31$67,654
Total non interest bearing cash at end of year2013-12-31$172,503
Total non interest bearing cash at beginning of year2013-12-31$244,214
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$12,380,425
Value of net assets at end of year (total assets less liabilities)2013-12-31$73,026,897
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$60,646,472
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$29,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$66,336,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$54,237,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,134,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,918,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,432,414
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
Contributions received in cash from employer2013-12-31$2,335,019
Employer contributions (assets) at end of year2013-12-31$174,926
Employer contributions (assets) at beginning of year2013-12-31$186,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,343,203
Contract administrator fees2013-12-31$75,073
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2013-12-31470900880
2012 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$67,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$68,179
Total income from all sources (including contributions)2012-12-31$11,385,088
Total of all expenses incurred2012-12-31$4,837,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,614,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,648,803
Value of total assets at end of year2012-12-31$60,714,126
Value of total assets at beginning of year2012-12-31$54,167,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$223,450
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$55,717
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,049,634
Participant contributions at end of year2012-12-31$124,394
Participant contributions at beginning of year2012-12-31$112,419
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$219,245
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,381
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,243
Administrative expenses (other) incurred2012-12-31$37,661
Liabilities. Value of operating payables at end of year2012-12-31$67,654
Liabilities. Value of operating payables at beginning of year2012-12-31$68,179
Total non interest bearing cash at end of year2012-12-31$244,214
Total non interest bearing cash at beginning of year2012-12-31$335,412
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$6,547,182
Value of net assets at end of year (total assets less liabilities)2012-12-31$60,646,472
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,099,290
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$42,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$54,237,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$47,793,945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,918,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,752,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,736,285
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,379,924
Employer contributions (assets) at end of year2012-12-31$186,591
Employer contributions (assets) at beginning of year2012-12-31$168,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,614,456
Contract administrator fees2012-12-31$87,572
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
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 name2012-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2012-12-31470900880
2011 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$68,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$115,037
Total income from all sources (including contributions)2011-12-31$3,073,988
Total of all expenses incurred2011-12-31$4,478,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,275,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,362,209
Value of total assets at end of year2011-12-31$54,167,469
Value of total assets at beginning of year2011-12-31$55,618,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$203,205
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$49,370
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,015,322
Participant contributions at end of year2011-12-31$112,419
Participant contributions at beginning of year2011-12-31$136,135
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,605
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,956
Other income not declared elsewhere2011-12-31$681
Administrative expenses (other) incurred2011-12-31$38,454
Liabilities. Value of operating payables at end of year2011-12-31$68,179
Liabilities. Value of operating payables at beginning of year2011-12-31$115,037
Total non interest bearing cash at end of year2011-12-31$335,412
Total non interest bearing cash at beginning of year2011-12-31$357,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,404,630
Value of net assets at end of year (total assets less liabilities)2011-12-31$54,099,290
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$55,503,920
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$48,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$47,793,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$54,916,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,752,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,288,902
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,322,282
Employer contributions (assets) at end of year2011-12-31$168,628
Employer contributions (assets) at beginning of year2011-12-31$204,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,275,413
Contract administrator fees2011-12-31$66,539
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
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 name2011-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2011-12-31470900880
2010 : SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$115,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$67,889
Total income from all sources (including contributions)2010-12-31$10,619,903
Total of all expenses incurred2010-12-31$3,942,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,743,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,868,443
Value of total assets at end of year2010-12-31$55,618,957
Value of total assets at beginning of year2010-12-31$48,894,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$198,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$50,194
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$2,155,505
Participant contributions at end of year2010-12-31$136,135
Participant contributions at beginning of year2010-12-31$123,571
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$331,567
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,956
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$83,608
Other income not declared elsewhere2010-12-31$4,568
Administrative expenses (other) incurred2010-12-31$102,887
Liabilities. Value of operating payables at end of year2010-12-31$115,037
Liabilities. Value of operating payables at beginning of year2010-12-31$67,889
Total non interest bearing cash at end of year2010-12-31$357,323
Total non interest bearing cash at beginning of year2010-12-31$150,907
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$6,677,353
Value of net assets at end of year (total assets less liabilities)2010-12-31$55,503,920
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$48,826,567
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$45,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$54,916,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$48,351,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,746,892
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
Contributions received in cash from employer2010-12-31$2,381,371
Employer contributions (assets) at end of year2010-12-31$204,202
Employer contributions (assets) at beginning of year2010-12-31$185,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,743,594
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
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 name2010-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2010-12-31470900880

Form 5500 Responses for SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN

2022: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
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 - TrustYes
2021: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS 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 - TrustYes
2020: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS 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 - TrustYes
2019: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS 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 - TrustYes
2018: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS 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 - TrustYes
2017: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS 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 - TrustYes
2016: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS 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 - TrustYes
2015: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS 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 - TrustYes
2012: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS 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 - TrustYes
2011: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS 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 - TrustYes
2009: SHEET METAL WORKERS NATIONAL SUPPLEMENTAL SAVINGS PLAN 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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28124
Policy instance 1
Insurance contract or identification numberGA28124
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28124
Policy instance 1
Insurance contract or identification numberGA28124
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28124
Policy instance 1
Insurance contract or identification numberGA28124
Number of Individuals Covered8391
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28124
Policy instance 1
Insurance contract or identification numberGA28124
Number of Individuals Covered7769
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28124
Policy instance 1
Insurance contract or identification numberGA28124
Number of Individuals Covered7057
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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