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SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU
Plan identification number 501

SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES OF SHEETMETAL WORKERS LOCAL 91 HEALTH AND WELFARE PL has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF SHEETMETAL WORKERS LOCAL 91 HEALTH AND WELFARE PL
Employer identification number (EIN):362525679
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JOSH BUDKE2023-10-10 ERIC MEIRHAEGHE2023-10-10
5012021-01-01JOSH BUDKE2022-09-29 ERIC MEIRHAEGHE2022-09-29
5012020-01-01ERIC MEIRHAEGHE2021-10-11
5012019-01-01ERIC MEIRHAEGHE2020-10-01
5012018-01-01JERRY EGAN2019-10-08
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01KIM VON MOTZ
5012013-01-01LISA HUNGERFORD
5012012-01-01JILL BOURQUIN
5012011-01-01JILL BOURQUIN
5012010-01-01CYNTHIA TOWNLEY2011-09-27
5012009-01-01CYNTHIA TOWNLEY

Plan Statistics for SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU

Measure Date Value
2022: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2022 401k membership
Total participants, beginning-of-year2022-01-01980
Total number of active participants reported on line 7a of the Form 55002022-01-01819
Number of retired or separated participants receiving benefits2022-01-01199
Total of all active and inactive participants2022-01-011,018
Number of employers contributing to the scheme2022-01-0151
2021: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2021 401k membership
Total participants, beginning-of-year2021-01-011,003
Total number of active participants reported on line 7a of the Form 55002021-01-01778
Number of retired or separated participants receiving benefits2021-01-01202
Total of all active and inactive participants2021-01-01980
Number of employers contributing to the scheme2021-01-0148
2020: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2020 401k membership
Total participants, beginning-of-year2020-01-011,013
Total number of active participants reported on line 7a of the Form 55002020-01-01772
Number of retired or separated participants receiving benefits2020-01-01231
Total of all active and inactive participants2020-01-011,003
Number of employers contributing to the scheme2020-01-0149
2019: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2019 401k membership
Total participants, beginning-of-year2019-01-01770
Total number of active participants reported on line 7a of the Form 55002019-01-01798
Number of retired or separated participants receiving benefits2019-01-01215
Total of all active and inactive participants2019-01-011,013
Number of employers contributing to the scheme2019-01-0150
2018: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2018 401k membership
Total participants, beginning-of-year2018-01-01714
Total number of active participants reported on line 7a of the Form 55002018-01-01770
Number of retired or separated participants receiving benefits2018-01-01190
Total of all active and inactive participants2018-01-01960
Number of employers contributing to the scheme2018-01-0144
2017: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2017 401k membership
Total participants, beginning-of-year2017-01-01686
Total number of active participants reported on line 7a of the Form 55002017-01-01714
Number of retired or separated participants receiving benefits2017-01-01189
Total of all active and inactive participants2017-01-01903
Number of employers contributing to the scheme2017-01-0148
2016: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2016 401k membership
Total participants, beginning-of-year2016-01-01678
Total number of active participants reported on line 7a of the Form 55002016-01-01686
Number of retired or separated participants receiving benefits2016-01-01190
Total of all active and inactive participants2016-01-01876
Number of employers contributing to the scheme2016-01-0154
2015: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2015 401k membership
Total participants, beginning-of-year2015-01-01846
Total number of active participants reported on line 7a of the Form 55002015-01-01678
Number of retired or separated participants receiving benefits2015-01-01192
Total of all active and inactive participants2015-01-01870
Number of employers contributing to the scheme2015-01-0151
2014: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2014 401k membership
Total participants, beginning-of-year2014-01-01688
Total number of active participants reported on line 7a of the Form 55002014-01-01652
Number of retired or separated participants receiving benefits2014-01-01194
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01846
Number of employers contributing to the scheme2014-01-0185
2013: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2013 401k membership
Total participants, beginning-of-year2013-01-01633
Total number of active participants reported on line 7a of the Form 55002013-01-01688
Number of retired or separated participants receiving benefits2013-01-01189
Total of all active and inactive participants2013-01-01877
2012: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2012 401k membership
Total participants, beginning-of-year2012-01-01656
Total number of active participants reported on line 7a of the Form 55002012-01-01633
Number of retired or separated participants receiving benefits2012-01-01192
Total of all active and inactive participants2012-01-01825
2011: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2011 401k membership
Total participants, beginning-of-year2011-01-01594
Total number of active participants reported on line 7a of the Form 55002011-01-01656
Number of retired or separated participants receiving benefits2011-01-01170
Total of all active and inactive participants2011-01-01826
2010: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2010 401k membership
Total participants, beginning-of-year2010-01-01829
Total number of active participants reported on line 7a of the Form 55002010-01-01594
Number of retired or separated participants receiving benefits2010-01-01177
Total of all active and inactive participants2010-01-01771
Number of employers contributing to the scheme2010-01-0143
2009: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2009 401k membership
Total participants, beginning-of-year2009-01-01852
Total number of active participants reported on line 7a of the Form 55002009-01-01628
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01200
Total of all active and inactive participants2009-01-01829
Number of employers contributing to the scheme2009-01-0157

Financial Data on SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,322,505
Total unrealized appreciation/depreciation of assets2022-12-31$-2,322,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,598,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,381,553
Total income from all sources (including contributions)2022-12-31$5,561,278
Total loss/gain on sale of assets2022-12-31$1,305,727
Total of all expenses incurred2022-12-31$12,258,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,589,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,725,227
Value of total assets at end of year2022-12-31$44,222,130
Value of total assets at beginning of year2022-12-31$50,702,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$669,322
Total interest from all sources2022-12-31$528,077
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$669,535
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$669,535
Administrative expenses professional fees incurred2022-12-31$117,571
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$804,156
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,188,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$621,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$44,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$51,346
Administrative expenses (other) incurred2022-12-31$447,238
Liabilities. Value of operating payables at end of year2022-12-31$353,603
Liabilities. Value of operating payables at beginning of year2022-12-31$291,709
Total non interest bearing cash at end of year2022-12-31$2,313,499
Total non interest bearing cash at beginning of year2022-12-31$369,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,697,247
Value of net assets at end of year (total assets less liabilities)2022-12-31$42,623,294
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,320,541
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$104,513
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,695,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,412,362
Income. Interest from US Government securities2022-12-31$341,024
Income. Interest from corporate debt instruments2022-12-31$168,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$162,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$851,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$851,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$19,029
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$412,271
Asset value of US Government securities at end of year2022-12-31$13,608,645
Asset value of US Government securities at beginning of year2022-12-31$12,246,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,344,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,921,071
Employer contributions (assets) at end of year2022-12-31$888,232
Employer contributions (assets) at beginning of year2022-12-31$843,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,176,932
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$10,363,587
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$14,296,339
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
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,200,612
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,038,498
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$2,173
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$59,368
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
Aggregate proceeds on sale of assets2022-12-31$9,703,096
Aggregate carrying amount (costs) on sale of assets2022-12-31$8,397,369
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROMOLO & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31842885766
2021 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-692,431
Total unrealized appreciation/depreciation of assets2021-12-31$-692,431
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,381,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,890,585
Total income from all sources (including contributions)2021-12-31$12,278,521
Total loss/gain on sale of assets2021-12-31$1,638,289
Total of all expenses incurred2021-12-31$2,007,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,437,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,917,212
Value of total assets at end of year2021-12-31$50,702,094
Value of total assets at beginning of year2021-12-31$49,939,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$569,451
Total interest from all sources2021-12-31$738,463
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,193,507
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$1,193,507
Administrative expenses professional fees incurred2021-12-31$142,220
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$810,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$621,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$777,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$51,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$9,934,945
Other income not declared elsewhere2021-12-31$10,233
Administrative expenses (other) incurred2021-12-31$305,868
Liabilities. Value of operating payables at end of year2021-12-31$291,709
Liabilities. Value of operating payables at beginning of year2021-12-31$249,090
Total non interest bearing cash at end of year2021-12-31$369,935
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$10,271,362
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,320,541
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,049,179
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$121,363
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,412,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,910,853
Income. Interest from US Government securities2021-12-31$256,387
Income. Interest from corporate debt instruments2021-12-31$481,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$851,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,896,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,896,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,047
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$400,608
Asset value of US Government securities at end of year2021-12-31$12,246,876
Asset value of US Government securities at beginning of year2021-12-31$12,072,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-526,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,106,599
Employer contributions (assets) at end of year2021-12-31$843,819
Employer contributions (assets) at beginning of year2021-12-31$760,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,037,100
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$14,296,339
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$18,404,254
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
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,038,498
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$706,550
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$59,368
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$117,964
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
Aggregate proceeds on sale of assets2021-12-31$10,840,342
Aggregate carrying amount (costs) on sale of assets2021-12-31$9,202,053
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ROMOLO & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31842885766
2020 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,077,986
Total unrealized appreciation/depreciation of assets2020-12-31$1,077,986
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,890,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,418,178
Total income from all sources (including contributions)2020-12-31$14,900,994
Total loss/gain on sale of assets2020-12-31$115,892
Total of all expenses incurred2020-12-31$8,607,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,051,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,551,739
Value of total assets at end of year2020-12-31$49,939,764
Value of total assets at beginning of year2020-12-31$45,173,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$555,780
Total interest from all sources2020-12-31$785,379
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$288,974
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$288,974
Administrative expenses professional fees incurred2020-12-31$140,602
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$718,592
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$777,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$462,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$9,934,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$11,256,232
Other income not declared elsewhere2020-12-31$2,589
Administrative expenses (other) incurred2020-12-31$278,298
Liabilities. Value of operating payables at end of year2020-12-31$249,090
Liabilities. Value of operating payables at beginning of year2020-12-31$200,937
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$169,266
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$6,293,771
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,049,179
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$32,755,408
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$136,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,910,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,860,156
Income. Interest from US Government securities2020-12-31$277,497
Income. Interest from corporate debt instruments2020-12-31$501,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,896,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,962,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,962,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,726
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$358,316
Asset value of US Government securities at end of year2020-12-31$12,072,140
Asset value of US Government securities at beginning of year2020-12-31$13,686,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,078,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,833,147
Employer contributions (assets) at end of year2020-12-31$760,502
Employer contributions (assets) at beginning of year2020-12-31$926,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,693,127
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$18,404,254
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$15,017,209
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
Liabilities. Value of benefit claims payable at end of year2020-12-31$706,550
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$961,009
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$117,964
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$88,703
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
Aggregate proceeds on sale of assets2020-12-31$7,521,213
Aggregate carrying amount (costs) on sale of assets2020-12-31$7,405,321
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ROMOLO & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31842885766
2019 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,170,480
Total unrealized appreciation/depreciation of assets2019-12-31$1,170,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,418,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,171,391
Total income from all sources (including contributions)2019-12-31$14,970,108
Total loss/gain on sale of assets2019-12-31$168,453
Total of all expenses incurred2019-12-31$10,403,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,964,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,119,469
Value of total assets at end of year2019-12-31$45,173,586
Value of total assets at beginning of year2019-12-31$40,359,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$438,789
Total interest from all sources2019-12-31$784,226
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$677,154
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$677,154
Administrative expenses professional fees incurred2019-12-31$89,353
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$703,064
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$462,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$340,197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$11,256,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,599,675
Other income not declared elsewhere2019-12-31$6,506
Administrative expenses (other) incurred2019-12-31$229,586
Liabilities. Value of operating payables at end of year2019-12-31$200,937
Liabilities. Value of operating payables at beginning of year2019-12-31$411,902
Total non interest bearing cash at end of year2019-12-31$169,266
Total non interest bearing cash at beginning of year2019-12-31$466,870
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$4,566,951
Value of net assets at end of year (total assets less liabilities)2019-12-31$32,755,408
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,188,457
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$119,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,860,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,969,986
Income. Interest from US Government securities2019-12-31$290,448
Income. Interest from corporate debt instruments2019-12-31$463,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,962,840
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$994,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$994,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$30,084
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$357,792
Asset value of US Government securities at end of year2019-12-31$13,686,518
Asset value of US Government securities at beginning of year2019-12-31$12,626,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,043,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$9,416,405
Employer contributions (assets) at end of year2019-12-31$926,393
Employer contributions (assets) at beginning of year2019-12-31$763,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,606,576
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$15,017,209
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$14,193,678
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
Liabilities. Value of benefit claims payable at end of year2019-12-31$961,009
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,159,814
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$88,703
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$4,174
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
Aggregate proceeds on sale of assets2019-12-31$8,151,782
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,983,329
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ROMOLO & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31842885766
2018 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-328,264
Total unrealized appreciation/depreciation of assets2018-12-31$-328,264
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,171,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,748,112
Total income from all sources (including contributions)2018-12-31$9,356,951
Total loss/gain on sale of assets2018-12-31$569,358
Total of all expenses incurred2018-12-31$9,657,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,244,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,092,446
Value of total assets at end of year2018-12-31$40,359,848
Value of total assets at beginning of year2018-12-31$40,237,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$413,167
Total interest from all sources2018-12-31$748,498
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$632,173
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$632,173
Administrative expenses professional fees incurred2018-12-31$90,100
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$685,118
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$340,197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$503,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$10,599,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$10,589,997
Other income not declared elsewhere2018-12-31$225
Administrative expenses (other) incurred2018-12-31$212,642
Liabilities. Value of operating payables at end of year2018-12-31$411,902
Liabilities. Value of operating payables at beginning of year2018-12-31$214,228
Total non interest bearing cash at end of year2018-12-31$466,870
Total non interest bearing cash at beginning of year2018-12-31$479,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-300,865
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,188,457
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,489,322
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$110,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,969,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,518,232
Income. Interest from US Government securities2018-12-31$256,964
Income. Interest from corporate debt instruments2018-12-31$469,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$994,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,002,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,002,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$21,568
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$309,865
Asset value of US Government securities at end of year2018-12-31$12,626,751
Asset value of US Government securities at beginning of year2018-12-31$13,080,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,357,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,407,328
Employer contributions (assets) at end of year2018-12-31$763,472
Employer contributions (assets) at beginning of year2018-12-31$810,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,934,784
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$14,193,678
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$12,836,382
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
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,159,814
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$943,887
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$4,174
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$6,104
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
Aggregate proceeds on sale of assets2018-12-31$5,483,564
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,914,206
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ROMOLO & ASSOCIATES
Accountancy firm EIN2018-12-31371077733
2017 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-107,032
Total unrealized appreciation/depreciation of assets2017-12-31$-107,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,748,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,533,307
Total income from all sources (including contributions)2017-12-31$12,205,896
Total loss/gain on sale of assets2017-12-31$-36,990
Total of all expenses incurred2017-12-31$9,301,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,817,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,403,225
Value of total assets at end of year2017-12-31$40,237,434
Value of total assets at beginning of year2017-12-31$37,118,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$484,344
Total interest from all sources2017-12-31$658,966
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$158,605
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$158,605
Administrative expenses professional fees incurred2017-12-31$93,687
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$691,225
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$503,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$318,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$10,589,997
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,090,500
Other income not declared elsewhere2017-12-31$5,364
Administrative expenses (other) incurred2017-12-31$282,251
Liabilities. Value of operating payables at end of year2017-12-31$214,228
Liabilities. Value of operating payables at beginning of year2017-12-31$211,589
Total non interest bearing cash at end of year2017-12-31$479,700
Total non interest bearing cash at beginning of year2017-12-31$411,404
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$2,904,057
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,489,322
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,585,265
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$108,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,518,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,604,068
Income. Interest from US Government securities2017-12-31$265,157
Income. Interest from corporate debt instruments2017-12-31$386,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,002,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$955,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$955,059
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,524
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$267,385
Asset value of US Government securities at end of year2017-12-31$13,080,922
Asset value of US Government securities at beginning of year2017-12-31$11,290,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,123,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,712,000
Employer contributions (assets) at end of year2017-12-31$810,692
Employer contributions (assets) at beginning of year2017-12-31$737,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,550,110
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$12,836,382
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$11,792,252
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
Liabilities. Value of benefit claims payable at end of year2017-12-31$943,887
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,231,218
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$6,104
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$8,687
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
Aggregate proceeds on sale of assets2017-12-31$4,979,388
Aggregate carrying amount (costs) on sale of assets2017-12-31$5,016,378
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ROMOLO & ASSOCIATES
Accountancy firm EIN2017-12-31371077733
2016 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-110,781
Total unrealized appreciation/depreciation of assets2016-12-31$-110,781
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,533,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,676,739
Total income from all sources (including contributions)2016-12-31$10,215,923
Total loss/gain on sale of assets2016-12-31$-115,442
Total of all expenses incurred2016-12-31$10,364,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,915,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,770,414
Value of total assets at end of year2016-12-31$37,118,572
Value of total assets at beginning of year2016-12-31$36,410,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$448,823
Total interest from all sources2016-12-31$617,828
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$175,969
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$175,969
Administrative expenses professional fees incurred2016-12-31$88,116
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$648,443
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$318,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$699,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,090,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,551,648
Administrative expenses (other) incurred2016-12-31$258,495
Liabilities. Value of operating payables at end of year2016-12-31$58,080
Liabilities. Value of operating payables at beginning of year2016-12-31$71,919
Total non interest bearing cash at end of year2016-12-31$411,404
Total non interest bearing cash at beginning of year2016-12-31$401,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-148,211
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,585,265
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,733,476
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$102,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,604,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,240,597
Income. Interest from US Government securities2016-12-31$239,301
Income. Interest from corporate debt instruments2016-12-31$375,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$955,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,066,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,066,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,448
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$266,725
Asset value of US Government securities at end of year2016-12-31$11,290,845
Asset value of US Government securities at beginning of year2016-12-31$10,483,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$877,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,121,971
Employer contributions (assets) at end of year2016-12-31$737,335
Employer contributions (assets) at beginning of year2016-12-31$690,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,648,586
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$11,792,252
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$11,821,910
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
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,384,727
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,053,172
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$8,687
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$6,166
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
Aggregate proceeds on sale of assets2016-12-31$4,101,527
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,216,969
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ROMOLO & ASSOCIATES, CPA'S
Accountancy firm EIN2016-12-31371077733
2015 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-322,932
Total unrealized appreciation/depreciation of assets2015-12-31$-322,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,676,739
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,077,394
Total income from all sources (including contributions)2015-12-31$9,099,924
Total loss/gain on sale of assets2015-12-31$-18,515
Total of all expenses incurred2015-12-31$14,414,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,952,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,816,058
Value of total assets at end of year2015-12-31$36,410,215
Value of total assets at beginning of year2015-12-31$36,125,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$462,222
Total interest from all sources2015-12-31$649,600
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$545,407
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$545,407
Administrative expenses professional fees incurred2015-12-31$71,689
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$700,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$699,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$168,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,551,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,372,434
Other income not declared elsewhere2015-12-31$21
Administrative expenses (other) incurred2015-12-31$265,423
Liabilities. Value of operating payables at end of year2015-12-31$71,919
Liabilities. Value of operating payables at beginning of year2015-12-31$97,665
Total non interest bearing cash at end of year2015-12-31$401,067
Total non interest bearing cash at beginning of year2015-12-31$151,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,314,883
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,733,476
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$31,048,359
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$125,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,240,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,410,711
Income. Interest from US Government securities2015-12-31$263,821
Income. Interest from corporate debt instruments2015-12-31$385,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,066,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,494,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,494,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$612
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$226,898
Asset value of US Government securities at end of year2015-12-31$10,483,292
Asset value of US Government securities at beginning of year2015-12-31$10,891,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-569,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,115,477
Employer contributions (assets) at end of year2015-12-31$690,965
Employer contributions (assets) at beginning of year2015-12-31$666,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,725,687
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$11,821,910
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$11,335,722
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
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,053,172
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$607,295
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$6,166
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$7,471
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
Aggregate proceeds on sale of assets2015-12-31$4,196,971
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,215,486
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ROMOLO & ASSOCIATES
Accountancy firm EIN2015-12-31371077733
2014 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-776
Total unrealized appreciation/depreciation of assets2014-12-31$-776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$36,640,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32,044,254
Total income from all sources (including contributions)2014-12-31$9,963,095
Total loss/gain on sale of assets2014-12-31$141,687
Total of all expenses incurred2014-12-31$10,607,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,007,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,697,685
Value of total assets at end of year2014-12-31$36,125,753
Value of total assets at beginning of year2014-12-31$32,174,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$600,671
Total interest from all sources2014-12-31$630,230
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$481,455
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$481,455
Administrative expenses professional fees incurred2014-12-31$100,023
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$625,721
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,320
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,713
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$34,506
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$176,852
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$165,801
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$184,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$35,935,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$31,539,264
Other income not declared elsewhere2014-12-31$12,814
Administrative expenses (other) incurred2014-12-31$404,690
Liabilities. Value of operating payables at end of year2014-12-31$97,666
Liabilities. Value of operating payables at beginning of year2014-12-31$28,004
Total non interest bearing cash at end of year2014-12-31$151,722
Total non interest bearing cash at beginning of year2014-12-31$162,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-644,785
Value of net assets at end of year (total assets less liabilities)2014-12-31$-514,947
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$129,838
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$95,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,410,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,473,660
Income. Interest from US Government securities2014-12-31$269,690
Income. Interest from corporate debt instruments2014-12-31$360,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,494,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,194,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,194,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$137
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$168,733
Asset value of US Government securities at end of year2014-12-31$10,891,236
Asset value of US Government securities at beginning of year2014-12-31$9,955,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,037,458
Employer contributions (assets) at end of year2014-12-31$666,055
Employer contributions (assets) at beginning of year2014-12-31$651,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,661,624
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$11,335,722
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$10,529,222
Liabilities. Value of benefit claims payable at end of year2014-12-31$607,295
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$476,986
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$7,470
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$7,789
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
Aggregate proceeds on sale of assets2014-12-31$4,256,696
Aggregate carrying amount (costs) on sale of assets2014-12-31$4,115,009
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 name2014-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2014-12-31421092253
2013 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$799,229
Total unrealized appreciation/depreciation of assets2013-12-31$799,229
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$32,044,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$30,381,524
Total income from all sources (including contributions)2013-12-31$10,357,869
Total loss/gain on sale of assets2013-12-31$840,993
Total of all expenses incurred2013-12-31$8,172,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,751,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,025,975
Value of total assets at end of year2013-12-31$32,174,092
Value of total assets at beginning of year2013-12-31$28,325,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$420,984
Total interest from all sources2013-12-31$566,840
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$114,427
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$114,427
Administrative expenses professional fees incurred2013-12-31$87,017
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$657,410
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,713
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$23,669
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$60,593
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$229,194
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$184,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$141,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$31,539,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$29,718,358
Other income not declared elsewhere2013-12-31$10,405
Administrative expenses (other) incurred2013-12-31$252,226
Liabilities. Value of operating payables at end of year2013-12-31$28,004
Liabilities. Value of operating payables at beginning of year2013-12-31$151,956
Total non interest bearing cash at end of year2013-12-31$162,402
Total non interest bearing cash at beginning of year2013-12-31$200,042
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$2,185,681
Value of net assets at end of year (total assets less liabilities)2013-12-31$129,838
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-2,055,843
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$81,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,473,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,656,019
Income. Interest from US Government securities2013-12-31$73,109
Income. Interest from corporate debt instruments2013-12-31$493,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,194,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,309,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,309,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$415
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$195,581
Asset value of US Government securities at end of year2013-12-31$9,955,024
Asset value of US Government securities at beginning of year2013-12-31$8,847,033
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,307,972
Employer contributions (assets) at end of year2013-12-31$651,780
Employer contributions (assets) at beginning of year2013-12-31$622,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,326,429
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$10,529,222
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$7,515,683
Liabilities. Value of benefit claims payable at end of year2013-12-31$476,986
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$511,210
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$7,789
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$9,463
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$7,688,137
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,847,144
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2013-12-31421092253
2012 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-280,376
Total unrealized appreciation/depreciation of assets2012-12-31$-280,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$30,381,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,506,210
Total income from all sources (including contributions)2012-12-31$10,362,588
Total loss/gain on sale of assets2012-12-31$1,587,877
Total of all expenses incurred2012-12-31$7,629,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,260,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,374,950
Value of total assets at end of year2012-12-31$28,325,681
Value of total assets at beginning of year2012-12-31$23,717,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$369,568
Total interest from all sources2012-12-31$515,829
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$135,131
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$135,131
Administrative expenses professional fees incurred2012-12-31$62,509
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$672,161
Assets. Other investments not covered elsewhere at end of year2012-12-31$23,669
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$16,028
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$48,042
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$68,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$141,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$315,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$29,718,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$27,964,712
Other income not declared elsewhere2012-12-31$29,177
Administrative expenses (other) incurred2012-12-31$256,306
Liabilities. Value of operating payables at end of year2012-12-31$151,956
Liabilities. Value of operating payables at beginning of year2012-12-31$127,427
Total non interest bearing cash at end of year2012-12-31$200,042
Total non interest bearing cash at beginning of year2012-12-31$192,475
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$2,733,002
Value of net assets at end of year (total assets less liabilities)2012-12-31$-2,055,843
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-4,788,845
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$50,753
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,656,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,310,586
Income. Interest from US Government securities2012-12-31$228,823
Income. Interest from corporate debt instruments2012-12-31$286,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,309,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$871,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$871,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$843
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$173,066
Asset value of US Government securities at end of year2012-12-31$8,847,033
Asset value of US Government securities at beginning of year2012-12-31$8,103,050
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,654,747
Employer contributions (assets) at end of year2012-12-31$622,839
Employer contributions (assets) at beginning of year2012-12-31$630,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,018,819
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$7,515,683
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$6,273,460
Liabilities. Value of benefit claims payable at end of year2012-12-31$511,210
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$414,071
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$9,463
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$4,872
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$11,087,495
Aggregate carrying amount (costs) on sale of assets2012-12-31$9,499,618
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2012-12-31421092253
2011 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-562,006
Total unrealized appreciation/depreciation of assets2011-12-31$-562,006
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,506,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$28,479,776
Total income from all sources (including contributions)2011-12-31$8,018,352
Total loss/gain on sale of assets2011-12-31$477,763
Total of all expenses incurred2011-12-31$6,026,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,556,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,568,241
Value of total assets at end of year2011-12-31$23,717,365
Value of total assets at beginning of year2011-12-31$21,699,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$469,757
Total interest from all sources2011-12-31$472,779
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$61,575
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$61,575
Administrative expenses professional fees incurred2011-12-31$125,576
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$657,095
Assets. Other investments not covered elsewhere at end of year2011-12-31$16,028
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$24,179
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$71,214
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$-8,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$315,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$300,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$27,932,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$27,675,223
Administrative expenses (other) incurred2011-12-31$292,177
Liabilities. Value of operating payables at end of year2011-12-31$159,605
Liabilities. Value of operating payables at beginning of year2011-12-31$124,453
Total non interest bearing cash at end of year2011-12-31$192,475
Total non interest bearing cash at beginning of year2011-12-31$297,211
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$1,991,692
Value of net assets at end of year (total assets less liabilities)2011-12-31$-4,788,846
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-6,780,538
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$52,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,310,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,791,820
Income. Interest from US Government securities2011-12-31$269,482
Income. Interest from corporate debt instruments2011-12-31$202,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$871,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,281,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,281,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,081
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$270,113
Asset value of US Government securities at end of year2011-12-31$8,103,050
Asset value of US Government securities at beginning of year2011-12-31$7,953,012
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,839,932
Employer contributions (assets) at end of year2011-12-31$630,215
Employer contributions (assets) at beginning of year2011-12-31$719,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,295,506
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$6,273,460
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,324,467
Liabilities. Value of benefit claims payable at end of year2011-12-31$414,071
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$680,100
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$4,872
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$7,549
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,871,690
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,393,927
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 name2011-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2011-12-31421092253
2010 : SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,234,697
Total unrealized appreciation/depreciation of assets2010-12-31$1,234,697
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$28,479,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$30,086,730
Total income from all sources (including contributions)2010-12-31$9,448,699
Total loss/gain on sale of assets2010-12-31$28,726
Total of all expenses incurred2010-12-31$3,926,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,499,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,723,566
Value of total assets at end of year2010-12-31$21,699,238
Value of total assets at beginning of year2010-12-31$17,783,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$426,311
Total interest from all sources2010-12-31$431,272
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$29,832
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$29,832
Administrative expenses professional fees incurred2010-12-31$159,475
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$877,869
Assets. Other investments not covered elsewhere at end of year2010-12-31$24,179
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,112
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$70,515
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$-1,655,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$300,244
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$116,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$27,675,223
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$29,554,028
Other income not declared elsewhere2010-12-31$606
Administrative expenses (other) incurred2010-12-31$221,842
Liabilities. Value of operating payables at end of year2010-12-31$124,453
Liabilities. Value of operating payables at beginning of year2010-12-31$45,002
Total non interest bearing cash at end of year2010-12-31$297,211
Total non interest bearing cash at beginning of year2010-12-31$241,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,522,675
Value of net assets at end of year (total assets less liabilities)2010-12-31$-6,780,538
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-12,303,213
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$44,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,791,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,587,786
Income. Interest from US Government securities2010-12-31$220,870
Income. Interest from corporate debt instruments2010-12-31$208,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,281,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,212,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,212,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,737
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$236,107
Asset value of US Government securities at end of year2010-12-31$7,953,012
Asset value of US Government securities at beginning of year2010-12-31$6,232,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,775,182
Employer contributions (assets) at end of year2010-12-31$719,008
Employer contributions (assets) at beginning of year2010-12-31$558,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,919,535
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,324,467
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$3,825,567
Liabilities. Value of benefit claims payable at end of year2010-12-31$680,100
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$487,700
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$7,549
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$5,265
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$3,584,223
Aggregate carrying amount (costs) on sale of assets2010-12-31$3,555,497
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 name2010-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2010-12-31421092253

Form 5500 Responses for SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU

2022: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 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 – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 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 – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 91 HEALTH AND WELFARE FU 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 91 HEALTH AND WELFARE FU 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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
2010: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL 91 HEALTH AND WELFARE FU 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberNA (CMS S7694)
Policy instance 4
Insurance contract or identification numberNA (CMS S7694)
Number of Individuals Covered260
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $25,752
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPDP PART D PLAN
Welfare Benefit Premiums Paid to CarrierUSD $551,611
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,752
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL 1002
Policy instance 3
Insurance contract or identification numberSL 1002
Number of Individuals Covered874
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
Welfare Benefit Premiums Paid to CarrierUSD $348,644
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL07
Policy instance 2
Insurance contract or identification number26IL07
Number of Individuals Covered847
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number17628
Policy instance 1
Insurance contract or identification number17628
Number of Individuals Covered819
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number17628
Policy instance 1
Insurance contract or identification number17628
Number of Individuals Covered778
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL07
Policy instance 2
Insurance contract or identification number26IL07
Number of Individuals Covered808
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,131
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL 1002
Policy instance 3
Insurance contract or identification numberSL 1002
Number of Individuals Covered809
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
Welfare Benefit Premiums Paid to CarrierUSD $337,475
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberNA (CMS S7694)
Policy instance 4
Insurance contract or identification numberNA (CMS S7694)
Number of Individuals Covered254
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $24,952
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPDP PART D PLAN
Welfare Benefit Premiums Paid to CarrierUSD $611,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,952
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberNA (CMS S7694)
Policy instance 4
Insurance contract or identification numberNA (CMS S7694)
Number of Individuals Covered261
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,690
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPDP PART D PLAN
Welfare Benefit Premiums Paid to CarrierUSD $653,008
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,690
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL 1002
Policy instance 3
Insurance contract or identification numberSL 1002
Number of Individuals Covered805
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
Welfare Benefit Premiums Paid to CarrierUSD $327,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL07
Policy instance 2
Insurance contract or identification number26IL07
Number of Individuals Covered805
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number17628
Policy instance 1
Insurance contract or identification number17628
Number of Individuals Covered805
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberNA (CMS S7694)
Policy instance 4
Insurance contract or identification numberNA (CMS S7694)
Number of Individuals Covered252
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,665
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPDP PART D PLAN
Welfare Benefit Premiums Paid to CarrierUSD $590,381
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,665
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL 1002
Policy instance 3
Insurance contract or identification numberSL 1002
Number of Individuals Covered828
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
Welfare Benefit Premiums Paid to CarrierUSD $327,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL07
Policy instance 2
Insurance contract or identification number26IL07
Number of Individuals Covered828
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,661
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number17628
Policy instance 1
Insurance contract or identification number17628
Number of Individuals Covered852
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number17628
Policy instance 1
Insurance contract or identification number17628
Number of Individuals Covered807
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL07
Policy instance 2
Insurance contract or identification number26IL07
Number of Individuals Covered799
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL 1002
Policy instance 3
Insurance contract or identification numberSL 1002
Number of Individuals Covered799
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $282,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ENVISION INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberNA (CMS S7694)
Policy instance 4
Insurance contract or identification numberNA (CMS S7694)
Number of Individuals Covered259
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,955
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedPDP PART D PLAN
Welfare Benefit Premiums Paid to CarrierUSD $591,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,955
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number17628
Policy instance 1
Insurance contract or identification number17628
Number of Individuals Covered683
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
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL07
Policy instance 2
Insurance contract or identification number26IL07
Number of Individuals Covered738
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,973
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL 1002
Policy instance 3
Insurance contract or identification numberSL 1002
Number of Individuals Covered701
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
Welfare Benefit Premiums Paid to CarrierUSD $242,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number17628
Policy instance 1
Insurance contract or identification number17628
Number of Individuals Covered870
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL07
Policy instance 2
Insurance contract or identification number26IL07
Number of Individuals Covered697
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,212
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL 1002
Policy instance 3
Insurance contract or identification numberSL 1002
Number of Individuals Covered698
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $199,331
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1002
Policy instance 1
Insurance contract or identification numberSL1002
Number of Individuals Covered877
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1002
Policy instance 1
Insurance contract or identification numberSL1002
Number of Individuals Covered877
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1002
Policy instance 1
Insurance contract or identification numberSL1002
Number of Individuals Covered825
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $173,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL07
Policy instance 2
Insurance contract or identification number26IL07
Number of Individuals Covered632
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1002
Policy instance 1
Insurance contract or identification numberSL1002
Number of Individuals Covered635
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Welfare Benefit Premiums Paid to CarrierUSD $270,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract numberSL1002
Policy instance 1
Insurance contract or identification numberSL1002
Number of Individuals Covered635
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Welfare Benefit Premiums Paid to CarrierUSD $228,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL07
Policy instance 2
Insurance contract or identification number26IL07
Number of Individuals Covered632
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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