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SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN
Plan identification number 001

SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 219 R.S.P. has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 219 R.S.P.
Employer identification number (EIN):364343290
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOSEPH COOK
0012016-01-01JOSEPH BRATINA BRUCE MIDDLETON2017-10-03
0012015-01-01JOSEPH BRATINA BRUCE MIDDLETON2016-10-13
0012014-01-01JEFFREY SCANLAN BRUCE MIDDLETON2015-09-17
0012013-01-01BRUCE MIDDLETON JEFFREY SCANLAN2014-09-25
0012012-01-01JEFFREY SCANLAN
0012011-01-01JEFFREY SCANLAN
0012010-01-01JEFFREY SCANLAN
0012009-01-01JEFFREY SCANLAN

Plan Statistics for SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01892
Total number of active participants reported on line 7a of the Form 55002022-01-01907
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-015
Total participants2022-01-01967
Number of participants with account balances2022-01-01604
Number of employers contributing to the scheme2022-01-0149
2021: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01775
Total number of active participants reported on line 7a of the Form 55002021-01-01839
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01892
Number of participants with account balances2021-01-01558
Number of employers contributing to the scheme2021-01-0144
2020: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01745
Total number of active participants reported on line 7a of the Form 55002020-01-01734
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01775
Number of participants with account balances2020-01-01500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0147
2019: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01714
Total number of active participants reported on line 7a of the Form 55002019-01-01706
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01743
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01745
Number of participants with account balances2019-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0153
2018: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01676
Total number of active participants reported on line 7a of the Form 55002018-01-01679
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01714
Number of participants with account balances2018-01-01464
Number of employers contributing to the scheme2018-01-0153
2017: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01635
Total number of active participants reported on line 7a of the Form 55002017-01-01644
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01676
Number of participants with account balances2017-01-01454
Number of employers contributing to the scheme2017-01-0151
2016: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01608
Total number of active participants reported on line 7a of the Form 55002016-01-01610
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01635
Number of participants with account balances2016-01-01419
Number of employers contributing to the scheme2016-01-0151
2015: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01591
Total number of active participants reported on line 7a of the Form 55002015-01-01593
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01608
Number of participants with account balances2015-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0146
2014: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01570
Total number of active participants reported on line 7a of the Form 55002014-01-01578
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01591
Number of participants with account balances2014-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0145
2013: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01563
Total number of active participants reported on line 7a of the Form 55002013-01-01561
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01570
Number of participants with account balances2013-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0146
2012: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01577
Total number of active participants reported on line 7a of the Form 55002012-01-01553
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01563
Number of participants with account balances2012-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0152
2011: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01561
Total number of active participants reported on line 7a of the Form 55002011-01-01549
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01558
Number of participants with account balances2011-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01558
Total number of active participants reported on line 7a of the Form 55002010-01-01538
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01545
Number of participants with account balances2010-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01556
Total number of active participants reported on line 7a of the Form 55002009-01-01540
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01544
Number of participants with account balances2009-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-403,063
Total unrealized appreciation/depreciation of assets2022-12-31$-403,063
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$152,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$131,169
Total income from all sources (including contributions)2022-12-31$-12,969,073
Total loss/gain on sale of assets2022-12-31$-86,965
Total of all expenses incurred2022-12-31$8,873,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,654,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,157,057
Value of total assets at end of year2022-12-31$157,783,551
Value of total assets at beginning of year2022-12-31$179,605,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$218,830
Total interest from all sources2022-12-31$1,061
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,738,000
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$2,466,611
Administrative expenses professional fees incurred2022-12-31$62,854
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,312
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$134,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$113,169
Other income not declared elsewhere2022-12-31$117,252
Administrative expenses (other) incurred2022-12-31$83,976
Liabilities. Value of operating payables at end of year2022-12-31$18,000
Liabilities. Value of operating payables at beginning of year2022-12-31$18,000
Total non interest bearing cash at end of year2022-12-31$296,779
Total non interest bearing cash at beginning of year2022-12-31$264,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,842,713
Value of net assets at end of year (total assets less liabilities)2022-12-31$157,631,337
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$179,474,050
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
Assets. partnership/joint venture interests at end of year2022-12-31$7,538,194
Assets. partnership/joint venture interests at beginning of year2022-12-31$8,645,257
Investment advisory and management fees2022-12-31$72,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$98,840,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$118,927,447
Value of interest in pooled separate accounts at end of year2022-12-31$11,125,226
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,232,425
Value of interest in common/collective trusts at end of year2022-12-31$34,114,845
Value of interest in common/collective trusts at beginning of year2022-12-31$36,435,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$890,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$361,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$361,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,434,968
Net investment gain/loss from pooled separate accounts2022-12-31$263,496
Net investment gain or loss from common/collective trusts2022-12-31$-2,320,943
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$8,157,057
Employer contributions (assets) at end of year2022-12-31$844,195
Employer contributions (assets) at beginning of year2022-12-31$657,278
Income. Dividends from common stock2022-12-31$271,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,654,810
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$4,113,964
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$4,055,900
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$12,024
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$20,040
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$13,740,334
Aggregate carrying amount (costs) on sale of assets2022-12-31$13,827,299
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,017,993
Total unrealized appreciation/depreciation of assets2021-12-31$1,017,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$131,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,205,886
Total income from all sources (including contributions)2021-12-31$30,603,530
Total of all expenses incurred2021-12-31$7,046,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,840,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,276,015
Value of total assets at end of year2021-12-31$179,605,219
Value of total assets at beginning of year2021-12-31$157,122,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$205,967
Total interest from all sources2021-12-31$266
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,365,698
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$5,227,616
Administrative expenses professional fees incurred2021-12-31$56,462
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$7,184,539
Amount contributed by the employer to the plan for this plan year2021-12-31$7,184,539
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$113,169
Other income not declared elsewhere2021-12-31$148,773
Administrative expenses (other) incurred2021-12-31$77,465
Liabilities. Value of operating payables at end of year2021-12-31$18,000
Liabilities. Value of operating payables at beginning of year2021-12-31$18,000
Total non interest bearing cash at end of year2021-12-31$264,552
Total non interest bearing cash at beginning of year2021-12-31$531,453
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$23,556,963
Value of net assets at end of year (total assets less liabilities)2021-12-31$179,474,050
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$155,917,087
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
Assets. partnership/joint venture interests at end of year2021-12-31$8,645,257
Assets. partnership/joint venture interests at beginning of year2021-12-31$8,809,354
Investment advisory and management fees2021-12-31$72,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$118,927,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$107,677,047
Value of interest in pooled separate accounts at end of year2021-12-31$10,232,425
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,921,321
Value of interest in common/collective trusts at end of year2021-12-31$36,435,788
Value of interest in common/collective trusts at beginning of year2021-12-31$26,725,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$361,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$823,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$823,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,001,217
Net investment gain/loss from pooled separate accounts2021-12-31$182,938
Net investment gain or loss from common/collective trusts2021-12-31$6,610,630
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$7,276,015
Employer contributions (assets) at end of year2021-12-31$657,278
Employer contributions (assets) at beginning of year2021-12-31$517,484
Income. Dividends from common stock2021-12-31$138,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,840,600
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$4,055,900
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,084,992
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,187,886
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$20,040
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$28,056
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$553,276
Total unrealized appreciation/depreciation of assets2020-12-31$553,276
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,205,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,000
Total income from all sources (including contributions)2020-12-31$22,935,514
Total of all expenses incurred2020-12-31$6,888,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,689,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,855,965
Value of total assets at end of year2020-12-31$157,122,973
Value of total assets at beginning of year2020-12-31$139,887,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$198,502
Total interest from all sources2020-12-31$1,014
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,187,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,172,909
Administrative expenses professional fees incurred2020-12-31$44,031
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$5,303,817
Amount contributed by the employer to the plan for this plan year2020-12-31$5,303,817
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$39,135
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,942,133
Other income not declared elsewhere2020-12-31$146,915
Administrative expenses (other) incurred2020-12-31$82,451
Liabilities. Value of operating payables at end of year2020-12-31$18,000
Liabilities. Value of operating payables at beginning of year2020-12-31$18,000
Total non interest bearing cash at end of year2020-12-31$531,453
Total non interest bearing cash at beginning of year2020-12-31$209,571
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$16,047,248
Value of net assets at end of year (total assets less liabilities)2020-12-31$155,917,087
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$139,869,839
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
Assets. partnership/joint venture interests at end of year2020-12-31$8,809,354
Assets. partnership/joint venture interests at beginning of year2020-12-31$9,117,399
Investment advisory and management fees2020-12-31$72,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$107,677,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$108,457,162
Value of interest in pooled separate accounts at end of year2020-12-31$9,921,321
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,239,776
Value of interest in common/collective trusts at end of year2020-12-31$26,725,158
Value of interest in common/collective trusts at beginning of year2020-12-31$7,187,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$823,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$769,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$769,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,269,818
Net investment gain/loss from pooled separate accounts2020-12-31$190,627
Net investment gain or loss from common/collective trusts2020-12-31$3,729,942
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$5,816,830
Employer contributions (assets) at end of year2020-12-31$517,484
Employer contributions (assets) at beginning of year2020-12-31$497,534
Income. Dividends from common stock2020-12-31$15,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,689,764
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,084,992
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$431,982
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,187,886
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$28,056
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$36,072
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$491,118
Total unrealized appreciation/depreciation of assets2019-12-31$491,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,000
Total income from all sources (including contributions)2019-12-31$27,913,570
Total loss/gain on sale of assets2019-12-31$349,971
Total of all expenses incurred2019-12-31$4,100,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,943,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,851,737
Value of total assets at end of year2019-12-31$139,887,839
Value of total assets at beginning of year2019-12-31$116,076,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$156,416
Total interest from all sources2019-12-31$1,970
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,537,814
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$9,532,346
Administrative expenses professional fees incurred2019-12-31$44,205
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$5,343,377
Amount contributed by the employer to the plan for this plan year2019-12-31$5,343,377
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$28,996
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,942,133
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$6,000
Other income not declared elsewhere2019-12-31$202,132
Administrative expenses (other) incurred2019-12-31$52,211
Liabilities. Value of operating payables at end of year2019-12-31$18,000
Liabilities. Value of operating payables at beginning of year2019-12-31$14,000
Total non interest bearing cash at end of year2019-12-31$209,571
Total non interest bearing cash at beginning of year2019-12-31$144,691
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$23,813,308
Value of net assets at end of year (total assets less liabilities)2019-12-31$139,869,839
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$116,056,531
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
Assets. partnership/joint venture interests at end of year2019-12-31$9,117,399
Assets. partnership/joint venture interests at beginning of year2019-12-31$13,176,523
Investment advisory and management fees2019-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$108,457,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$87,873,974
Value of interest in pooled separate accounts at end of year2019-12-31$9,239,776
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,157,082
Value of interest in common/collective trusts at end of year2019-12-31$7,187,142
Value of interest in common/collective trusts at beginning of year2019-12-31$6,566,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$769,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$208,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$208,563
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,660,079
Net investment gain/loss from pooled separate accounts2019-12-31$198,530
Net investment gain or loss from common/collective trusts2019-12-31$620,219
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$5,822,741
Employer contributions (assets) at end of year2019-12-31$497,534
Employer contributions (assets) at beginning of year2019-12-31$463,330
Income. Dividends from common stock2019-12-31$5,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,943,846
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$431,982
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$465,239
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$36,072
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$15,000
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$6,610,008
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,260,037
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 name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$293,297
Total unrealized appreciation/depreciation of assets2018-12-31$293,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,000
Total income from all sources (including contributions)2018-12-31$-1,990,213
Total loss/gain on sale of assets2018-12-31$-25,601
Total of all expenses incurred2018-12-31$5,720,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,583,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,375,702
Value of total assets at end of year2018-12-31$116,076,531
Value of total assets at beginning of year2018-12-31$123,786,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$136,522
Total interest from all sources2018-12-31$975
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,776,606
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$6,770,196
Administrative expenses professional fees incurred2018-12-31$38,013
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$4,910,234
Amount contributed by the employer to the plan for this plan year2018-12-31$4,910,234
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,177,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$6,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,000
Other income not declared elsewhere2018-12-31$117,180
Administrative expenses (other) incurred2018-12-31$34,015
Liabilities. Value of operating payables at end of year2018-12-31$14,000
Liabilities. Value of operating payables at beginning of year2018-12-31$14,000
Total non interest bearing cash at end of year2018-12-31$144,691
Total non interest bearing cash at beginning of year2018-12-31$78,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,710,298
Value of net assets at end of year (total assets less liabilities)2018-12-31$116,056,531
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$123,766,829
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
Assets. partnership/joint venture interests at end of year2018-12-31$13,176,523
Assets. partnership/joint venture interests at beginning of year2018-12-31$14,675,602
Investment advisory and management fees2018-12-31$64,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$87,873,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$98,232,876
Value of interest in pooled separate accounts at end of year2018-12-31$7,157,082
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,076,977
Value of interest in common/collective trusts at end of year2018-12-31$6,566,923
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$208,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$22,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$22,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,953,151
Net investment gain/loss from pooled separate accounts2018-12-31$157,857
Net investment gain or loss from common/collective trusts2018-12-31$-733,078
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$5,359,480
Employer contributions (assets) at end of year2018-12-31$463,330
Employer contributions (assets) at beginning of year2018-12-31$435,757
Income. Dividends from common stock2018-12-31$6,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,583,563
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$465,239
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$87,818
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$15,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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 appraiser2018-12-31Yes
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$4,081,161
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,106,762
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 name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,498,690
Total unrealized appreciation/depreciation of assets2017-12-31$1,498,690
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$101,305
Total income from all sources (including contributions)2017-12-31$22,845,637
Total loss/gain on sale of assets2017-12-31$241,447
Total of all expenses incurred2017-12-31$4,737,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,587,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,425,017
Value of total assets at end of year2017-12-31$123,786,829
Value of total assets at beginning of year2017-12-31$105,759,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$149,844
Total interest from all sources2017-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,618,203
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$5,618,041
Administrative expenses professional fees incurred2017-12-31$33,250
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$4,909,719
Amount contributed by the employer to the plan for this plan year2017-12-31$4,909,719
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$79,560
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,177,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$510,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$12,000
Other income not declared elsewhere2017-12-31$86,305
Administrative expenses (other) incurred2017-12-31$24,005
Liabilities. Value of operating payables at end of year2017-12-31$14,000
Liabilities. Value of operating payables at beginning of year2017-12-31$18,305
Total non interest bearing cash at end of year2017-12-31$78,119
Total non interest bearing cash at beginning of year2017-12-31$89,244
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$18,108,316
Value of net assets at end of year (total assets less liabilities)2017-12-31$123,766,829
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$105,658,513
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
Assets. partnership/joint venture interests at end of year2017-12-31$14,675,602
Assets. partnership/joint venture interests at beginning of year2017-12-31$12,619,945
Investment advisory and management fees2017-12-31$68,589
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$98,232,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$81,606,630
Value of interest in pooled separate accounts at end of year2017-12-31$9,076,977
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,514,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$22,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,803,228
Net investment gain/loss from pooled separate accounts2017-12-31$172,742
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$5,345,457
Employer contributions (assets) at end of year2017-12-31$435,757
Employer contributions (assets) at beginning of year2017-12-31$418,952
Income. Dividends from common stock2017-12-31$162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,587,477
Contract administrator fees2017-12-31$24,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$87,818
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$71,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$686
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 appraiser2017-12-31Yes
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$1,874,241
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,632,794
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 name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$546,677
Total unrealized appreciation/depreciation of assets2016-12-31$546,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$101,305
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,208
Total income from all sources (including contributions)2016-12-31$11,341,003
Total loss/gain on sale of assets2016-12-31$628,484
Total of all expenses incurred2016-12-31$4,543,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,408,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,793,832
Value of total assets at end of year2016-12-31$105,759,818
Value of total assets at beginning of year2016-12-31$98,883,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$135,604
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,783,149
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$3,783,149
Administrative expenses professional fees incurred2016-12-31$29,798
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$4,791,930
Amount contributed by the employer to the plan for this plan year2016-12-31$4,791,930
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,902
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$510,326
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,007,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$12,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$6,000
Other income not declared elsewhere2016-12-31$47,302
Administrative expenses (other) incurred2016-12-31$10,826
Liabilities. Value of operating payables at end of year2016-12-31$18,305
Liabilities. Value of operating payables at beginning of year2016-12-31$16,208
Total non interest bearing cash at end of year2016-12-31$89,244
Total non interest bearing cash at beginning of year2016-12-31$61,125
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$6,797,172
Value of net assets at end of year (total assets less liabilities)2016-12-31$105,658,513
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$98,861,341
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
Assets. partnership/joint venture interests at end of year2016-12-31$12,619,945
Assets. partnership/joint venture interests at beginning of year2016-12-31$14,638,523
Investment advisory and management fees2016-12-31$70,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$81,606,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$74,133,295
Value of interest in pooled separate accounts at end of year2016-12-31$10,514,035
Value of interest in pooled separate accounts at beginning of year2016-12-31$8,615,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,377,290
Net investment gain/loss from pooled separate accounts2016-12-31$164,269
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$4,791,930
Employer contributions (assets) at end of year2016-12-31$418,952
Employer contributions (assets) at beginning of year2016-12-31$426,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,408,227
Contract administrator fees2016-12-31$24,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$71,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$686
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$2,060
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 appraiser2016-12-31Yes
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$5,515,324
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,886,840
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 name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$668,130
Total unrealized appreciation/depreciation of assets2015-12-31$668,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$717,079
Total income from all sources (including contributions)2015-12-31$3,517,492
Total loss/gain on sale of assets2015-12-31$96,724
Total of all expenses incurred2015-12-31$5,477,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,324,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,372,769
Value of total assets at end of year2015-12-31$98,883,549
Value of total assets at beginning of year2015-12-31$101,538,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$153,621
Total interest from all sources2015-12-31$153,207
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,614,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,614,120
Administrative expenses professional fees incurred2015-12-31$30,781
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$4,372,769
Amount contributed by the employer to the plan for this plan year2015-12-31$4,372,769
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,007,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$6,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,400
Other income not declared elsewhere2015-12-31$39,696
Administrative expenses (other) incurred2015-12-31$10,724
Liabilities. Value of operating payables at end of year2015-12-31$16,208
Liabilities. Value of operating payables at beginning of year2015-12-31$20,968
Total non interest bearing cash at end of year2015-12-31$61,125
Total non interest bearing cash at beginning of year2015-12-31$7,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,960,162
Value of net assets at end of year (total assets less liabilities)2015-12-31$98,861,341
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$100,821,503
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
Assets. partnership/joint venture interests at end of year2015-12-31$14,638,523
Assets. partnership/joint venture interests at beginning of year2015-12-31$14,126,924
Investment advisory and management fees2015-12-31$89,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$74,133,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$77,513,740
Value of interest in pooled separate accounts at end of year2015-12-31$8,615,226
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,431,135
Interest earned on other investments2015-12-31$153,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$74,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$74,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,427,154
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$4,372,769
Employer contributions (assets) at end of year2015-12-31$426,271
Employer contributions (assets) at beginning of year2015-12-31$373,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,324,033
Contract administrator fees2015-12-31$22,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$690,711
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$2,060
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$3,433
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 appraiser2015-12-31Yes
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$1,548,027
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,451,303
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 name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,226,372
Total unrealized appreciation/depreciation of assets2014-12-31$1,226,372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$717,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,400
Total income from all sources (including contributions)2014-12-31$9,357,831
Total loss/gain on sale of assets2014-12-31$-274,298
Total of all expenses incurred2014-12-31$4,957,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,781,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,739,221
Value of total assets at end of year2014-12-31$101,538,582
Value of total assets at beginning of year2014-12-31$96,440,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$176,894
Total interest from all sources2014-12-31$223
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,322,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,322,323
Administrative expenses professional fees incurred2014-12-31$32,242
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$4,540,804
Amount contributed by the employer to the plan for this plan year2014-12-31$4,540,804
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$152,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$39,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,400
Other income not declared elsewhere2014-12-31$38,043
Administrative expenses (other) incurred2014-12-31$36,459
Liabilities. Value of operating payables at end of year2014-12-31$20,968
Liabilities. Value of operating payables at beginning of year2014-12-31$14,000
Total non interest bearing cash at end of year2014-12-31$7,327
Total non interest bearing cash at beginning of year2014-12-31$5,397
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$4,399,917
Value of net assets at end of year (total assets less liabilities)2014-12-31$100,821,503
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$96,421,586
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
Assets. partnership/joint venture interests at end of year2014-12-31$14,126,924
Assets. partnership/joint venture interests at beginning of year2014-12-31$12,549,133
Investment advisory and management fees2014-12-31$86,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$77,513,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$72,759,501
Value of interest in pooled separate accounts at end of year2014-12-31$9,431,135
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,672,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$74,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$82,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$82,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,137,356
Net investment gain/loss from pooled separate accounts2014-12-31$168,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,586,385
Employer contributions (assets) at end of year2014-12-31$373,643
Employer contributions (assets) at beginning of year2014-12-31$327,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,781,020
Contract administrator fees2014-12-31$21,600
Liabilities. Value of benefit claims payable at end of year2014-12-31$690,711
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$3,433
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$4,807
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 appraiser2014-12-31Yes
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$340,585
Aggregate carrying amount (costs) on sale of assets2014-12-31$614,883
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 name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$35,459
Total income from all sources (including contributions)2013-12-31$18,857,664
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,165,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,031,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,276,764
Value of total assets at end of year2013-12-31$96,440,986
Value of total assets at beginning of year2013-12-31$83,764,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$133,694
Total interest from all sources2013-12-31$169,512
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,803,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,803,618
Administrative expenses professional fees incurred2013-12-31$18,533
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$3,949,302
Amount contributed by the employer to the plan for this plan year2013-12-31$3,949,302
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$39,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$15,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,400
Other income not declared elsewhere2013-12-31$45,096
Administrative expenses (other) incurred2013-12-31$8,129
Liabilities. Value of operating payables at end of year2013-12-31$14,000
Liabilities. Value of operating payables at beginning of year2013-12-31$30,059
Total non interest bearing cash at end of year2013-12-31$5,397
Total non interest bearing cash at beginning of year2013-12-31$26,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$12,692,540
Value of net assets at end of year (total assets less liabilities)2013-12-31$96,421,586
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$83,729,046
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
Assets. partnership/joint venture interests at end of year2013-12-31$12,549,133
Assets. partnership/joint venture interests at beginning of year2013-12-31$2,497,786
Investment advisory and management fees2013-12-31$85,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$72,759,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$70,447,043
Value of interest in pooled separate accounts at end of year2013-12-31$10,672,325
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,360,994
Interest earned on other investments2013-12-31$169,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$82,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$93,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$93,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,947,737
Net investment gain/loss from pooled separate accounts2013-12-31$614,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,276,764
Employer contributions (assets) at end of year2013-12-31$327,727
Employer contributions (assets) at beginning of year2013-12-31$317,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,031,430
Contract administrator fees2013-12-31$21,600
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$4,807
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$6,180
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$268,219
Total unrealized appreciation/depreciation of assets2012-12-31$268,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$35,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$39,421
Total income from all sources (including contributions)2012-12-31$14,310,818
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,153,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,021,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,138,199
Value of total assets at end of year2012-12-31$83,764,505
Value of total assets at beginning of year2012-12-31$72,611,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$132,861
Total interest from all sources2012-12-31$169,005
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,867,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,867,095
Administrative expenses professional fees incurred2012-12-31$25,851
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$3,820,501
Amount contributed by the employer to the plan for this plan year2012-12-31$3,820,501
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$15,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$25,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$49,592
Administrative expenses (other) incurred2012-12-31$24,145
Liabilities. Value of operating payables at end of year2012-12-31$30,059
Liabilities. Value of operating payables at beginning of year2012-12-31$39,421
Total non interest bearing cash at end of year2012-12-31$26,132
Total non interest bearing cash at beginning of year2012-12-31$8,563
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$11,156,943
Value of net assets at end of year (total assets less liabilities)2012-12-31$83,729,046
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$72,572,103
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
Assets. partnership/joint venture interests at end of year2012-12-31$2,497,786
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$61,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$70,447,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$64,745,976
Value of interest in pooled separate accounts at end of year2012-12-31$10,360,994
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,359,492
Interest earned on other investments2012-12-31$168,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$93,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$90,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$90,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,818,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,138,199
Employer contributions (assets) at end of year2012-12-31$317,430
Employer contributions (assets) at beginning of year2012-12-31$381,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,021,014
Contract administrator fees2012-12-31$21,600
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$6,180
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$39,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$47,812
Total income from all sources (including contributions)2011-12-31$4,294,788
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,077,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,919,070
Value of total corrective distributions2011-12-31$-47,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,573,733
Value of total assets at end of year2011-12-31$72,611,524
Value of total assets at beginning of year2011-12-31$72,402,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$206,095
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$257,925
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$257,925
Administrative expenses professional fees incurred2011-12-31$19,549
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$4,379,818
Amount contributed by the employer to the plan for this plan year2011-12-31$4,379,818
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$209,515
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$25,699
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$27,648
Administrative expenses (other) incurred2011-12-31$26,787
Liabilities. Value of operating payables at end of year2011-12-31$39,421
Liabilities. Value of operating payables at beginning of year2011-12-31$47,812
Total non interest bearing cash at end of year2011-12-31$8,563
Total non interest bearing cash at beginning of year2011-12-31$14,244
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$217,435
Value of net assets at end of year (total assets less liabilities)2011-12-31$72,572,103
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$72,354,668
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$56,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$64,745,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$67,984,345
Value of interest in pooled separate accounts at end of year2011-12-31$7,359,492
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,872,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$90,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$106,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$106,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-654,019
Net investment gain/loss from pooled separate accounts2011-12-31$117,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,364,218
Employer contributions (assets) at end of year2011-12-31$381,668
Employer contributions (assets) at beginning of year2011-12-31$397,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,919,070
Contract administrator fees2011-12-31$103,579
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2011-12-31470900880
2010 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$47,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$48,848
Total income from all sources (including contributions)2010-12-31$12,384,927
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,827,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,638,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,153,873
Value of total assets at end of year2010-12-31$72,402,480
Value of total assets at beginning of year2010-12-31$64,845,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$188,361
Total interest from all sources2010-12-31$746
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,973,212
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$1,973,212
Administrative expenses professional fees incurred2010-12-31$22,662
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$4,163,672
Amount contributed by the employer to the plan for this plan year2010-12-31$4,163,672
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$27,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$35,879
Other income not declared elsewhere2010-12-31$88,750
Administrative expenses (other) incurred2010-12-31$12,804
Liabilities. Value of operating payables at end of year2010-12-31$47,812
Liabilities. Value of operating payables at beginning of year2010-12-31$48,848
Total non interest bearing cash at end of year2010-12-31$14,244
Total non interest bearing cash at beginning of year2010-12-31$4,369
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$7,557,725
Value of net assets at end of year (total assets less liabilities)2010-12-31$72,354,668
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$64,796,943
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$56,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$67,984,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$59,814,378
Value of interest in pooled separate accounts at end of year2010-12-31$3,872,079
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,460,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$106,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$123,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$123,745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,072,550
Net investment gain/loss from pooled separate accounts2010-12-31$95,796
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$4,153,873
Employer contributions (assets) at end of year2010-12-31$397,271
Employer contributions (assets) at beginning of year2010-12-31$407,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,638,841
Contract administrator fees2010-12-31$95,978
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2010-12-31470900880
2009 : SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$4,047,320
Amount contributed by the employer to the plan for this plan year2009-12-31$4,047,320

Form 5500 Responses for SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN

2022: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
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 - TrustYes
2009: SHEET METAL WORKERS LOCAL 219 RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered596
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered558
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered500
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered474
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered454
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered400
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered403
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered378
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered393
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered406
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered392
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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