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INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 401k Plan overview

Plan NameINTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND
Plan identification number 002

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 ANNUITY FD has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 ANNUITY FD
Employer identification number (EIN):366754873
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01THOMAS MCGRATH PETER CASTELLARIN2018-10-12
0022016-01-01THOMAS MCGRATH PETER CASTELLARIN2017-10-11
0022015-01-01THOMAS MCGRATH PETER CASTELLARIN2016-09-30
0022014-01-01JOHN CRINION PETER CASTELLARIN2015-09-23
0022013-01-01JOHN CRINION PETER CASTELLARIN2014-10-07
0022012-01-01JOHN CRINION PETER CASTELLARIN2013-09-23
0022011-01-01JOHN CRINION PETER CASTELLARIN2012-09-28
0022010-01-01JOHN CRINION PETER CASTELLARIN2011-10-04
0022009-01-01JOHN CRINION PETER CASTELLARIN2010-10-11
0022009-01-01JOHN CRINION PETER CASTELLARIN2011-10-04

Plan Statistics for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND

401k plan membership statisitcs for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND

Measure Date Value
2022: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,494
Total number of active participants reported on line 7a of the Form 55002022-01-011,187
Number of retired or separated participants receiving benefits2022-01-01132
Number of other retired or separated participants entitled to future benefits2022-01-01114
Total of all active and inactive participants2022-01-011,433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0137
Total participants2022-01-011,470
Number of participants with account balances2022-01-011,470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0163
2021: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,457
Total number of active participants reported on line 7a of the Form 55002021-01-011,223
Number of retired or separated participants receiving benefits2021-01-01107
Number of other retired or separated participants entitled to future benefits2021-01-01131
Total of all active and inactive participants2021-01-011,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0133
Total participants2021-01-011,494
Number of participants with account balances2021-01-011,494
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0168
2020: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,533
Total number of active participants reported on line 7a of the Form 55002020-01-011,208
Number of retired or separated participants receiving benefits2020-01-01101
Number of other retired or separated participants entitled to future benefits2020-01-01113
Total of all active and inactive participants2020-01-011,422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0135
Total participants2020-01-011,457
Number of participants with account balances2020-01-011,457
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 scheme2020-01-0165
2019: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,599
Total number of active participants reported on line 7a of the Form 55002019-01-011,278
Number of retired or separated participants receiving benefits2019-01-01109
Number of other retired or separated participants entitled to future benefits2019-01-01111
Total of all active and inactive participants2019-01-011,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0135
Total participants2019-01-011,533
Number of participants with account balances2019-01-011,533
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 scheme2019-01-0170
2018: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,697
Total number of active participants reported on line 7a of the Form 55002018-01-011,347
Number of retired or separated participants receiving benefits2018-01-01114
Number of other retired or separated participants entitled to future benefits2018-01-01104
Total of all active and inactive participants2018-01-011,565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0134
Total participants2018-01-011,599
Number of participants with account balances2018-01-011,599
Number of employers contributing to the scheme2018-01-0163
2017: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,780
Total number of active participants reported on line 7a of the Form 55002017-01-011,444
Number of retired or separated participants receiving benefits2017-01-01115
Number of other retired or separated participants entitled to future benefits2017-01-01104
Total of all active and inactive participants2017-01-011,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0134
Total participants2017-01-011,697
Number of participants with account balances2017-01-011,697
Number of employers contributing to the scheme2017-01-0162
2016: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,997
Total number of active participants reported on line 7a of the Form 55002016-01-011,538
Number of retired or separated participants receiving benefits2016-01-01110
Number of other retired or separated participants entitled to future benefits2016-01-01101
Total of all active and inactive participants2016-01-011,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0131
Total participants2016-01-011,780
Number of participants with account balances2016-01-011,780
Number of employers contributing to the scheme2016-01-0160
2015: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,453
Total number of active participants reported on line 7a of the Form 55002015-01-011,771
Number of retired or separated participants receiving benefits2015-01-0196
Number of other retired or separated participants entitled to future benefits2015-01-01109
Total of all active and inactive participants2015-01-011,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0118
Total participants2015-01-011,994
Number of participants with account balances2015-01-011,997
Number of employers contributing to the scheme2015-01-0163
2014: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,523
Total number of active participants reported on line 7a of the Form 55002014-01-012,187
Number of retired or separated participants receiving benefits2014-01-0185
Number of other retired or separated participants entitled to future benefits2014-01-01165
Total of all active and inactive participants2014-01-012,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0116
Total participants2014-01-012,453
Number of participants with account balances2014-01-012,459
Number of employers contributing to the scheme2014-01-0160
2013: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,786
Total number of active participants reported on line 7a of the Form 55002013-01-012,254
Number of retired or separated participants receiving benefits2013-01-0179
Number of other retired or separated participants entitled to future benefits2013-01-01172
Total of all active and inactive participants2013-01-012,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0118
Total participants2013-01-012,523
Number of participants with account balances2013-01-012,527
Number of employers contributing to the scheme2013-01-0161
2012: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,510
Total number of active participants reported on line 7a of the Form 55002012-01-011,569
Number of retired or separated participants receiving benefits2012-01-0170
Number of other retired or separated participants entitled to future benefits2012-01-01132
Total of all active and inactive participants2012-01-011,771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0115
Total participants2012-01-011,786
Number of participants with account balances2012-01-011,786
Number of employers contributing to the scheme2012-01-0169
2011: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,600
Total number of active participants reported on line 7a of the Form 55002011-01-011,363
Number of retired or separated participants receiving benefits2011-01-0163
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-011,493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0117
Total participants2011-01-011,510
Number of participants with account balances2011-01-011,510
Number of employers contributing to the scheme2011-01-0173
2010: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-01-011,720
Total number of active participants reported on line 7a of the Form 55002010-01-011,447
Number of retired or separated participants receiving benefits2010-01-0163
Number of other retired or separated participants entitled to future benefits2010-01-0177
Total of all active and inactive participants2010-01-011,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0113
Total participants2010-01-011,600
Number of participants with account balances2010-01-011,600
Number of employers contributing to the scheme2010-01-0179
2009: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,042
Total number of active participants reported on line 7a of the Form 55002009-01-011,567
Number of retired or separated participants receiving benefits2009-01-0160
Number of other retired or separated participants entitled to future benefits2009-01-0177
Total of all active and inactive participants2009-01-011,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0116
Total participants2009-01-011,720
Number of participants with account balances2009-01-011,720
Number of employers contributing to the scheme2009-01-0174

Financial Data on INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND

Measure Date Value
2022 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,125
Total income from all sources (including contributions)2022-12-31$-14,060,259
Total of all expenses incurred2022-12-31$12,955,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,971,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,192,196
Value of total assets at end of year2022-12-31$172,583,563
Value of total assets at beginning of year2022-12-31$199,598,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$983,235
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$7,226,392
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$7,226,392
Administrative expenses professional fees incurred2022-12-31$129,369
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,763,501
Participant contributions at end of year2022-12-31$120,565
Participant contributions at beginning of year2022-12-31$151,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$30,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$70,863
Other income not declared elsewhere2022-12-31$59,388
Administrative expenses (other) incurred2022-12-31$136,816
Liabilities. Value of operating payables at end of year2022-12-31$12,250
Liabilities. Value of operating payables at beginning of year2022-12-31$12,125
Total non interest bearing cash at end of year2022-12-31$235,403
Total non interest bearing cash at beginning of year2022-12-31$231,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,015,440
Value of net assets at end of year (total assets less liabilities)2022-12-31$172,571,313
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$199,586,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$717,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$113,480,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$141,183,158
Value of interest in pooled separate accounts at end of year2022-12-31$57,852,415
Value of interest in pooled separate accounts at beginning of year2022-12-31$57,129,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-33,141,430
Net investment gain/loss from pooled separate accounts2022-12-31$1,603,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,428,695
Employer contributions (assets) at end of year2022-12-31$863,231
Employer contributions (assets) at beginning of year2022-12-31$833,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,971,946
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS
Accountancy firm EIN2022-12-31320043599
2021 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$41,554
Total income from all sources (including contributions)2021-12-31$28,635,883
Total of all expenses incurred2021-12-31$15,422,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,201,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,141,401
Value of total assets at end of year2021-12-31$199,598,878
Value of total assets at beginning of year2021-12-31$186,415,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,220,826
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,983,807
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$9,983,807
Administrative expenses professional fees incurred2021-12-31$122,285
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$9,141,401
Amount contributed by the employer to the plan for this plan year2021-12-31$9,141,401
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,873,392
Participant contributions at end of year2021-12-31$151,202
Participant contributions at beginning of year2021-12-31$117,820
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$70,863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$50,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$29,554
Other income not declared elsewhere2021-12-31$146,997
Administrative expenses (other) incurred2021-12-31$153,153
Liabilities. Value of operating payables at end of year2021-12-31$12,125
Liabilities. Value of operating payables at beginning of year2021-12-31$12,000
Total non interest bearing cash at end of year2021-12-31$231,058
Total non interest bearing cash at beginning of year2021-12-31$356,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,213,136
Value of net assets at end of year (total assets less liabilities)2021-12-31$199,586,753
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$186,373,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$945,388
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$141,183,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$124,945,291
Value of interest in pooled separate accounts at end of year2021-12-31$57,129,342
Value of interest in pooled separate accounts at beginning of year2021-12-31$60,392,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,077,304
Net investment gain/loss from pooled separate accounts2021-12-31$1,286,374
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,268,009
Employer contributions (assets) at end of year2021-12-31$833,255
Employer contributions (assets) at beginning of year2021-12-31$552,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,201,921
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 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$41,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,134
Total income from all sources (including contributions)2020-12-31$30,771,585
Total of all expenses incurred2020-12-31$27,779,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,506,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,507,529
Value of total assets at end of year2020-12-31$186,415,171
Value of total assets at beginning of year2020-12-31$183,395,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,272,936
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,641,602
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$6,641,602
Administrative expenses professional fees incurred2020-12-31$123,334
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$7,507,529
Amount contributed by the employer to the plan for this plan year2020-12-31$7,507,529
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,638,243
Participant contributions at end of year2020-12-31$117,820
Participant contributions at beginning of year2020-12-31$122,979
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$50,014
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$46,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$29,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,259
Other income not declared elsewhere2020-12-31$125,247
Administrative expenses (other) incurred2020-12-31$162,399
Liabilities. Value of operating payables at end of year2020-12-31$12,000
Liabilities. Value of operating payables at beginning of year2020-12-31$11,875
Total non interest bearing cash at end of year2020-12-31$356,778
Total non interest bearing cash at beginning of year2020-12-31$379,311
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$2,992,458
Value of net assets at end of year (total assets less liabilities)2020-12-31$186,373,617
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$183,381,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$987,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$124,945,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$123,426,422
Value of interest in pooled separate accounts at end of year2020-12-31$60,392,734
Value of interest in pooled separate accounts at beginning of year2020-12-31$58,840,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,954,432
Net investment gain/loss from pooled separate accounts2020-12-31$1,542,775
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,869,286
Employer contributions (assets) at end of year2020-12-31$552,534
Employer contributions (assets) at beginning of year2020-12-31$579,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$26,506,191
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 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,134
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$37,360
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$37,360
Total income from all sources (including contributions)2019-12-31$32,342,213
Total income from all sources (including contributions)2019-12-31$32,342,213
Total of all expenses incurred2019-12-31$10,211,034
Total of all expenses incurred2019-12-31$10,211,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,019,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,019,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,628,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,628,428
Value of total assets at end of year2019-12-31$183,395,293
Value of total assets at end of year2019-12-31$183,395,293
Value of total assets at beginning of year2019-12-31$161,287,340
Value of total assets at beginning of year2019-12-31$161,287,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,191,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,191,095
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,066,295
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,066,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,066,295
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,066,295
Administrative expenses professional fees incurred2019-12-31$110,237
Administrative expenses professional fees incurred2019-12-31$110,237
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$7,628,428
Amount contributed by the employer to the plan for this plan year2019-12-31$7,628,428
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,609,373
Contributions received from participants2019-12-31$1,609,373
Participant contributions at end of year2019-12-31$122,979
Participant contributions at end of year2019-12-31$122,979
Participant contributions at beginning of year2019-12-31$147,978
Participant contributions at beginning of year2019-12-31$147,978
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$46,300
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$46,300
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$41,721
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$41,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,610
Other income not declared elsewhere2019-12-31$119,041
Other income not declared elsewhere2019-12-31$119,041
Administrative expenses (other) incurred2019-12-31$130,518
Administrative expenses (other) incurred2019-12-31$130,518
Liabilities. Value of operating payables at end of year2019-12-31$11,875
Liabilities. Value of operating payables at end of year2019-12-31$11,875
Liabilities. Value of operating payables at beginning of year2019-12-31$11,750
Liabilities. Value of operating payables at beginning of year2019-12-31$11,750
Total non interest bearing cash at end of year2019-12-31$379,311
Total non interest bearing cash at end of year2019-12-31$379,311
Total non interest bearing cash at beginning of year2019-12-31$409,589
Total non interest bearing cash at beginning of year2019-12-31$409,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$22,131,179
Value of net income/loss2019-12-31$22,131,179
Value of net assets at end of year (total assets less liabilities)2019-12-31$183,381,159
Value of net assets at end of year (total assets less liabilities)2019-12-31$183,381,159
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$161,249,980
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$161,249,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$950,340
Investment advisory and management fees2019-12-31$950,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$123,426,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$123,426,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$97,514,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$97,514,640
Value of interest in pooled separate accounts at end of year2019-12-31$58,840,957
Value of interest in pooled separate accounts at end of year2019-12-31$58,840,957
Value of interest in pooled separate accounts at beginning of year2019-12-31$62,596,552
Value of interest in pooled separate accounts at beginning of year2019-12-31$62,596,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,813,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,813,538
Net investment gain/loss from pooled separate accounts2019-12-31$1,714,911
Net investment gain/loss from pooled separate accounts2019-12-31$1,714,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,019,055
Contributions received in cash from employer2019-12-31$6,019,055
Employer contributions (assets) at end of year2019-12-31$579,324
Employer contributions (assets) at end of year2019-12-31$579,324
Employer contributions (assets) at beginning of year2019-12-31$576,860
Employer contributions (assets) at beginning of year2019-12-31$576,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,019,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,019,939
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
Accountancy firm EIN2019-12-31320043599
2018 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$37,360
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,625
Total income from all sources (including contributions)2018-12-31$4,828,929
Total of all expenses incurred2018-12-31$10,585,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,401,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,629,259
Value of total assets at end of year2018-12-31$161,287,340
Value of total assets at beginning of year2018-12-31$167,018,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,184,436
Total interest from all sources2018-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,538,906
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$7,538,906
Administrative expenses professional fees incurred2018-12-31$121,224
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$7,629,259
Amount contributed by the employer to the plan for this plan year2018-12-31$7,629,259
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,779,987
Participant contributions at end of year2018-12-31$147,978
Participant contributions at beginning of year2018-12-31$183,376
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$41,721
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$89,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$25,610
Other income not declared elsewhere2018-12-31$413,866
Administrative expenses (other) incurred2018-12-31$129,191
Liabilities. Value of operating payables at end of year2018-12-31$11,750
Liabilities. Value of operating payables at beginning of year2018-12-31$11,625
Total non interest bearing cash at end of year2018-12-31$409,589
Total non interest bearing cash at beginning of year2018-12-31$29,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,756,554
Value of net assets at end of year (total assets less liabilities)2018-12-31$161,249,980
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$167,006,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$934,021
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$97,514,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$101,485,510
Value of interest in pooled separate accounts at end of year2018-12-31$62,596,552
Value of interest in pooled separate accounts at beginning of year2018-12-31$64,719,963
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-12,344,633
Net investment gain/loss from pooled separate accounts2018-12-31$1,591,522
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,849,272
Employer contributions (assets) at end of year2018-12-31$576,860
Employer contributions (assets) at beginning of year2018-12-31$510,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$9,401,047
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,186
Total income from all sources (including contributions)2017-12-31$23,898,371
Total of all expenses incurred2017-12-31$10,576,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,276,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,480,444
Value of total assets at end of year2017-12-31$167,018,159
Value of total assets at beginning of year2017-12-31$153,704,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,300,018
Total interest from all sources2017-12-31$38
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,658,066
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$5,658,066
Administrative expenses professional fees incurred2017-12-31$150,427
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$7,480,444
Amount contributed by the employer to the plan for this plan year2017-12-31$7,480,444
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,804,686
Participant contributions at end of year2017-12-31$183,376
Participant contributions at beginning of year2017-12-31$139,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$89,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$25,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,748
Other income not declared elsewhere2017-12-31$259,837
Administrative expenses (other) incurred2017-12-31$106,191
Liabilities. Value of operating payables at end of year2017-12-31$11,625
Liabilities. Value of operating payables at beginning of year2017-12-31$11,438
Total non interest bearing cash at end of year2017-12-31$29,497
Total non interest bearing cash at beginning of year2017-12-31$39,680
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$13,322,278
Value of net assets at end of year (total assets less liabilities)2017-12-31$167,006,534
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$153,684,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,043,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$101,485,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$87,121,535
Value of interest in pooled separate accounts at end of year2017-12-31$64,719,963
Value of interest in pooled separate accounts at beginning of year2017-12-31$65,873,572
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$38
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,053,195
Net investment gain/loss from pooled separate accounts2017-12-31$1,446,791
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,675,758
Employer contributions (assets) at end of year2017-12-31$510,089
Employer contributions (assets) at beginning of year2017-12-31$504,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,276,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,610
Total income from all sources (including contributions)2016-12-31$15,939,949
Total of all expenses incurred2016-12-31$13,643,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,429,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,580,182
Value of total assets at end of year2016-12-31$153,704,442
Value of total assets at beginning of year2016-12-31$151,400,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,213,926
Total interest from all sources2016-12-31$52
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,730,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,730,724
Administrative expenses professional fees incurred2016-12-31$111,122
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$7,580,182
Amount contributed by the employer to the plan for this plan year2016-12-31$7,580,182
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,742,186
Participant contributions at end of year2016-12-31$139,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$25,514
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$17,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,361
Other income not declared elsewhere2016-12-31$105,564
Administrative expenses (other) incurred2016-12-31$110,255
Liabilities. Value of operating payables at end of year2016-12-31$11,438
Liabilities. Value of operating payables at beginning of year2016-12-31$11,249
Total non interest bearing cash at end of year2016-12-31$39,680
Total non interest bearing cash at beginning of year2016-12-31$79,193
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$2,296,261
Value of net assets at end of year (total assets less liabilities)2016-12-31$153,684,256
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$151,387,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$992,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$87,121,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$83,384,204
Value of interest in pooled separate accounts at end of year2016-12-31$65,873,572
Value of interest in pooled separate accounts at beginning of year2016-12-31$67,313,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,129,102
Net investment gain/loss from pooled separate accounts2016-12-31$1,394,325
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,837,996
Employer contributions (assets) at end of year2016-12-31$504,531
Employer contributions (assets) at beginning of year2016-12-31$605,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,429,762
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$37,554
Total income from all sources (including contributions)2015-12-31$9,250,197
Total of all expenses incurred2015-12-31$12,696,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,468,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,656,498
Value of total assets at end of year2015-12-31$151,400,605
Value of total assets at beginning of year2015-12-31$154,871,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,228,189
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,630,787
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$4,630,787
Administrative expenses professional fees incurred2015-12-31$128,084
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
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$7,656,498
Amount contributed by the employer to the plan for this plan year2015-12-31$7,656,498
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,795,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$17,888
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$14,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$26,492
Other income not declared elsewhere2015-12-31$135,212
Administrative expenses (other) incurred2015-12-31$107,979
Liabilities. Value of operating payables at end of year2015-12-31$11,249
Liabilities. Value of operating payables at beginning of year2015-12-31$11,062
Total non interest bearing cash at end of year2015-12-31$79,193
Total non interest bearing cash at beginning of year2015-12-31$71,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,446,343
Value of net assets at end of year (total assets less liabilities)2015-12-31$151,387,995
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$154,834,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$992,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$83,384,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$84,935,710
Value of interest in pooled separate accounts at end of year2015-12-31$67,313,653
Value of interest in pooled separate accounts at beginning of year2015-12-31$69,164,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,582,017
Net investment gain/loss from pooled separate accounts2015-12-31$1,409,717
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,860,701
Employer contributions (assets) at end of year2015-12-31$605,667
Employer contributions (assets) at beginning of year2015-12-31$685,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$11,468,351
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$37,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$34,660
Total income from all sources (including contributions)2014-12-31$15,958,641
Total of all expenses incurred2014-12-31$11,370,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,212,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,495,399
Value of total assets at end of year2014-12-31$154,871,892
Value of total assets at beginning of year2014-12-31$150,281,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,158,695
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,693,284
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$5,693,284
Administrative expenses professional fees incurred2014-12-31$153,224
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
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$8,495,399
Amount contributed by the employer to the plan for this plan year2014-12-31$8,495,399
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,007,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$14,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$14,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$26,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,457
Administrative expenses (other) incurred2014-12-31$125,442
Liabilities. Value of operating payables at end of year2014-12-31$11,062
Liabilities. Value of operating payables at beginning of year2014-12-31$21,203
Total non interest bearing cash at end of year2014-12-31$71,488
Total non interest bearing cash at beginning of year2014-12-31$44,297
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$4,587,781
Value of net assets at end of year (total assets less liabilities)2014-12-31$154,834,338
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$150,246,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$880,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$84,935,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$76,226,081
Value of interest in pooled separate accounts at end of year2014-12-31$69,164,559
Value of interest in pooled separate accounts at beginning of year2014-12-31$73,126,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$255,289
Net investment gain/loss from pooled separate accounts2014-12-31$1,514,669
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,488,022
Employer contributions (assets) at end of year2014-12-31$685,632
Employer contributions (assets) at beginning of year2014-12-31$870,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,212,165
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 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$34,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$48,845
Total income from all sources (including contributions)2013-12-31$27,478,089
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,442,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,380,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,252,382
Value of total assets at end of year2013-12-31$150,281,217
Value of total assets at beginning of year2013-12-31$129,259,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,061,564
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,222,369
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$4,222,369
Administrative expenses professional fees incurred2013-12-31$110,249
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
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$13,252,382
Amount contributed by the employer to the plan for this plan year2013-12-31$13,252,382
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,348,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$14,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$13,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$38,845
Administrative expenses (other) incurred2013-12-31$114,852
Liabilities. Value of operating payables at end of year2013-12-31$21,203
Liabilities. Value of operating payables at beginning of year2013-12-31$10,000
Total non interest bearing cash at end of year2013-12-31$44,297
Total non interest bearing cash at beginning of year2013-12-31$59,654
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$21,035,848
Value of net assets at end of year (total assets less liabilities)2013-12-31$150,246,557
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$129,210,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$836,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$76,226,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$54,195,018
Value of interest in pooled separate accounts at end of year2013-12-31$73,126,038
Value of interest in pooled separate accounts at beginning of year2013-12-31$74,106,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,376,821
Net investment gain/loss from pooled separate accounts2013-12-31$1,626,517
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,904,382
Employer contributions (assets) at end of year2013-12-31$870,671
Employer contributions (assets) at beginning of year2013-12-31$893,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,380,677
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$48,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$39,720
Total income from all sources (including contributions)2012-12-31$17,638,763
Total of all expenses incurred2012-12-31$5,892,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,048,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,374,601
Value of total assets at end of year2012-12-31$129,259,554
Value of total assets at beginning of year2012-12-31$117,503,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$843,584
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,144,700
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$2,144,700
Administrative expenses professional fees incurred2012-12-31$100,228
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
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$9,374,601
Amount contributed by the employer to the plan for this plan year2012-12-31$9,374,601
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,666,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$12,065
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$38,845
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$23,903
Other income not declared elsewhere2012-12-31$1,000
Administrative expenses (other) incurred2012-12-31$114,549
Liabilities. Value of operating payables at end of year2012-12-31$10,000
Liabilities. Value of operating payables at beginning of year2012-12-31$15,817
Total non interest bearing cash at end of year2012-12-31$59,654
Total non interest bearing cash at beginning of year2012-12-31$95,805
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$11,746,706
Value of net assets at end of year (total assets less liabilities)2012-12-31$129,210,709
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$117,464,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$628,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$54,195,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$43,698,008
Value of interest in pooled separate accounts at end of year2012-12-31$74,106,057
Value of interest in pooled separate accounts at beginning of year2012-12-31$73,124,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,144,712
Net investment gain/loss from pooled separate accounts2012-12-31$1,973,750
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$7,708,052
Employer contributions (assets) at end of year2012-12-31$893,341
Employer contributions (assets) at beginning of year2012-12-31$573,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,048,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$39,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,852
Total income from all sources (including contributions)2011-12-31$9,853,082
Total of all expenses incurred2011-12-31$7,199,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,500,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,042,394
Value of total assets at end of year2011-12-31$117,503,723
Value of total assets at beginning of year2011-12-31$114,822,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$698,731
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,516,214
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$1,516,214
Administrative expenses professional fees incurred2011-12-31$101,014
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
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$7,042,394
Amount contributed by the employer to the plan for this plan year2011-12-31$7,042,394
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,269,016
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$12,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$23,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,852
Administrative expenses (other) incurred2011-12-31$113,339
Liabilities. Value of operating payables at end of year2011-12-31$15,817
Liabilities. Value of operating payables at beginning of year2011-12-31$10,000
Total non interest bearing cash at end of year2011-12-31$95,805
Total non interest bearing cash at beginning of year2011-12-31$21,024
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$2,653,787
Value of net assets at end of year (total assets less liabilities)2011-12-31$117,464,003
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$114,810,216
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$484,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$43,698,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$42,221,696
Value of interest in pooled separate accounts at end of year2011-12-31$73,124,839
Value of interest in pooled separate accounts at beginning of year2011-12-31$71,914,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-735,278
Net investment gain/loss from pooled separate accounts2011-12-31$2,029,752
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$5,773,378
Employer contributions (assets) at end of year2011-12-31$573,006
Employer contributions (assets) at beginning of year2011-12-31$658,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,500,564
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,852
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,264
Total income from all sources (including contributions)2010-12-31$14,679,593
Total of all expenses incurred2010-12-31$5,536,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,898,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,342,569
Value of total assets at end of year2010-12-31$114,822,068
Value of total assets at beginning of year2010-12-31$105,687,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$638,316
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$736,843
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$736,843
Administrative expenses professional fees incurred2010-12-31$91,820
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
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$7,342,569
Amount contributed by the employer to the plan for this plan year2010-12-31$7,342,569
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,139,233
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,089
Other income not declared elsewhere2010-12-31$13
Administrative expenses (other) incurred2010-12-31$92,990
Liabilities. Value of operating payables at end of year2010-12-31$10,000
Liabilities. Value of operating payables at beginning of year2010-12-31$19,175
Total non interest bearing cash at end of year2010-12-31$21,024
Total non interest bearing cash at beginning of year2010-12-31$11,867
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$9,143,224
Value of net assets at end of year (total assets less liabilities)2010-12-31$114,810,216
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$105,666,992
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$453,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$42,221,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$32,671,376
Value of interest in pooled separate accounts at end of year2010-12-31$71,914,399
Value of interest in pooled separate accounts at beginning of year2010-12-31$72,442,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,552,391
Net investment gain/loss from pooled separate accounts2010-12-31$2,047,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,203,336
Employer contributions (assets) at end of year2010-12-31$658,933
Employer contributions (assets) at beginning of year2010-12-31$554,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,898,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599
2009 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2009 401k financial data
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$7,136,955
Amount contributed by the employer to the plan for this plan year2009-12-31$7,136,955

Form 5500 Responses for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND

2022: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 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 – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA31519
Policy instance 1
Insurance contract or identification numberGA31519
Number of Individuals Covered1470
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 numberGA31519
Policy instance 1
Insurance contract or identification numberGA31519
Number of Individuals Covered1494
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 numberGA31519
Policy instance 1
Insurance contract or identification numberGA31519
Number of Individuals Covered1457
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 numberGA31519
Policy instance 1
Insurance contract or identification numberGA31519
Number of Individuals Covered1533
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 numberGA31519
Policy instance 1
Insurance contract or identification numberGA31519
Number of Individuals Covered1599
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 numberGA31519
Policy instance 1
Insurance contract or identification numberGA31519
Number of Individuals Covered1697
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

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