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SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST
Plan identification number 501

SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST F has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST F
Employer identification number (EIN):370810664
NAIC Classification:238290
NAIC Description:Other Building Equipment Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-03-01DAVID DORFMAN2023-12-06 DAVID GAMBER2023-12-07
5012021-03-01DAVID DORFMAN2022-12-08 DAVID GAMBER2022-12-07
5012020-03-01 DAVE GAMBER2021-12-13
5012019-03-01MELVIN COX2020-11-30
5012018-03-01MELVIN COX2019-10-14
5012017-03-01
5012016-03-01
5012015-03-01
5012014-03-01
5012013-03-01
5012012-03-01MELVIN COX
5012011-03-01SCOTT CICCIARELLI
5012009-03-01JEFF LEROY

Plan Statistics for SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST

Measure Date Value
2022: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2022 401k membership
Total participants, beginning-of-year2022-03-01447
Total number of active participants reported on line 7a of the Form 55002022-03-01450
Number of retired or separated participants receiving benefits2022-03-0131
Total of all active and inactive participants2022-03-01481
Number of employers contributing to the scheme2022-03-0155
2021: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2021 401k membership
Total participants, beginning-of-year2021-03-01446
Total number of active participants reported on line 7a of the Form 55002021-03-01412
Number of retired or separated participants receiving benefits2021-03-0135
Total of all active and inactive participants2021-03-01447
Number of employers contributing to the scheme2021-03-0164
2020: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2020 401k membership
Total participants, beginning-of-year2020-03-01410
Total number of active participants reported on line 7a of the Form 55002020-03-01418
Number of retired or separated participants receiving benefits2020-03-0128
Total of all active and inactive participants2020-03-01446
Number of employers contributing to the scheme2020-03-0153
2019: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2019 401k membership
Total participants, beginning-of-year2019-03-01418
Total number of active participants reported on line 7a of the Form 55002019-03-01386
Number of retired or separated participants receiving benefits2019-03-0124
Total of all active and inactive participants2019-03-01410
Number of employers contributing to the scheme2019-03-0157
2018: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-03-01378
Total number of active participants reported on line 7a of the Form 55002018-03-01391
Number of retired or separated participants receiving benefits2018-03-0127
Total of all active and inactive participants2018-03-01418
Number of employers contributing to the scheme2018-03-0160
2017: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-03-01412
Total number of active participants reported on line 7a of the Form 55002017-03-01378
Number of retired or separated participants receiving benefits2017-03-0132
Total of all active and inactive participants2017-03-01410
Number of employers contributing to the scheme2017-03-0164
2016: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-03-01435
Total number of active participants reported on line 7a of the Form 55002016-03-01380
Number of retired or separated participants receiving benefits2016-03-0132
Total of all active and inactive participants2016-03-01412
Number of employers contributing to the scheme2016-03-0163
2015: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-03-01428
Total number of active participants reported on line 7a of the Form 55002015-03-01403
Number of retired or separated participants receiving benefits2015-03-0132
Total of all active and inactive participants2015-03-01435
Number of employers contributing to the scheme2015-03-0165
2014: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-03-01442
Total number of active participants reported on line 7a of the Form 55002014-03-01400
Number of retired or separated participants receiving benefits2014-03-0128
Total of all active and inactive participants2014-03-01428
Number of employers contributing to the scheme2014-03-0163
2013: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-03-01467
Total number of active participants reported on line 7a of the Form 55002013-03-01415
Number of retired or separated participants receiving benefits2013-03-0127
Total of all active and inactive participants2013-03-01442
Number of employers contributing to the scheme2013-03-0170
2012: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-03-01478
Total number of active participants reported on line 7a of the Form 55002012-03-01443
Number of retired or separated participants receiving benefits2012-03-0124
Total of all active and inactive participants2012-03-01467
Number of employers contributing to the scheme2012-03-0167
2011: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-03-01478
Total number of active participants reported on line 7a of the Form 55002011-03-01454
Number of retired or separated participants receiving benefits2011-03-0118
Number of other retired or separated participants entitled to future benefits2011-03-016
Total of all active and inactive participants2011-03-01478
Number of employers contributing to the scheme2011-03-0180
2009: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-03-01505
Total number of active participants reported on line 7a of the Form 55002009-03-01506
Total of all active and inactive participants2009-03-01506
Number of employers contributing to the scheme2009-03-0180

Financial Data on SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST

Measure Date Value
2023 : SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$1,523,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$3,042,366
Total income from all sources (including contributions)2023-02-28$7,249,865
Total of all expenses incurred2023-02-28$8,056,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$7,575,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$7,856,581
Value of total assets at end of year2023-02-28$15,191,504
Value of total assets at beginning of year2023-02-28$17,516,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$480,767
Total interest from all sources2023-02-28$2,540
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$249,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2023-02-28$249,362
Assets. Real estate other than employer real property at end of year2023-02-28$1,724,423
Assets. Real estate other than employer real property at beginning of year2023-02-28$1,626,172
Administrative expenses professional fees incurred2023-02-28$124,773
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$500,000
If this is an individual account plan, was there a blackout period2023-02-28No
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Contributions received from participants2023-02-28$163,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-02-28$179,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-28$1,714,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-02-28$144,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-02-28$150,896
Other income not declared elsewhere2023-02-28$4,798
Administrative expenses (other) incurred2023-02-28$94,976
Liabilities. Value of operating payables at end of year2023-02-28$263,819
Liabilities. Value of operating payables at beginning of year2023-02-28$2,025,170
Total non interest bearing cash at end of year2023-02-28$1,834,575
Total non interest bearing cash at beginning of year2023-02-28$2,309,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$-806,234
Value of net assets at end of year (total assets less liabilities)2023-02-28$13,667,696
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$14,473,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Investment advisory and management fees2023-02-28$79,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$10,314,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$10,974,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-02-28$528,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-02-28$340,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-02-28$340,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-02-28$2,540
Expenses. Payments to insurance carriers foe the provision of benefits2023-02-28$554,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$-1,016,727
Net investment gain or loss from common/collective trusts2023-02-28$153,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28Yes
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Contributions received in cash from employer2023-02-28$7,693,028
Employer contributions (assets) at end of year2023-02-28$610,434
Employer contributions (assets) at beginning of year2023-02-28$551,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$7,020,516
Contract administrator fees2023-02-28$181,457
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-02-28No
Liabilities. Value of benefit claims payable at end of year2023-02-28$1,115,200
Liabilities. Value of benefit claims payable at beginning of year2023-02-28$866,300
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28ROMOLO & ASSOCIATES, LLC
Accountancy firm EIN2023-02-28842885766
2022 : SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$3,042,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$9,569,723
Total income from all sources (including contributions)2022-02-28$7,486,451
Total of all expenses incurred2022-02-28$17,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$-464,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$7,286,808
Value of total assets at end of year2022-02-28$17,516,296
Value of total assets at beginning of year2022-02-28$16,574,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$482,082
Total interest from all sources2022-02-28$208
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$278,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$278,996
Assets. Real estate other than employer real property at end of year2022-02-28$1,626,172
Assets. Real estate other than employer real property at beginning of year2022-02-28$1,112,781
Administrative expenses professional fees incurred2022-02-28$143,925
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$500,000
If this is an individual account plan, was there a blackout period2022-02-28No
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Contributions received from participants2022-02-28$113,532
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-02-28$1,714,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-02-28$137,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-02-28$150,896
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-02-28$8,619,012
Other income not declared elsewhere2022-02-28$7,565
Administrative expenses (other) incurred2022-02-28$98,583
Liabilities. Value of operating payables at end of year2022-02-28$2,025,170
Liabilities. Value of operating payables at beginning of year2022-02-28$235,389
Total non interest bearing cash at end of year2022-02-28$2,309,153
Total non interest bearing cash at beginning of year2022-02-28$867,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$7,469,189
Value of net assets at end of year (total assets less liabilities)2022-02-28$14,473,930
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$7,004,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Investment advisory and management fees2022-02-28$81,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$10,974,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$11,511,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-02-28$340,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-02-28$2,288,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-02-28$2,288,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-02-28$208
Expenses. Payments to insurance carriers foe the provision of benefits2022-02-28$512,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$-365,481
Net investment gain or loss from common/collective trusts2022-02-28$278,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28Yes
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$7,173,276
Employer contributions (assets) at end of year2022-02-28$551,890
Employer contributions (assets) at beginning of year2022-02-28$657,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$-977,307
Contract administrator fees2022-02-28$157,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-02-28No
Liabilities. Value of benefit claims payable at end of year2022-02-28$866,300
Liabilities. Value of benefit claims payable at beginning of year2022-02-28$715,322
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28ROMOLO & ASSOCIATES, LLC
Accountancy firm EIN2022-02-28842885766
2021 : SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$9,569,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$8,328,362
Total income from all sources (including contributions)2021-02-28$7,775,491
Total of all expenses incurred2021-02-28$7,589,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$7,170,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$7,280,216
Value of total assets at end of year2021-02-28$16,574,464
Value of total assets at beginning of year2021-02-28$15,147,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$418,802
Total interest from all sources2021-02-28$898
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$316,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2021-02-28$316,597
Assets. Real estate other than employer real property at end of year2021-02-28$1,112,781
Assets. Real estate other than employer real property at beginning of year2021-02-28$1,107,647
Administrative expenses professional fees incurred2021-02-28$112,574
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$500,000
If this is an individual account plan, was there a blackout period2021-02-28No
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Contributions received from participants2021-02-28$103,250
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-02-28$137,511
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-02-28$125,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-02-28$8,619,012
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-02-28$7,639,501
Administrative expenses (other) incurred2021-02-28$103,140
Liabilities. Value of operating payables at end of year2021-02-28$235,389
Liabilities. Value of operating payables at beginning of year2021-02-28$216,061
Total non interest bearing cash at end of year2021-02-28$867,448
Total non interest bearing cash at beginning of year2021-02-28$1,232,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$186,051
Value of net assets at end of year (total assets less liabilities)2021-02-28$7,004,741
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$6,818,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Investment advisory and management fees2021-02-28$74,208
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$11,511,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$9,945,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-02-28$2,288,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-28$2,223,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-28$2,223,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-28$898
Expenses. Payments to insurance carriers foe the provision of benefits2021-02-28$472,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$160,404
Net investment gain or loss from common/collective trusts2021-02-28$17,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28Yes
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$7,176,966
Employer contributions (assets) at end of year2021-02-28$657,422
Employer contributions (assets) at beginning of year2021-02-28$513,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$6,698,530
Contract administrator fees2021-02-28$128,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-02-28No
Liabilities. Value of benefit claims payable at end of year2021-02-28$715,322
Liabilities. Value of benefit claims payable at beginning of year2021-02-28$472,800
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Opinion of an independent qualified public accountant for this plan2021-02-28Unqualified
Accountancy firm name2021-02-28ROMOLO & ASSOCIATES, LLC
Accountancy firm EIN2021-02-28842885766
2020 : SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$8,328,362
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$8,002,279
Total income from all sources (including contributions)2020-02-29$7,583,033
Total of all expenses incurred2020-02-29$6,701,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$6,293,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$6,662,399
Value of total assets at end of year2020-02-29$15,147,052
Value of total assets at beginning of year2020-02-29$13,939,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$407,768
Total interest from all sources2020-02-29$17,068
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$290,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2020-02-29$290,885
Assets. Real estate other than employer real property at end of year2020-02-29$1,107,647
Assets. Real estate other than employer real property at beginning of year2020-02-29$761,412
Administrative expenses professional fees incurred2020-02-29$101,672
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$500,000
If this is an individual account plan, was there a blackout period2020-02-29No
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Contributions received from participants2020-02-29$135,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-02-29$125,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-02-29$127,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-02-29$7,639,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-02-29$7,392,963
Administrative expenses (other) incurred2020-02-29$106,131
Liabilities. Value of operating payables at end of year2020-02-29$216,061
Liabilities. Value of operating payables at beginning of year2020-02-29$91,116
Total non interest bearing cash at end of year2020-02-29$1,232,171
Total non interest bearing cash at beginning of year2020-02-29$966,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$881,668
Value of net assets at end of year (total assets less liabilities)2020-02-29$6,818,690
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$5,937,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Investment advisory and management fees2020-02-29$65,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$9,945,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$9,198,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-02-29$2,223,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-02-29$2,346,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-02-29$2,346,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-02-29$17,068
Expenses. Payments to insurance carriers foe the provision of benefits2020-02-29$413,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$556,086
Net investment gain or loss from common/collective trusts2020-02-29$56,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29Yes
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$6,526,544
Employer contributions (assets) at end of year2020-02-29$513,063
Employer contributions (assets) at beginning of year2020-02-29$539,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$5,879,948
Contract administrator fees2020-02-29$134,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-02-29No
Liabilities. Value of benefit claims payable at end of year2020-02-29$472,800
Liabilities. Value of benefit claims payable at beginning of year2020-02-29$518,200
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29No
Opinion of an independent qualified public accountant for this plan2020-02-29Unqualified
Accountancy firm name2020-02-29ROMOLO & ASSOCIATES, LLC
Accountancy firm EIN2020-02-29842885766
2018 : SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$7,458,344
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$8,104,284
Total income from all sources (including contributions)2018-02-28$6,134,592
Total of all expenses incurred2018-02-28$5,460,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$5,063,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$5,861,996
Value of total assets at end of year2018-02-28$13,290,994
Value of total assets at beginning of year2018-02-28$13,262,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$396,644
Total interest from all sources2018-02-28$3,251
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$304,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2018-02-28$304,061
Assets. Real estate other than employer real property at end of year2018-02-28$708,086
Assets. Real estate other than employer real property at beginning of year2018-02-28$519,588
Administrative expenses professional fees incurred2018-02-28$113,867
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$500,000
If this is an individual account plan, was there a blackout period2018-02-28No
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$188,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$147,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$98,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-02-28$6,905,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-02-28$7,172,237
Administrative expenses (other) incurred2018-02-28$97,505
Liabilities. Value of operating payables at end of year2018-02-28$129,046
Liabilities. Value of operating payables at beginning of year2018-02-28$265,047
Total non interest bearing cash at end of year2018-02-28$1,006,538
Total non interest bearing cash at beginning of year2018-02-28$829,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$674,046
Value of net assets at end of year (total assets less liabilities)2018-02-28$5,832,650
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$5,158,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Investment advisory and management fees2018-02-28$59,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$9,652,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$10,428,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-02-28$1,293,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$840,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$840,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-02-28$3,251
Expenses. Payments to insurance carriers foe the provision of benefits2018-02-28$403,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$-79,707
Net investment gain or loss from common/collective trusts2018-02-28$44,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28Yes
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$5,673,811
Employer contributions (assets) at end of year2018-02-28$483,548
Employer contributions (assets) at beginning of year2018-02-28$546,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$4,660,407
Contract administrator fees2018-02-28$126,265
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-02-28No
Liabilities. Value of benefit claims payable at end of year2018-02-28$424,000
Liabilities. Value of benefit claims payable at beginning of year2018-02-28$667,000
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28No
Opinion of an independent qualified public accountant for this plan2018-02-28Unqualified
Accountancy firm name2018-02-28ROMOLO & ASSOCIATES, CPA'S
Accountancy firm EIN2018-02-28371077733
2017 : SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$8,104,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$7,708,374
Total income from all sources (including contributions)2017-02-28$6,636,387
Total of all expenses incurred2017-02-28$7,214,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$6,798,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$6,021,563
Value of total assets at end of year2017-02-28$13,262,888
Value of total assets at beginning of year2017-02-28$13,444,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$415,798
Total interest from all sources2017-02-28$882
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$310,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$310,296
Assets. Real estate other than employer real property at end of year2017-02-28$519,588
Assets. Real estate other than employer real property at beginning of year2017-02-28$124,000
Administrative expenses professional fees incurred2017-02-28$95,623
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$500,000
If this is an individual account plan, was there a blackout period2017-02-28No
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$154,050
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$98,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$90,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-02-28$7,172,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-02-28$6,858,004
Administrative expenses (other) incurred2017-02-28$133,279
Liabilities. Value of operating payables at end of year2017-02-28$265,047
Liabilities. Value of operating payables at beginning of year2017-02-28$62,570
Total non interest bearing cash at end of year2017-02-28$829,276
Total non interest bearing cash at beginning of year2017-02-28$1,035,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$-577,768
Value of net assets at end of year (total assets less liabilities)2017-02-28$5,158,604
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$5,736,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Investment advisory and management fees2017-02-28$61,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$10,428,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$10,091,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-02-28$840,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-02-28$1,564,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-02-28$1,564,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-02-28$882
Expenses. Payments to insurance carriers foe the provision of benefits2017-02-28$397,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$279,696
Net investment gain or loss from common/collective trusts2017-02-28$23,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28Yes
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$5,867,513
Employer contributions (assets) at end of year2017-02-28$546,037
Employer contributions (assets) at beginning of year2017-02-28$538,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$6,400,755
Contract administrator fees2017-02-28$125,035
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-02-28No
Liabilities. Value of benefit claims payable at end of year2017-02-28$667,000
Liabilities. Value of benefit claims payable at beginning of year2017-02-28$787,800
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28No
Opinion of an independent qualified public accountant for this plan2017-02-28Unqualified
Accountancy firm name2017-02-28ROMOLO & ASSOCIATES, CPA'S
Accountancy firm EIN2017-02-28371077733
2016 : SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$7,708,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$8,650,108
Total income from all sources (including contributions)2016-02-29$5,859,513
Total of all expenses incurred2016-02-29$4,696,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$4,254,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$5,853,931
Value of total assets at end of year2016-02-29$13,444,746
Value of total assets at beginning of year2016-02-29$13,223,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$442,245
Total interest from all sources2016-02-29$431
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$295,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2016-02-29$295,572
Assets. Real estate other than employer real property at end of year2016-02-29$124,000
Administrative expenses professional fees incurred2016-02-29$134,155
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$500,000
If this is an individual account plan, was there a blackout period2016-02-29No
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$126,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$90,148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$123,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-02-29$6,858,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-02-29$8,192,467
Other income not declared elsewhere2016-02-29$9
Administrative expenses (other) incurred2016-02-29$129,797
Liabilities. Value of operating payables at end of year2016-02-29$62,570
Liabilities. Value of operating payables at beginning of year2016-02-29$27,441
Total non interest bearing cash at end of year2016-02-29$1,035,206
Total non interest bearing cash at beginning of year2016-02-29$409,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$1,162,957
Value of net assets at end of year (total assets less liabilities)2016-02-29$5,736,372
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$4,573,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Investment advisory and management fees2016-02-29$53,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$10,091,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$10,210,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-02-29$1,564,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-02-29$2,025,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-02-29$2,025,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-02-29$431
Expenses. Payments to insurance carriers foe the provision of benefits2016-02-29$381,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-290,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$5,727,104
Employer contributions (assets) at end of year2016-02-29$538,722
Employer contributions (assets) at beginning of year2016-02-29$454,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$3,872,508
Contract administrator fees2016-02-29$124,552
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-02-29No
Liabilities. Value of benefit claims payable at end of year2016-02-29$787,800
Liabilities. Value of benefit claims payable at beginning of year2016-02-29$430,200
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29No
Opinion of an independent qualified public accountant for this plan2016-02-29Unqualified
Accountancy firm name2016-02-29ROMOLO & ASSOCIATES, CPA'S
Accountancy firm EIN2016-02-29371077733
2015 : SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-02-28$0
Total unrealized appreciation/depreciation of assets2015-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$8,650,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$7,822,917
Total income from all sources (including contributions)2015-02-28$5,985,454
Total loss/gain on sale of assets2015-02-28$-8,393
Total of all expenses incurred2015-02-28$6,084,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$5,735,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$5,704,356
Value of total assets at end of year2015-02-28$13,223,523
Value of total assets at beginning of year2015-02-28$12,494,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$348,098
Total interest from all sources2015-02-28$124,586
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$86,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2015-02-28$86,010
Administrative expenses professional fees incurred2015-02-28$114,656
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$500,000
If this is an individual account plan, was there a blackout period2015-02-28No
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$86,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$123,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$133,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-02-28$8,192,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-02-28$7,449,214
Administrative expenses (other) incurred2015-02-28$77,623
Liabilities. Value of operating payables at end of year2015-02-28$27,441
Liabilities. Value of operating payables at beginning of year2015-02-28$6,403
Total non interest bearing cash at end of year2015-02-28$409,876
Total non interest bearing cash at beginning of year2015-02-28$478,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$-98,587
Value of net assets at end of year (total assets less liabilities)2015-02-28$4,573,415
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$4,672,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Investment advisory and management fees2015-02-28$33,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$10,210,670
Interest earned on other investments2015-02-28$190
Income. Interest from US Government securities2015-02-28$55,873
Income. Interest from corporate debt instruments2015-02-28$67,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-02-28$2,025,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-02-28$3,268,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-02-28$3,268,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-02-28$668
Expenses. Payments to insurance carriers foe the provision of benefits2015-02-28$370,008
Asset value of US Government securities at end of year2015-02-28$0
Asset value of US Government securities at beginning of year2015-02-28$5,216,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-02-28$78,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28Yes
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$5,617,987
Employer contributions (assets) at end of year2015-02-28$454,250
Employer contributions (assets) at beginning of year2015-02-28$401,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$5,365,935
Asset. Corporate debt instrument debt (other) at end of year2015-02-28$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-02-28$2,996,659
Contract administrator fees2015-02-28$122,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-02-28No
Liabilities. Value of benefit claims payable at end of year2015-02-28$430,200
Liabilities. Value of benefit claims payable at beginning of year2015-02-28$367,300
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Aggregate proceeds on sale of assets2015-02-28$10,619,763
Aggregate carrying amount (costs) on sale of assets2015-02-28$10,628,156
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28No
Opinion of an independent qualified public accountant for this plan2015-02-28Unqualified
Accountancy firm name2015-02-28ROMOLO & ASSOCIATES, CPA'S
Accountancy firm EIN2015-02-28371077733
2014 : SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-02-28$-170,528
Total unrealized appreciation/depreciation of assets2014-02-28$-170,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$7,822,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$9,317,625
Total income from all sources (including contributions)2014-02-28$5,051,208
Total loss/gain on sale of assets2014-02-28$12,081
Total of all expenses incurred2014-02-28$4,614,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$4,311,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$5,009,487
Value of total assets at end of year2014-02-28$12,494,919
Value of total assets at beginning of year2014-02-28$13,552,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$302,553
Total interest from all sources2014-02-28$199,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Administrative expenses professional fees incurred2014-02-28$114,301
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$500,000
If this is an individual account plan, was there a blackout period2014-02-28No
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$85,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-02-28$133,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$119,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-02-28$7,449,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-02-28$8,701,409
Other income not declared elsewhere2014-02-28$445
Administrative expenses (other) incurred2014-02-28$16,611
Liabilities. Value of operating payables at end of year2014-02-28$6,403
Liabilities. Value of operating payables at beginning of year2014-02-28$5,116
Total non interest bearing cash at end of year2014-02-28$478,048
Total non interest bearing cash at beginning of year2014-02-28$548,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$437,104
Value of net assets at end of year (total assets less liabilities)2014-02-28$4,672,002
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$4,234,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Investment advisory and management fees2014-02-28$30,244
Income. Interest from US Government securities2014-02-28$92,685
Income. Interest from corporate debt instruments2014-02-28$106,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-02-28$3,268,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-02-28$3,513,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-02-28$3,513,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-02-28$846
Expenses. Payments to insurance carriers foe the provision of benefits2014-02-28$376,901
Asset value of US Government securities at end of year2014-02-28$5,216,313
Asset value of US Government securities at beginning of year2014-02-28$6,014,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28Yes
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$4,923,680
Employer contributions (assets) at end of year2014-02-28$401,667
Employer contributions (assets) at beginning of year2014-02-28$440,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$3,934,650
Asset. Corporate debt instrument debt (other) at end of year2014-02-28$2,996,659
Asset. Corporate debt instrument debt (other) at beginning of year2014-02-28$2,914,709
Contract administrator fees2014-02-28$141,397
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-02-28No
Liabilities. Value of benefit claims payable at end of year2014-02-28$367,300
Liabilities. Value of benefit claims payable at beginning of year2014-02-28$611,100
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Aggregate proceeds on sale of assets2014-02-28$6,592,760
Aggregate carrying amount (costs) on sale of assets2014-02-28$6,580,679
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28No
Opinion of an independent qualified public accountant for this plan2014-02-28Unqualified
Accountancy firm name2014-02-28ROMOLO & ASSOCIATES, CPA'S
Accountancy firm EIN2014-02-28371077733
2013 : SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-02-28$-89,294
Total unrealized appreciation/depreciation of assets2013-02-28$-89,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$619,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$560,338
Total income from all sources (including contributions)2013-02-28$6,181,346
Total loss/gain on sale of assets2013-02-28$99,998
Total of all expenses incurred2013-02-28$6,135,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$5,812,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$5,922,214
Value of total assets at end of year2013-02-28$13,552,523
Value of total assets at beginning of year2013-02-28$13,447,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$323,635
Total interest from all sources2013-02-28$248,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Administrative expenses professional fees incurred2013-02-28$71,516
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$500,000
If this is an individual account plan, was there a blackout period2013-02-28No
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$53,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$119,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$163,569
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-02-28$3,721
Administrative expenses (other) incurred2013-02-28$87,783
Liabilities. Value of operating payables at end of year2013-02-28$5,116
Liabilities. Value of operating payables at beginning of year2013-02-28$20,438
Total non interest bearing cash at end of year2013-02-28$548,936
Total non interest bearing cash at beginning of year2013-02-28$3,613,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$45,381
Value of net assets at end of year (total assets less liabilities)2013-02-28$12,932,586
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$12,887,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Investment advisory and management fees2013-02-28$31,657
Income. Interest from US Government securities2013-02-28$131,619
Income. Interest from corporate debt instruments2013-02-28$116,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-02-28$3,513,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-02-28$372,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-02-28$372,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-02-28$246
Expenses. Payments to insurance carriers foe the provision of benefits2013-02-28$357,332
Asset value of US Government securities at end of year2013-02-28$6,014,723
Asset value of US Government securities at beginning of year2013-02-28$5,287,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28Yes
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$5,868,518
Employer contributions (assets) at end of year2013-02-28$440,284
Employer contributions (assets) at beginning of year2013-02-28$486,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$5,454,998
Asset. Corporate debt instrument debt (other) at end of year2013-02-28$2,914,709
Asset. Corporate debt instrument debt (other) at beginning of year2013-02-28$3,523,365
Contract administrator fees2013-02-28$132,679
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-02-28No
Liabilities. Value of benefit claims payable at end of year2013-02-28$611,100
Liabilities. Value of benefit claims payable at beginning of year2013-02-28$539,900
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Aggregate proceeds on sale of assets2013-02-28$6,829,092
Aggregate carrying amount (costs) on sale of assets2013-02-28$6,729,094
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28No
Opinion of an independent qualified public accountant for this plan2013-02-28Unqualified
Accountancy firm name2013-02-28ROMOLO & ASSOCIATES, CPA'S
Accountancy firm EIN2013-02-28371077733
2012 : SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-02-29$75,848
Total unrealized appreciation/depreciation of assets2012-02-29$75,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$20,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$16,083
Total income from all sources (including contributions)2012-02-29$6,802,164
Total loss/gain on sale of assets2012-02-29$51,005
Total of all expenses incurred2012-02-29$6,486,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$6,310,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$6,382,993
Value of total assets at end of year2012-02-29$13,329,414
Value of total assets at beginning of year2012-02-29$13,009,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$175,971
Total interest from all sources2012-02-29$292,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Administrative expenses professional fees incurred2012-02-29$253,278
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$250,000
If this is an individual account plan, was there a blackout period2012-02-29No
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Assets. Other investments not covered elsewhere at end of year2012-02-29$136,202
Assets. Other investments not covered elsewhere at beginning of year2012-02-29$157,823
Income. Received or receivable in cash from other sources (including rollovers)2012-02-29$957,344
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-02-29$119,664
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$45,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$50,475
Administrative expenses (other) incurred2012-02-29$-110,325
Liabilities. Value of operating payables at end of year2012-02-29$20,438
Liabilities. Value of operating payables at beginning of year2012-02-29$16,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$315,259
Value of net assets at end of year (total assets less liabilities)2012-02-29$13,308,976
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$12,993,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Investment advisory and management fees2012-02-29$33,018
Income. Interest from US Government securities2012-02-29$292,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-02-29$4,051,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-02-29$3,766,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-02-29$3,766,696
Expenses. Payments to insurance carriers foe the provision of benefits2012-02-29$1,247,629
Asset value of US Government securities at end of year2012-02-29$5,342,315
Asset value of US Government securities at beginning of year2012-02-29$5,588,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29No
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$5,425,649
Employer contributions (assets) at end of year2012-02-29$486,723
Employer contributions (assets) at beginning of year2012-02-29$358,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$4,943,641
Asset. Corporate debt instrument debt (other) at end of year2012-02-29$3,267,668
Asset. Corporate debt instrument debt (other) at beginning of year2012-02-29$3,088,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-02-29No
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Aggregate proceeds on sale of assets2012-02-29$51,005
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29No
Opinion of an independent qualified public accountant for this plan2012-02-29Unqualified
Accountancy firm name2012-02-29GINOLI & COMPANY LTD, CPA'S
Accountancy firm EIN2012-02-29371106622
2011 : SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-02-28$-122,731
Total unrealized appreciation/depreciation of assets2011-02-28$-122,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$16,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$29,210
Total income from all sources (including contributions)2011-02-28$6,482,497
Total loss/gain on sale of assets2011-02-28$169,658
Total of all expenses incurred2011-02-28$6,463,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$6,195,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$6,105,295
Value of total assets at end of year2011-02-28$12,851,977
Value of total assets at beginning of year2011-02-28$13,014,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$268,389
Total interest from all sources2011-02-28$324,703
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$5,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Administrative expenses professional fees incurred2011-02-28$203,174
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$250,000
If this is an individual account plan, was there a blackout period2011-02-28No
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$32,165
Assets. Other investments not covered elsewhere at beginning of year2011-02-28$1,152,837
Income. Received or receivable in cash from other sources (including rollovers)2011-02-28$1,145,142
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-02-28$164,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$50,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$63,118
Administrative expenses (other) incurred2011-02-28$30,796
Liabilities. Value of operating payables at end of year2011-02-28$16,083
Liabilities. Value of operating payables at beginning of year2011-02-28$29,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$18,917
Value of net assets at end of year (total assets less liabilities)2011-02-28$12,835,894
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$12,985,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Investment advisory and management fees2011-02-28$34,419
Income. Interest from US Government securities2011-02-28$324,703
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$3,766,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$2,520,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$2,520,055
Expenses. Payments to insurance carriers foe the provision of benefits2011-02-28$1,427,138
Asset value of US Government securities at end of year2011-02-28$5,588,573
Asset value of US Government securities at beginning of year2011-02-28$6,752,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$4,927,988
Employer contributions (assets) at end of year2011-02-28$358,137
Employer contributions (assets) at beginning of year2011-02-28$366,161
Income. Dividends from common stock2011-02-28$5,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$4,603,198
Asset. Corporate debt instrument debt (other) at end of year2011-02-28$3,088,096
Asset. Corporate debt instrument debt (other) at beginning of year2011-02-28$2,159,267
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-02-28No
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Aggregate proceeds on sale of assets2011-02-28$169,658
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28No
Opinion of an independent qualified public accountant for this plan2011-02-28Unqualified
Accountancy firm name2011-02-28GINOLI & COMPANY LTD, CPA'S
Accountancy firm EIN2011-02-28371106622

Form 5500 Responses for SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST

2022: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2022 form 5500 responses
2022-03-01Type of plan entityMulti-employer plan
2022-03-01Plan is a collectively bargained planYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2021 form 5500 responses
2021-03-01Type of plan entityMulti-employer plan
2021-03-01Plan is a collectively bargained planYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2020 form 5500 responses
2020-03-01Type of plan entityMulti-employer plan
2020-03-01Plan is a collectively bargained planYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2019 form 5500 responses
2019-03-01Type of plan entityMulti-employer plan
2019-03-01Plan is a collectively bargained planYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2018 form 5500 responses
2018-03-01Type of plan entityMulti-employer plan
2018-03-01Plan is a collectively bargained planYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2017 form 5500 responses
2017-03-01Type of plan entityMulti-employer plan
2017-03-01Plan is a collectively bargained planYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2016 form 5500 responses
2016-03-01Type of plan entityMulti-employer plan
2016-03-01Plan is a collectively bargained planYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2015 form 5500 responses
2015-03-01Type of plan entityMulti-employer plan
2015-03-01Plan is a collectively bargained planYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2014 form 5500 responses
2014-03-01Type of plan entityMulti-employer plan
2014-03-01Plan is a collectively bargained planYes
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2013 form 5500 responses
2013-03-01Type of plan entityMulti-employer plan
2013-03-01Plan is a collectively bargained planYes
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2012 form 5500 responses
2012-03-01Type of plan entityMulti-employer plan
2012-03-01Plan is a collectively bargained planYes
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2011 form 5500 responses
2011-03-01Type of plan entityMulti-employer plan
2011-03-01Plan is a collectively bargained planYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL UNION NO 1 WELFARE TRUST 2009 form 5500 responses
2009-03-01Type of plan entityMulti-employer plan
2009-03-01This submission is the final filingNo
2009-03-01Plan is a collectively bargained planYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30062028
Policy instance 5
Insurance contract or identification number30062028
Number of Individuals Covered452
Insurance policy start date2022-01-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10504
Policy instance 4
Insurance contract or identification numberSL10504
Number of Individuals Covered447
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $6,006
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $412,656
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,006
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number355572G
Policy instance 3
Insurance contract or identification number355572G
Number of Individuals Covered431
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14565
Policy instance 2
Insurance contract or identification number14565
Number of Individuals Covered460
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40688
Policy instance 1
Insurance contract or identification numberHCCLOT40688
Number of Individuals Covered423
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN TRANSPLANT STOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $91,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40688
Policy instance 1
Insurance contract or identification numberHCCLOT40688
Number of Individuals Covered463
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $103,233
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14565
Policy instance 2
Insurance contract or identification number14565
Number of Individuals Covered447
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number355572G
Policy instance 3
Insurance contract or identification number355572G
Number of Individuals Covered448
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10504
Policy instance 4
Insurance contract or identification numberSL10504
Number of Individuals Covered460
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $394,656
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30062028
Policy instance 5
Insurance contract or identification number30062028
Number of Individuals Covered443
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40688
Policy instance 1
Insurance contract or identification numberHCCLOT40688
Number of Individuals Covered423
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $76,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14565
Policy instance 2
Insurance contract or identification number14565
Number of Individuals Covered446
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number355572G
Policy instance 3
Insurance contract or identification number355572G
Number of Individuals Covered437
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18660
Policy instance 4
Insurance contract or identification numberHCL18660
Number of Individuals Covered431
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $351,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30062028
Policy instance 5
Insurance contract or identification number30062028
Number of Individuals Covered427
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number355572G
Policy instance 3
Insurance contract or identification number355572G
Number of Individuals Covered406
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,238
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18660
Policy instance 4
Insurance contract or identification numberHCL18660
Number of Individuals Covered412
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $312,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30062028
Policy instance 5
Insurance contract or identification number30062028
Number of Individuals Covered407
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number9475163
Policy instance 1
Insurance contract or identification number9475163
Number of Individuals Covered487
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $84,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14565
Policy instance 2
Insurance contract or identification number14565
Number of Individuals Covered425
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number9475163
Policy instance 1
Insurance contract or identification number9475163
Number of Individuals Covered408
Insurance policy start date2018-03-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $14,143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number355572G
Policy instance 3
Insurance contract or identification number355572G
Number of Individuals Covered421
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18660
Policy instance 4
Insurance contract or identification numberHCL18660
Number of Individuals Covered397
Insurance policy start date2018-05-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $102,999
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30062028
Policy instance 5
Insurance contract or identification number30062028
Number of Individuals Covered396
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14565
Policy instance 2
Insurance contract or identification number14565
Number of Individuals Covered419
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-5163
Policy instance 6
Insurance contract or identification number947-5163
Number of Individuals Covered417
Insurance policy start date2017-05-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $70,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30062028
Policy instance 5
Insurance contract or identification number30062028
Number of Individuals Covered400
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
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18660
Policy instance 4
Insurance contract or identification numberHCL18660
Number of Individuals Covered408
Insurance policy start date2017-03-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $366,127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?5
Insurance broker nameHEALTHSCOPE BENEFITS
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number40246
Policy instance 3
Insurance contract or identification number40246
Number of Individuals Covered408
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,639
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14565
Policy instance 2
Insurance contract or identification number14565
Number of Individuals Covered417
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-3731
Policy instance 1
Insurance contract or identification number947-3731
Number of Individuals Covered417
Insurance policy start date2017-03-01
Insurance policy end date2017-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $14,256
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-1092
Policy instance 1
Insurance contract or identification number947-1092
Number of Individuals Covered428
Insurance policy start date2015-05-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $66,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14565
Policy instance 2
Insurance contract or identification number14565
Number of Individuals Covered427
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number40246
Policy instance 3
Insurance contract or identification number40246
Number of Individuals Covered416
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,334
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18660
Policy instance 4
Insurance contract or identification numberHCL18660
Number of Individuals Covered427
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $2,510
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $224,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,510
Insurance broker organization code?5
Insurance broker nameHEALTHSCOPE BENEFITS
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18660
Policy instance 4
Insurance contract or identification numberHCL18660
Number of Individuals Covered437
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $2,274
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $274,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,274
Insurance broker organization code?5
Insurance broker nameHEALTHSCOPE BENEFITS
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-3342
Policy instance 1
Insurance contract or identification number949-3342
Number of Individuals Covered438
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $90,688
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14565
Policy instance 2
Insurance contract or identification number14565
Number of Individuals Covered381
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number40246
Policy instance 3
Insurance contract or identification number40246
Number of Individuals Covered432
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18660
Policy instance 4
Insurance contract or identification numberHCL18660
Number of Individuals Covered438
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $2,828
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $282,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,828
Insurance broker nameHEALTHSCOPE BENEFITS
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-3342
Policy instance 1
Insurance contract or identification number949-3342
Number of Individuals Covered438
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $90,688
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14565
Policy instance 2
Insurance contract or identification number14565
Number of Individuals Covered465
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number40246
Policy instance 3
Insurance contract or identification number40246
Number of Individuals Covered437
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number14565
Policy instance 2
Insurance contract or identification number14565
Number of Individuals Covered455
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL18660
Policy instance 4
Insurance contract or identification numberHCL18660
Number of Individuals Covered468
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $4,019
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $274,223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,019
Insurance broker nameHEALTHSCOPE BENEFITS
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number40246
Policy instance 3
Insurance contract or identification number40246
Number of Individuals Covered466
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $9,360
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-3342
Policy instance 1
Insurance contract or identification number949-3342
Number of Individuals Covered454
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $7,981
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $79,812
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,981
Insurance broker nameHEALTHSCOPE BENEFITS
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number40246
Policy instance 1
Insurance contract or identification number40246
Number of Individuals Covered460
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $8,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number40246
Policy instance 1
Insurance contract or identification number40246
Number of Individuals Covered496
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,163
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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