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SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 401k Plan overview

Plan NameSHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND
Plan identification number 002

SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE TRUSTEES OF SHEET METAL WORKERS' LOCAL UNION NO 80 ANNUITY has sponsored the creation of one or more 401k plans.

Company Name:THE TRUSTEES OF SHEET METAL WORKERS' LOCAL UNION NO 80 ANNUITY
Employer identification number (EIN):382941426
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-06-01
0022020-06-01
0022019-06-01
0022018-06-01
0022017-06-01TIMOTHY J. MULLIGAN PHIL MCSHANE2019-03-15
0022016-06-01TIMOTHY MULLIGAN
0022015-06-01
0022015-06-01
0022014-06-01
0022013-06-01
0022012-06-01SCOTT GRENIER
0022011-06-01JOHN WALTERS
0022010-06-01MICHAEL KRUCKER
0022009-06-01ANTHONY ASHER

Plan Statistics for SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND

401k plan membership statisitcs for SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND

Measure Date Value
2021: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-06-011,381
Total number of active participants reported on line 7a of the Form 55002021-06-011,515
Number of retired or separated participants receiving benefits2021-06-0118
Number of other retired or separated participants entitled to future benefits2021-06-01153
Total of all active and inactive participants2021-06-011,686
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-0110
Total participants2021-06-011,696
Number of participants with account balances2021-06-011,696
Number of employers contributing to the scheme2021-06-0192
2020: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-06-011,282
Total number of active participants reported on line 7a of the Form 55002020-06-011,108
Number of retired or separated participants receiving benefits2020-06-016
Number of other retired or separated participants entitled to future benefits2020-06-01242
Total of all active and inactive participants2020-06-011,356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-0125
Total participants2020-06-011,381
Number of participants with account balances2020-06-011,381
Number of employers contributing to the scheme2020-06-0190
2019: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-06-011,528
Total number of active participants reported on line 7a of the Form 55002019-06-011,059
Number of retired or separated participants receiving benefits2019-06-015
Number of other retired or separated participants entitled to future benefits2019-06-01197
Total of all active and inactive participants2019-06-011,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-0121
Total participants2019-06-011,282
Number of participants with account balances2019-06-011,282
Number of employers contributing to the scheme2019-06-0191
2018: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-06-011,741
Total number of active participants reported on line 7a of the Form 55002018-06-011,352
Number of retired or separated participants receiving benefits2018-06-015
Number of other retired or separated participants entitled to future benefits2018-06-01162
Total of all active and inactive participants2018-06-011,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-019
Total participants2018-06-011,528
Number of participants with account balances2018-06-011,528
Number of employers contributing to the scheme2018-06-0196
2017: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-06-011,498
Total number of active participants reported on line 7a of the Form 55002017-06-011,511
Number of retired or separated participants receiving benefits2017-06-015
Number of other retired or separated participants entitled to future benefits2017-06-01215
Total of all active and inactive participants2017-06-011,731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-0110
Total participants2017-06-011,741
Number of participants with account balances2017-06-011,741
Number of employers contributing to the scheme2017-06-0197
2016: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-06-011,859
Total number of active participants reported on line 7a of the Form 55002016-06-011,281
Number of retired or separated participants receiving benefits2016-06-017
Number of other retired or separated participants entitled to future benefits2016-06-01200
Total of all active and inactive participants2016-06-011,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-0110
Total participants2016-06-011,498
Number of participants with account balances2016-06-011,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
Number of employers contributing to the scheme2016-06-0196
2015: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-06-011,788
Total number of active participants reported on line 7a of the Form 55002015-06-011,467
Number of retired or separated participants receiving benefits2015-06-016
Number of other retired or separated participants entitled to future benefits2015-06-01375
Total of all active and inactive participants2015-06-011,848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-0111
Total participants2015-06-011,859
Number of participants with account balances2015-06-011,732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
Number of employers contributing to the scheme2015-06-0194
2014: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-06-011,688
Total number of active participants reported on line 7a of the Form 55002014-06-011,435
Number of retired or separated participants receiving benefits2014-06-017
Number of other retired or separated participants entitled to future benefits2014-06-01335
Total of all active and inactive participants2014-06-011,777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-0111
Total participants2014-06-011,788
Number of participants with account balances2014-06-011,680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
Number of employers contributing to the scheme2014-06-01100
2013: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-06-011,724
Total number of active participants reported on line 7a of the Form 55002013-06-011,551
Number of retired or separated participants receiving benefits2013-06-017
Number of other retired or separated participants entitled to future benefits2013-06-01119
Total of all active and inactive participants2013-06-011,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-0111
Total participants2013-06-011,688
Number of participants with account balances2013-06-011,688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
Number of employers contributing to the scheme2013-06-0196
2012: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-06-012,178
Total number of active participants reported on line 7a of the Form 55002012-06-011,594
Number of retired or separated participants receiving benefits2012-06-016
Number of other retired or separated participants entitled to future benefits2012-06-01113
Total of all active and inactive participants2012-06-011,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-0111
Total participants2012-06-011,724
Number of participants with account balances2012-06-011,724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
Number of employers contributing to the scheme2012-06-0189
2011: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-06-012,305
Total number of active participants reported on line 7a of the Form 55002011-06-012,044
Number of retired or separated participants receiving benefits2011-06-0138
Number of other retired or separated participants entitled to future benefits2011-06-0188
Total of all active and inactive participants2011-06-012,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-018
Total participants2011-06-012,178
Number of participants with account balances2011-06-011,600
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
Number of employers contributing to the scheme2011-06-01101
2010: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-06-012,470
Total number of active participants reported on line 7a of the Form 55002010-06-012,146
Number of retired or separated participants receiving benefits2010-06-0127
Number of other retired or separated participants entitled to future benefits2010-06-0190
Total of all active and inactive participants2010-06-012,263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-0142
Total participants2010-06-012,305
Number of participants with account balances2010-06-011,691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
Number of employers contributing to the scheme2010-06-01107
2009: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-06-012,691
Total number of active participants reported on line 7a of the Form 55002009-06-012,312
Number of retired or separated participants receiving benefits2009-06-0121
Number of other retired or separated participants entitled to future benefits2009-06-0196
Total of all active and inactive participants2009-06-012,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-0141
Total participants2009-06-012,470
Number of participants with account balances2009-06-011,916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010
Number of employers contributing to the scheme2009-06-0189

Financial Data on SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND

Measure Date Value
2022 : SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$37,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$57,653
Total income from all sources (including contributions)2022-05-31$-4,709,448
Total of all expenses incurred2022-05-31$7,829,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$7,555,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$5,639,489
Value of total assets at end of year2022-05-31$104,463,288
Value of total assets at beginning of year2022-05-31$117,022,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$273,798
Total interest from all sources2022-05-31$79,942
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$1,153,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$1,153,459
Administrative expenses professional fees incurred2022-05-31$43,800
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$500,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$1,849,810
Participant contributions at end of year2022-05-31$1,019,221
Participant contributions at beginning of year2022-05-31$1,282,004
Participant contributions at end of year2022-05-31$140,541
Participant contributions at beginning of year2022-05-31$126,869
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$2,635
Other income not declared elsewhere2022-05-31$217,010
Administrative expenses (other) incurred2022-05-31$48,915
Liabilities. Value of operating payables at end of year2022-05-31$37,528
Liabilities. Value of operating payables at beginning of year2022-05-31$57,653
Total non interest bearing cash at end of year2022-05-31$93,666
Total non interest bearing cash at beginning of year2022-05-31$163,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-12,538,780
Value of net assets at end of year (total assets less liabilities)2022-05-31$104,425,760
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$116,964,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$168,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$90,056,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$105,342,667
Interest on participant loans2022-05-31$79,933
Value of interest in common/collective trusts at end of year2022-05-31$12,457,165
Value of interest in common/collective trusts at beginning of year2022-05-31$9,759,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$402,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$181,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$181,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-11,833,590
Net investment gain or loss from common/collective trusts2022-05-31$34,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31Yes
Was there a failure to transmit to the plan any participant contributions2022-05-31Yes
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$3,789,679
Employer contributions (assets) at end of year2022-05-31$286,258
Employer contributions (assets) at beginning of year2022-05-31$154,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$7,555,534
Contract administrator fees2022-05-31$12,928
Assets. Value of buildings and other operty used in plan operation at end of year2022-05-31$8,087
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-05-31$7,552
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2022-05-31382284921
2021 : SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$57,653
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$206,237
Total income from all sources (including contributions)2021-05-31$31,543,324
Total of all expenses incurred2021-05-31$4,872,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$4,583,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$3,699,122
Value of total assets at end of year2021-05-31$117,022,193
Value of total assets at beginning of year2021-05-31$90,500,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$289,747
Total interest from all sources2021-05-31$45,057
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$842,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$842,971
Administrative expenses professional fees incurred2021-05-31$32,792
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$500,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$1,630,320
Participant contributions at end of year2021-05-31$1,282,004
Participant contributions at beginning of year2021-05-31$1,200,058
Participant contributions at end of year2021-05-31$126,869
Participant contributions at beginning of year2021-05-31$83,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$2,635
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$35
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-05-31$73,568
Other income not declared elsewhere2021-05-31$387,447
Administrative expenses (other) incurred2021-05-31$47,281
Liabilities. Value of operating payables at end of year2021-05-31$57,653
Liabilities. Value of operating payables at beginning of year2021-05-31$132,669
Total non interest bearing cash at end of year2021-05-31$163,964
Total non interest bearing cash at beginning of year2021-05-31$88,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$26,670,473
Value of net assets at end of year (total assets less liabilities)2021-05-31$116,964,540
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$90,294,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$195,430
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$105,342,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$80,524,324
Interest on participant loans2021-05-31$45,048
Value of interest in common/collective trusts at end of year2021-05-31$9,759,978
Value of interest in common/collective trusts at beginning of year2021-05-31$8,422,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$181,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$50,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$50,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$26,385,571
Net investment gain or loss from common/collective trusts2021-05-31$183,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31Yes
Was there a failure to transmit to the plan any participant contributions2021-05-31Yes
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$2,068,802
Employer contributions (assets) at end of year2021-05-31$154,752
Employer contributions (assets) at beginning of year2021-05-31$122,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$4,583,104
Contract administrator fees2021-05-31$14,244
Assets. Value of buildings and other operty used in plan operation at end of year2021-05-31$7,552
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-05-31$7,511
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2021-05-31382284921
2020 : SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$206,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$172,064
Total income from all sources (including contributions)2020-05-31$10,978,305
Total of all expenses incurred2020-05-31$5,223,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$4,926,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$3,061,381
Value of total assets at end of year2020-05-31$90,500,304
Value of total assets at beginning of year2020-05-31$84,711,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$296,675
Total interest from all sources2020-05-31$60,200
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$974,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$974,968
Administrative expenses professional fees incurred2020-05-31$30,438
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$500,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$1,197,008
Participant contributions at end of year2020-05-31$1,200,058
Participant contributions at beginning of year2020-05-31$1,566,424
Participant contributions at end of year2020-05-31$83,364
Participant contributions at beginning of year2020-05-31$86,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$35
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-05-31$52
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-05-31$73,568
Other income not declared elsewhere2020-05-31$322,028
Administrative expenses (other) incurred2020-05-31$51,844
Liabilities. Value of operating payables at end of year2020-05-31$132,669
Liabilities. Value of operating payables at beginning of year2020-05-31$172,064
Total non interest bearing cash at end of year2020-05-31$88,333
Total non interest bearing cash at beginning of year2020-05-31$27,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$5,754,808
Value of net assets at end of year (total assets less liabilities)2020-05-31$90,294,067
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$84,539,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$200,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$80,524,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$74,620,460
Interest on participant loans2020-05-31$59,038
Value of interest in common/collective trusts at end of year2020-05-31$8,422,939
Value of interest in common/collective trusts at beginning of year2020-05-31$8,088,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$50,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$201,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$201,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$1,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$6,372,630
Net investment gain or loss from common/collective trusts2020-05-31$187,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31Yes
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$1,864,373
Employer contributions (assets) at end of year2020-05-31$122,929
Employer contributions (assets) at beginning of year2020-05-31$112,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$4,926,822
Contract administrator fees2020-05-31$14,364
Assets. Value of buildings and other operty used in plan operation at end of year2020-05-31$7,511
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-05-31$7,796
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2020-05-31382284921
2019 : SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$172,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$133,024
Total income from all sources (including contributions)2019-05-31$4,495,124
Total of all expenses incurred2019-05-31$4,468,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$4,159,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$2,307,219
Value of total assets at end of year2019-05-31$84,711,323
Value of total assets at beginning of year2019-05-31$84,645,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$309,382
Total interest from all sources2019-05-31$59,119
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$1,301,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$1,301,266
Administrative expenses professional fees incurred2019-05-31$29,365
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$500,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$1,045,586
Participant contributions at end of year2019-05-31$1,566,424
Participant contributions at beginning of year2019-05-31$1,498,909
Participant contributions at end of year2019-05-31$86,734
Participant contributions at beginning of year2019-05-31$72,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-05-31$52
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-05-31$15,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-05-31$81,066
Other income not declared elsewhere2019-05-31$251,507
Administrative expenses (other) incurred2019-05-31$67,408
Liabilities. Value of operating payables at end of year2019-05-31$172,064
Liabilities. Value of operating payables at beginning of year2019-05-31$51,958
Total non interest bearing cash at end of year2019-05-31$27,527
Total non interest bearing cash at beginning of year2019-05-31$49,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$26,737
Value of net assets at end of year (total assets less liabilities)2019-05-31$84,539,259
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$84,512,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$198,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$74,620,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$75,184,913
Interest on participant loans2019-05-31$58,218
Value of interest in common/collective trusts at end of year2019-05-31$8,088,105
Value of interest in common/collective trusts at beginning of year2019-05-31$7,647,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$201,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$60,355
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$60,355
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$430,548
Net investment gain or loss from common/collective trusts2019-05-31$145,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31Yes
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$1,261,633
Employer contributions (assets) at end of year2019-05-31$112,849
Employer contributions (assets) at beginning of year2019-05-31$105,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$4,159,005
Contract administrator fees2019-05-31$14,364
Assets. Value of buildings and other operty used in plan operation at end of year2019-05-31$7,796
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-05-31$11,224
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2019-05-31382284921
2018 : SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$133,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$59,636
Total income from all sources (including contributions)2018-05-31$12,214,420
Total of all expenses incurred2018-05-31$3,715,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$3,417,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$2,240,676
Value of total assets at end of year2018-05-31$84,645,546
Value of total assets at beginning of year2018-05-31$76,072,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$297,304
Total interest from all sources2018-05-31$45,234
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$1,318,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$1,318,904
Administrative expenses professional fees incurred2018-05-31$36,816
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$500,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$920,198
Participant contributions at end of year2018-05-31$1,498,909
Participant contributions at beginning of year2018-05-31$1,383,022
Participant contributions at end of year2018-05-31$72,100
Participant contributions at beginning of year2018-05-31$63,276
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-31$15,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-31$18,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-05-31$81,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-05-31$36,576
Other income not declared elsewhere2018-05-31$206,873
Administrative expenses (other) incurred2018-05-31$49,686
Liabilities. Value of operating payables at end of year2018-05-31$51,958
Liabilities. Value of operating payables at beginning of year2018-05-31$23,060
Total non interest bearing cash at end of year2018-05-31$49,364
Total non interest bearing cash at beginning of year2018-05-31$38,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$8,499,242
Value of net assets at end of year (total assets less liabilities)2018-05-31$84,512,522
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$76,013,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$196,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$75,184,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$66,825,231
Interest on participant loans2018-05-31$45,210
Value of interest in common/collective trusts at end of year2018-05-31$7,647,226
Value of interest in common/collective trusts at beginning of year2018-05-31$7,620,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$60,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$24,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$24,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$8,307,171
Net investment gain or loss from common/collective trusts2018-05-31$95,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31Yes
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$1,320,478
Employer contributions (assets) at end of year2018-05-31$105,557
Employer contributions (assets) at beginning of year2018-05-31$99,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$3,417,874
Contract administrator fees2018-05-31$14,364
Assets. Value of buildings and other operty used in plan operation at end of year2018-05-31$11,224
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2018-05-31382284921
2017 : SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$59,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$168,777
Total income from all sources (including contributions)2017-05-31$11,840,405
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$3,689,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$3,424,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$2,079,515
Value of total assets at end of year2017-05-31$76,072,916
Value of total assets at beginning of year2017-05-31$68,031,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$264,746
Total interest from all sources2017-05-31$36,601
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$1,191,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$1,191,586
Administrative expenses professional fees incurred2017-05-31$38,749
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$500,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$805,095
Participant contributions at end of year2017-05-31$1,383,022
Participant contributions at beginning of year2017-05-31$1,332,016
Participant contributions at end of year2017-05-31$63,276
Participant contributions at beginning of year2017-05-31$56,007
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-05-31$18,343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-05-31$64,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-05-31$36,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-05-31$151,876
Other income not declared elsewhere2017-05-31$111,953
Administrative expenses (other) incurred2017-05-31$32,039
Liabilities. Value of operating payables at end of year2017-05-31$23,060
Liabilities. Value of operating payables at beginning of year2017-05-31$16,901
Total non interest bearing cash at end of year2017-05-31$38,438
Total non interest bearing cash at beginning of year2017-05-31$2,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$8,150,668
Value of net assets at end of year (total assets less liabilities)2017-05-31$76,013,280
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$67,862,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$121,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$66,825,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$59,487,113
Interest on participant loans2017-05-31$36,513
Value of interest in common/collective trusts at end of year2017-05-31$7,620,735
Value of interest in common/collective trusts at beginning of year2017-05-31$6,872,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$24,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$151,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$151,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$8,349,906
Net investment gain or loss from common/collective trusts2017-05-31$70,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31Yes
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$1,274,420
Employer contributions (assets) at end of year2017-05-31$99,613
Employer contributions (assets) at beginning of year2017-05-31$65,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$3,424,991
Contract administrator fees2017-05-31$72,373
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-05-31381357951
2016 : SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$168,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$48,871
Total income from all sources (including contributions)2016-05-31$699,237
Total loss/gain on sale of assets2016-05-31$0
Total of all expenses incurred2016-05-31$3,065,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$2,909,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$1,443,497
Value of total assets at end of year2016-05-31$68,031,389
Value of total assets at beginning of year2016-05-31$70,278,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$156,551
Total interest from all sources2016-05-31$41,751
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$2,407,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$2,407,810
Administrative expenses professional fees incurred2016-05-31$32,904
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
If this is an individual account plan, was there a blackout period2016-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$658,263
Participant contributions at end of year2016-05-31$1,332,016
Participant contributions at beginning of year2016-05-31$1,241,818
Participant contributions at end of year2016-05-31$56,007
Participant contributions at beginning of year2016-05-31$37,956
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-05-31$64,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-05-31$151,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-05-31$0
Other income not declared elsewhere2016-05-31$157,289
Administrative expenses (other) incurred2016-05-31$30,906
Liabilities. Value of operating payables at end of year2016-05-31$16,901
Liabilities. Value of operating payables at beginning of year2016-05-31$48,871
Total non interest bearing cash at end of year2016-05-31$2,006
Total non interest bearing cash at beginning of year2016-05-31$14,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-2,366,645
Value of net assets at end of year (total assets less liabilities)2016-05-31$67,862,612
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$70,229,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$75,325
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$59,487,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$62,173,918
Interest on participant loans2016-05-31$41,676
Value of interest in common/collective trusts at end of year2016-05-31$6,872,648
Value of interest in common/collective trusts at beginning of year2016-05-31$6,674,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$151,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$77,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$77,716
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$75
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-3,377,835
Net investment gain or loss from common/collective trusts2016-05-31$26,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31Yes
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$785,234
Employer contributions (assets) at end of year2016-05-31$65,475
Employer contributions (assets) at beginning of year2016-05-31$58,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$2,909,331
Contract administrator fees2016-05-31$17,416
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-05-31381357951
2015 : SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$48,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$5,027
Total income from all sources (including contributions)2015-05-31$6,303,557
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$3,919,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$3,604,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$1,219,491
Value of total assets at end of year2015-05-31$70,278,128
Value of total assets at beginning of year2015-05-31$67,850,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$315,277
Total interest from all sources2015-05-31$49,025
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$4,902,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$4,902,320
Administrative expenses professional fees incurred2015-05-31$39,700
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$456,373
Participant contributions at end of year2015-05-31$1,241,818
Participant contributions at beginning of year2015-05-31$1,571,863
Participant contributions at end of year2015-05-31$37,956
Participant contributions at beginning of year2015-05-31$29,338
Other income not declared elsewhere2015-05-31$242,056
Administrative expenses (other) incurred2015-05-31$31,874
Liabilities. Value of operating payables at end of year2015-05-31$48,871
Liabilities. Value of operating payables at beginning of year2015-05-31$5,027
Total non interest bearing cash at end of year2015-05-31$14,207
Total non interest bearing cash at beginning of year2015-05-31$9,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$2,383,681
Value of net assets at end of year (total assets less liabilities)2015-05-31$70,229,257
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$67,845,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$229,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$62,173,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$60,509,415
Interest on participant loans2015-05-31$48,989
Value of interest in common/collective trusts at end of year2015-05-31$6,674,059
Value of interest in common/collective trusts at beginning of year2015-05-31$5,645,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$77,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$62,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$62,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$-222,884
Net investment gain or loss from common/collective trusts2015-05-31$113,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31Yes
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$763,118
Employer contributions (assets) at end of year2015-05-31$58,454
Employer contributions (assets) at beginning of year2015-05-31$23,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$3,604,599
Contract administrator fees2015-05-31$14,136
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-05-31381357951
2014 : SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$5,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total income from all sources (including contributions)2014-05-31$9,328,607
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$4,677,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$4,531,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$1,048,831
Value of total assets at end of year2014-05-31$67,850,603
Value of total assets at beginning of year2014-05-31$63,194,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$146,055
Total interest from all sources2014-05-31$88,622
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$2,788,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$2,788,140
Administrative expenses professional fees incurred2014-05-31$41,245
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$422,880
Participant contributions at end of year2014-05-31$1,571,863
Participant contributions at beginning of year2014-05-31$1,660,516
Participant contributions at end of year2014-05-31$29,338
Participant contributions at beginning of year2014-05-31$67,268
Other income not declared elsewhere2014-05-31$43,788
Administrative expenses (other) incurred2014-05-31$31,232
Liabilities. Value of operating payables at end of year2014-05-31$5,027
Liabilities. Value of operating payables at beginning of year2014-05-31$0
Total non interest bearing cash at end of year2014-05-31$9,624
Total non interest bearing cash at beginning of year2014-05-31$7,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$4,651,156
Value of net assets at end of year (total assets less liabilities)2014-05-31$67,845,576
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$63,194,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$59,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$60,509,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$55,122,400
Interest on participant loans2014-05-31$43,239
Interest earned on other investments2014-05-31$45,029
Value of interest in common/collective trusts at end of year2014-05-31$5,645,114
Value of interest in common/collective trusts at beginning of year2014-05-31$5,788,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$62,220
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$495,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$495,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$5,455,285
Net investment gain or loss from common/collective trusts2014-05-31$-96,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31Yes
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$625,951
Employer contributions (assets) at end of year2014-05-31$23,029
Employer contributions (assets) at beginning of year2014-05-31$52,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$4,531,396
Contract administrator fees2014-05-31$13,680
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-05-31381357951
2013 : SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total income from all sources (including contributions)2013-05-31$11,370,614
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$3,898,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$3,505,993
Expenses. Certain deemed distributions of participant loans2013-05-31$267,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$1,582,206
Value of total assets at end of year2013-05-31$63,194,420
Value of total assets at beginning of year2013-05-31$55,722,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$124,690
Total interest from all sources2013-05-31$97,038
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$1,750,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$1,750,289
Administrative expenses professional fees incurred2013-05-31$27,653
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$449,966
Participant contributions at end of year2013-05-31$1,660,516
Participant contributions at beginning of year2013-05-31$1,899,140
Participant contributions at end of year2013-05-31$67,268
Participant contributions at beginning of year2013-05-31$74,726
Other income not declared elsewhere2013-05-31$22,569
Administrative expenses (other) incurred2013-05-31$46,182
Total non interest bearing cash at end of year2013-05-31$7,480
Total non interest bearing cash at beginning of year2013-05-31$2,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$7,472,242
Value of net assets at end of year (total assets less liabilities)2013-05-31$63,194,420
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$55,722,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$37,175
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$55,122,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$47,608,413
Interest on participant loans2013-05-31$59,547
Interest earned on other investments2013-05-31$37,153
Value of interest in common/collective trusts at end of year2013-05-31$5,788,574
Value of interest in common/collective trusts at beginning of year2013-05-31$5,623,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$495,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$503,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$503,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$7,800,564
Net investment gain or loss from common/collective trusts2013-05-31$117,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31Yes
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$1,132,240
Employer contributions (assets) at end of year2013-05-31$52,321
Employer contributions (assets) at beginning of year2013-05-31$10,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$3,505,993
Contract administrator fees2013-05-31$13,680
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-05-31381357951
2012 : SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$-1,358,588
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$5,947,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$5,335,218
Expenses. Certain deemed distributions of participant loans2012-05-31$437,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$1,116,939
Value of total assets at end of year2012-05-31$55,722,178
Value of total assets at beginning of year2012-05-31$63,028,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$175,333
Total interest from all sources2012-05-31$141,371
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$1,347,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$1,347,123
Administrative expenses professional fees incurred2012-05-31$37,363
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$461,485
Participant contributions at end of year2012-05-31$1,899,140
Participant contributions at beginning of year2012-05-31$1,863,926
Participant contributions at end of year2012-05-31$74,726
Participant contributions at beginning of year2012-05-31$69,453
Administrative expenses (other) incurred2012-05-31$38,486
Total non interest bearing cash at end of year2012-05-31$2,341
Total non interest bearing cash at beginning of year2012-05-31$5,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-7,306,264
Value of net assets at end of year (total assets less liabilities)2012-05-31$55,722,178
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$63,028,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$85,804
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$47,608,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$48,308,190
Interest on participant loans2012-05-31$55,356
Value of interest in common/collective trusts at end of year2012-05-31$5,623,051
Value of interest in common/collective trusts at beginning of year2012-05-31$12,216,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$503,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$558,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$558,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$86,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-4,061,216
Net investment gain or loss from common/collective trusts2012-05-31$97,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31Yes
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$655,454
Employer contributions (assets) at end of year2012-05-31$10,582
Employer contributions (assets) at beginning of year2012-05-31$6,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$5,335,218
Contract administrator fees2012-05-31$13,680
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-05-31381357951
2011 : SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$12,713,773
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$6,457,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$6,320,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$1,042,644
Value of total assets at end of year2011-05-31$63,028,442
Value of total assets at beginning of year2011-05-31$56,771,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$136,680
Total interest from all sources2011-05-31$134,821
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$965,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$965,963
Administrative expenses professional fees incurred2011-05-31$21,789
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$491,018
Participant contributions at end of year2011-05-31$1,863,926
Participant contributions at beginning of year2011-05-31$1,747,171
Participant contributions at end of year2011-05-31$69,453
Participant contributions at beginning of year2011-05-31$78,119
Administrative expenses (other) incurred2011-05-31$34,802
Total non interest bearing cash at end of year2011-05-31$5,374
Total non interest bearing cash at beginning of year2011-05-31$201,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$6,256,680
Value of net assets at end of year (total assets less liabilities)2011-05-31$63,028,442
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$56,771,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$66,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$48,308,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$42,019,291
Interest on participant loans2011-05-31$68,326
Value of interest in common/collective trusts at end of year2011-05-31$12,216,506
Value of interest in common/collective trusts at beginning of year2011-05-31$12,380,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$558,938
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$340,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$340,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$66,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$9,781,954
Net investment gain or loss from common/collective trusts2011-05-31$788,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31Yes
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$551,626
Employer contributions (assets) at end of year2011-05-31$6,055
Employer contributions (assets) at beginning of year2011-05-31$5,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$6,320,413
Contract administrator fees2011-05-31$13,680
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-05-31381357951

Form 5500 Responses for SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND

2021: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Submission has been amendedYes
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS' LOCAL UNION NO. 80 ANNUITY FUND 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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