401k Plan data: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN plan

WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN
Plan identification number	002

WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE WISCONSIN SHEET has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF THE WISCONSIN SHEET

Employer identification number (EIN): 391965830

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01
002 2012-06-01 RANDALL KROCKA
002 2011-06-01 MICHAEL MOONEY
002 2009-06-01 MIKE THORNTON
002 2008-06-01 MICHAEL MOONEY
002 2007-06-01 MICHAEL MOONEY
002 2006-06-01 MICHAEL MOONEY
002 2005-06-01 MICHAEL MOONEY

Plan Statistics for WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 806
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 833
Number of other retired or separated participants entitled to future benefits 2013-01-01 17
Total of all active and inactive participants 2013-01-01 850
Total participants 2013-01-01 850
Number of participants with account balances 2013-01-01 736
Number of employers contributing to the scheme 2013-01-01 74
2012: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 1,204
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 798
Number of other retired or separated participants entitled to future benefits 2012-06-01 8
Total of all active and inactive participants 2012-06-01 806
Total participants 2012-06-01 806
Number of participants with account balances 2012-06-01 692
Number of employers contributing to the scheme 2012-06-01 65
2011: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 1,408
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 1,195
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 9
Total of all active and inactive participants 2011-06-01 1,204
Total participants 2011-06-01 1,204
Number of participants with account balances 2011-06-01 710
Number of employers contributing to the scheme 2011-06-01 74
2009: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 1,411
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 1,401
Number of retired or separated participants receiving benefits 2009-06-01 1
Number of other retired or separated participants entitled to future benefits 2009-06-01 6
Total of all active and inactive participants 2009-06-01 1,408
Total participants 2009-06-01 1,408
Number of participants with account balances 2009-06-01 794
Number of employers contributing to the scheme 2009-06-01 82
2008: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-06-01 1,276
Total number of active participants reported on line 7a of the Form 5500 2008-06-01 1,403
Number of other retired or separated participants entitled to future benefits 2008-06-01 8
Total of all active and inactive participants 2008-06-01 1,411
Total participants 2008-06-01 1,411
Number of participants with account balances 2008-06-01 810
Number of employers contributing to the scheme 2008-06-01 115
2007: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-06-01 1,049
Total number of active participants reported on line 7a of the Form 5500 2007-06-01 1,266
Number of other retired or separated participants entitled to future benefits 2007-06-01 10
Total of all active and inactive participants 2007-06-01 1,276
Total participants 2007-06-01 1,276
Number of participants with account balances 2007-06-01 684
Number of employers contributing to the scheme 2007-06-01 76
2006: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year 2006-06-01 1,050
Total number of active participants reported on line 7a of the Form 5500 2006-06-01 1,036
Number of other retired or separated participants entitled to future benefits 2006-06-01 13
Total of all active and inactive participants 2006-06-01 1,049
Total participants 2006-06-01 1,049
Number of participants with account balances 2006-06-01 278
Number of employers contributing to the scheme 2006-06-01 71
2005: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year 2005-06-01 1,058
Total number of active participants reported on line 7a of the Form 5500 2005-06-01 1,040
Number of other retired or separated participants entitled to future benefits 2005-06-01 10
Total of all active and inactive participants 2005-06-01 1,050
Total participants 2005-06-01 1,050
Number of participants with account balances 2005-06-01 263
Number of employers contributing to the scheme 2005-06-01 78

Measure	Date	Value
2013: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	806
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	833
Number of other retired or separated participants entitled to future benefits	2013-01-01	17
Total of all active and inactive participants	2013-01-01	850
Total participants	2013-01-01	850
Number of participants with account balances	2013-01-01	736
Number of employers contributing to the scheme	2013-01-01	74
2012: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	1,204
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	798
Number of other retired or separated participants entitled to future benefits	2012-06-01	8
Total of all active and inactive participants	2012-06-01	806
Total participants	2012-06-01	806
Number of participants with account balances	2012-06-01	692
Number of employers contributing to the scheme	2012-06-01	65
2011: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	1,408
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	1,195
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	9
Total of all active and inactive participants	2011-06-01	1,204
Total participants	2011-06-01	1,204
Number of participants with account balances	2011-06-01	710
Number of employers contributing to the scheme	2011-06-01	74
2009: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	1,411
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	1,401
Number of retired or separated participants receiving benefits	2009-06-01	1
Number of other retired or separated participants entitled to future benefits	2009-06-01	6
Total of all active and inactive participants	2009-06-01	1,408
Total participants	2009-06-01	1,408
Number of participants with account balances	2009-06-01	794
Number of employers contributing to the scheme	2009-06-01	82
2008: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-06-01	1,276
Total number of active participants reported on line 7a of the Form 5500	2008-06-01	1,403
Number of other retired or separated participants entitled to future benefits	2008-06-01	8
Total of all active and inactive participants	2008-06-01	1,411
Total participants	2008-06-01	1,411
Number of participants with account balances	2008-06-01	810
Number of employers contributing to the scheme	2008-06-01	115
2007: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-06-01	1,049
Total number of active participants reported on line 7a of the Form 5500	2007-06-01	1,266
Number of other retired or separated participants entitled to future benefits	2007-06-01	10
Total of all active and inactive participants	2007-06-01	1,276
Total participants	2007-06-01	1,276
Number of participants with account balances	2007-06-01	684
Number of employers contributing to the scheme	2007-06-01	76
2006: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2006 401k membership
Total participants, beginning-of-year	2006-06-01	1,050
Total number of active participants reported on line 7a of the Form 5500	2006-06-01	1,036
Number of other retired or separated participants entitled to future benefits	2006-06-01	13
Total of all active and inactive participants	2006-06-01	1,049
Total participants	2006-06-01	1,049
Number of participants with account balances	2006-06-01	278
Number of employers contributing to the scheme	2006-06-01	71
2005: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2005 401k membership
Total participants, beginning-of-year	2005-06-01	1,058
Total number of active participants reported on line 7a of the Form 5500	2005-06-01	1,040
Number of other retired or separated participants entitled to future benefits	2005-06-01	10
Total of all active and inactive participants	2005-06-01	1,050
Total participants	2005-06-01	1,050
Number of participants with account balances	2005-06-01	263
Number of employers contributing to the scheme	2005-06-01	78

Financial Data on WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$51,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$40,914
Total income from all sources (including contributions)	2013-12-31	$4,855,856
Total of all expenses incurred	2013-12-31	$595,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$398,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,645,396
Value of total assets at end of year	2013-12-31	$19,133,350
Value of total assets at beginning of year	2013-12-31	$14,862,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$197,326
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$458,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$458,752
Administrative expenses professional fees incurred	2013-12-31	$70,394
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,602,722
Participant contributions at end of year	2013-12-31	$118,698
Participant contributions at beginning of year	2013-12-31	$106,260
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$42,674
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$10,933
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$9,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$51,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$40,914
Other income not declared elsewhere	2013-12-31	$23,276
Administrative expenses (other) incurred	2013-12-31	$9,988
Total non interest bearing cash at end of year	2013-12-31	$138,078
Total non interest bearing cash at beginning of year	2013-12-31	$113,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,260,421
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$19,082,333
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$14,821,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$99,646
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$14,438,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,214,923
Value of interest in common/collective trusts at end of year	2013-12-31	$4,423,823
Value of interest in common/collective trusts at beginning of year	2013-12-31	$4,415,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,803,567
Net investment gain or loss from common/collective trusts	2013-12-31	$-75,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$398,109
Contract administrator fees	2013-12-31	$17,298
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$3,794
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$3,606
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FREYBERG HINKLE ET AL
Accountancy firm EIN	2013-12-31	391531945
2012 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$40,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$21,334
Total income from all sources (including contributions)	2012-12-31	$1,937,821
Total of all expenses incurred	2012-12-31	$263,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$157,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$792,812
Value of total assets at end of year	2012-12-31	$14,862,826
Value of total assets at beginning of year	2012-12-31	$13,169,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$106,050
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$162,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$162,939
Administrative expenses professional fees incurred	2012-12-31	$28,995
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$792,812
Participant contributions at end of year	2012-12-31	$106,260
Participant contributions at beginning of year	2012-12-31	$223,212
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$9,728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$8,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$40,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$21,334
Other income not declared elsewhere	2012-12-31	$1,668
Administrative expenses (other) incurred	2012-12-31	$10,817
Total non interest bearing cash at end of year	2012-12-31	$113,175
Total non interest bearing cash at beginning of year	2012-12-31	$737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,673,978
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$14,821,912
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,147,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$56,183
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,214,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,613,043
Value of interest in common/collective trusts at end of year	2012-12-31	$4,415,134
Value of interest in common/collective trusts at beginning of year	2012-12-31	$4,321,095
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$942,184
Net investment gain or loss from common/collective trusts	2012-12-31	$38,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$157,793
Contract administrator fees	2012-12-31	$10,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2012-12-31	$3,606
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-12-31	$2,454
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FREYBERG HINKLE ET AL
Accountancy firm EIN	2012-12-31	391531945
Unrealized appreciation/depreciation of other (non real estate) assets	2012-05-31	$383,402
Total unrealized appreciation/depreciation of assets	2012-05-31	$383,402
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$21,334
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$29,336
Total income from all sources (including contributions)	2012-05-31	$1,620,677
Total of all expenses incurred	2012-05-31	$593,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$444,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$1,347,217
Value of total assets at end of year	2012-05-31	$13,169,268
Value of total assets at beginning of year	2012-05-31	$12,149,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$149,181
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$133,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$133,045
Administrative expenses professional fees incurred	2012-05-31	$78,727
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$500,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Contributions received from participants	2012-05-31	$1,266,675
Participant contributions at end of year	2012-05-31	$223,212
Participant contributions at beginning of year	2012-05-31	$109,726
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$80,542
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-05-31	$8,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-05-31	$7,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-05-31	$21,334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-05-31	$29,336
Other income not declared elsewhere	2012-05-31	$6,228
Administrative expenses (other) incurred	2012-05-31	$12,822
Total non interest bearing cash at end of year	2012-05-31	$737
Total non interest bearing cash at beginning of year	2012-05-31	$696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$1,027,371
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$13,147,934
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$12,120,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Investment advisory and management fees	2012-05-31	$41,682
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$8,613,043
Value of interest in pooled separate accounts at beginning of year	2012-05-31	$8,252,032
Value of interest in common/collective trusts at end of year	2012-05-31	$4,321,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-05-31	$3,778,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$425,248
Net investment gain/loss from pooled separate accounts	2012-05-31	$-885,527
Net investment gain or loss from common/collective trusts	2012-05-31	$211,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$444,125
Contract administrator fees	2012-05-31	$15,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-05-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2012-05-31	$2,454
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-05-31	$1,365
Did the plan have assets held for investment	2012-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	FREYBERG HINKLE ET AL
Accountancy firm EIN	2012-05-31	391531945
2011 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$29,336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$17,672
Total income from all sources (including contributions)	2011-05-31	$2,906,328
Total of all expenses incurred	2011-05-31	$423,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$305,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$1,223,059
Value of total assets at end of year	2011-05-31	$12,149,899
Value of total assets at beginning of year	2011-05-31	$9,655,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$118,244
Total interest from all sources	2011-05-31	$113,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Administrative expenses professional fees incurred	2011-05-31	$79,545
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$500,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Contributions received from participants	2011-05-31	$1,223,059
Participant contributions at end of year	2011-05-31	$109,726
Participant contributions at beginning of year	2011-05-31	$120,604
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-05-31	$7,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-05-31	$8,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-05-31	$29,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-05-31	$17,672
Other income not declared elsewhere	2011-05-31	$9,476
Administrative expenses (other) incurred	2011-05-31	$8,187
Total non interest bearing cash at end of year	2011-05-31	$696
Total non interest bearing cash at beginning of year	2011-05-31	$5,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$2,482,445
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$12,120,563
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$9,638,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Investment advisory and management fees	2011-05-31	$13,667
Value of interest in pooled separate accounts at end of year	2011-05-31	$8,252,032
Value of interest in pooled separate accounts at beginning of year	2011-05-31	$5,881,025
Interest earned on other investments	2011-05-31	$113,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-05-31	$3,778,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-05-31	$3,640,839
Net investment gain/loss from pooled separate accounts	2011-05-31	$1,560,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$305,639
Contract administrator fees	2011-05-31	$16,845
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-05-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2011-05-31	$1,365
Did the plan have assets held for investment	2011-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	FREYBERG HINKLE ET AL
Accountancy firm EIN	2011-05-31	391531945
2009 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-05-31	$23,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2009-05-31	$13,467
Total income from all sources (including contributions)	2009-05-31	$181,889
Total of all expenses incurred	2009-05-31	$340,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2009-05-31	$266,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2009-05-31	$1,492,321
Value of total assets at end of year	2009-05-31	$7,732,103
Value of total assets at beginning of year	2009-05-31	$7,880,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2009-05-31	$73,605
Total interest from all sources	2009-05-31	$99,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2009-05-31	No
Administrative expenses professional fees incurred	2009-05-31	$37,004
Was this plan covered by a fidelity bond	2009-05-31	Yes
Value of fidelity bond cover	2009-05-31	$500,000
If this is an individual account plan, was there a blackout period	2009-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2009-05-31	No
Contributions received from participants	2009-05-31	$1,488,195
Participant contributions at end of year	2009-05-31	$239,920
Participant contributions at beginning of year	2009-05-31	$136,770
Income. Received or receivable in cash from other sources (including rollovers)	2009-05-31	$4,126
Value of other receiveables (less allowance for doubtful accounts) at end of year	2009-05-31	$2,640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2009-05-31	$1,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2009-05-31	$23,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2009-05-31	$13,467
Other income not declared elsewhere	2009-05-31	$8,998
Administrative expenses (other) incurred	2009-05-31	$7,649
Total non interest bearing cash at end of year	2009-05-31	$6,069
Total non interest bearing cash at beginning of year	2009-05-31	$4,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2009-05-31	No
Value of net income/loss	2009-05-31	$-158,560
Value of net assets at end of year (total assets less liabilities)	2009-05-31	$7,708,742
Value of net assets at beginning of year (total assets less liabilities)	2009-05-31	$7,867,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2009-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2009-05-31	No
Were any leases to which the plan was party in default or uncollectible	2009-05-31	No
Investment advisory and management fees	2009-05-31	$12,801
Value of interest in pooled separate accounts at end of year	2009-05-31	$3,724,957
Value of interest in pooled separate accounts at beginning of year	2009-05-31	$4,856,847
Interest earned on other investments	2009-05-31	$99,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2009-05-31	$3,758,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2009-05-31	$2,881,055
Net investment gain/loss from pooled separate accounts	2009-05-31	$-1,418,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2009-05-31	No
Was there a failure to transmit to the plan any participant contributions	2009-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2009-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2009-05-31	$266,844
Contract administrator fees	2009-05-31	$16,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2009-05-31	No
Did the plan have assets held for investment	2009-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2009-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2009-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2009-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2009-05-31	Disclaimer
Accountancy firm name	2009-05-31	FREYBERG HINKLE ET AL
Accountancy firm EIN	2009-05-31	391531945
2008 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2008 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-05-31	$13,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2008-05-31	$10,619
Total income from all sources (including contributions)	2008-05-31	$1,030,695
Total of all expenses incurred	2008-05-31	$128,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2008-05-31	$73,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2008-05-31	$1,156,058
Value of total assets at end of year	2008-05-31	$7,880,769
Value of total assets at beginning of year	2008-05-31	$6,975,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2008-05-31	$55,354
Total interest from all sources	2008-05-31	$77,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2008-05-31	No
Administrative expenses professional fees incurred	2008-05-31	$32,680
Was this plan covered by a fidelity bond	2008-05-31	Yes
Value of fidelity bond cover	2008-05-31	$500,000
If this is an individual account plan, was there a blackout period	2008-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2008-05-31	No
Contributions received from participants	2008-05-31	$1,123,629
Participant contributions at end of year	2008-05-31	$136,770
Participant contributions at beginning of year	2008-05-31	$78,960
Income. Received or receivable in cash from other sources (including rollovers)	2008-05-31	$32,429
Value of other receiveables (less allowance for doubtful accounts) at end of year	2008-05-31	$1,909
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2008-05-31	$1,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2008-05-31	$13,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2008-05-31	$10,619
Other income not declared elsewhere	2008-05-31	$3,886
Administrative expenses (other) incurred	2008-05-31	$2,095
Total non interest bearing cash at end of year	2008-05-31	$4,188
Total non interest bearing cash at beginning of year	2008-05-31	$188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-05-31	No
Value of net income/loss	2008-05-31	$901,998
Value of net assets at end of year (total assets less liabilities)	2008-05-31	$7,867,302
Value of net assets at beginning of year (total assets less liabilities)	2008-05-31	$6,965,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2008-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2008-05-31	No
Were any leases to which the plan was party in default or uncollectible	2008-05-31	No
Investment advisory and management fees	2008-05-31	$4,579
Value of interest in pooled separate accounts at end of year	2008-05-31	$4,856,847
Value of interest in pooled separate accounts at beginning of year	2008-05-31	$4,280,757
Interest earned on other investments	2008-05-31	$77,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2008-05-31	$2,881,055
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2008-05-31	$2,614,961
Net investment gain/loss from pooled separate accounts	2008-05-31	$-206,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2008-05-31	No
Was there a failure to transmit to the plan any participant contributions	2008-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2008-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2008-05-31	$73,343
Contract administrator fees	2008-05-31	$16,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2008-05-31	No
Did the plan have assets held for investment	2008-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2008-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2008-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2008-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2008-05-31	Disclaimer
Accountancy firm name	2008-05-31	FREYBERG HINKLE ET AL
Accountancy firm EIN	2008-05-31	391531945
2007 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2007-05-31	$10,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2007-05-31	$1,866
Total income from all sources (including contributions)	2007-05-31	$1,595,547
Total of all expenses incurred	2007-05-31	$189,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2007-05-31	$150,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2007-05-31	$846,938
Value of total assets at end of year	2007-05-31	$6,975,923
Value of total assets at beginning of year	2007-05-31	$5,560,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2007-05-31	$38,163
Total interest from all sources	2007-05-31	$77,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2007-05-31	No
Administrative expenses professional fees incurred	2007-05-31	$18,394
Was this plan covered by a fidelity bond	2007-05-31	Yes
Value of fidelity bond cover	2007-05-31	$500,000
If this is an individual account plan, was there a blackout period	2007-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2007-05-31	No
Contributions received from participants	2007-05-31	$846,938
Participant contributions at end of year	2007-05-31	$78,960
Participant contributions at beginning of year	2007-05-31	$153,008
Value of other receiveables (less allowance for doubtful accounts) at end of year	2007-05-31	$1,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2007-05-31	$10,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2007-05-31	$1,866
Other income not declared elsewhere	2007-05-31	$1,313
Administrative expenses (other) incurred	2007-05-31	$3,708
Total non interest bearing cash at end of year	2007-05-31	$188
Total non interest bearing cash at beginning of year	2007-05-31	$10,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2007-05-31	No
Value of net income/loss	2007-05-31	$1,406,513
Value of net assets at end of year (total assets less liabilities)	2007-05-31	$6,965,304
Value of net assets at beginning of year (total assets less liabilities)	2007-05-31	$5,558,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2007-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2007-05-31	No
Were any leases to which the plan was party in default or uncollectible	2007-05-31	No
Investment advisory and management fees	2007-05-31	$4,061
Value of interest in pooled separate accounts at end of year	2007-05-31	$4,280,757
Value of interest in pooled separate accounts at beginning of year	2007-05-31	$2,988,492
Interest earned on other investments	2007-05-31	$77,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2007-05-31	$2,614,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2007-05-31	$2,408,620
Net investment gain/loss from pooled separate accounts	2007-05-31	$669,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2007-05-31	No
Was there a failure to transmit to the plan any participant contributions	2007-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2007-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2007-05-31	$150,871
Contract administrator fees	2007-05-31	$12,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2007-05-31	No
Did the plan have assets held for investment	2007-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2007-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2007-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2007-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2007-05-31	Disclaimer
Accountancy firm name	2007-05-31	FREYBERG HINKLE ET AL
Accountancy firm EIN	2007-05-31	391531945
2006 : WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2006 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2006-05-31	$1,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2006-05-31	$2,333
Total income from all sources (including contributions)	2006-05-31	$1,125,071
Total of all expenses incurred	2006-05-31	$161,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2006-05-31	$148,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2006-05-31	$792,714
Value of total assets at end of year	2006-05-31	$5,560,657
Value of total assets at beginning of year	2006-05-31	$4,597,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2006-05-31	$13,553
Total interest from all sources	2006-05-31	$67,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2006-05-31	No
Administrative expenses professional fees incurred	2006-05-31	$7,138
Was this plan covered by a fidelity bond	2006-05-31	Yes
Value of fidelity bond cover	2006-05-31	$100,000
If this is an individual account plan, was there a blackout period	2006-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2006-05-31	No
Contributions received from participants	2006-05-31	$791,111
Participant contributions at end of year	2006-05-31	$153,008
Participant contributions at beginning of year	2006-05-31	$67,215
Income. Received or receivable in cash from other sources (including rollovers)	2006-05-31	$1,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2006-05-31	$1,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2006-05-31	$2,333
Other income not declared elsewhere	2006-05-31	$2,642
Administrative expenses (other) incurred	2006-05-31	$258
Total non interest bearing cash at end of year	2006-05-31	$10,537
Total non interest bearing cash at beginning of year	2006-05-31	$8,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2006-05-31	No
Value of net income/loss	2006-05-31	$963,233
Value of net assets at end of year (total assets less liabilities)	2006-05-31	$5,558,791
Value of net assets at beginning of year (total assets less liabilities)	2006-05-31	$4,595,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2006-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2006-05-31	No
Were any leases to which the plan was party in default or uncollectible	2006-05-31	No
Investment advisory and management fees	2006-05-31	$6,157
Value of interest in pooled separate accounts at end of year	2006-05-31	$2,988,492
Value of interest in pooled separate accounts at beginning of year	2006-05-31	$2,368,164
Interest earned on other investments	2006-05-31	$67,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2006-05-31	$2,408,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2006-05-31	$2,153,628
Net investment gain/loss from pooled separate accounts	2006-05-31	$262,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2006-05-31	No
Was there a failure to transmit to the plan any participant contributions	2006-05-31	Yes
Has the plan failed to provide any benefit when due under the plan	2006-05-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2006-05-31	$148,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2006-05-31	No
Did the plan have assets held for investment	2006-05-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2006-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2006-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2006-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2006-05-31	Disclaimer
Accountancy firm name	2006-05-31	FREYBERG HINKLE ET AL
Accountancy firm EIN	2006-05-31	391531945

Form 5500 Responses for WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN

2013: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Multi-employer plan
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-06-01	Plan is a collectively bargained plan	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Multi-employer plan
2011-06-01	Submission has been amended	Yes
2011-06-01	Plan is a collectively bargained plan	Yes
2011-06-01	Plan funding arrangement – Insurance	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement – Insurance	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Multi-employer plan
2009-06-01	Submission has been amended	Yes
2009-06-01	This submission is the final filing	No
2009-06-01	Plan is a collectively bargained plan	Yes
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2008: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-06-01	Type of plan entity	Multi-employer plan
2008-06-01	Submission has been amended	Yes
2008-06-01	Plan is a collectively bargained plan	Yes
2008-06-01	Plan funding arrangement – Insurance	Yes
2008-06-01	Plan benefit arrangement – Insurance	Yes
2007: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-06-01	Type of plan entity	Multi-employer plan
2007-06-01	Submission has been amended	Yes
2007-06-01	Plan is a collectively bargained plan	Yes
2007-06-01	Plan funding arrangement – Insurance	Yes
2007-06-01	Plan benefit arrangement – Insurance	Yes
2006: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2006 form 5500 responses
2006-06-01	Type of plan entity	Multi-employer plan
2006-06-01	Submission has been amended	Yes
2006-06-01	Plan is a collectively bargained plan	Yes
2006-06-01	Plan funding arrangement – Insurance	Yes
2006-06-01	Plan benefit arrangement – Insurance	Yes
2005: WISCONSIN SHEET METAL WORKERS 401(K) PROFIT SHARING PLAN 2005 form 5500 responses
2005-06-01	Type of plan entity	Multi-employer plan
2005-06-01	Submission has been amended	Yes
2005-06-01	Plan is a collectively bargained plan	Yes
2005-06-01	Plan funding arrangement – Insurance	Yes
2005-06-01	Plan benefit arrangement – Insurance	Yes

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WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND [EIN = 351638874]

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Company Name:	BOARD OF TRUSTEES OF THE WISCONSIN SHEET
Employer identification number (EIN):	391965830
NAIC Classification:	238100

Plan id#	Filing Submission Date	Name of Administrator
002	2013-01-01
002	2012-06-01	RANDALL KROCKA
002	2011-06-01	MICHAEL MOONEY
002	2009-06-01	MIKE THORNTON
002	2008-06-01	MICHAEL MOONEY
002	2007-06-01	MICHAEL MOONEY
002	2006-06-01	MICHAEL MOONEY
002	2005-06-01	MICHAEL MOONEY