?>
Logo

INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 401k Plan overview

Plan NameINSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND
Plan identification number 002

INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND Benefits

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

401k Sponsoring company profile

INSULATORS LOCAL NO 27 has sponsored the creation of one or more 401k plans.

Company Name:INSULATORS LOCAL NO 27
Employer identification number (EIN):430337343
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SCOTT VANBEBBER SCOTT VANBEBBER2018-10-09
0022016-01-01SCOTT VANBEBBER SCOTT VANBEBBER2017-10-17
0022015-01-01BRADLEY WILLIAMS BRAD WILLIAMS2016-10-17
0022014-01-01BRADLEY WILLIAMS BRAD WILLIAMS2015-10-01
0022013-01-01BRADLEY WILLIAMS BRAD WILLIAMS2014-09-11
0022012-01-01BRADLEY WILLIAMS BRAD WILLIAMS2013-10-21
0022011-01-01BRADLEY WILLIAMS
0022010-01-01BRADLEY WILLIAMS
0022009-01-01BRADLEY WILLIAMS
0022009-01-01BRADLEY WILLIAMS

Plan Statistics for INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND

401k plan membership statisitcs for INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND

Measure Date Value
2022: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01494
Total number of active participants reported on line 7a of the Form 55002022-01-01442
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0153
Total of all active and inactive participants2022-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01495
Number of participants with account balances2022-01-01187
Number of employers contributing to the scheme2022-01-0118
2021: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01502
Total number of active participants reported on line 7a of the Form 55002021-01-01430
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01494
Number of participants with account balances2021-01-01194
Number of employers contributing to the scheme2021-01-0119
2020: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01525
Total number of active participants reported on line 7a of the Form 55002020-01-01435
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01502
Number of participants with account balances2020-01-01200
Number of employers contributing to the scheme2020-01-0116
2019: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01491
Total number of active participants reported on line 7a of the Form 55002019-01-01452
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01525
Number of participants with account balances2019-01-01235
Number of employers contributing to the scheme2019-01-0119
2018: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01524
Total number of active participants reported on line 7a of the Form 55002018-01-01424
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01491
Number of participants with account balances2018-01-01198
Number of employers contributing to the scheme2018-01-0118
2017: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01508
Total number of active participants reported on line 7a of the Form 55002017-01-01438
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01524
Number of participants with account balances2017-01-01197
Number of employers contributing to the scheme2017-01-0116
2016: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01502
Total number of active participants reported on line 7a of the Form 55002016-01-01442
Number of retired or separated participants receiving benefits2016-01-0147
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01508
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01508
Number of participants with account balances2016-01-01269
Number of employers contributing to the scheme2016-01-0120
2015: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01567
Total number of active participants reported on line 7a of the Form 55002015-01-01416
Number of retired or separated participants receiving benefits2015-01-0159
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01502
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01502
Number of participants with account balances2015-01-01487
Number of employers contributing to the scheme2015-01-0115
2014: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01518
Total number of active participants reported on line 7a of the Form 55002014-01-01454
Number of retired or separated participants receiving benefits2014-01-0193
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01557
Number of participants with account balances2014-01-01541
Number of employers contributing to the scheme2014-01-0113
2013: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01539
Total number of active participants reported on line 7a of the Form 55002013-01-01414
Number of retired or separated participants receiving benefits2013-01-0197
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01518
Number of participants with account balances2013-01-01504
Number of employers contributing to the scheme2013-01-0112
2012: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01479
Total number of active participants reported on line 7a of the Form 55002012-01-01421
Number of retired or separated participants receiving benefits2012-01-0198
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01539
Number of participants with account balances2012-01-01524
Number of employers contributing to the scheme2012-01-0115
2011: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01535
Total number of active participants reported on line 7a of the Form 55002011-01-01389
Number of retired or separated participants receiving benefits2011-01-0183
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01479
Number of participants with account balances2011-01-01467
Number of employers contributing to the scheme2011-01-0117
2010: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01566
Total number of active participants reported on line 7a of the Form 55002010-01-01434
Number of retired or separated participants receiving benefits2010-01-0184
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01535
Number of participants with account balances2010-01-01528
Number of employers contributing to the scheme2010-01-0117
2009: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01485
Total number of active participants reported on line 7a of the Form 55002009-01-01473
Number of retired or separated participants receiving benefits2009-01-0181
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01566
Number of participants with account balances2009-01-01561
Number of employers contributing to the scheme2009-01-0112

Financial Data on INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND

Measure Date Value
2022 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,191,001
Total unrealized appreciation/depreciation of assets2022-12-31$-5,191,001
Total income from all sources (including contributions)2022-12-31$-2,290,371
Total loss/gain on sale of assets2022-12-31$-175,653
Total of all expenses incurred2022-12-31$1,220,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,123,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,723,526
Value of total assets at end of year2022-12-31$23,835,456
Value of total assets at beginning of year2022-12-31$27,346,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$97,541
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,352,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,352,757
Administrative expenses professional fees incurred2022-12-31$26,419
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$6,239
Total non interest bearing cash at end of year2022-12-31$963
Total non interest bearing cash at beginning of year2022-12-31$17,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,511,126
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,835,456
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,346,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$45,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$21,980,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,866,142
Value of interest in common/collective trusts at end of year2022-12-31$1,853,990
Value of interest in common/collective trusts at beginning of year2022-12-31$2,462,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,723,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,123,214
Contract administrator fees2022-12-31$19,035
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,244,546
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,420,199
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK BIRKS, PC
Accountancy firm EIN2022-12-31431122456
2021 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$797,472
Total unrealized appreciation/depreciation of assets2021-12-31$797,472
Total income from all sources (including contributions)2021-12-31$4,324,333
Total loss/gain on sale of assets2021-12-31$101,503
Total of all expenses incurred2021-12-31$815,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$713,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,743,935
Value of total assets at end of year2021-12-31$27,346,582
Value of total assets at beginning of year2021-12-31$23,837,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$102,088
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,681,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,681,423
Administrative expenses professional fees incurred2021-12-31$26,229
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$6,189
Total non interest bearing cash at end of year2021-12-31$17,786
Total non interest bearing cash at beginning of year2021-12-31$963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,508,619
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,346,582
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,837,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$51,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,866,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,155,181
Value of interest in common/collective trusts at end of year2021-12-31$2,462,654
Value of interest in common/collective trusts at beginning of year2021-12-31$2,681,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,743,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$713,626
Contract administrator fees2021-12-31$18,642
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$2,133,235
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,031,732
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK BIRKS, PC
Accountancy firm EIN2021-12-31431122456
2020 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,619,454
Total unrealized appreciation/depreciation of assets2020-12-31$1,619,454
Total income from all sources (including contributions)2020-12-31$3,902,827
Total of all expenses incurred2020-12-31$2,299,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,201,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,618,492
Value of total assets at end of year2020-12-31$23,837,963
Value of total assets at beginning of year2020-12-31$22,234,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$97,924
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$731,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$731,356
Administrative expenses professional fees incurred2020-12-31$29,370
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$5,739
Total non interest bearing cash at end of year2020-12-31$963
Total non interest bearing cash at beginning of year2020-12-31$963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,603,644
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,837,963
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,234,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$43,909
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,155,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,724,047
Value of interest in common/collective trusts at end of year2020-12-31$2,681,819
Value of interest in common/collective trusts at beginning of year2020-12-31$2,509,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-78,158
Net investment gain or loss from common/collective trusts2020-12-31$11,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,618,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,201,259
Contract administrator fees2020-12-31$18,906
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK BIRKS, PC
Accountancy firm EIN2020-12-31431122456
2019 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,910,714
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,910,714
Total unrealized appreciation/depreciation of assets2019-12-31$1,910,714
Total unrealized appreciation/depreciation of assets2019-12-31$1,910,714
Total income from all sources (including contributions)2019-12-31$5,002,524
Total income from all sources (including contributions)2019-12-31$5,002,524
Total of all expenses incurred2019-12-31$706,755
Total of all expenses incurred2019-12-31$706,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$597,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$597,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,742,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,742,487
Value of total assets at end of year2019-12-31$22,234,319
Value of total assets at end of year2019-12-31$22,234,319
Value of total assets at beginning of year2019-12-31$17,938,550
Value of total assets at beginning of year2019-12-31$17,938,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$109,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$109,022
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$704,814
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$704,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$704,814
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$704,814
Administrative expenses professional fees incurred2019-12-31$31,982
Administrative expenses professional fees incurred2019-12-31$31,982
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,467
Contributions received from participants2019-12-31$1,467
Administrative expenses (other) incurred2019-12-31$6,318
Administrative expenses (other) incurred2019-12-31$6,318
Total non interest bearing cash at end of year2019-12-31$963
Total non interest bearing cash at end of year2019-12-31$963
Total non interest bearing cash at beginning of year2019-12-31$963
Total non interest bearing cash at beginning of year2019-12-31$963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,295,769
Value of net income/loss2019-12-31$4,295,769
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,234,319
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,234,319
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,938,550
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,938,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$34,256
Investment advisory and management fees2019-12-31$34,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,724,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,724,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,937,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,937,587
Value of interest in common/collective trusts at end of year2019-12-31$2,509,309
Value of interest in common/collective trusts at end of year2019-12-31$2,509,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$623,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$623,022
Net investment gain or loss from common/collective trusts2019-12-31$21,487
Net investment gain or loss from common/collective trusts2019-12-31$21,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,741,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$597,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$597,733
Contract administrator fees2019-12-31$36,466
Contract administrator fees2019-12-31$36,466
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK BIRKS, PC
Accountancy firm name2019-12-31NOVAK BIRKS, PC
Accountancy firm EIN2019-12-31431122456
Accountancy firm EIN2019-12-31431122456
2018 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,257,250
Total unrealized appreciation/depreciation of assets2018-12-31$-2,257,250
Total income from all sources (including contributions)2018-12-31$119,196
Total of all expenses incurred2018-12-31$1,280,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,171,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,445,991
Value of total assets at end of year2018-12-31$17,938,550
Value of total assets at beginning of year2018-12-31$19,099,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$108,860
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,186,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,186,085
Administrative expenses professional fees incurred2018-12-31$40,606
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,842
Administrative expenses (other) incurred2018-12-31$6,008
Total non interest bearing cash at end of year2018-12-31$963
Total non interest bearing cash at beginning of year2018-12-31$963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,160,968
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,938,550
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,099,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,205
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,937,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,090,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-255,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,444,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,171,304
Contract administrator fees2018-12-31$39,041
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK BIRKS, PC
Accountancy firm EIN2018-12-31431122456
2017 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,338,755
Total unrealized appreciation/depreciation of assets2017-12-31$1,338,755
Total income from all sources (including contributions)2017-12-31$3,747,347
Total of all expenses incurred2017-12-31$1,854,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,760,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,319,223
Value of total assets at end of year2017-12-31$19,099,518
Value of total assets at beginning of year2017-12-31$17,206,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$93,959
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$800,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$800,822
Administrative expenses professional fees incurred2017-12-31$27,340
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,035
Administrative expenses (other) incurred2017-12-31$5,558
Total non interest bearing cash at end of year2017-12-31$963
Total non interest bearing cash at beginning of year2017-12-31$963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,892,634
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,099,518
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,206,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$31,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,090,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,193,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$12,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$12,257
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$288,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,317,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,760,754
Contract administrator fees2017-12-31$29,451
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK BIRKS, PC
Accountancy firm EIN2017-12-31431122456
2016 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,013,853
Total unrealized appreciation/depreciation of assets2016-12-31$1,013,853
Total income from all sources (including contributions)2016-12-31$2,625,546
Total of all expenses incurred2016-12-31$1,055,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$956,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,585,590
Value of total assets at end of year2016-12-31$17,206,884
Value of total assets at beginning of year2016-12-31$15,637,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$99,140
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$291,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$291,524
Administrative expenses professional fees incurred2016-12-31$26,529
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$6,934
Total non interest bearing cash at end of year2016-12-31$963
Total non interest bearing cash at beginning of year2016-12-31$963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,569,730
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,206,884
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,637,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$55,695
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,193,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,631,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-265,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,585,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$956,676
Contract administrator fees2016-12-31$9,982
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK BIRKS, PC
Accountancy firm EIN2016-12-31431122456
2015 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-667,339
Total unrealized appreciation/depreciation of assets2015-12-31$-667,339
Total income from all sources (including contributions)2015-12-31$1,422,177
Total of all expenses incurred2015-12-31$1,444,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,352,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,489,118
Value of total assets at end of year2015-12-31$15,637,154
Value of total assets at beginning of year2015-12-31$15,659,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$92,657
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$476,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$476,552
Administrative expenses professional fees incurred2015-12-31$25,644
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$6,866
Total non interest bearing cash at end of year2015-12-31$963
Total non interest bearing cash at beginning of year2015-12-31$963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-22,610
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,637,154
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,659,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$55,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,631,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,657,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$123,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,489,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,352,130
Contract administrator fees2015-12-31$4,378
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NOVAK BIRKS, PC
Accountancy firm EIN2015-12-31431122456
2014 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$60,094
Total unrealized appreciation/depreciation of assets2014-12-31$60,094
Total income from all sources (including contributions)2014-12-31$1,995,780
Total of all expenses incurred2014-12-31$1,360,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,265,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,305,728
Value of total assets at end of year2014-12-31$15,659,764
Value of total assets at beginning of year2014-12-31$15,024,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$94,167
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$619,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$619,307
Administrative expenses professional fees incurred2014-12-31$26,646
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$5,778
Total non interest bearing cash at end of year2014-12-31$963
Total non interest bearing cash at beginning of year2014-12-31$963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$635,643
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,659,764
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,024,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$53,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,657,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,019,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$10,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,305,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,265,970
Contract administrator fees2014-12-31$8,169
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31NOVAK BIRKS, PC
Accountancy firm EIN2014-12-31431122456
2013 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$457,418
Total unrealized appreciation/depreciation of assets2013-12-31$457,418
Total income from all sources (including contributions)2013-12-31$2,732,466
Total of all expenses incurred2013-12-31$1,289,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,199,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,033,973
Value of total assets at end of year2013-12-31$15,024,121
Value of total assets at beginning of year2013-12-31$13,581,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$90,504
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$430,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$430,885
Administrative expenses professional fees incurred2013-12-31$20,634
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$6,315
Total non interest bearing cash at end of year2013-12-31$4,264
Total non interest bearing cash at beginning of year2013-12-31$117,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,442,717
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,024,121
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,581,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$53,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,019,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,463,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$810,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,033,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,199,245
Contract administrator fees2013-12-31$9,929
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CHRISTOPHER WINGER, CPA PC
Accountancy firm EIN2013-12-31431350017
2012 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$432,570
Total unrealized appreciation/depreciation of assets2012-12-31$432,570
Total income from all sources (including contributions)2012-12-31$2,309,166
Total of all expenses incurred2012-12-31$1,952,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,844,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,347,967
Value of total assets at end of year2012-12-31$13,581,404
Value of total assets at beginning of year2012-12-31$13,224,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$107,673
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$241,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$241,267
Administrative expenses professional fees incurred2012-12-31$25,974
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$8,181
Administrative expenses (other) incurred2012-12-31$11,923
Total non interest bearing cash at end of year2012-12-31$117,903
Total non interest bearing cash at beginning of year2012-12-31$5,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$356,782
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,581,404
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,224,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$67,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,463,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,218,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$279,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,347,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,844,711
Contract administrator fees2012-12-31$2,417
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WINGER & COMPANY
Accountancy firm EIN2012-12-31431350017
2011 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-507,082
Total unrealized appreciation/depreciation of assets2011-12-31$-507,082
Total income from all sources (including contributions)2011-12-31$883,827
Total of all expenses incurred2011-12-31$2,080,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,948,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,108,517
Value of total assets at end of year2011-12-31$13,224,622
Value of total assets at beginning of year2011-12-31$14,421,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$131,590
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$210,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$210,557
Administrative expenses professional fees incurred2011-12-31$30,060
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$5,516
Total non interest bearing cash at end of year2011-12-31$5,899
Total non interest bearing cash at beginning of year2011-12-31$5,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,196,387
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,224,622
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,421,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$70,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,218,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,415,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$71,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,108,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,948,624
Contract administrator fees2011-12-31$25,990
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WINGER & COMPANY
Accountancy firm EIN2011-12-31431350017
2010 : INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,030,069
Total unrealized appreciation/depreciation of assets2010-12-31$1,030,069
Total income from all sources (including contributions)2010-12-31$2,373,546
Total of all expenses incurred2010-12-31$1,660,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,533,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,268,875
Value of total assets at end of year2010-12-31$14,421,009
Value of total assets at beginning of year2010-12-31$13,708,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$127,172
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$139,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$139,351
Administrative expenses professional fees incurred2010-12-31$26,162
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$6,277
Total non interest bearing cash at end of year2010-12-31$5,299
Total non interest bearing cash at beginning of year2010-12-31$5,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$712,628
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,421,009
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,708,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$67,892
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,415,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,703,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-64,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,268,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,533,746
Contract administrator fees2010-12-31$26,841
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WINGER & COMPANY
Accountancy firm EIN2010-12-31431350017

Form 5500 Responses for INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND

2022: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INSULATORS LOCAL NO 27 SUPPLEMENTAL PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3