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SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN
Plan identification number 501

SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)
  • 10 or more employer plan under Code section 419A(f)(6).
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

JT BD OF TRUSTEES SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE has sponsored the creation of one or more 401k plans.

Company Name:JT BD OF TRUSTEES SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE
Employer identification number (EIN):461757206
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JAY PARISH2023-10-10 ROBERT CHATELAIN2023-10-10
5012021-01-01JAY PARISH2022-10-12 ROBERT CHATELAIN2022-10-12
5012020-01-01JAY PARRISH2021-10-12 ROBERT CHATELAIN2021-10-14
5012019-01-01RITA ROMERO2020-10-07 ROBERT CHATELAIN2020-10-07
5012018-01-01RITA ROMERO2019-10-02 ROBERT CHATELAIN2019-10-02
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01

Plan Statistics for SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN

Measure Date Value
2022: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01177
Total number of active participants reported on line 7a of the Form 55002022-01-01200
Total of all active and inactive participants2022-01-01200
Total participants2022-01-01200
Number of employers contributing to the scheme2022-01-0121
2021: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01203
Total number of active participants reported on line 7a of the Form 55002021-01-01177
Total of all active and inactive participants2021-01-01177
Total participants2021-01-01177
Number of employers contributing to the scheme2021-01-0125
2020: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01224
Total number of active participants reported on line 7a of the Form 55002020-01-01203
Total of all active and inactive participants2020-01-01203
Total participants2020-01-01203
Number of employers contributing to the scheme2020-01-0124
2019: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01309
Total number of active participants reported on line 7a of the Form 55002019-01-01224
Total of all active and inactive participants2019-01-01224
Total participants2019-01-01224
Number of employers contributing to the scheme2019-01-0125
2018: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01350
Total number of active participants reported on line 7a of the Form 55002018-01-01309
Total of all active and inactive participants2018-01-01309
Total participants2018-01-01309
Number of employers contributing to the scheme2018-01-0121
2017: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01263
Total number of active participants reported on line 7a of the Form 55002017-01-01350
Total of all active and inactive participants2017-01-01350
Total participants2017-01-01350
Number of employers contributing to the scheme2017-01-0111
2016: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01323
Total number of active participants reported on line 7a of the Form 55002016-01-01237
Number of retired or separated participants receiving benefits2016-01-0126
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01263
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0113
2015: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01394
Total number of active participants reported on line 7a of the Form 55002015-01-01295
Number of retired or separated participants receiving benefits2015-01-0128
Total of all active and inactive participants2015-01-01323
Total participants2015-01-01323
Number of employers contributing to the scheme2015-01-0113
2014: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01286
Total number of active participants reported on line 7a of the Form 55002014-01-01367
Number of retired or separated participants receiving benefits2014-01-0127
Total of all active and inactive participants2014-01-01394
Total participants2014-01-01394
Number of employers contributing to the scheme2014-01-0115
2013: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-01286
Number of retired or separated participants receiving benefits2013-01-0121
Total of all active and inactive participants2013-01-01307
Total participants2013-01-01307
Number of employers contributing to the scheme2013-01-0113

Financial Data on SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-128,641
Total unrealized appreciation/depreciation of assets2022-12-31$-128,641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$175
Total income from all sources (including contributions)2022-12-31$-76,416
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$181,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$131,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$51,516
Value of total assets at end of year2022-12-31$672,104
Value of total assets at beginning of year2022-12-31$929,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,162
Total interest from all sources2022-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$20,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$15,403
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$175
Other income not declared elsewhere2022-12-31$11
Administrative expenses (other) incurred2022-12-31$2,689
Total non interest bearing cash at end of year2022-12-31$30,982
Total non interest bearing cash at beginning of year2022-12-31$65,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-257,749
Value of net assets at end of year (total assets less liabilities)2022-12-31$671,985
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$929,734
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$3,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$634,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$856,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$51,516
Employer contributions (assets) at end of year2022-12-31$5,659
Employer contributions (assets) at beginning of year2022-12-31$7,570
Income. Dividends from common stock2022-12-31$20,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$131,171
Contract administrator fees2022-12-31$28,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TED SOILEAU CPA LLC
Accountancy firm EIN2022-12-31451621265
2021 : SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$6,629
Total unrealized appreciation/depreciation of assets2021-12-31$6,629
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$77
Total income from all sources (including contributions)2021-12-31$177,671
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$224,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$131,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$80,850
Value of total assets at end of year2021-12-31$929,909
Value of total assets at beginning of year2021-12-31$976,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$93,385
Total interest from all sources2021-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$21,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$11,644
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$77
Other income not declared elsewhere2021-12-31$306
Administrative expenses (other) incurred2021-12-31$37,385
Total non interest bearing cash at end of year2021-12-31$65,262
Total non interest bearing cash at beginning of year2021-12-31$97,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-46,814
Value of net assets at end of year (total assets less liabilities)2021-12-31$929,734
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$976,548
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$4,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$856,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$864,452
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$68,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$80,850
Employer contributions (assets) at end of year2021-12-31$7,570
Employer contributions (assets) at beginning of year2021-12-31$14,580
Income. Dividends from common stock2021-12-31$21,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$131,100
Contract administrator fees2021-12-31$39,996
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TED SOILEAU CPA, LLC
Accountancy firm EIN2021-12-31451621265
2020 : SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$65,591
Total unrealized appreciation/depreciation of assets2020-12-31$65,591
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$77
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$252,694
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$177,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$97,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$166,262
Value of total assets at end of year2020-12-31$976,625
Value of total assets at beginning of year2020-12-31$901,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$80,175
Total interest from all sources2020-12-31$1,206
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$17,734
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$12,408
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$77
Other income not declared elsewhere2020-12-31$416
Administrative expenses (other) incurred2020-12-31$24,045
Total non interest bearing cash at end of year2020-12-31$97,123
Total non interest bearing cash at beginning of year2020-12-31$105,888
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$75,165
Value of net assets at end of year (total assets less liabilities)2020-12-31$976,548
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$901,383
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$3,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$864,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$782,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$166,262
Employer contributions (assets) at end of year2020-12-31$14,580
Employer contributions (assets) at beginning of year2020-12-31$13,334
Income. Dividends from common stock2020-12-31$17,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$97,354
Contract administrator fees2020-12-31$39,996
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31TED SOILEAU CPA, LLC
Accountancy firm EIN2020-12-31451621265
2019 : SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$16,793
Total unrealized appreciation/depreciation of assets2019-12-31$16,793
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$250
Total income from all sources (including contributions)2019-12-31$240,875
Total loss/gain on sale of assets2019-12-31$7,259
Total of all expenses incurred2019-12-31$169,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$106,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$206,218
Value of total assets at end of year2019-12-31$901,383
Value of total assets at beginning of year2019-12-31$830,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,543
Total interest from all sources2019-12-31$27
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$15,253
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
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
Other income not declared elsewhere2019-12-31$1,253
Administrative expenses (other) incurred2019-12-31$1,842
Liabilities. Value of operating payables at beginning of year2019-12-31$250
Total non interest bearing cash at end of year2019-12-31$105,888
Total non interest bearing cash at beginning of year2019-12-31$804,397
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$70,991
Value of net assets at end of year (total assets less liabilities)2019-12-31$901,383
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$830,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$782,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$27
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$206,218
Employer contributions (assets) at end of year2019-12-31$13,334
Employer contributions (assets) at beginning of year2019-12-31$26,245
Income. Dividends from common stock2019-12-31$9,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$106,341
Contract administrator fees2019-12-31$44,796
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$7,259
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
Accountancy firm name2019-12-31TED SOILEAU CPA, LLC
Accountancy firm EIN2019-12-31451621265
2018 : SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$250
Total income from all sources (including contributions)2018-12-31$313,147
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$183,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$120,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$311,835
Value of total assets at end of year2018-12-31$830,642
Value of total assets at beginning of year2018-12-31$701,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,935
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$18,226
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
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
Other income not declared elsewhere2018-12-31$1,312
Administrative expenses (other) incurred2018-12-31$913
Liabilities. Value of operating payables at end of year2018-12-31$250
Liabilities. Value of operating payables at beginning of year2018-12-31$250
Total non interest bearing cash at end of year2018-12-31$804,397
Total non interest bearing cash at beginning of year2018-12-31$680,096
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$129,191
Value of net assets at end of year (total assets less liabilities)2018-12-31$830,392
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$701,201
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
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$311,835
Employer contributions (assets) at end of year2018-12-31$26,245
Employer contributions (assets) at beginning of year2018-12-31$21,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$120,021
Contract administrator fees2018-12-31$44,796
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2018-12-31TED SOILEAU, CPA, LLC
Accountancy firm EIN2018-12-31451621265
2017 : SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$250
Total income from all sources (including contributions)2017-12-31$285,839
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$179,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$116,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$285,439
Value of total assets at end of year2017-12-31$701,451
Value of total assets at beginning of year2017-12-31$594,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,661
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$14,038
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
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
Other income not declared elsewhere2017-12-31$400
Administrative expenses (other) incurred2017-12-31$1,181
Liabilities. Value of operating payables at end of year2017-12-31$250
Liabilities. Value of operating payables at beginning of year2017-12-31$250
Total non interest bearing cash at end of year2017-12-31$680,096
Total non interest bearing cash at beginning of year2017-12-31$572,005
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$106,475
Value of net assets at end of year (total assets less liabilities)2017-12-31$701,201
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$594,726
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$285,439
Employer contributions (assets) at end of year2017-12-31$21,355
Employer contributions (assets) at beginning of year2017-12-31$22,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$116,703
Contract administrator fees2017-12-31$47,442
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2017-12-31TED SOILEAU, CPA, LLC
Accountancy firm EIN2017-12-31451621265
2016 : SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$250
Total income from all sources (including contributions)2016-12-31$276,258
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$154,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$97,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$276,258
Value of total assets at end of year2016-12-31$594,976
Value of total assets at beginning of year2016-12-31$472,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,528
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$15,793
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$739
Liabilities. Value of operating payables at end of year2016-12-31$250
Liabilities. Value of operating payables at beginning of year2016-12-31$250
Total non interest bearing cash at end of year2016-12-31$572,005
Total non interest bearing cash at beginning of year2016-12-31$451,651
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$122,186
Value of net assets at end of year (total assets less liabilities)2016-12-31$594,726
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$472,540
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$276,258
Employer contributions (assets) at end of year2016-12-31$22,971
Employer contributions (assets) at beginning of year2016-12-31$21,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$97,544
Contract administrator fees2016-12-31$39,996
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2016-12-31TED SOILEAU, CPA, LLC
Accountancy firm EIN2016-12-31451621265
2015 : SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$250
Total income from all sources (including contributions)2015-12-31$289,749
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$140,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$81,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$289,749
Value of total assets at end of year2015-12-31$472,790
Value of total assets at beginning of year2015-12-31$323,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$59,711
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$19,146
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$184
Administrative expenses (other) incurred2015-12-31$569
Liabilities. Value of operating payables at end of year2015-12-31$250
Liabilities. Value of operating payables at beginning of year2015-12-31$250
Total non interest bearing cash at end of year2015-12-31$451,651
Total non interest bearing cash at beginning of year2015-12-31$296,126
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$149,037
Value of net assets at end of year (total assets less liabilities)2015-12-31$472,540
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$323,503
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
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$289,749
Employer contributions (assets) at end of year2015-12-31$21,139
Employer contributions (assets) at beginning of year2015-12-31$27,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$81,001
Contract administrator fees2015-12-31$39,996
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 name2015-12-31TED SOILEAU,CPA,LLC
Accountancy firm EIN2015-12-31451621265
2014 : SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$250
Total income from all sources (including contributions)2014-12-31$332,623
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$132,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$98,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$332,623
Value of total assets at end of year2014-12-31$323,753
Value of total assets at beginning of year2014-12-31$123,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,242
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$13,830
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$184
Administrative expenses (other) incurred2014-12-31$547
Liabilities. Value of operating payables at end of year2014-12-31$250
Liabilities. Value of operating payables at beginning of year2014-12-31$250
Total non interest bearing cash at end of year2014-12-31$296,126
Total non interest bearing cash at beginning of year2014-12-31$89,859
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$199,909
Value of net assets at end of year (total assets less liabilities)2014-12-31$323,503
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$123,594
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$332,623
Employer contributions (assets) at end of year2014-12-31$27,443
Employer contributions (assets) at beginning of year2014-12-31$33,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$98,472
Contract administrator fees2014-12-31$19,865
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-12-31TED SOILEAU, CPA, LLC
Accountancy firm EIN2014-12-31451621265
2013 : SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$207,832
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$84,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$76,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$207,832
Value of total assets at end of year2013-12-31$123,844
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,238
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,940
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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$298
Liabilities. Value of operating payables at end of year2013-12-31$250
Total non interest bearing cash at end of year2013-12-31$89,859
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$123,594
Value of net assets at end of year (total assets less liabilities)2013-12-31$123,594
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$207,832
Employer contributions (assets) at end of year2013-12-31$33,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$76,000
Contract administrator fees2013-12-31$4,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2013-12-31TED SOILEAU, CPA, LLC
Accountancy firm EIN2013-12-31451621265

Form 5500 Responses for SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN

2022: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL 214 SUPPLEMENTAL WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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