401k Plan data: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN plan

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 401k Plan overview

Plan Name	INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN
Plan identification number	501

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover

401k Sponsoring company profile

TRUSTEES OF THE INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name: TRUSTEES OF THE INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN

Employer identification number (EIN): 470438021

NAIC Classification: 238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01
501 2021-01-01
501 2020-01-01
501 2019-01-01
501 2018-01-01
501 2017-01-01 MARVIN MARSHALL JR. MARVIN MARSHALL JR. 2018-10-15
501 2016-01-01 MARVIN MARSHALL JR. MARVIN MARSHALL JR. 2017-10-13
501 2015-01-01 MARVIN MARSHALL JR. MARVIN MARSHALL JR. 2016-10-17
501 2014-01-01 MARVIN MARSHALL JR. MARVIN MARSHALL JR. 2015-10-05
501 2013-01-01 DEBORAH CAUGHLIN DEBORAH CAUGHLIN 2014-10-15
501 2012-01-01 DEBORAH CAUGHLIN DEBORAH CAUGHLIN 2013-10-15
501 2011-01-01 DEBORAH CAUGHLIN
501 2009-01-01 DEBORAH CAUGHLIN
501 2009-01-01 DEBORAH CAUGHLIN 2010-09-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2022-01-01
501	2021-01-01
501	2020-01-01
501	2019-01-01
501	2018-01-01
501	2017-01-01	MARVIN MARSHALL JR.	MARVIN MARSHALL JR.	2018-10-15
501	2016-01-01	MARVIN MARSHALL JR.	MARVIN MARSHALL JR.	2017-10-13
501	2015-01-01	MARVIN MARSHALL JR.	MARVIN MARSHALL JR.	2016-10-17
501	2014-01-01	MARVIN MARSHALL JR.	MARVIN MARSHALL JR.	2015-10-05
501	2013-01-01	DEBORAH CAUGHLIN	DEBORAH CAUGHLIN	2014-10-15
501	2012-01-01	DEBORAH CAUGHLIN	DEBORAH CAUGHLIN	2013-10-15
501	2011-01-01	DEBORAH CAUGHLIN
501	2009-01-01	DEBORAH CAUGHLIN
501	2009-01-01		DEBORAH CAUGHLIN	2010-09-07

Plan Statistics for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN

401k plan membership statisitcs for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN

Measure Date Value
2022: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 131
Number of retired or separated participants receiving benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 132
Total participants 2022-01-01 132
Number of employers contributing to the scheme 2022-01-01 7
2021: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 122
Number of retired or separated participants receiving benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 123
Total participants 2021-01-01 123
Number of employers contributing to the scheme 2021-01-01 7
2020: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 120
Number of retired or separated participants receiving benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 122
Total participants 2020-01-01 122
Number of employers contributing to the scheme 2020-01-01 7
2019: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 117
Number of retired or separated participants receiving benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 119
Total participants 2019-01-01 119
Number of employers contributing to the scheme 2019-01-01 6
2018: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 108
Number of retired or separated participants receiving benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 111
Total participants 2018-01-01 111
Number of employers contributing to the scheme 2018-01-01 6
2017: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 132
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 133
Total participants 2017-01-01 133
Number of employers contributing to the scheme 2017-01-01 5
2016: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 130
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 131
Total participants 2016-01-01 131
Number of employers contributing to the scheme 2016-01-01 5
2015: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 117
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 117
Number of employers contributing to the scheme 2015-01-01 5
2014: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 115
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 116
Number of employers contributing to the scheme 2014-01-01 5
2013: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 112
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 114
Number of employers contributing to the scheme 2013-01-01 6
2012: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 105
Number of retired or separated participants receiving benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 109
Total participants 2012-01-01 109
Number of employers contributing to the scheme 2012-01-01 6
2011: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 102
Number of retired or separated participants receiving benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 108
Total participants 2011-01-01 108
Number of employers contributing to the scheme 2011-01-01 6
2009: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 105
Number of retired or separated participants receiving benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 112
Total participants 2009-01-01 112
Number of employers contributing to the scheme 2009-01-01 8

Measure	Date	Value
2022: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	131
Number of retired or separated participants receiving benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	132
Total participants	2022-01-01	132
Number of employers contributing to the scheme	2022-01-01	7
2021: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	122
Number of retired or separated participants receiving benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	123
Total participants	2021-01-01	123
Number of employers contributing to the scheme	2021-01-01	7
2020: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	120
Number of retired or separated participants receiving benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	122
Total participants	2020-01-01	122
Number of employers contributing to the scheme	2020-01-01	7
2019: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	117
Number of retired or separated participants receiving benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	119
Total participants	2019-01-01	119
Number of employers contributing to the scheme	2019-01-01	6
2018: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	108
Number of retired or separated participants receiving benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	111
Total participants	2018-01-01	111
Number of employers contributing to the scheme	2018-01-01	6
2017: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	132
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	133
Total participants	2017-01-01	133
Number of employers contributing to the scheme	2017-01-01	5
2016: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	130
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	131
Total participants	2016-01-01	131
Number of employers contributing to the scheme	2016-01-01	5
2015: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	117
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	117
Number of employers contributing to the scheme	2015-01-01	5
2014: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	115
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	116
Number of employers contributing to the scheme	2014-01-01	5
2013: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	112
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	114
Number of employers contributing to the scheme	2013-01-01	6
2012: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	105
Number of retired or separated participants receiving benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	109
Total participants	2012-01-01	109
Number of employers contributing to the scheme	2012-01-01	6
2011: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	102
Number of retired or separated participants receiving benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	108
Total participants	2011-01-01	108
Number of employers contributing to the scheme	2011-01-01	6
2009: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	105
Number of retired or separated participants receiving benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	112
Total participants	2009-01-01	112
Number of employers contributing to the scheme	2009-01-01	8

Financial Data on INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN

Measure	Date	Value
2022 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$495
Total income from all sources (including contributions)	2022-12-31	$1,419,924
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,922,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,878,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,941,176
Value of total assets at end of year	2022-12-31	$3,350,407
Value of total assets at beginning of year	2022-12-31	$3,852,670
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$43,667
Total interest from all sources	2022-12-31	$208
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$199,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$199,609
Administrative expenses professional fees incurred	2022-12-31	$39,371
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$6,849
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$10,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$495
Administrative expenses (other) incurred	2022-12-31	$4,296
Total non interest bearing cash at end of year	2022-12-31	$114,026
Total non interest bearing cash at beginning of year	2022-12-31	$43,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-502,263
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,349,912
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,852,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,053,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,675,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$208
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$1,867,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-721,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,934,327
Employer contributions (assets) at end of year	2022-12-31	$172,194
Employer contributions (assets) at beginning of year	2022-12-31	$134,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$11,275
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,291,788
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,055,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,029,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,793,345
Value of total assets at end of year	2021-12-31	$3,852,670
Value of total assets at beginning of year	2021-12-31	$3,615,516
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$25,444
Total interest from all sources	2021-12-31	$37
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$324,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$324,089
Administrative expenses professional fees incurred	2021-12-31	$20,555
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$495
Administrative expenses (other) incurred	2021-12-31	$4,889
Total non interest bearing cash at end of year	2021-12-31	$43,109
Total non interest bearing cash at beginning of year	2021-12-31	$84,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$236,659
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,852,175
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,615,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,675,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,326,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$37
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$2,026,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$174,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,791,029
Employer contributions (assets) at end of year	2021-12-31	$134,503
Employer contributions (assets) at beginning of year	2021-12-31	$204,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,300
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS
Accountancy firm EIN	2021-12-31	440160260
2020 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$423
Total income from all sources (including contributions)	2020-12-31	$2,430,738
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,920,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,865,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,092,620
Value of total assets at end of year	2020-12-31	$3,615,516
Value of total assets at beginning of year	2020-12-31	$3,105,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$55,187
Total interest from all sources	2020-12-31	$53
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$143,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$143,173
Administrative expenses professional fees incurred	2020-12-31	$55,187
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$13,820
Liabilities. Value of operating payables at beginning of year	2020-12-31	$423
Total non interest bearing cash at end of year	2020-12-31	$84,177
Total non interest bearing cash at beginning of year	2020-12-31	$112,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$510,106
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,615,516
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,105,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,326,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,788,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$53
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$1,864,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$194,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,078,800
Employer contributions (assets) at end of year	2020-12-31	$204,723
Employer contributions (assets) at beginning of year	2020-12-31	$205,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,310
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BKD LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$348,107
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$348,107
Total unrealized appreciation/depreciation of assets	2019-12-31	$348,107
Total unrealized appreciation/depreciation of assets	2019-12-31	$348,107
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$423
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$33
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$33
Total income from all sources (including contributions)	2019-12-31	$2,523,868
Total income from all sources (including contributions)	2019-12-31	$2,523,868
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,840,332
Total of all expenses incurred	2019-12-31	$1,840,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,830,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,830,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,078,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,078,418
Value of total assets at end of year	2019-12-31	$3,105,833
Value of total assets at end of year	2019-12-31	$3,105,833
Value of total assets at beginning of year	2019-12-31	$2,421,907
Value of total assets at beginning of year	2019-12-31	$2,421,907
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,206
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,206
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$2,688
Administrative expenses professional fees incurred	2019-12-31	$2,688
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$31,879
Contributions received from participants	2019-12-31	$31,879
Administrative expenses (other) incurred	2019-12-31	$7,518
Administrative expenses (other) incurred	2019-12-31	$7,518
Liabilities. Value of operating payables at end of year	2019-12-31	$423
Liabilities. Value of operating payables at end of year	2019-12-31	$423
Liabilities. Value of operating payables at beginning of year	2019-12-31	$33
Liabilities. Value of operating payables at beginning of year	2019-12-31	$33
Total non interest bearing cash at end of year	2019-12-31	$112,110
Total non interest bearing cash at end of year	2019-12-31	$112,110
Total non interest bearing cash at beginning of year	2019-12-31	$66,652
Total non interest bearing cash at beginning of year	2019-12-31	$66,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$683,536
Value of net income/loss	2019-12-31	$683,536
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,105,410
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,105,410
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,421,874
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,421,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,587,664
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,587,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,142,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,142,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$200,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$200,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$50,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$50,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$50,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$50,804
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$1,818,814
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$1,818,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$97,343
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$97,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,046,539
Contributions received in cash from employer	2019-12-31	$2,046,539
Employer contributions (assets) at end of year	2019-12-31	$205,225
Employer contributions (assets) at end of year	2019-12-31	$205,225
Employer contributions (assets) at beginning of year	2019-12-31	$162,237
Employer contributions (assets) at beginning of year	2019-12-31	$162,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$11,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$11,312
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260
Accountancy firm EIN	2019-12-31	440160260
2018 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-187,741
Total unrealized appreciation/depreciation of assets	2018-12-31	$-187,741
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$33
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$778
Total income from all sources (including contributions)	2018-12-31	$1,603,896
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,770,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,762,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,670,693
Value of total assets at end of year	2018-12-31	$2,259,670
Value of total assets at beginning of year	2018-12-31	$2,427,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,897
Total interest from all sources	2018-12-31	$79
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 year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$2,688
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$22,930
Administrative expenses (other) incurred	2018-12-31	$5,209
Liabilities. Value of operating payables at end of year	2018-12-31	$33
Liabilities. Value of operating payables at beginning of year	2018-12-31	$778
Total non interest bearing cash at end of year	2018-12-31	$66,652
Total non interest bearing cash at beginning of year	2018-12-31	$17,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-166,864
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,259,637
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,426,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,142,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,209,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$50,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$200,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$200,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$79
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$120,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,647,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,762,863
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	HBE LLP
Accountancy firm EIN	2018-12-31	470677245
2017 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$160,465
Total unrealized appreciation/depreciation of assets	2017-12-31	$160,465
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$837
Total income from all sources (including contributions)	2017-12-31	$1,645,828
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,678,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,670,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,380,774
Value of total assets at end of year	2017-12-31	$2,427,279
Value of total assets at beginning of year	2017-12-31	$2,460,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,522
Total interest from all sources	2017-12-31	$155
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 year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$2,709
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$26,668
Administrative expenses (other) incurred	2017-12-31	$5,813
Liabilities. Value of operating payables at end of year	2017-12-31	$778
Liabilities. Value of operating payables at beginning of year	2017-12-31	$837
Total non interest bearing cash at end of year	2017-12-31	$17,463
Total non interest bearing cash at beginning of year	2017-12-31	$109,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-33,102
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,426,501
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,459,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,209,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,244,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$200,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$106,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$106,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$155
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$104,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,354,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,670,408
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	FUHRMAN, SMOLSKY & FUREY, PC
Accountancy firm EIN	2017-12-31	470742379
2016 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$837
Total plan liabilities at beginning of year	2016-12-31	$903
Total income from all sources	2016-12-31	$1,538,249
Expenses. Total of all expenses incurred	2016-12-31	$1,426,206
Benefits paid (including direct rollovers)	2016-12-31	$1,419,994
Total plan assets at end of year	2016-12-31	$2,460,440
Total plan assets at beginning of year	2016-12-31	$2,348,463
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$24,776
Other income received	2016-12-31	$179,654
Net income (gross income less expenses)	2016-12-31	$112,043
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,459,603
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,347,560
Total contributions received or receivable from employer(s)	2016-12-31	$1,333,819
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$6,212
2015 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$903
Total plan liabilities at beginning of year	2015-12-31	$196
Total income from all sources	2015-12-31	$1,380,743
Expenses. Total of all expenses incurred	2015-12-31	$1,493,601
Benefits paid (including direct rollovers)	2015-12-31	$1,486,609
Total plan assets at end of year	2015-12-31	$2,348,463
Total plan assets at beginning of year	2015-12-31	$2,460,614
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$14,761
Other income received	2015-12-31	$16,734
Net income (gross income less expenses)	2015-12-31	$-112,858
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,347,560
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,460,418
Total contributions received or receivable from employer(s)	2015-12-31	$1,349,248
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$6,992
2014 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$196
Total plan liabilities at beginning of year	2014-12-31	$89
Total income from all sources	2014-12-31	$1,524,330
Expenses. Total of all expenses incurred	2014-12-31	$1,261,466
Benefits paid (including direct rollovers)	2014-12-31	$1,254,707
Total plan assets at end of year	2014-12-31	$2,460,614
Total plan assets at beginning of year	2014-12-31	$2,197,643
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$16,037
Other income received	2014-12-31	$188,854
Net income (gross income less expenses)	2014-12-31	$262,864
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,460,418
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,197,554
Total contributions received or receivable from employer(s)	2014-12-31	$1,319,439
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$6,759
2013 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$89
Total plan liabilities at beginning of year	2013-12-31	$418
Total income from all sources	2013-12-31	$1,456,351
Expenses. Total of all expenses incurred	2013-12-31	$1,258,670
Benefits paid (including direct rollovers)	2013-12-31	$1,247,548
Total plan assets at end of year	2013-12-31	$2,197,643
Total plan assets at beginning of year	2013-12-31	$2,000,291
Value of fidelity bond covering the plan	2013-12-31	$201,000
Total contributions received or receivable from participants	2013-12-31	$27,917
Other income received	2013-12-31	$220,294
Net income (gross income less expenses)	2013-12-31	$197,681
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,197,554
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,999,873
Total contributions received or receivable from employer(s)	2013-12-31	$1,208,140
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$11,122
2012 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$418
Total plan liabilities at beginning of year	2012-12-31	$13
Total income from all sources	2012-12-31	$1,374,073
Expenses. Total of all expenses incurred	2012-12-31	$1,378,021
Benefits paid (including direct rollovers)	2012-12-31	$1,368,946
Total plan assets at end of year	2012-12-31	$2,000,291
Total plan assets at beginning of year	2012-12-31	$2,003,834
Value of fidelity bond covering the plan	2012-12-31	$201,000
Total contributions received or receivable from participants	2012-12-31	$33,415
Other income received	2012-12-31	$184,750
Net income (gross income less expenses)	2012-12-31	$-3,948
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,999,873
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,003,821
Total contributions received or receivable from employer(s)	2012-12-31	$1,155,908
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,075
2011 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$13
Total plan liabilities at beginning of year	2011-12-31	$417
Total income from all sources	2011-12-31	$1,165,060
Expenses. Total of all expenses incurred	2011-12-31	$1,263,444
Benefits paid (including direct rollovers)	2011-12-31	$1,242,376
Total plan assets at end of year	2011-12-31	$2,003,834
Total plan assets at beginning of year	2011-12-31	$2,102,622
Value of fidelity bond covering the plan	2011-12-31	$201,000
Total contributions received or receivable from participants	2011-12-31	$34,850
Other income received	2011-12-31	$106,844
Net income (gross income less expenses)	2011-12-31	$-98,384
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,003,821
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,102,205
Total contributions received or receivable from employer(s)	2011-12-31	$1,023,366
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$21,068
2010 : INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$417
Total plan liabilities at beginning of year	2010-12-31	$626
Total income from all sources	2010-12-31	$1,291,136
Expenses. Total of all expenses incurred	2010-12-31	$1,224,663
Benefits paid (including direct rollovers)	2010-12-31	$1,215,043
Total plan assets at end of year	2010-12-31	$2,102,622
Total plan assets at beginning of year	2010-12-31	$2,036,358
Value of fidelity bond covering the plan	2010-12-31	$211,000
Total contributions received or receivable from participants	2010-12-31	$30,222
Other income received	2010-12-31	$188,865
Net income (gross income less expenses)	2010-12-31	$66,473
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,102,205
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,035,732
Total contributions received or receivable from employer(s)	2010-12-31	$1,072,049
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,620

Form 5500 Responses for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN

2022: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL UNION NO. 39 HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

753666

Policy instance

Insurance contract or identification number	753666
Number of Individuals Covered	242
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $63,557
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $63,557
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BASE COMMISSIONS
Insurance broker organization code?	3

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

5974207

Policy instance

Insurance contract or identification number	5974207
Number of Individuals Covered	295
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $9,764
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $97,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,764
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BASE COMMISSIONS
Insurance broker organization code?	3

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

0753666

Policy instance

Insurance contract or identification number	0753666
Number of Individuals Covered	266
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $66,766
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $66,766
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

5974207

Policy instance

Insurance contract or identification number	5974207
Number of Individuals Covered	313
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $9,446
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $9,446
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BASE COMMISSIONS
Insurance broker organization code?	0

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

753666

Policy instance

Insurance contract or identification number	753666
Number of Individuals Covered	355
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $62,445
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $62,445
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

753666

Policy instance

Insurance contract or identification number	753666
Number of Individuals Covered	338
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $60,065
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $60,065
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

753666

Policy instance

Insurance contract or identification number	753666
Number of Individuals Covered	326
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $54,499
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $54,499
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

303566

Policy instance

Insurance contract or identification number	303566
Number of Individuals Covered	258
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,419
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,419
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	NGS INC

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

753666

Policy instance

Insurance contract or identification number	753666
Number of Individuals Covered	323
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $53,196
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $53,196
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	NGS INC

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

753666

Policy instance

Insurance contract or identification number	753666
Number of Individuals Covered	339
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $43,451
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $32,743
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	PETERSEN-BLENDERMAN INSURANCE LLC

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

753666

Policy instance

Insurance contract or identification number	753666
Number of Individuals Covered	339
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $43,733
Total amount of fees paid to insurance company	USD $1,691
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $43,733
Amount paid for insurance broker fees	1691
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	PETERSEN-BLENDERMAN INSURANCE LLC

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

753666

Policy instance

Insurance contract or identification number	753666
Number of Individuals Covered	319
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $45,485
Total amount of fees paid to insurance company	USD $400
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $45,485
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	PETERSEN-BLENDERMAN INSURANCE LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000020162001

Policy instance

Insurance contract or identification number	000020162001
Number of Individuals Covered	137
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $347
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CONVENTRY HEALTH AND LIFE (National Association of Insurance Commissioners NAIC id number: 81973 )

Policy contract number

8040210000

Policy instance

Insurance contract or identification number	8040210000
Number of Individuals Covered	8
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $486
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COVENTRY HEALTH CARE OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

8040210000

Policy instance

Insurance contract or identification number	8040210000
Number of Individuals Covered	308
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $23,904
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COVENTRY HEALTH CARE OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

8040210000

Policy instance

Insurance contract or identification number	8040210000
Number of Individuals Covered	109
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $46,131
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

KM05592063

Policy instance

Insurance contract or identification number	KM05592063
Number of Individuals Covered	109
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $9,143
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000020162001

Policy instance

Insurance contract or identification number	000020162001
Number of Individuals Covered	109
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,363
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	TRUSTEES OF THE INSULATORS & ALLIED WORKERS LOCAL 39 PENSION PLAN
Employer identification number (EIN):	470438021
NAIC Classification:	238300