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LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 401k Plan overview

Plan NameLOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN
Plan identification number 501

LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH FUND has sponsored the creation of one or more 401k plans.

Company Name:LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH FUND
Employer identification number (EIN):475262447
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01WILLIAM GUARINO
5012015-07-01WILLIAM GUARINO

Plan Statistics for LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN

401k plan membership statisitcs for LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN

Measure Date Value
2022: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-014
Total number of active participants reported on line 7a of the Form 55002022-07-012
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-012
Total participants2022-07-012
Number of employers contributing to the scheme2022-07-011
2021: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-014
Total number of active participants reported on line 7a of the Form 55002021-07-014
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-014
Total participants2021-07-014
Number of employers contributing to the scheme2021-07-011
2020: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-014
Total number of active participants reported on line 7a of the Form 55002020-07-014
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-014
Total participants2020-07-014
Number of employers contributing to the scheme2020-07-011
2019: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-019
Total number of active participants reported on line 7a of the Form 55002019-07-014
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-014
Total participants2019-07-014
Number of employers contributing to the scheme2019-07-011
2018: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-017
Total number of active participants reported on line 7a of the Form 55002018-07-019
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-019
Number of employers contributing to the scheme2018-07-012
2017: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0118
Total number of active participants reported on line 7a of the Form 55002017-07-017
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-017
Total participants2017-07-017
Number of employers contributing to the scheme2017-07-012
2016: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-016
Total number of active participants reported on line 7a of the Form 55002016-07-0118
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0118
Number of employers contributing to the scheme2016-07-012
2015: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-010
Total number of active participants reported on line 7a of the Form 55002015-07-016
Total of all active and inactive participants2015-07-016
Total participants2015-07-016
Number of employers contributing to the scheme2015-07-012

Financial Data on LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN

Measure Date Value
2023 : LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2023 401k financial data
Total plan liabilities at end of year2023-06-30$15,360
Total plan liabilities at beginning of year2023-06-30$13,696
Total income from all sources2023-06-30$35,856
Expenses. Total of all expenses incurred2023-06-30$34,467
Benefits paid (including direct rollovers)2023-06-30$0
Total plan assets at end of year2023-06-30$32,749
Total plan assets at beginning of year2023-06-30$29,696
Value of fidelity bond covering the plan2023-06-30$50,000
Expenses. Other expenses not covered elsewhere2023-06-30$34,467
Net income (gross income less expenses)2023-06-30$1,389
Net plan assets at end of year (total assets less liabilities)2023-06-30$17,389
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$16,000
Total contributions received or receivable from employer(s)2023-06-30$35,856
2022 : LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2022 401k financial data
Transfers to/from the plan2022-06-30$0
Total plan liabilities at end of year2022-06-30$13,696
Total plan liabilities at beginning of year2022-06-30$8,535
Total income from all sources2022-06-30$37,421
Expenses. Total of all expenses incurred2022-06-30$37,867
Total plan assets at end of year2022-06-30$29,696
Total plan assets at beginning of year2022-06-30$24,981
Value of fidelity bond covering the plan2022-06-30$50,000
Total contributions received or receivable from participants2022-06-30$0
Expenses. Other expenses not covered elsewhere2022-06-30$33,367
Contributions received from other sources (not participants or employers)2022-06-30$0
Other income received2022-06-30$557
Noncash contributions received2022-06-30$0
Net income (gross income less expenses)2022-06-30$-446
Net plan assets at end of year (total assets less liabilities)2022-06-30$16,000
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$16,446
Total contributions received or receivable from employer(s)2022-06-30$36,864
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$4,500
2021 : LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2021 401k financial data
Transfers to/from the plan2021-06-30$0
Total plan liabilities at end of year2021-06-30$8,535
Total plan liabilities at beginning of year2021-06-30$18,880
Total income from all sources2021-06-30$36,248
Expenses. Total of all expenses incurred2021-06-30$34,972
Total plan assets at end of year2021-06-30$24,981
Total plan assets at beginning of year2021-06-30$34,050
Value of fidelity bond covering the plan2021-06-30$50,000
Expenses. Other expenses not covered elsewhere2021-06-30$34,972
Net income (gross income less expenses)2021-06-30$1,276
Net plan assets at end of year (total assets less liabilities)2021-06-30$16,446
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$15,170
Total contributions received or receivable from employer(s)2021-06-30$36,248
2020 : LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2020 401k financial data
Total plan liabilities at end of year2020-06-30$18,880
Total plan liabilities at beginning of year2020-06-30$8,800
Total income from all sources2020-06-30$33,864
Expenses. Total of all expenses incurred2020-06-30$35,605
Total plan assets at end of year2020-06-30$34,050
Total plan assets at beginning of year2020-06-30$25,711
Value of fidelity bond covering the plan2020-06-30$50,000
Expenses. Other expenses not covered elsewhere2020-06-30$35,605
Net income (gross income less expenses)2020-06-30$-1,741
Net plan assets at end of year (total assets less liabilities)2020-06-30$15,170
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$16,911
Total contributions received or receivable from employer(s)2020-06-30$33,864
2019 : LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2019 401k financial data
Total plan liabilities at end of year2019-06-30$8,800
Total plan liabilities at beginning of year2019-06-30$17,225
Total income from all sources2019-06-30$37,723
Expenses. Total of all expenses incurred2019-06-30$33,951
Benefits paid (including direct rollovers)2019-06-30$0
Total plan assets at end of year2019-06-30$25,711
Total plan assets at beginning of year2019-06-30$30,364
Value of fidelity bond covering the plan2019-06-30$50,000
Expenses. Other expenses not covered elsewhere2019-06-30$608
Net income (gross income less expenses)2019-06-30$3,772
Net plan assets at end of year (total assets less liabilities)2019-06-30$16,911
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$13,139
Total contributions received or receivable from employer(s)2019-06-30$37,723
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$33,343
2017 : LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2017 401k financial data
Total plan liabilities at end of year2017-06-30$1,000
Total plan liabilities at beginning of year2017-06-30$500
Total income from all sources2017-06-30$58,837
Expenses. Total of all expenses incurred2017-06-30$69,126
Benefits paid (including direct rollovers)2017-06-30$67,626
Total plan assets at end of year2017-06-30$4,918
Total plan assets at beginning of year2017-06-30$14,707
Expenses. Other expenses not covered elsewhere2017-06-30$1,000
Net income (gross income less expenses)2017-06-30$-10,289
Net plan assets at end of year (total assets less liabilities)2017-06-30$3,918
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$14,207
Total contributions received or receivable from employer(s)2017-06-30$58,837
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$500
2016 : LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2016 401k financial data
Total plan liabilities at end of year2016-06-30$500
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$27,600
Expenses. Total of all expenses incurred2016-06-30$13,393
Total plan assets at end of year2016-06-30$14,707
Total plan assets at beginning of year2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$12,893
Net income (gross income less expenses)2016-06-30$14,207
Net plan assets at end of year (total assets less liabilities)2016-06-30$14,207
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$0
Total contributions received or receivable from employer(s)2016-06-30$27,600
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$500

Form 5500 Responses for LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN

2022: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LOCAL 33 SAFETY PROFESSIONALS OF AMERICA HEALTH PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01First time form 5500 has been submittedYes
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes

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