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SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND
Plan identification number 001

SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUND
Employer identification number (EIN):510168516
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES PARKS CHRISTOPHER MEYERS2018-10-15
0012016-01-01JAMES PARKS CHRISTOPHER MEYERS2017-10-12
0012015-01-01JAMES PARKS CHRISTOPHER MEYERS2016-10-07
0012014-01-01JAMES PARKS PHILLIP MEYERS2015-09-14
0012013-01-01JAMES PARKS PHILLIP MEYERS2014-10-08
0012012-01-01JAMES PARKS PHILLIP MEYERS2013-10-11
0012011-01-01JAMES PARKS PHILLIP MEYERS2012-10-10
0012010-01-01SCOTT PARKS PHILLIP GILLESPIE2011-10-21
0012009-01-01J. SCOTT PARKS PHILLIP GILLESPIE2010-10-27
0012009-01-01J. SCOTT PARKS PHILLIP GILLESPIE2010-10-08

Plan Statistics for SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND

Measure Date Value
2022: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2022 401k membership
Current value of assets2022-12-31204,582,772
Acturial value of assets for funding standard account2022-12-31180,565,156
Accrued liability for plan using immediate gains methods2022-12-31189,938,388
Accrued liability under unit credit cost method2022-12-31189,938,388
RPA 94 current liability2022-12-31373,070,461
Expected increase in current liability due to benefits accruing during the plan year2022-12-318,720,398
Expected release from RPA 94 current liability for plan year2022-12-3112,798,040
Expected plan disbursements for the plan year2022-12-3113,108,040
Current value of assets2022-12-31204,582,772
Number of retired participants and beneficiaries receiving payment2022-12-31721
Current liability for retired participants and beneficiaries receiving payment2022-12-31163,642,519
Number of terminated vested participants2022-12-31400
Current liability for terminated vested participants2022-12-3153,892,886
Current liability for active participants non vested benefits2022-12-317,707,802
Current liability for active participants vested benefits2022-12-31147,827,254
Total number of active articipats2022-12-31775
Current liability for active participants2022-12-31155,535,056
Total participant count with liabilities2022-12-311,896
Total current liabilitoes for participants with libailities2022-12-31373,070,461
Total employer contributions in plan year2022-12-319,184,485
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-313,107,777
Prior year credit balance2022-12-3132,653,799
Amortization credits as of valuation date2022-12-315,586,343
Total participants, beginning-of-year2022-01-011,967
Total number of active participants reported on line 7a of the Form 55002022-01-01832
Number of retired or separated participants receiving benefits2022-01-01609
Number of other retired or separated participants entitled to future benefits2022-01-01398
Total of all active and inactive participants2022-01-011,839
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01140
Total participants2022-01-011,979
Number of employers contributing to the scheme2022-01-0156
2021: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2021 401k membership
Current value of assets2021-12-31179,158,521
Acturial value of assets for funding standard account2021-12-31163,234,180
Accrued liability for plan using immediate gains methods2021-12-31179,859,307
Accrued liability under unit credit cost method2021-12-31179,859,307
RPA 94 current liability2021-12-31341,651,490
Expected increase in current liability due to benefits accruing during the plan year2021-12-317,457,080
Expected release from RPA 94 current liability for plan year2021-12-3111,723,021
Expected plan disbursements for the plan year2021-12-3112,033,021
Current value of assets2021-12-31179,158,521
Number of retired participants and beneficiaries receiving payment2021-12-31695
Current liability for retired participants and beneficiaries receiving payment2021-12-31149,266,884
Number of terminated vested participants2021-12-31408
Current liability for terminated vested participants2021-12-3152,195,348
Current liability for active participants non vested benefits2021-12-315,424,317
Current liability for active participants vested benefits2021-12-31134,764,941
Total number of active articipats2021-12-31746
Current liability for active participants2021-12-31140,189,258
Total participant count with liabilities2021-12-311,849
Total current liabilitoes for participants with libailities2021-12-31341,651,490
Total employer contributions in plan year2021-12-318,990,033
Total employee contributions in plan year2021-12-310
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-312,888,240
Prior year credit balance2021-12-3130,747,654
Amortization credits as of valuation date2021-12-314,599,937
Total participants, beginning-of-year2021-01-011,917
Total number of active participants reported on line 7a of the Form 55002021-01-01846
Number of retired or separated participants receiving benefits2021-01-01585
Number of other retired or separated participants entitled to future benefits2021-01-01398
Total of all active and inactive participants2021-01-011,829
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01138
Total participants2021-01-011,967
Number of employers contributing to the scheme2021-01-0156
2020: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2020 401k membership
Current value of assets2020-12-31157,653,552
Acturial value of assets for funding standard account2020-12-31149,952,909
Accrued liability for plan using immediate gains methods2020-12-31174,643,647
Accrued liability under unit credit cost method2020-12-31174,643,647
RPA 94 current liability2020-12-31306,441,483
Expected increase in current liability due to benefits accruing during the plan year2020-12-315,869,447
Expected release from RPA 94 current liability for plan year2020-12-3111,528,651
Expected plan disbursements for the plan year2020-12-3111,838,651
Current value of assets2020-12-31157,653,552
Number of retired participants and beneficiaries receiving payment2020-12-31697
Current liability for retired participants and beneficiaries receiving payment2020-12-31144,029,193
Number of terminated vested participants2020-12-31424
Current liability for terminated vested participants2020-12-3147,345,012
Current liability for active participants non vested benefits2020-12-314,319,821
Current liability for active participants vested benefits2020-12-31110,747,457
Total number of active articipats2020-12-31695
Current liability for active participants2020-12-31115,067,278
Total participant count with liabilities2020-12-311,816
Total current liabilitoes for participants with libailities2020-12-31306,441,483
Total employer contributions in plan year2020-12-318,796,517
Total employee contributions in plan year2020-12-310
Prior year funding deficiency2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-312,642,347
Prior year credit balance2020-12-3129,477,129
Amortization credits as of valuation date2020-12-313,995,935
Total participants, beginning-of-year2020-01-011,816
Total number of active participants reported on line 7a of the Form 55002020-01-01814
Number of retired or separated participants receiving benefits2020-01-01563
Number of other retired or separated participants entitled to future benefits2020-01-01408
Total of all active and inactive participants2020-01-011,785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01132
Total participants2020-01-011,917
Number of employers contributing to the scheme2020-01-0155
2019: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2019 401k membership
Current value of assets2019-12-31134,698,561
Acturial value of assets for funding standard account2019-12-31143,216,546
Accrued liability for plan using immediate gains methods2019-12-31169,835,095
Accrued liability under unit credit cost method2019-12-31169,835,095
RPA 94 current liability2019-12-31301,189,961
Expected increase in current liability due to benefits accruing during the plan year2019-12-315,602,405
Expected release from RPA 94 current liability for plan year2019-12-3111,392,613
Expected plan disbursements for the plan year2019-12-3111,702,613
Current value of assets2019-12-31134,698,561
Number of retired participants and beneficiaries receiving payment2019-12-31685
Current liability for retired participants and beneficiaries receiving payment2019-12-31141,260,156
Number of terminated vested participants2019-12-31431
Current liability for terminated vested participants2019-12-3146,510,475
Current liability for active participants non vested benefits2019-12-312,898,016
Current liability for active participants vested benefits2019-12-31110,521,314
Total number of active articipats2019-12-31674
Current liability for active participants2019-12-31113,419,330
Total participant count with liabilities2019-12-311,790
Total current liabilitoes for participants with libailities2019-12-31301,189,961
Total employer contributions in plan year2019-12-318,003,722
Total employee contributions in plan year2019-12-310
Prior year funding deficiency2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-312,535,093
Prior year credit balance2019-12-3129,384,697
Amortization credits as of valuation date2019-12-314,157,182
Total participants, beginning-of-year2019-01-011,831
Total number of active participants reported on line 7a of the Form 55002019-01-01751
Number of retired or separated participants receiving benefits2019-01-01562
Number of other retired or separated participants entitled to future benefits2019-01-01424
Total of all active and inactive participants2019-01-011,737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01135
Total participants2019-01-011,872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0155
2018: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2018 401k membership
Current value of assets2018-12-31143,300,058
Acturial value of assets for funding standard account2018-12-31140,359,973
Accrued liability for plan using immediate gains methods2018-12-31166,608,812
Accrued liability under unit credit cost method2018-12-31166,608,812
RPA 94 current liability2018-12-31302,513,240
Expected increase in current liability due to benefits accruing during the plan year2018-12-315,702,846
Expected release from RPA 94 current liability for plan year2018-12-3111,216,448
Expected plan disbursements for the plan year2018-12-3111,526,448
Current value of assets2018-12-31143,300,058
Number of retired participants and beneficiaries receiving payment2018-12-31673
Current liability for retired participants and beneficiaries receiving payment2018-12-31140,488,253
Number of terminated vested participants2018-12-31424
Current liability for terminated vested participants2018-12-3145,963,190
Current liability for active participants non vested benefits2018-12-312,823,619
Current liability for active participants vested benefits2018-12-31113,238,178
Total number of active articipats2018-12-31683
Current liability for active participants2018-12-31116,061,797
Total participant count with liabilities2018-12-311,780
Total current liabilitoes for participants with libailities2018-12-31302,513,240
Total employer contributions in plan year2018-12-317,107,862
Total employee contributions in plan year2018-12-310
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-312,505,679
Prior year credit balance2018-12-3129,773,218
Amortization credits as of valuation date2018-12-314,157,182
Total participants, beginning-of-year2018-01-011,828
Total number of active participants reported on line 7a of the Form 55002018-01-01698
Number of retired or separated participants receiving benefits2018-01-01568
Number of other retired or separated participants entitled to future benefits2018-01-01431
Total of all active and inactive participants2018-01-011,697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01134
Total participants2018-01-011,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0156
2017: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2017 401k membership
Current value of assets2017-12-31127,473,113
Acturial value of assets for funding standard account2017-12-31136,270,580
Accrued liability for plan using immediate gains methods2017-12-31164,218,194
Unfunded liability for methods with bases using spread gains methods2017-12-310
Accrued liabiliy under entry age normal method2017-12-310
Normal cost under entry age normal method2017-12-310
Accrued liability under unit credit cost method2017-12-31164,218,194
RPA 94 current liability2017-12-31281,324,554
Expected increase in current liability due to benefits accruing during the plan year2017-12-315,073,193
Expected release from RPA 94 current liability for plan year2017-12-3110,877,423
Expected plan disbursements for the plan year2017-12-3111,187,423
Current value of assets2017-12-31127,473,113
Number of retired participants and beneficiaries receiving payment2017-12-31660
Current liability for retired participants and beneficiaries receiving payment2017-12-31132,216,104
Number of terminated vested participants2017-12-31456
Current liability for terminated vested participants2017-12-3145,863,621
Current liability for active participants non vested benefits2017-12-317,797,874
Current liability for active participants vested benefits2017-12-3195,446,955
Total number of active articipats2017-12-31654
Current liability for active participants2017-12-31103,244,829
Total participant count with liabilities2017-12-311,770
Total current liabilitoes for participants with libailities2017-12-31281,324,554
Total employer contributions in plan year2017-12-317,138,860
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-312,409,364
Prior year credit balance2017-12-3130,572,635
Amortization credits as of valuation date2017-12-314,504,622
Total participants, beginning-of-year2017-01-011,800
Total number of active participants reported on line 7a of the Form 55002017-01-01716
Number of retired or separated participants receiving benefits2017-01-01422
Number of other retired or separated participants entitled to future benefits2017-01-01560
Total of all active and inactive participants2017-01-011,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01130
Total participants2017-01-011,828
Number of employers contributing to the scheme2017-01-0159
2016: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2016 401k membership
Current value of assets2016-12-31123,299,138
Acturial value of assets for funding standard account2016-12-31133,980,466
Accrued liability for plan using immediate gains methods2016-12-31167,764,293
Accrued liability under unit credit cost method2016-12-31157,997,164
RPA 94 current liability2016-12-31267,706,531
Expected increase in current liability due to benefits accruing during the plan year2016-12-3146,640,448
Expected release from RPA 94 current liability for plan year2016-12-3110,552,390
Expected plan disbursements for the plan year2016-12-3110,862,390
Current value of assets2016-12-31123,299,318
Number of retired participants and beneficiaries receiving payment2016-12-31646
Current liability for retired participants and beneficiaries receiving payment2016-12-31128,314,159
Number of terminated vested participants2016-12-31480
Current liability for terminated vested participants2016-12-3146,295,366
Current liability for active participants non vested benefits2016-12-316,345,562
Current liability for active participants vested benefits2016-12-3186,751,444
Total number of active articipats2016-12-31636
Current liability for active participants2016-12-3193,097,006
Total participant count with liabilities2016-12-311,762
Total current liabilitoes for participants with libailities2016-12-31267,706,531
Total employer contributions in plan year2016-12-316,732,537
Total employee contributions in plan year2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-311,202,162
Prior year credit balance2016-12-3130,951,734
Amortization credits as of valuation date2016-12-314,186,324
Total participants, beginning-of-year2016-01-011,788
Total number of active participants reported on line 7a of the Form 55002016-01-01675
Number of retired or separated participants receiving benefits2016-01-01454
Number of other retired or separated participants entitled to future benefits2016-01-01550
Total of all active and inactive participants2016-01-011,679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01121
Total participants2016-01-011,800
Number of employers contributing to the scheme2016-01-0163
2015: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2015 401k membership
Current value of assets2015-12-31127,935,171
Acturial value of assets for funding standard account2015-12-31133,942,630
Accrued liability for plan using immediate gains methods2015-12-31163,607,084
Accrued liability under unit credit cost method2015-12-31153,792,782
RPA 94 current liability2015-12-31254,099,397
Expected increase in current liability due to benefits accruing during the plan year2015-12-314,425,213
Expected release from RPA 94 current liability for plan year2015-12-3110,051,824
Expected plan disbursements for the plan year2015-12-3110,361,824
Current value of assets2015-12-31127,935,171
Number of retired participants and beneficiaries receiving payment2015-12-31624
Current liability for retired participants and beneficiaries receiving payment2015-12-31120,023,652
Number of terminated vested participants2015-12-31500
Current liability for terminated vested participants2015-12-3144,074,647
Current liability for active participants non vested benefits2015-12-313,555,376
Current liability for active participants vested benefits2015-12-3186,445,722
Total number of active articipats2015-12-31644
Current liability for active participants2015-12-3190,001,098
Total participant count with liabilities2015-12-311,768
Total current liabilitoes for participants with libailities2015-12-31254,099,397
Total employer contributions in plan year2015-12-316,133,287
Total employee contributions in plan year2015-12-310
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-311,194,086
Prior year credit balance2015-12-3130,398,271
Amortization credits as of valuation date2015-12-314,420,053
Total participants, beginning-of-year2015-01-011,786
Total number of active participants reported on line 7a of the Form 55002015-01-01662
Number of retired or separated participants receiving benefits2015-01-01528
Number of other retired or separated participants entitled to future benefits2015-01-01479
Total of all active and inactive participants2015-01-011,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01119
Total participants2015-01-011,788
Number of employers contributing to the scheme2015-01-0157
2014: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2014 401k membership
Current value of assets2014-12-31123,950,448
Acturial value of assets for funding standard account2014-12-31130,039,645
Accrued liability for plan using immediate gains methods2014-12-31158,355,877
Accrued liability under unit credit cost method2014-12-31147,822,484
RPA 94 current liability2014-12-31245,388,410
Expected increase in current liability due to benefits accruing during the plan year2014-12-314,610,268
Expected release from RPA 94 current liability for plan year2014-12-319,594,856
Expected plan disbursements for the plan year2014-12-319,879,856
Current value of assets2014-12-31123,950,448
Number of retired participants and beneficiaries receiving payment2014-12-31602
Current liability for retired participants and beneficiaries receiving payment2014-12-31115,608,026
Number of terminated vested participants2014-12-31460
Current liability for terminated vested participants2014-12-3138,665,429
Current liability for active participants non vested benefits2014-12-314,830,105
Current liability for active participants vested benefits2014-12-3186,284,850
Total number of active articipats2014-12-31689
Current liability for active participants2014-12-3191,114,955
Total participant count with liabilities2014-12-311,751
Total current liabilitoes for participants with libailities2014-12-31245,388,410
Total employer contributions in plan year2014-12-315,900,532
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-311,246,971
Prior year credit balance2014-12-3129,411,603
Amortization credits as of valuation date2014-12-314,747,136
Total participants, beginning-of-year2014-01-011,784
Total number of active participants reported on line 7a of the Form 55002014-01-01662
Number of retired or separated participants receiving benefits2014-01-01509
Number of other retired or separated participants entitled to future benefits2014-01-01495
Total of all active and inactive participants2014-01-011,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01120
Total participants2014-01-011,786
Number of employers contributing to the scheme2014-01-0159
2013: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2013 401k membership
Current value of assets2013-12-31107,663,862
Acturial value of assets for funding standard account2013-12-31124,014,368
Accrued liability for plan using immediate gains methods2013-12-31155,419,851
Accrued liability under unit credit cost method2013-12-31144,636,600
RPA 94 current liability2013-12-31236,416,050
Expected increase in current liability due to benefits accruing during the plan year2013-12-314,568,209
Expected release from RPA 94 current liability for plan year2013-12-319,418,389
Expected plan disbursements for the plan year2013-12-319,703,389
Current value of assets2013-12-31107,663,862
Number of retired participants and beneficiaries receiving payment2013-12-31589
Current liability for retired participants and beneficiaries receiving payment2013-12-31112,099,689
Number of terminated vested participants2013-12-31443
Current liability for terminated vested participants2013-12-3135,106,901
Current liability for active participants non vested benefits2013-12-315,367,015
Current liability for active participants vested benefits2013-12-3183,842,445
Total number of active articipats2013-12-31718
Current liability for active participants2013-12-3189,209,460
Total participant count with liabilities2013-12-311,750
Total current liabilitoes for participants with libailities2013-12-31236,416,050
Total employer contributions in plan year2013-12-316,286,854
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-311,305,849
Prior year credit balance2013-12-3127,961,603
Amortization credits as of valuation date2013-12-314,965,348
Total participants, beginning-of-year2013-01-011,771
Total number of active participants reported on line 7a of the Form 55002013-01-01722
Number of retired or separated participants receiving benefits2013-01-01494
Number of other retired or separated participants entitled to future benefits2013-01-01458
Total of all active and inactive participants2013-01-011,674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01110
Total participants2013-01-011,784
Number of employers contributing to the scheme2013-01-0162
2012: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,751
Total number of active participants reported on line 7a of the Form 55002012-01-01739
Number of retired or separated participants receiving benefits2012-01-01482
Number of other retired or separated participants entitled to future benefits2012-01-01442
Total of all active and inactive participants2012-01-011,663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01108
Total participants2012-01-011,771
Number of employers contributing to the scheme2012-01-0156
2011: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,739
Total number of active participants reported on line 7a of the Form 55002011-01-01731
Number of retired or separated participants receiving benefits2011-01-01467
Number of other retired or separated participants entitled to future benefits2011-01-01450
Total of all active and inactive participants2011-01-011,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01103
Total participants2011-01-011,751
Number of employers contributing to the scheme2011-01-0159
2010: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-01-011,837
Total number of active participants reported on line 7a of the Form 55002010-01-01737
Number of retired or separated participants receiving benefits2010-01-01450
Number of other retired or separated participants entitled to future benefits2010-01-01450
Total of all active and inactive participants2010-01-011,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01102
Total participants2010-01-011,739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-0154
2009: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,825
Total number of active participants reported on line 7a of the Form 55002009-01-01872
Number of retired or separated participants receiving benefits2009-01-01434
Number of other retired or separated participants entitled to future benefits2009-01-01438
Total of all active and inactive participants2009-01-011,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0193
Total participants2009-01-011,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0174

Financial Data on SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-13,898,785
Total unrealized appreciation/depreciation of assets2022-12-31$-13,898,785
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$138,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$117,403
Total income from all sources (including contributions)2022-12-31$-17,394,469
Total loss/gain on sale of assets2022-12-31$3,774,129
Total of all expenses incurred2022-12-31$13,152,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,899,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,184,485
Value of total assets at end of year2022-12-31$174,175,009
Value of total assets at beginning of year2022-12-31$204,700,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,252,980
Total interest from all sources2022-12-31$651,127
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,489,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$896,753
Assets. Real estate other than employer real property at end of year2022-12-31$372,462
Assets. Real estate other than employer real property at beginning of year2022-12-31$267,299
Administrative expenses professional fees incurred2022-12-31$108,822
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,066,198
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$13,662,132
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$215,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$199,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$39,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$78,486
Other income not declared elsewhere2022-12-31$5,228
Administrative expenses (other) incurred2022-12-31$106,099
Liabilities. Value of operating payables at end of year2022-12-31$99,262
Liabilities. Value of operating payables at beginning of year2022-12-31$38,917
Total non interest bearing cash at end of year2022-12-31$1,353,598
Total non interest bearing cash at beginning of year2022-12-31$1,256,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-30,546,492
Value of net assets at end of year (total assets less liabilities)2022-12-31$174,036,280
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$204,582,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$34,655,947
Assets. partnership/joint venture interests at beginning of year2022-12-31$37,396,401
Investment advisory and management fees2022-12-31$893,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,277,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,887,924
Income. Interest from US Government securities2022-12-31$384,692
Income. Interest from corporate debt instruments2022-12-31$250,204
Value of interest in common/collective trusts at end of year2022-12-31$49,031,449
Value of interest in common/collective trusts at beginning of year2022-12-31$59,954,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$8,156,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,845,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,845,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16,231
Asset value of US Government securities at end of year2022-12-31$14,427,629
Asset value of US Government securities at beginning of year2022-12-31$14,412,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,701,133
Net investment gain or loss from common/collective trusts2022-12-31$-10,899,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$9,184,485
Employer contributions (assets) at end of year2022-12-31$890,450
Employer contributions (assets) at beginning of year2022-12-31$743,948
Income. Dividends from common stock2022-12-31$592,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,899,043
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$10,396,796
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$11,283,888
Contract administrator fees2022-12-31$144,174
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$34,323,756
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$43,789,255
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$7,017
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$1,316
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$65,751,482
Aggregate carrying amount (costs) on sale of assets2022-12-31$61,977,353
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$12,488,102
Total unrealized appreciation/depreciation of assets2021-12-31$12,488,102
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$117,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$102,852
Total income from all sources (including contributions)2021-12-31$38,448,235
Total loss/gain on sale of assets2021-12-31$8,354,744
Total of all expenses incurred2021-12-31$13,023,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,770,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,990,033
Value of total assets at end of year2021-12-31$204,700,175
Value of total assets at beginning of year2021-12-31$179,261,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,253,375
Total interest from all sources2021-12-31$576,143
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,756,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,178,007
Assets. Real estate other than employer real property at end of year2021-12-31$267,299
Assets. Real estate other than employer real property at beginning of year2021-12-31$253,149
Administrative expenses professional fees incurred2021-12-31$117,575
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$13,662,132
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$11,944,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$199,565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$180,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$78,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$58,443
Other income not declared elsewhere2021-12-31$11,028
Administrative expenses (other) incurred2021-12-31$103,415
Liabilities. Value of operating payables at end of year2021-12-31$38,917
Liabilities. Value of operating payables at beginning of year2021-12-31$44,409
Total non interest bearing cash at end of year2021-12-31$1,256,219
Total non interest bearing cash at beginning of year2021-12-31$1,253,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$25,424,251
Value of net assets at end of year (total assets less liabilities)2021-12-31$204,582,772
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$179,158,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$37,396,401
Assets. partnership/joint venture interests at beginning of year2021-12-31$30,064,527
Investment advisory and management fees2021-12-31$940,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,887,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,945,913
Income. Interest from US Government securities2021-12-31$344,960
Income. Interest from corporate debt instruments2021-12-31$230,210
Value of interest in common/collective trusts at end of year2021-12-31$59,954,998
Value of interest in common/collective trusts at beginning of year2021-12-31$51,842,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,845,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,889,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,889,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$973
Asset value of US Government securities at end of year2021-12-31$14,412,045
Asset value of US Government securities at beginning of year2021-12-31$11,100,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$268,290
Net investment gain or loss from common/collective trusts2021-12-31$6,003,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,990,033
Employer contributions (assets) at end of year2021-12-31$743,948
Employer contributions (assets) at beginning of year2021-12-31$778,417
Income. Dividends from common stock2021-12-31$578,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,770,609
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$11,283,888
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$10,640,493
Contract administrator fees2021-12-31$92,304
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$43,789,255
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$40,366,039
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$1,316
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$2,282
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$69,901,657
Aggregate carrying amount (costs) on sale of assets2021-12-31$61,546,913
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$8,567,146
Total unrealized appreciation/depreciation of assets2020-12-31$8,567,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$102,852
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$56,585
Total income from all sources (including contributions)2020-12-31$33,303,916
Total loss/gain on sale of assets2020-12-31$2,992,041
Total of all expenses incurred2020-12-31$11,798,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,681,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,795,560
Value of total assets at end of year2020-12-31$179,261,373
Value of total assets at beginning of year2020-12-31$157,710,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,117,612
Total interest from all sources2020-12-31$605,310
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,571,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,113,477
Assets. Real estate other than employer real property at end of year2020-12-31$253,149
Assets. Real estate other than employer real property at beginning of year2020-12-31$292,797
Administrative expenses professional fees incurred2020-12-31$117,766
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$11,944,707
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$11,873,721
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$180,465
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$209,817
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$58,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$37,213
Other income not declared elsewhere2020-12-31$5,561
Administrative expenses (other) incurred2020-12-31$100,735
Liabilities. Value of operating payables at end of year2020-12-31$44,409
Liabilities. Value of operating payables at beginning of year2020-12-31$19,372
Total non interest bearing cash at end of year2020-12-31$1,253,578
Total non interest bearing cash at beginning of year2020-12-31$1,227,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$21,504,969
Value of net assets at end of year (total assets less liabilities)2020-12-31$179,158,521
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$157,653,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$30,064,527
Assets. partnership/joint venture interests at beginning of year2020-12-31$27,656,478
Investment advisory and management fees2020-12-31$812,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,945,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,260,544
Income. Interest from US Government securities2020-12-31$313,946
Income. Interest from corporate debt instruments2020-12-31$290,662
Value of interest in common/collective trusts at end of year2020-12-31$51,842,145
Value of interest in common/collective trusts at beginning of year2020-12-31$48,543,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,889,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,142,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,142,217
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$702
Asset value of US Government securities at end of year2020-12-31$11,100,580
Asset value of US Government securities at beginning of year2020-12-31$13,042,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,676,184
Net investment gain or loss from common/collective trusts2020-12-31$8,090,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,795,560
Employer contributions (assets) at end of year2020-12-31$778,417
Employer contributions (assets) at beginning of year2020-12-31$672,825
Income. Dividends from common stock2020-12-31$457,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,681,335
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$10,640,493
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$10,148,700
Contract administrator fees2020-12-31$86,763
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$40,366,039
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$28,634,240
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$2,282
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$4,831
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$62,164,052
Aggregate carrying amount (costs) on sale of assets2020-12-31$59,172,011
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,449,401
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,449,401
Total unrealized appreciation/depreciation of assets2019-12-31$3,449,401
Total unrealized appreciation/depreciation of assets2019-12-31$3,449,401
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$56,585
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$56,585
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$71,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$71,324
Total income from all sources (including contributions)2019-12-31$34,684,520
Total income from all sources (including contributions)2019-12-31$34,684,520
Total loss/gain on sale of assets2019-12-31$1,729,012
Total loss/gain on sale of assets2019-12-31$1,729,012
Total of all expenses incurred2019-12-31$11,729,529
Total of all expenses incurred2019-12-31$11,729,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,721,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,721,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,998,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,998,527
Value of total assets at end of year2019-12-31$157,710,137
Value of total assets at end of year2019-12-31$157,710,137
Value of total assets at beginning of year2019-12-31$134,769,885
Value of total assets at beginning of year2019-12-31$134,769,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,007,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,007,999
Total interest from all sources2019-12-31$736,683
Total interest from all sources2019-12-31$736,683
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,917,950
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,917,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,105,299
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,105,299
Assets. Real estate other than employer real property at end of year2019-12-31$292,797
Assets. Real estate other than employer real property at end of year2019-12-31$292,797
Assets. Real estate other than employer real property at beginning of year2019-12-31$198,025
Assets. Real estate other than employer real property at beginning of year2019-12-31$198,025
Administrative expenses professional fees incurred2019-12-31$95,257
Administrative expenses professional fees incurred2019-12-31$95,257
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,873,721
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,873,721
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,944,742
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,944,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$209,817
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$209,817
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$201,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$201,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$37,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$37,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$46,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$46,700
Other income not declared elsewhere2019-12-31$15,801
Other income not declared elsewhere2019-12-31$15,801
Administrative expenses (other) incurred2019-12-31$101,466
Administrative expenses (other) incurred2019-12-31$101,466
Liabilities. Value of operating payables at end of year2019-12-31$19,372
Liabilities. Value of operating payables at end of year2019-12-31$19,372
Liabilities. Value of operating payables at beginning of year2019-12-31$24,624
Liabilities. Value of operating payables at beginning of year2019-12-31$24,624
Total non interest bearing cash at end of year2019-12-31$1,227,605
Total non interest bearing cash at end of year2019-12-31$1,227,605
Total non interest bearing cash at beginning of year2019-12-31$1,011,644
Total non interest bearing cash at beginning of year2019-12-31$1,011,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$22,954,991
Value of net income/loss2019-12-31$22,954,991
Value of net assets at end of year (total assets less liabilities)2019-12-31$157,653,552
Value of net assets at end of year (total assets less liabilities)2019-12-31$157,653,552
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$134,698,561
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$134,698,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$27,656,478
Assets. partnership/joint venture interests at end of year2019-12-31$27,656,478
Assets. partnership/joint venture interests at beginning of year2019-12-31$25,504,748
Assets. partnership/joint venture interests at beginning of year2019-12-31$25,504,748
Investment advisory and management fees2019-12-31$730,933
Investment advisory and management fees2019-12-31$730,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,260,544
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,260,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,650,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,650,493
Income. Interest from US Government securities2019-12-31$362,558
Income. Interest from US Government securities2019-12-31$362,558
Income. Interest from corporate debt instruments2019-12-31$360,253
Income. Interest from corporate debt instruments2019-12-31$360,253
Value of interest in common/collective trusts at end of year2019-12-31$48,543,541
Value of interest in common/collective trusts at end of year2019-12-31$48,543,541
Value of interest in common/collective trusts at beginning of year2019-12-31$38,419,545
Value of interest in common/collective trusts at beginning of year2019-12-31$38,419,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,142,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,142,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,561,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,561,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,561,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,561,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$13,872
Asset value of US Government securities at end of year2019-12-31$13,042,821
Asset value of US Government securities at end of year2019-12-31$13,042,821
Asset value of US Government securities at beginning of year2019-12-31$11,645,642
Asset value of US Government securities at beginning of year2019-12-31$11,645,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,366,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,366,853
Net investment gain or loss from common/collective trusts2019-12-31$14,470,293
Net investment gain or loss from common/collective trusts2019-12-31$14,470,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,998,527
Contributions received in cash from employer2019-12-31$7,998,527
Employer contributions (assets) at end of year2019-12-31$672,825
Employer contributions (assets) at end of year2019-12-31$672,825
Employer contributions (assets) at beginning of year2019-12-31$651,765
Employer contributions (assets) at beginning of year2019-12-31$651,765
Income. Dividends from common stock2019-12-31$812,651
Income. Dividends from common stock2019-12-31$812,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,721,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,721,530
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$10,148,700
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$10,148,700
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$8,736,115
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$8,736,115
Contract administrator fees2019-12-31$80,343
Contract administrator fees2019-12-31$80,343
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$28,634,240
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$28,634,240
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$22,235,193
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$22,235,193
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,831
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,831
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$8,960
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$8,960
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$49,560,364
Aggregate proceeds on sale of assets2019-12-31$49,560,364
Aggregate carrying amount (costs) on sale of assets2019-12-31$47,831,352
Aggregate carrying amount (costs) on sale of assets2019-12-31$47,831,352
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-505,143
Total unrealized appreciation/depreciation of assets2018-12-31$-505,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$71,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$62,739
Total income from all sources (including contributions)2018-12-31$3,097,893
Total loss/gain on sale of assets2018-12-31$-298,129
Total of all expenses incurred2018-12-31$11,699,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,697,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,107,482
Value of total assets at end of year2018-12-31$134,769,885
Value of total assets at beginning of year2018-12-31$143,362,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,001,456
Total interest from all sources2018-12-31$682,438
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,772,824
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,141,597
Assets. Real estate other than employer real property at end of year2018-12-31$198,025
Assets. Real estate other than employer real property at beginning of year2018-12-31$176,387
Administrative expenses professional fees incurred2018-12-31$120,521
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$11,944,742
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$24,434,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$201,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$197,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$46,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$44,451
Other income not declared elsewhere2018-12-31$8,643
Administrative expenses (other) incurred2018-12-31$98,843
Liabilities. Value of operating payables at end of year2018-12-31$24,624
Liabilities. Value of operating payables at beginning of year2018-12-31$18,288
Total non interest bearing cash at end of year2018-12-31$1,011,644
Total non interest bearing cash at beginning of year2018-12-31$1,045,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-8,601,497
Value of net assets at end of year (total assets less liabilities)2018-12-31$134,698,561
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$143,300,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$25,504,748
Assets. partnership/joint venture interests at beginning of year2018-12-31$22,749,921
Investment advisory and management fees2018-12-31$698,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,650,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,759,136
Income. Interest from US Government securities2018-12-31$297,901
Income. Interest from corporate debt instruments2018-12-31$372,535
Value of interest in common/collective trusts at end of year2018-12-31$38,419,545
Value of interest in common/collective trusts at beginning of year2018-12-31$35,884,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,561,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,567,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,567,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$12,002
Asset value of US Government securities at end of year2018-12-31$11,645,642
Asset value of US Government securities at beginning of year2018-12-31$9,285,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,758,940
Net investment gain or loss from common/collective trusts2018-12-31$-3,911,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,107,482
Employer contributions (assets) at end of year2018-12-31$651,765
Employer contributions (assets) at beginning of year2018-12-31$640,653
Income. Dividends from common stock2018-12-31$631,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,697,934
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$8,736,115
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$9,432,021
Contract administrator fees2018-12-31$84,064
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$22,235,193
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$22,179,565
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$8,960
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$9,358
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$26,906,253
Aggregate carrying amount (costs) on sale of assets2018-12-31$27,204,382
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$62,739
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$158,919
Total income from all sources (including contributions)2017-12-31$26,062,261
Total loss/gain on sale of assets2017-12-31$2,694,783
Total of all expenses incurred2017-12-31$10,235,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,952,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,137,135
Value of total assets at end of year2017-12-31$143,362,797
Value of total assets at beginning of year2017-12-31$127,632,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$283,213
Total interest from all sources2017-12-31$543,576
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,876,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$176,387
Assets. Real estate other than employer real property at beginning of year2017-12-31$290,518
Administrative expenses professional fees incurred2017-12-31$78,981
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$24,434,392
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$23,011,370
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$197,762
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$168,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$44,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$101,943
Other income not declared elsewhere2017-12-31$14,205
Administrative expenses (other) incurred2017-12-31$101,172
Liabilities. Value of operating payables at end of year2017-12-31$18,288
Liabilities. Value of operating payables at beginning of year2017-12-31$56,976
Total non interest bearing cash at end of year2017-12-31$1,045,874
Total non interest bearing cash at beginning of year2017-12-31$971,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,826,945
Value of net assets at end of year (total assets less liabilities)2017-12-31$143,300,058
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$127,473,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$22,749,921
Assets. partnership/joint venture interests at beginning of year2017-12-31$18,608,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,759,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,944,520
Value of interest in common/collective trusts at end of year2017-12-31$35,884,633
Value of interest in common/collective trusts at beginning of year2017-12-31$28,936,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,567,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,089,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,089,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$543,576
Asset value of US Government securities at end of year2017-12-31$9,285,816
Asset value of US Government securities at beginning of year2017-12-31$9,255,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,796,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,137,135
Employer contributions (assets) at end of year2017-12-31$640,653
Employer contributions (assets) at beginning of year2017-12-31$618,589
Income. Dividends from common stock2017-12-31$1,876,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,952,103
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$9,432,021
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$7,004,727
Contract administrator fees2017-12-31$103,060
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$22,179,565
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$21,716,465
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$9,358
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$15,657
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$54,391,374
Aggregate carrying amount (costs) on sale of assets2017-12-31$51,696,591
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$158,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$83,873
Total income from all sources (including contributions)2016-12-31$14,558,542
Total loss/gain on sale of assets2016-12-31$9,458,560
Total of all expenses incurred2016-12-31$10,384,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,088,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,732,249
Value of total assets at end of year2016-12-31$127,632,032
Value of total assets at beginning of year2016-12-31$123,383,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$296,602
Total interest from all sources2016-12-31$501,015
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,794,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$290,518
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$84,360
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$23,011,370
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,257
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$168,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$216,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$101,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$68,671
Other income not declared elsewhere2016-12-31$7,300
Administrative expenses (other) incurred2016-12-31$107,852
Liabilities. Value of operating payables at end of year2016-12-31$56,976
Liabilities. Value of operating payables at beginning of year2016-12-31$15,202
Total non interest bearing cash at end of year2016-12-31$971,527
Total non interest bearing cash at beginning of year2016-12-31$1,024,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,173,795
Value of net assets at end of year (total assets less liabilities)2016-12-31$127,473,113
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$123,299,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$18,608,299
Assets. partnership/joint venture interests at beginning of year2016-12-31$14,520,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,944,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$52,781,046
Value of interest in common/collective trusts at end of year2016-12-31$28,936,393
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,089,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,345,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,345,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$501,015
Asset value of US Government securities at end of year2016-12-31$9,255,415
Asset value of US Government securities at beginning of year2016-12-31$11,084,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-3,934,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,732,249
Employer contributions (assets) at end of year2016-12-31$618,589
Employer contributions (assets) at beginning of year2016-12-31$536,967
Income. Dividends from common stock2016-12-31$1,794,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,088,145
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$7,004,727
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$9,398,700
Contract administrator fees2016-12-31$104,390
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$21,716,465
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$31,447,463
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$15,657
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$20,019
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$147,790,370
Aggregate carrying amount (costs) on sale of assets2016-12-31$138,331,810
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$83,873
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$62,795
Total income from all sources (including contributions)2015-12-31$6,656,307
Total loss/gain on sale of assets2015-12-31$4,341,607
Total of all expenses incurred2015-12-31$11,292,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,422,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,132,160
Value of total assets at end of year2015-12-31$123,383,191
Value of total assets at beginning of year2015-12-31$127,997,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$869,318
Total interest from all sources2015-12-31$631,446
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,184,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$337,466
Administrative expenses professional fees incurred2015-12-31$85,686
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,257
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$216,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$213,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$68,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$32,851
Other income not declared elsewhere2015-12-31$8,404
Administrative expenses (other) incurred2015-12-31$108,906
Liabilities. Value of operating payables at end of year2015-12-31$15,202
Liabilities. Value of operating payables at beginning of year2015-12-31$29,944
Total non interest bearing cash at end of year2015-12-31$1,024,882
Total non interest bearing cash at beginning of year2015-12-31$920,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,635,853
Value of net assets at end of year (total assets less liabilities)2015-12-31$123,299,318
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$127,935,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$14,520,936
Assets. partnership/joint venture interests at beginning of year2015-12-31$10,638,803
Investment advisory and management fees2015-12-31$582,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$52,781,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$42,727,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,345,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,502,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,502,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$631,446
Asset value of US Government securities at end of year2015-12-31$11,084,755
Asset value of US Government securities at beginning of year2015-12-31$9,566,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,641,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,132,160
Employer contributions (assets) at end of year2015-12-31$536,967
Employer contributions (assets) at beginning of year2015-12-31$536,419
Income. Dividends from common stock2015-12-31$2,184,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,422,842
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$9,398,700
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$11,579,480
Contract administrator fees2015-12-31$92,329
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$31,447,463
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$45,941,345
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$20,019
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$34,594
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$97,614,189
Aggregate carrying amount (costs) on sale of assets2015-12-31$93,272,582
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-3,584,117
Total unrealized appreciation/depreciation of assets2014-12-31$-3,584,117
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$62,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$68,413
Total income from all sources (including contributions)2014-12-31$14,158,192
Total loss/gain on sale of assets2014-12-31$7,293,492
Total of all expenses incurred2014-12-31$10,173,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,226,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,897,332
Value of total assets at end of year2014-12-31$127,997,966
Value of total assets at beginning of year2014-12-31$124,018,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$947,242
Total interest from all sources2014-12-31$690,375
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,023,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Real estate other than employer real property at end of year2014-12-31$337,466
Assets. Real estate other than employer real property at beginning of year2014-12-31$5,830,781
Administrative expenses professional fees incurred2014-12-31$87,179
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$213,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$249,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$32,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$32,515
Other income not declared elsewhere2014-12-31$5,541
Administrative expenses (other) incurred2014-12-31$87,260
Liabilities. Value of operating payables at end of year2014-12-31$29,944
Liabilities. Value of operating payables at beginning of year2014-12-31$35,898
Total non interest bearing cash at end of year2014-12-31$920,296
Total non interest bearing cash at beginning of year2014-12-31$1,208,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,984,723
Value of net assets at end of year (total assets less liabilities)2014-12-31$127,935,171
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$123,950,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$10,638,803
Assets. partnership/joint venture interests at beginning of year2014-12-31$2,362,978
Investment advisory and management fees2014-12-31$663,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$42,727,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,952,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,502,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,317,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,317,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$690,375
Asset value of US Government securities at end of year2014-12-31$9,566,693
Asset value of US Government securities at beginning of year2014-12-31$13,211,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,832,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,897,332
Employer contributions (assets) at end of year2014-12-31$536,419
Employer contributions (assets) at beginning of year2014-12-31$525,311
Income. Dividends from common stock2014-12-31$2,023,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,226,227
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$11,579,480
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$11,194,441
Contract administrator fees2014-12-31$109,029
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$45,941,345
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$55,123,748
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$34,594
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$42,261
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$166,914,331
Aggregate carrying amount (costs) on sale of assets2014-12-31$159,620,839
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$9,863,073
Total unrealized appreciation/depreciation of assets2013-12-31$9,863,073
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$68,413
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$230,508
Total income from all sources (including contributions)2013-12-31$25,891,780
Total loss/gain on sale of assets2013-12-31$3,319,377
Total of all expenses incurred2013-12-31$9,605,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,865,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,284,912
Value of total assets at end of year2013-12-31$124,018,861
Value of total assets at beginning of year2013-12-31$107,894,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$739,686
Total interest from all sources2013-12-31$714,733
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,049,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$5,830,781
Assets. Real estate other than employer real property at beginning of year2013-12-31$6,553,320
Administrative expenses professional fees incurred2013-12-31$84,455
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$249,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$183,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$32,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$31,149
Other income not declared elsewhere2013-12-31$15,477
Administrative expenses (other) incurred2013-12-31$80,447
Liabilities. Value of operating payables at end of year2013-12-31$35,898
Liabilities. Value of operating payables at beginning of year2013-12-31$199,359
Total non interest bearing cash at end of year2013-12-31$1,208,696
Total non interest bearing cash at beginning of year2013-12-31$620,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$16,286,586
Value of net assets at end of year (total assets less liabilities)2013-12-31$123,950,448
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$107,663,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$2,362,978
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$471,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,952,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,560,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,317,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,713,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,713,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$714,733
Asset value of US Government securities at end of year2013-12-31$13,211,304
Asset value of US Government securities at beginning of year2013-12-31$21,611,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,644,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,284,912
Employer contributions (assets) at end of year2013-12-31$525,311
Employer contributions (assets) at beginning of year2013-12-31$592,398
Income. Dividends from common stock2013-12-31$2,049,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,865,508
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$11,194,441
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$4,547,996
Contract administrator fees2013-12-31$102,806
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$55,123,748
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$46,463,044
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$42,261
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$48,429
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$135,517,638
Aggregate carrying amount (costs) on sale of assets2013-12-31$132,198,261
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,629,454
Total unrealized appreciation/depreciation of assets2012-12-31$4,629,454
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$230,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$71,270
Total income from all sources (including contributions)2012-12-31$18,028,802
Total loss/gain on sale of assets2012-12-31$3,390,293
Total of all expenses incurred2012-12-31$9,569,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,691,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,390,470
Value of total assets at end of year2012-12-31$107,894,370
Value of total assets at beginning of year2012-12-31$99,275,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$878,059
Total interest from all sources2012-12-31$1,034,496
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,746,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$6,553,320
Assets. Real estate other than employer real property at beginning of year2012-12-31$6,030,286
Administrative expenses professional fees incurred2012-12-31$85,478
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$183,124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$245,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$31,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$29,297
Other income not declared elsewhere2012-12-31$33,513
Administrative expenses (other) incurred2012-12-31$84,931
Liabilities. Value of operating payables at end of year2012-12-31$199,359
Liabilities. Value of operating payables at beginning of year2012-12-31$41,973
Total non interest bearing cash at end of year2012-12-31$620,322
Total non interest bearing cash at beginning of year2012-12-31$662,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,459,294
Value of net assets at end of year (total assets less liabilities)2012-12-31$107,663,862
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$99,204,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$606,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,560,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,686,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,713,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,783,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,783,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,034,496
Asset value of US Government securities at end of year2012-12-31$21,611,831
Asset value of US Government securities at beginning of year2012-12-31$19,052,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$804,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,390,470
Employer contributions (assets) at end of year2012-12-31$592,398
Employer contributions (assets) at beginning of year2012-12-31$527,983
Income. Dividends from common stock2012-12-31$1,746,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,691,449
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$4,547,996
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$4,908,313
Contract administrator fees2012-12-31$101,215
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$46,463,044
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$53,341,877
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$48,429
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$37,594
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$187,052,080
Aggregate carrying amount (costs) on sale of assets2012-12-31$183,661,787
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,210,118
Total unrealized appreciation/depreciation of assets2011-12-31$-1,210,118
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$71,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$71,525
Total income from all sources (including contributions)2011-12-31$4,682,425
Total loss/gain on sale of assets2011-12-31$-2,589,466
Total of all expenses incurred2011-12-31$9,344,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,449,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,876,940
Value of total assets at end of year2011-12-31$99,275,838
Value of total assets at beginning of year2011-12-31$103,937,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$894,992
Total interest from all sources2011-12-31$830,582
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,768,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$102,092
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$245,215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$243,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$29,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$28,966
Other income not declared elsewhere2011-12-31$6,138
Administrative expenses (other) incurred2011-12-31$73,628
Liabilities. Value of operating payables at end of year2011-12-31$41,973
Liabilities. Value of operating payables at beginning of year2011-12-31$42,559
Total non interest bearing cash at end of year2011-12-31$662,472
Total non interest bearing cash at beginning of year2011-12-31$842,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,661,712
Value of net assets at end of year (total assets less liabilities)2011-12-31$99,204,568
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$103,866,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$619,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,686,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,147,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,783,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,489,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,489,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$830,582
Asset value of US Government securities at end of year2011-12-31$19,052,017
Asset value of US Government securities at beginning of year2011-12-31$9,197,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,876,940
Employer contributions (assets) at end of year2011-12-31$527,983
Employer contributions (assets) at beginning of year2011-12-31$530,353
Income. Dividends from common stock2011-12-31$1,768,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,449,145
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$4,908,313
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,829,834
Contract administrator fees2011-12-31$99,351
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$59,372,163
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$70,631,848
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$37,594
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$25,342
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$207,001,076
Aggregate carrying amount (costs) on sale of assets2011-12-31$209,590,542
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$11,383,386
Total unrealized appreciation/depreciation of assets2010-12-31$11,383,386
Total transfer of assets from this plan2010-12-31$16,533
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$71,525
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$60,784
Total income from all sources (including contributions)2010-12-31$19,505,814
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,867,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,066,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,724,986
Value of total assets at end of year2010-12-31$103,937,805
Value of total assets at beginning of year2010-12-31$93,305,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$801,513
Total interest from all sources2010-12-31$742,809
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,631,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$106,922
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$243,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$203,719
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$28,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$26,385
Other income not declared elsewhere2010-12-31$22,748
Administrative expenses (other) incurred2010-12-31$66,822
Liabilities. Value of operating payables at end of year2010-12-31$42,559
Liabilities. Value of operating payables at beginning of year2010-12-31$34,399
Total non interest bearing cash at end of year2010-12-31$842,322
Total non interest bearing cash at beginning of year2010-12-31$783,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,637,874
Value of net assets at end of year (total assets less liabilities)2010-12-31$103,866,280
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$93,244,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$535,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,147,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,380,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,489,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,328,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,328,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$742,809
Asset value of US Government securities at end of year2010-12-31$9,197,947
Asset value of US Government securities at beginning of year2010-12-31$9,350,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,724,986
Employer contributions (assets) at end of year2010-12-31$530,353
Employer contributions (assets) at beginning of year2010-12-31$527,678
Income. Dividends from common stock2010-12-31$1,631,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$8,066,427
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,829,834
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$4,432,099
Contract administrator fees2010-12-31$92,756
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$70,631,848
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$60,289,222
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$25,342
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$9,967
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND

2022: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL NO. 20, INDIANAPOLIS AREA, PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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