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SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND
Plan identification number 503

SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

BOARD TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:BOARD TRUSTEES
Employer identification number (EIN):520482270
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032012-01-01EDWARD WHALEN
5032011-01-01EDWARD WHALEN JOSEPH WEISMAN2012-07-20
5032010-01-01EDWARD WHALEN JOSEPH WEISMAN2011-10-04
5032009-01-01EDWARD WHALEN JOSEPH WEISMAN2010-09-20
5032009-01-01EDWARD WHALEN JOSEPH WEISMAN2010-09-24
5032009-01-01EDWARD WHALEN JOSEPH WEISMAN2010-09-20

Plan Statistics for SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND

Measure Date Value
2012: SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01312
Total number of active participants reported on line 7a of the Form 55002012-01-010
Total of all active and inactive participants2012-01-010
Number of employers contributing to the scheme2012-01-0120
2011: SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01372
Total number of active participants reported on line 7a of the Form 55002011-01-01312
Total of all active and inactive participants2011-01-01312
Total participants2011-01-01312
Number of employers contributing to the scheme2011-01-0123
2010: SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01499
Total number of active participants reported on line 7a of the Form 55002010-01-01372
Total of all active and inactive participants2010-01-01372
Total participants2010-01-01372
Number of employers contributing to the scheme2010-01-0123
2009: SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01473
Total number of active participants reported on line 7a of the Form 55002009-01-01499
Total of all active and inactive participants2009-01-01499
Total participants2009-01-01499
Number of employers contributing to the scheme2009-01-0123

Financial Data on SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND

Measure Date Value
2012 : SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,042
Total unrealized appreciation/depreciation of assets2012-12-31$2,042
Total transfer of assets from this plan2012-12-31$616,288
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,591
Total income from all sources (including contributions)2012-12-31$58,157
Total of all expenses incurred2012-12-31$51,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$40,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$53,220
Value of total assets at beginning of year2012-12-31$611,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,655
Total interest from all sources2012-12-31$2,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$7,051
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$53,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$80
Other income not declared elsewhere2012-12-31$99
Administrative expenses (other) incurred2012-12-31$1,104
Liabilities. Value of operating payables at beginning of year2012-12-31$1,591
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$6,502
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$609,786
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
Interest earned on other investments2012-12-31$19
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$605,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$605,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Employer contributions (assets) at beginning of year2012-12-31$6,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$40,000
Contract administrator fees2012-12-31$3,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MICHAEL D. SISK AND COMPANY, PC
Accountancy firm EIN2012-12-31521857374
2011 : SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-744
Total unrealized appreciation/depreciation of assets2011-12-31$-744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,285
Total income from all sources (including contributions)2011-12-31$53,386
Total of all expenses incurred2011-12-31$54,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$42,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$51,321
Value of total assets at end of year2011-12-31$611,377
Value of total assets at beginning of year2011-12-31$611,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,597
Total interest from all sources2011-12-31$2,809
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$7,524
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$51,321
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$80
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$268
Administrative expenses (other) incurred2011-12-31$573
Liabilities. Value of operating payables at end of year2011-12-31$1,591
Liabilities. Value of operating payables at beginning of year2011-12-31$1,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-711
Value of net assets at end of year (total assets less liabilities)2011-12-31$609,786
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$610,497
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
Interest earned on other investments2011-12-31$84
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$605,189
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$605,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$605,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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
Employer contributions (assets) at end of year2011-12-31$6,108
Employer contributions (assets) at beginning of year2011-12-31$5,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$42,500
Contract administrator fees2011-12-31$3,500
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MICHAEL D. SISK & COMPANY, PC
Accountancy firm EIN2011-12-31521857374
2010 : SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,500
Total income from all sources (including contributions)2010-12-31$51,893
Total of all expenses incurred2010-12-31$38,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$20,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$42,323
Value of total assets at end of year2010-12-31$611,782
Value of total assets at beginning of year2010-12-31$598,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$18,549
Total interest from all sources2010-12-31$9,570
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$14,275
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$42,323
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$439
Administrative expenses (other) incurred2010-12-31$774
Liabilities. Value of operating payables at end of year2010-12-31$1,285
Liabilities. Value of operating payables at beginning of year2010-12-31$1,500
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$13,344
Value of net assets at end of year (total assets less liabilities)2010-12-31$610,497
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$597,153
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
Interest earned on other investments2010-12-31$82
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$605,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$591,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$591,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$9,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$5,577
Employer contributions (assets) at beginning of year2010-12-31$6,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$20,000
Contract administrator fees2010-12-31$3,500
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 name2010-12-31MICHAEL D. SISK & COMPANY, PC
Accountancy firm EIN2010-12-31521857374

Form 5500 Responses for SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND

2012: SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01This submission is the final filingYes
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 #100 DEATH BENEFIT FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL #100 DEATH BENEFIT FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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