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SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN
Plan identification number 501

SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:BOARD OF TRUSTEES
Employer identification number (EIN):522445383
NAIC Classification:238290
NAIC Description:Other Building Equipment Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012019-01-01
5012018-01-01
5012018-01-01
5012017-01-01BYRON K. HARVEY
5012016-01-01BYRON K. HARVEY
5012015-01-01BYRON K. HARVEY
5012015-01-01
5012014-01-01BYRON K. HARVEY
5012013-01-01BYRON K. HARVEY
5012012-01-01BYRON K. HARVEY
5012011-01-01BYRON K HARVEY
5012009-01-01JOHN CHRISTIANSEN

Plan Statistics for SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN

Measure Date Value
2022: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01994
Total number of active participants reported on line 7a of the Form 55002022-01-01806
Number of retired or separated participants receiving benefits2022-01-01227
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-011,124
Number of employers contributing to the scheme2022-01-0140
2021: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01886
Total number of active participants reported on line 7a of the Form 55002021-01-01693
Number of retired or separated participants receiving benefits2021-01-01235
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01994
Number of employers contributing to the scheme2021-01-0141
2020: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01953
Total number of active participants reported on line 7a of the Form 55002020-01-01590
Number of retired or separated participants receiving benefits2020-01-01232
Number of other retired or separated participants entitled to future benefits2020-01-0164
Total of all active and inactive participants2020-01-01886
Number of employers contributing to the scheme2020-01-0151
2019: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01819
Total number of active participants reported on line 7a of the Form 55002019-01-01528
Number of retired or separated participants receiving benefits2019-01-01244
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01844
Number of employers contributing to the scheme2019-01-0153
2018: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01229
Number of retired or separated participants receiving benefits2018-01-01229
Total of all active and inactive participants2018-01-01229
Total participants2018-01-01229
Number of employers contributing to the scheme2018-01-0147
Total number of active participants reported on line 7a of the Form 55002018-01-01528
Number of other retired or separated participants entitled to future benefits2018-01-0172
2017: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01438
Number of retired or separated participants receiving benefits2017-01-01461
Total of all active and inactive participants2017-01-01461
Total participants2017-01-01461
Number of employers contributing to the scheme2017-01-0141
2016: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01226
Total number of active participants reported on line 7a of the Form 55002016-01-01223
Total of all active and inactive participants2016-01-01223
Total participants2016-01-01223
Number of employers contributing to the scheme2016-01-0146
2015: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01288
Total number of active participants reported on line 7a of the Form 55002015-01-01226
Total of all active and inactive participants2015-01-01226
Total participants2015-01-010
Number of employers contributing to the scheme2015-01-0135
2014: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01299
Total number of active participants reported on line 7a of the Form 55002014-01-01288
Total of all active and inactive participants2014-01-01288
Total participants2014-01-010
Number of employers contributing to the scheme2014-01-0142
2013: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01297
Total number of active participants reported on line 7a of the Form 55002013-01-01299
Total of all active and inactive participants2013-01-01299
Total participants2013-01-010
Number of employers contributing to the scheme2013-01-0142
2012: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01196
Total number of active participants reported on line 7a of the Form 55002012-01-01297
Total of all active and inactive participants2012-01-01297
Total participants2012-01-010
Number of employers contributing to the scheme2012-01-0142
2011: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01250
Total number of active participants reported on line 7a of the Form 55002011-01-01196
Total of all active and inactive participants2011-01-01196
Total participants2011-01-01196
Number of employers contributing to the scheme2011-01-0145
2009: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01169
Total number of active participants reported on line 7a of the Form 55002009-01-01160
Total of all active and inactive participants2009-01-01160
Total participants2009-01-01160

Financial Data on SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$645,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,201,485
Total income from all sources (including contributions)2022-12-31$1,516,202
Total of all expenses incurred2022-12-31$1,046,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$941,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,722,214
Value of total assets at end of year2022-12-31$4,468,440
Value of total assets at beginning of year2022-12-31$4,554,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$104,776
Total interest from all sources2022-12-31$2,559
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$63,676
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$63,676
Administrative expenses professional fees incurred2022-12-31$45,743
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6,878
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$158,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$806,780
Administrative expenses (other) incurred2022-12-31$17,199
Liabilities. Value of operating payables at end of year2022-12-31$17,666
Liabilities. Value of operating payables at beginning of year2022-12-31$5,174
Total non interest bearing cash at end of year2022-12-31$1,892,535
Total non interest bearing cash at beginning of year2022-12-31$1,821,498
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$470,069
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,823,290
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,353,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,363,282
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,471,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$35,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$136,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$136,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-272,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$1,722,214
Employer contributions (assets) at end of year2022-12-31$169,892
Employer contributions (assets) at beginning of year2022-12-31$121,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$941,357
Contract administrator fees2022-12-31$34,334
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$469,347
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$389,531
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RUBINBROWN LLP
Accountancy firm EIN2022-12-31430765316
2021 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,230,820
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$411,297
Total income from all sources (including contributions)2021-12-31$1,347,374
Total of all expenses incurred2021-12-31$887,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$756,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,197,588
Value of total assets at end of year2021-12-31$4,621,969
Value of total assets at beginning of year2021-12-31$3,342,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$131,190
Total interest from all sources2021-12-31$5,698
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$37,982
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$37,982
Administrative expenses professional fees incurred2021-12-31$47,196
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,521
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$836,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$13,491
Administrative expenses (other) incurred2021-12-31$37,855
Liabilities. Value of operating payables at end of year2021-12-31$5,174
Liabilities. Value of operating payables at beginning of year2021-12-31$22,880
Total non interest bearing cash at end of year2021-12-31$1,888,761
Total non interest bearing cash at beginning of year2021-12-31$1,568,930
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$459,761
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,391,149
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,931,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$7,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,471,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,225,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$136,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$456,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$456,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$106,106
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$1,197,588
Employer contributions (assets) at end of year2021-12-31$121,777
Employer contributions (assets) at beginning of year2021-12-31$87,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$756,423
Contract administrator fees2021-12-31$38,640
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$389,531
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$374,926
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RUBINBROWN LLP
Accountancy firm EIN2021-12-31430765316
2020 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-7,996
Total unrealized appreciation/depreciation of assets2020-12-31$-7,996
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$411,297
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$346,983
Total income from all sources (including contributions)2020-12-31$1,377,472
Total of all expenses incurred2020-12-31$854,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$706,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,365,879
Value of total assets at end of year2020-12-31$3,342,685
Value of total assets at beginning of year2020-12-31$2,755,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$147,538
Total interest from all sources2020-12-31$7,338
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,346
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$3,346
Administrative expenses professional fees incurred2020-12-31$93,799
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,657
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$11,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$13,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$13,780
Administrative expenses (other) incurred2020-12-31$15,716
Liabilities. Value of operating payables at end of year2020-12-31$22,880
Liabilities. Value of operating payables at beginning of year2020-12-31$227
Total non interest bearing cash at end of year2020-12-31$1,568,930
Total non interest bearing cash at beginning of year2020-12-31$11,002
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$523,116
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,931,388
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,408,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$3,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,225,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$456,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,606,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,606,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,905
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$1,365,879
Employer contributions (assets) at end of year2020-12-31$87,928
Employer contributions (assets) at beginning of year2020-12-31$125,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$706,818
Contract administrator fees2020-12-31$34,273
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$374,926
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$332,976
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RUBINBROWN LLP
Accountancy firm EIN2020-12-31430765316
2019 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$17,614
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$17,614
Total unrealized appreciation/depreciation of assets2019-12-31$17,614
Total unrealized appreciation/depreciation of assets2019-12-31$17,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$346,983
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$346,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$335,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$335,365
Total income from all sources (including contributions)2019-12-31$1,322,764
Total income from all sources (including contributions)2019-12-31$1,322,764
Total of all expenses incurred2019-12-31$749,236
Total of all expenses incurred2019-12-31$749,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$663,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$663,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,287,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,287,877
Value of total assets at end of year2019-12-31$2,755,255
Value of total assets at end of year2019-12-31$2,755,255
Value of total assets at beginning of year2019-12-31$2,170,109
Value of total assets at beginning of year2019-12-31$2,170,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,724
Total interest from all sources2019-12-31$17,273
Total interest from all sources2019-12-31$17,273
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
Administrative expenses professional fees incurred2019-12-31$45,012
Administrative expenses professional fees incurred2019-12-31$45,012
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
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11,894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,450
Administrative expenses (other) incurred2019-12-31$13,012
Administrative expenses (other) incurred2019-12-31$13,012
Liabilities. Value of operating payables at end of year2019-12-31$227
Liabilities. Value of operating payables at end of year2019-12-31$227
Liabilities. Value of operating payables at beginning of year2019-12-31$3,786
Liabilities. Value of operating payables at beginning of year2019-12-31$3,786
Total non interest bearing cash at end of year2019-12-31$11,002
Total non interest bearing cash at end of year2019-12-31$11,002
Total non interest bearing cash at beginning of year2019-12-31$2,906
Total non interest bearing cash at beginning of year2019-12-31$2,906
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$573,528
Value of net income/loss2019-12-31$573,528
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,408,272
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,408,272
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,834,744
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,834,744
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,606,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,606,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,079,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,079,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,079,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,079,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,273
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$1,287,877
Contributions received in cash from employer2019-12-31$1,287,877
Employer contributions (assets) at end of year2019-12-31$125,564
Employer contributions (assets) at end of year2019-12-31$125,564
Employer contributions (assets) at beginning of year2019-12-31$77,495
Employer contributions (assets) at beginning of year2019-12-31$77,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$663,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$663,512
Contract administrator fees2019-12-31$27,700
Contract administrator fees2019-12-31$27,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$332,976
Liabilities. Value of benefit claims payable at end of year2019-12-31$332,976
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$321,129
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$321,129
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
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 name2019-12-31RUBINBROWN LLP
Accountancy firm name2019-12-31RUBINBROWN LLP
Accountancy firm EIN2019-12-31430765316
Accountancy firm EIN2019-12-31430765316
2018 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$344,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$194,269
Total income from all sources (including contributions)2018-12-31$766,701
Total of all expenses incurred2018-12-31$652,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$581,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$743,518
Value of total assets at end of year2018-12-31$2,183,763
Value of total assets at beginning of year2018-12-31$1,919,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$70,871
Total interest from all sources2018-12-31$23,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$33,615
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$11,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$10,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$10,684
Other income not declared elsewhere2018-12-31$-13,654
Administrative expenses (other) incurred2018-12-31$10,806
Liabilities. Value of operating payables at end of year2018-12-31$12,746
Liabilities. Value of operating payables at beginning of year2018-12-31$10,921
Total non interest bearing cash at end of year2018-12-31$2,906
Total non interest bearing cash at beginning of year2018-12-31$4,083
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$114,638
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,839,438
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,724,800
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,092,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,859,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,859,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$23,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$743,518
Employer contributions (assets) at end of year2018-12-31$77,495
Employer contributions (assets) at beginning of year2018-12-31$43,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$581,192
Contract administrator fees2018-12-31$26,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$321,129
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$172,664
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
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 name2018-12-31RUBINBROWN LLP
Accountancy firm EIN2018-12-31430765316
2017 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$194,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$184,894
Total income from all sources (including contributions)2017-12-31$499,136
Total of all expenses incurred2017-12-31$401,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$345,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$471,035
Value of total assets at end of year2017-12-31$1,919,069
Value of total assets at beginning of year2017-12-31$1,811,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,798
Total interest from all sources2017-12-31$23,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$18,259
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$11,798
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$10,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,585
Other income not declared elsewhere2017-12-31$5,070
Administrative expenses (other) incurred2017-12-31$11,039
Liabilities. Value of operating payables at end of year2017-12-31$10,921
Liabilities. Value of operating payables at beginning of year2017-12-31$724
Total non interest bearing cash at end of year2017-12-31$4,083
Total non interest bearing cash at beginning of year2017-12-31$2,129
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$98,029
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,724,800
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,626,771
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
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,859,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,757,405
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,757,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$23,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$471,035
Employer contributions (assets) at end of year2017-12-31$43,535
Employer contributions (assets) at beginning of year2017-12-31$41,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$345,309
Contract administrator fees2017-12-31$26,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$172,664
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$174,585
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
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 name2017-12-31DAVID BRODY & CO.
Accountancy firm EIN2017-12-31954778275
2016 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$184,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$184,494
Total income from all sources (including contributions)2016-12-31$470,722
Total of all expenses incurred2016-12-31$408,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$348,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$451,842
Value of total assets at end of year2016-12-31$1,811,665
Value of total assets at beginning of year2016-12-31$1,748,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$59,417
Total interest from all sources2016-12-31$18,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$19,068
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10,863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$9,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,310
Administrative expenses (other) incurred2016-12-31$13,749
Liabilities. Value of operating payables at end of year2016-12-31$724
Liabilities. Value of operating payables at beginning of year2016-12-31$211
Total non interest bearing cash at end of year2016-12-31$2,129
Total non interest bearing cash at beginning of year2016-12-31$1,127
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$62,530
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,626,771
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,564,241
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
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,757,405
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,701,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,701,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$18,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$451,842
Employer contributions (assets) at end of year2016-12-31$41,268
Employer contributions (assets) at beginning of year2016-12-31$37,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$348,775
Contract administrator fees2016-12-31$26,600
Liabilities. Value of benefit claims payable at end of year2016-12-31$174,585
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$174,973
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
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 name2016-12-31DAVID BRODY & CO.
Accountancy firm EIN2016-12-31954778275
2015 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$184,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$190,472
Total income from all sources (including contributions)2015-12-31$467,726
Total of all expenses incurred2015-12-31$410,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$355,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$453,357
Value of total assets at end of year2015-12-31$1,748,735
Value of total assets at beginning of year2015-12-31$1,697,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$54,801
Total interest from all sources2015-12-31$14,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$13,667
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$9,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,310
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,638
Administrative expenses (other) incurred2015-12-31$15,884
Liabilities. Value of operating payables at end of year2015-12-31$211
Liabilities. Value of operating payables at beginning of year2015-12-31$2,825
Total non interest bearing cash at end of year2015-12-31$1,127
Total non interest bearing cash at beginning of year2015-12-31$1,284
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$56,934
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,564,241
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,507,307
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
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,701,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,649,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,649,033
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$453,357
Employer contributions (assets) at end of year2015-12-31$37,036
Employer contributions (assets) at beginning of year2015-12-31$37,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$355,991
Contract administrator fees2015-12-31$25,250
Liabilities. Value of benefit claims payable at end of year2015-12-31$174,973
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$179,009
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DAVID BRODY & CO.
Accountancy firm EIN2015-12-31954778275
2014 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$190,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$169,712
Total income from all sources (including contributions)2014-12-31$461,380
Total of all expenses incurred2014-12-31$410,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$347,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$448,008
Value of total assets at end of year2014-12-31$1,697,779
Value of total assets at beginning of year2014-12-31$1,626,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$62,931
Total interest from all sources2014-12-31$13,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$22,809
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9,619
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$7,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$7,164
Administrative expenses (other) incurred2014-12-31$16,122
Liabilities. Value of operating payables at end of year2014-12-31$2,825
Liabilities. Value of operating payables at beginning of year2014-12-31$1,573
Total non interest bearing cash at end of year2014-12-31$1,284
Total non interest bearing cash at beginning of year2014-12-31$1,284
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$50,966
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,507,307
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,456,341
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
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,649,033
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,581,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,581,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$13,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$448,008
Employer contributions (assets) at end of year2014-12-31$37,843
Employer contributions (assets) at beginning of year2014-12-31$35,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$347,483
Contract administrator fees2014-12-31$24,000
Liabilities. Value of benefit claims payable at end of year2014-12-31$179,009
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$160,975
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
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 name2014-12-31DAVID BRODY & CO.
Accountancy firm EIN2014-12-31954778275
2013 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$169,712
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$147,269
Total income from all sources (including contributions)2013-12-31$442,056
Total of all expenses incurred2013-12-31$395,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$349,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$431,170
Value of total assets at end of year2013-12-31$1,626,053
Value of total assets at beginning of year2013-12-31$1,557,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$46,600
Total interest from all sources2013-12-31$10,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$15,840
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$7,853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$7,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,966
Administrative expenses (other) incurred2013-12-31$10,160
Liabilities. Value of operating payables at end of year2013-12-31$1,573
Liabilities. Value of operating payables at beginning of year2013-12-31$1,133
Total non interest bearing cash at end of year2013-12-31$1,284
Total non interest bearing cash at beginning of year2013-12-31$1,000
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$46,105
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,456,341
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,410,236
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
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,581,793
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,513,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,513,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$10,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$431,170
Employer contributions (assets) at end of year2013-12-31$35,123
Employer contributions (assets) at beginning of year2013-12-31$35,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$349,351
Contract administrator fees2013-12-31$20,600
Liabilities. Value of benefit claims payable at end of year2013-12-31$160,975
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$139,170
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
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 name2013-12-31DAVID BRODY & CO.
Accountancy firm EIN2013-12-31954778275
2012 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$147,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$190,725
Total income from all sources (including contributions)2012-12-31$387,004
Total of all expenses incurred2012-12-31$350,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$299,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$378,159
Value of total assets at end of year2012-12-31$1,557,505
Value of total assets at beginning of year2012-12-31$1,563,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$50,177
Total interest from all sources2012-12-31$8,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$18,018
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,490
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,988
Administrative expenses (other) incurred2012-12-31$11,209
Liabilities. Value of operating payables at end of year2012-12-31$1,133
Liabilities. Value of operating payables at beginning of year2012-12-31$1,821
Total non interest bearing cash at end of year2012-12-31$1,000
Total non interest bearing cash at beginning of year2012-12-31$2,117
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$36,981
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,410,236
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,373,255
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
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,513,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,523,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,523,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8,845
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
Contributions received in cash from employer2012-12-31$378,159
Employer contributions (assets) at end of year2012-12-31$35,544
Employer contributions (assets) at beginning of year2012-12-31$34,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$299,846
Contract administrator fees2012-12-31$20,950
Liabilities. Value of benefit claims payable at end of year2012-12-31$139,170
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$182,916
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
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 name2012-12-31DAVID BRODY & CO.
Accountancy firm EIN2012-12-31954778275
2011 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$190,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$446,957
Total income from all sources (including contributions)2011-12-31$347,955
Total of all expenses incurred2011-12-31$460,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$406,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$340,799
Value of total assets at end of year2011-12-31$1,563,980
Value of total assets at beginning of year2011-12-31$1,932,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53,809
Total interest from all sources2011-12-31$7,156
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$14,720
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,781
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,099
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,401
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,464
Administrative expenses (other) incurred2011-12-31$18,089
Liabilities. Value of operating payables at end of year2011-12-31$1,821
Liabilities. Value of operating payables at beginning of year2011-12-31$2,245
Total non interest bearing cash at end of year2011-12-31$2,117
Total non interest bearing cash at beginning of year2011-12-31$4,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-112,280
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,373,255
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,485,535
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,523,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,890,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,890,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7,156
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
Contributions received in cash from employer2011-12-31$340,799
Employer contributions (assets) at end of year2011-12-31$34,274
Employer contributions (assets) at beginning of year2011-12-31$30,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$406,426
Contract administrator fees2011-12-31$21,000
Liabilities. Value of benefit claims payable at end of year2011-12-31$182,916
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$438,248
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 name2011-12-31DAVID BRODY & CO.
Accountancy firm EIN2011-12-31954778275
2010 : SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$446,957
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$479,242
Total income from all sources (including contributions)2010-12-31$503,698
Total of all expenses incurred2010-12-31$925,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$875,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$481,598
Value of total assets at end of year2010-12-31$1,932,492
Value of total assets at beginning of year2010-12-31$2,386,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$50,713
Total interest from all sources2010-12-31$22,100
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$14,510
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,099
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$9,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,464
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$6,883
Administrative expenses (other) incurred2010-12-31$15,253
Liabilities. Value of operating payables at end of year2010-12-31$2,245
Liabilities. Value of operating payables at beginning of year2010-12-31$1,909
Total non interest bearing cash at end of year2010-12-31$4,427
Total non interest bearing cash at beginning of year2010-12-31$2,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-422,184
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,485,535
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,907,719
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,890,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,315,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,315,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$22,100
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
Contributions received in cash from employer2010-12-31$481,598
Employer contributions (assets) at end of year2010-12-31$30,856
Employer contributions (assets) at beginning of year2010-12-31$56,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$875,169
Contract administrator fees2010-12-31$20,950
Liabilities. Value of benefit claims payable at end of year2010-12-31$438,248
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$470,450
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 name2010-12-31DAVID BRODY & CO.
Accountancy firm EIN2010-12-31954778275

Form 5500 Responses for SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN

2022: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
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 UNION 88 RETIREE HEALTH PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
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 UNION 88 RETIREE HEALTH PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
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 UNION 88 RETIREE HEALTH PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
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 UNION 88 RETIREE HEALTH PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
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 UNION 88 RETIREE HEALTH PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
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 UNION 88 RETIREE HEALTH PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
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 UNION 88 RETIREE HEALTH PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
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 UNION 88 RETIREE HEALTH PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
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 UNION 88 RETIREE HEALTH PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
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 UNION 88 RETIREE HEALTH PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
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 UNION 88 RETIREE HEALTH PLAN 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
2009: SHEET METAL WORKERS LOCAL UNION 88 RETIREE HEALTH PLAN 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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