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SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND
Plan identification number 501

SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

TRUSTEES OF SHEET METAL WORKERS LOCAL 100 (BALTIMORE AREA) HEALTH & WE has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF SHEET METAL WORKERS LOCAL 100 (BALTIMORE AREA) HEALTH & WE
Employer identification number (EIN):526039004
NAIC Classification:331200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01CHARLES SEWELL2023-06-15
5012021-01-01CHARLES SEWELL2022-10-12 BRIAN MALLE2022-10-14
5012020-01-01CHARLES SEWELL2021-09-20 STANLEY FLEISCHER2021-09-29
5012019-01-01RICHARD LABILLE2020-10-07 STANLEY FLEISCHER2020-10-07
5012018-01-01EDWARD WHALEN2019-09-27 STANLEY FLEISCHER2019-09-24
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01EDWARD WHALEN
5012011-01-01EDWARD WHALEN JOSEPH WEISMAN2012-10-10
5012009-01-01EDWARD WHALEN JOSEPH WEISMAN2010-09-29

Plan Statistics for SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND

Measure Date Value
2022: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01428
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of employers contributing to the scheme2022-01-0120
2021: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01447
Total number of active participants reported on line 7a of the Form 55002021-01-01240
Number of retired or separated participants receiving benefits2021-01-01188
Total of all active and inactive participants2021-01-01428
Number of employers contributing to the scheme2021-01-0120
2020: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01447
Total number of active participants reported on line 7a of the Form 55002020-01-01255
Number of retired or separated participants receiving benefits2020-01-01192
Total of all active and inactive participants2020-01-01447
Number of employers contributing to the scheme2020-01-0123
2019: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01477
Total number of active participants reported on line 7a of the Form 55002019-01-01266
Number of retired or separated participants receiving benefits2019-01-01181
Total of all active and inactive participants2019-01-01447
Number of employers contributing to the scheme2019-01-0127
2018: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01487
Total number of active participants reported on line 7a of the Form 55002018-01-01288
Number of retired or separated participants receiving benefits2018-01-01189
Total of all active and inactive participants2018-01-01477
Number of employers contributing to the scheme2018-01-0127
2017: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01468
Total number of active participants reported on line 7a of the Form 55002017-01-01310
Number of retired or separated participants receiving benefits2017-01-01177
Total of all active and inactive participants2017-01-01487
Number of employers contributing to the scheme2017-01-0130
2016: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01460
Total number of active participants reported on line 7a of the Form 55002016-01-01278
Number of retired or separated participants receiving benefits2016-01-01190
Total of all active and inactive participants2016-01-01468
Number of employers contributing to the scheme2016-01-0124
2015: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01441
Total number of active participants reported on line 7a of the Form 55002015-01-01263
Number of retired or separated participants receiving benefits2015-01-01197
Total of all active and inactive participants2015-01-01460
Number of employers contributing to the scheme2015-01-0131
2014: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01496
Total number of active participants reported on line 7a of the Form 55002014-01-01265
Number of retired or separated participants receiving benefits2014-01-01176
Total of all active and inactive participants2014-01-01441
Number of employers contributing to the scheme2014-01-0127
2013: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01582
Total number of active participants reported on line 7a of the Form 55002013-01-01308
Number of retired or separated participants receiving benefits2013-01-01188
Total of all active and inactive participants2013-01-01496
Number of employers contributing to the scheme2013-01-0130
2012: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01591
Total number of active participants reported on line 7a of the Form 55002012-01-01390
Number of retired or separated participants receiving benefits2012-01-01192
Total of all active and inactive participants2012-01-01582
Number of employers contributing to the scheme2012-01-0134
2011: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01555
Total number of active participants reported on line 7a of the Form 55002011-01-01392
Number of retired or separated participants receiving benefits2011-01-01199
Total of all active and inactive participants2011-01-01591
Total participants2011-01-01591
Number of employers contributing to the scheme2011-01-0138
2009: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01630
Total number of active participants reported on line 7a of the Form 55002009-01-01426
Number of retired or separated participants receiving benefits2009-01-01199
Total of all active and inactive participants2009-01-01625
Total participants2009-01-01625
Number of employers contributing to the scheme2009-01-0149

Financial Data on SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2022 401k financial data
Total transfer of assets from this plan2022-08-29$8,002,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-29$799,845
Total income from all sources (including contributions)2022-08-29$492,119
Total loss/gain on sale of assets2022-08-29$32
Total of all expenses incurred2022-08-29$1,127,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-29$965,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-29$704,011
Value of total assets at end of year2022-08-29$0
Value of total assets at beginning of year2022-08-29$9,437,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-29$161,966
Total interest from all sources2022-08-29$107
Total dividends received (eg from common stock, registered investment company shares)2022-08-29$18,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-29Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-08-29$0
Total dividends received from registered investment company shares (eg mutual funds)2022-08-29$18,611
Administrative expenses professional fees incurred2022-08-29$87,860
Was this plan covered by a fidelity bond2022-08-29Yes
Value of fidelity bond cover2022-08-29$500,000
If this is an individual account plan, was there a blackout period2022-08-29No
Were there any nonexempt tranactions with any party-in-interest2022-08-29No
Contributions received from participants2022-08-29$178,887
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-08-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-08-29$394,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-08-29$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-08-29$112,109
Administrative expenses (other) incurred2022-08-29$5,635
Liabilities. Value of operating payables at end of year2022-08-29$0
Liabilities. Value of operating payables at beginning of year2022-08-29$15,736
Total non interest bearing cash at end of year2022-08-29$0
Total non interest bearing cash at beginning of year2022-08-29$970,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-29No
Value of net income/loss2022-08-29$-635,441
Value of net assets at end of year (total assets less liabilities)2022-08-29$0
Value of net assets at beginning of year (total assets less liabilities)2022-08-29$8,638,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-29No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-29No
Were any leases to which the plan was party in default or uncollectible2022-08-29No
Investment advisory and management fees2022-08-29$3,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-29$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-29$5,681,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-29$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-29$354,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-29$354,255
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-29$107
Expenses. Payments to insurance carriers foe the provision of benefits2022-08-29$38,772
Asset value of US Government securities at end of year2022-08-29$0
Asset value of US Government securities at beginning of year2022-08-29$1,599,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-29$-230,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-29Yes
Was there a failure to transmit to the plan any participant contributions2022-08-29No
Has the plan failed to provide any benefit when due under the plan2022-08-29No
Contributions received in cash from employer2022-08-29$525,124
Employer contributions (assets) at end of year2022-08-29$0
Employer contributions (assets) at beginning of year2022-08-29$436,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-29$926,822
Contract administrator fees2022-08-29$65,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-08-29No
Liabilities. Value of benefit claims payable at end of year2022-08-29$0
Liabilities. Value of benefit claims payable at beginning of year2022-08-29$672,000
Did the plan have assets held for investment2022-08-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-29Yes
Aggregate proceeds on sale of assets2022-08-29$1,928,588
Aggregate carrying amount (costs) on sale of assets2022-08-29$1,928,556
Opinion of an independent qualified public accountant for this plan2022-08-29Unqualified
Accountancy firm name2022-08-29NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-08-29611436956
2021 : SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$799,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$648,311
Total income from all sources (including contributions)2021-12-31$4,637,978
Total loss/gain on sale of assets2021-12-31$26,926
Total of all expenses incurred2021-12-31$5,356,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,851,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,369,375
Value of total assets at end of year2021-12-31$9,437,999
Value of total assets at beginning of year2021-12-31$10,004,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$505,021
Total interest from all sources2021-12-31$17,666
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$83,927
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$83,927
Administrative expenses professional fees incurred2021-12-31$263,705
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
Contributions received from participants2021-12-31$675,932
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$394,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$514,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$112,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$14,481
Other income not declared elsewhere2021-12-31$128,802
Administrative expenses (other) incurred2021-12-31$41,871
Liabilities. Value of operating payables at end of year2021-12-31$15,736
Liabilities. Value of operating payables at beginning of year2021-12-31$60,830
Total non interest bearing cash at end of year2021-12-31$970,840
Total non interest bearing cash at beginning of year2021-12-31$161,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-718,200
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,638,154
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,356,354
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$13,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,681,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,042,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$354,255
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$367,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$367,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$17,666
Asset value of US Government securities at end of year2021-12-31$1,599,968
Asset value of US Government securities at beginning of year2021-12-31$1,499,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,282
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$3,693,443
Employer contributions (assets) at end of year2021-12-31$436,636
Employer contributions (assets) at beginning of year2021-12-31$418,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,851,157
Contract administrator fees2021-12-31$185,713
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$672,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$573,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$4,500,000
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,473,074
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$207
Total unrealized appreciation/depreciation of assets2020-12-31$207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$648,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$817,993
Total income from all sources (including contributions)2020-12-31$4,777,287
Total loss/gain on sale of assets2020-12-31$8,250
Total of all expenses incurred2020-12-31$4,541,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,163,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,254,994
Value of total assets at end of year2020-12-31$10,004,665
Value of total assets at beginning of year2020-12-31$9,938,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$377,986
Total interest from all sources2020-12-31$25,580
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$142,920
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$142,920
Administrative expenses professional fees incurred2020-12-31$87,106
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
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
Contributions received from participants2020-12-31$599,789
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$514,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$497,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$14,481
Other income not declared elsewhere2020-12-31$105,659
Administrative expenses (other) incurred2020-12-31$166,457
Liabilities. Value of operating payables at end of year2020-12-31$60,830
Liabilities. Value of operating payables at beginning of year2020-12-31$8,993
Total non interest bearing cash at end of year2020-12-31$161,693
Total non interest bearing cash at beginning of year2020-12-31$312,699
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$235,641
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,356,354
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,120,713
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$11,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,042,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,510,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$367,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$370,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$370,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25,580
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$311,363
Asset value of US Government securities at end of year2020-12-31$1,499,910
Asset value of US Government securities at beginning of year2020-12-31$1,748,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$239,677
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$3,655,205
Employer contributions (assets) at end of year2020-12-31$418,951
Employer contributions (assets) at beginning of year2020-12-31$499,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,852,297
Contract administrator fees2020-12-31$112,959
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$573,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$809,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$6,700,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$6,691,750
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2020-12-31814643077
2019 : SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,131
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,131
Total unrealized appreciation/depreciation of assets2019-12-31$4,131
Total unrealized appreciation/depreciation of assets2019-12-31$4,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$817,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$817,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$690,503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$690,503
Total income from all sources (including contributions)2019-12-31$5,065,697
Total income from all sources (including contributions)2019-12-31$5,065,697
Total loss/gain on sale of assets2019-12-31$22,076
Total loss/gain on sale of assets2019-12-31$22,076
Total of all expenses incurred2019-12-31$5,599,378
Total of all expenses incurred2019-12-31$5,599,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,210,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,210,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,516,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,516,885
Value of total assets at end of year2019-12-31$9,938,706
Value of total assets at end of year2019-12-31$9,938,706
Value of total assets at beginning of year2019-12-31$10,344,897
Value of total assets at beginning of year2019-12-31$10,344,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$388,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$388,643
Total interest from all sources2019-12-31$17,233
Total interest from all sources2019-12-31$17,233
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$189,144
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$189,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$189,144
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$189,144
Administrative expenses professional fees incurred2019-12-31$76,739
Administrative expenses professional fees incurred2019-12-31$76,739
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$1,500,000
Value of fidelity bond cover2019-12-31$1,500,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$596,134
Contributions received from participants2019-12-31$596,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$497,066
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$497,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$448,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$448,556
Other income not declared elsewhere2019-12-31$93,402
Other income not declared elsewhere2019-12-31$93,402
Administrative expenses (other) incurred2019-12-31$138,996
Administrative expenses (other) incurred2019-12-31$138,996
Liabilities. Value of operating payables at end of year2019-12-31$8,993
Liabilities. Value of operating payables at end of year2019-12-31$8,993
Liabilities. Value of operating payables at beginning of year2019-12-31$20,503
Liabilities. Value of operating payables at beginning of year2019-12-31$20,503
Total non interest bearing cash at end of year2019-12-31$312,699
Total non interest bearing cash at end of year2019-12-31$312,699
Total non interest bearing cash at beginning of year2019-12-31$1,184,329
Total non interest bearing cash at beginning of year2019-12-31$1,184,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-533,681
Value of net income/loss2019-12-31$-533,681
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,120,713
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,120,713
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,654,394
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,654,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$8,404
Investment advisory and management fees2019-12-31$8,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,510,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,510,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,142,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,142,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$370,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$370,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,039,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,039,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,039,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,039,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,233
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,233
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$323,827
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$323,827
Asset value of US Government securities at end of year2019-12-31$1,748,023
Asset value of US Government securities at end of year2019-12-31$1,748,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$222,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$222,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$3,920,751
Contributions received in cash from employer2019-12-31$3,920,751
Employer contributions (assets) at end of year2019-12-31$499,622
Employer contributions (assets) at end of year2019-12-31$499,622
Employer contributions (assets) at beginning of year2019-12-31$529,698
Employer contributions (assets) at beginning of year2019-12-31$529,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,886,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,886,908
Contract administrator fees2019-12-31$164,504
Contract administrator fees2019-12-31$164,504
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$809,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$809,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$670,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$670,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,750,000
Aggregate proceeds on sale of assets2019-12-31$4,750,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,727,924
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,727,924
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 name2019-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm name2019-12-31WEYRICH, CRONIN & SORRA, LLC
Accountancy firm EIN2019-12-31814643077
Accountancy firm EIN2019-12-31814643077
2018 : SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,605
Total unrealized appreciation/depreciation of assets2018-12-31$1,605
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$690,503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$613,118
Total income from all sources (including contributions)2018-12-31$4,760,678
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,653,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,306,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,592,104
Value of total assets at end of year2018-12-31$10,344,897
Value of total assets at beginning of year2018-12-31$10,160,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$346,647
Total interest from all sources2018-12-31$16,226
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$197,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$197,632
Administrative expenses professional fees incurred2018-12-31$54,095
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
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
Contributions received from participants2018-12-31$597,880
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$448,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$276,592
Other income not declared elsewhere2018-12-31$84,465
Administrative expenses (other) incurred2018-12-31$130,479
Liabilities. Value of operating payables at end of year2018-12-31$20,503
Liabilities. Value of operating payables at beginning of year2018-12-31$30,418
Total non interest bearing cash at end of year2018-12-31$1,184,329
Total non interest bearing cash at beginning of year2018-12-31$1,234,237
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$107,284
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,654,394
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,547,110
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 in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,142,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,074,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,039,465
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,024,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,024,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$16,226
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$336,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-131,354
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$3,994,224
Employer contributions (assets) at end of year2018-12-31$529,698
Employer contributions (assets) at beginning of year2018-12-31$550,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,970,363
Contract administrator fees2018-12-31$162,073
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$670,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$582,700
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,410,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,410,000
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 name2018-12-31WEYRICH, CRONING & SORRA, LLC
Accountancy firm EIN2018-12-31814643077
2017 : SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$463
Total unrealized appreciation/depreciation of assets2017-12-31$463
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$613,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$543,268
Total income from all sources (including contributions)2017-12-31$4,888,434
Total loss/gain on sale of assets2017-12-31$109
Total of all expenses incurred2017-12-31$4,342,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,016,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,649,364
Value of total assets at end of year2017-12-31$10,160,228
Value of total assets at beginning of year2017-12-31$9,544,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$325,893
Total interest from all sources2017-12-31$7,064
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$147,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$147,718
Administrative expenses professional fees incurred2017-12-31$53,690
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
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
Contributions received from participants2017-12-31$589,863
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$276,592
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$168,322
Other income not declared elsewhere2017-12-31$84,342
Administrative expenses (other) incurred2017-12-31$112,525
Liabilities. Value of operating payables at end of year2017-12-31$30,418
Liabilities. Value of operating payables at beginning of year2017-12-31$41,968
Total non interest bearing cash at end of year2017-12-31$1,234,237
Total non interest bearing cash at beginning of year2017-12-31$997,556
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$545,710
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,547,110
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,001,400
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$7,074,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,927,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,024,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,016,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,016,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,064
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$323,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-626
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$4,059,501
Employer contributions (assets) at end of year2017-12-31$550,601
Employer contributions (assets) at beginning of year2017-12-31$434,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,693,278
Contract administrator fees2017-12-31$159,678
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$582,700
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$501,300
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$940,109
Aggregate carrying amount (costs) on sale of assets2017-12-31$940,000
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 name2017-12-31WEYRICH, CRONIN, & SORRA, LLC
Accountancy firm EIN2017-12-31814643077
2016 : SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$543,268
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$525,702
Total income from all sources (including contributions)2016-12-31$4,342,487
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,883,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,565,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,067,889
Value of total assets at end of year2016-12-31$9,544,668
Value of total assets at beginning of year2016-12-31$9,067,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$318,015
Total interest from all sources2016-12-31$1,208
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$146,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$146,492
Administrative expenses professional fees incurred2016-12-31$53,842
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
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
Contributions received from participants2016-12-31$570,433
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$168,322
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$144,885
Other income not declared elsewhere2016-12-31$83,988
Administrative expenses (other) incurred2016-12-31$107,626
Liabilities. Value of operating payables at end of year2016-12-31$41,968
Liabilities. Value of operating payables at beginning of year2016-12-31$44,002
Total non interest bearing cash at end of year2016-12-31$997,556
Total non interest bearing cash at beginning of year2016-12-31$476,463
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$459,457
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,001,400
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,541,943
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$6,927,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,737,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,016,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,384,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,384,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,208
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$297,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$42,910
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$3,497,456
Employer contributions (assets) at end of year2016-12-31$434,719
Employer contributions (assets) at beginning of year2016-12-31$324,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,267,327
Contract administrator fees2016-12-31$156,547
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$501,300
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$481,700
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,072,901
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,072,901
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 name2016-12-31WEYRICH, CRONIN, & SORRA CHARTERED
Accountancy firm EIN2016-12-31521162023
2015 : SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$525,702
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$514,760
Total income from all sources (including contributions)2015-12-31$3,847,742
Total loss/gain on sale of assets2015-12-31$26
Total of all expenses incurred2015-12-31$3,870,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,527,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,674,218
Value of total assets at end of year2015-12-31$9,067,645
Value of total assets at beginning of year2015-12-31$9,079,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$342,988
Total interest from all sources2015-12-31$3,012
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$139,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$139,093
Administrative expenses professional fees incurred2015-12-31$58,501
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
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
Contributions received from participants2015-12-31$610,186
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$144,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$162,440
Other income not declared elsewhere2015-12-31$95,225
Administrative expenses (other) incurred2015-12-31$131,010
Liabilities. Value of operating payables at end of year2015-12-31$44,002
Liabilities. Value of operating payables at beginning of year2015-12-31$66,460
Total non interest bearing cash at end of year2015-12-31$476,463
Total non interest bearing cash at beginning of year2015-12-31$568,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-22,401
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,541,943
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,564,344
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$6,737,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,662,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,384,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,380,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,380,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,012
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$281,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-63,832
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$3,064,032
Employer contributions (assets) at end of year2015-12-31$324,937
Employer contributions (assets) at beginning of year2015-12-31$304,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,245,458
Contract administrator fees2015-12-31$153,477
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$481,700
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$448,300
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$835,000
Aggregate carrying amount (costs) on sale of assets2015-12-31$834,974
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 name2015-12-31WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2015-12-31521162023
2014 : SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$461,545
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$673,634
Total income from all sources (including contributions)2014-12-31$4,138,146
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,992,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,661,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,687,307
Value of total assets at end of year2014-12-31$9,079,104
Value of total assets at beginning of year2014-12-31$9,146,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$331,061
Total interest from all sources2014-12-31$361
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$147,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$147,361
Administrative expenses professional fees incurred2014-12-31$43,528
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$643,354
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$162,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$103,754
Other income not declared elsewhere2014-12-31$328,552
Administrative expenses (other) incurred2014-12-31$138,526
Liabilities. Value of operating payables at end of year2014-12-31$13,245
Liabilities. Value of operating payables at beginning of year2014-12-31$17,834
Total non interest bearing cash at end of year2014-12-31$568,895
Total non interest bearing cash at beginning of year2014-12-31$1,050,172
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$145,166
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,617,559
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,472,393
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$6,662,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,540,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,380,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,080,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,080,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$361
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$277,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-25,435
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$3,043,953
Employer contributions (assets) at end of year2014-12-31$304,707
Employer contributions (assets) at beginning of year2014-12-31$371,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,384,402
Contract administrator fees2014-12-31$149,007
Liabilities. Value of benefit claims payable at end of year2014-12-31$448,300
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$655,800
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$234,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$234,000
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 name2014-12-31WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2014-12-31521162023
2013 : SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$673,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$543,461
Total income from all sources (including contributions)2013-12-31$4,199,672
Total loss/gain on sale of assets2013-12-31$-1,285
Total of all expenses incurred2013-12-31$4,455,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,153,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,023,765
Value of total assets at end of year2013-12-31$9,146,027
Value of total assets at beginning of year2013-12-31$9,271,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$301,772
Total interest from all sources2013-12-31$2,999
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$144,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$144,079
Administrative expenses professional fees incurred2013-12-31$52,623
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$548,428
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$103,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$87,795
Other income not declared elsewhere2013-12-31$107,570
Administrative expenses (other) incurred2013-12-31$101,681
Liabilities. Value of operating payables at end of year2013-12-31$17,834
Liabilities. Value of operating payables at beginning of year2013-12-31$34,761
Total non interest bearing cash at end of year2013-12-31$1,050,172
Total non interest bearing cash at beginning of year2013-12-31$1,682,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-256,043
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,472,393
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,728,436
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$6,540,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,973,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,080,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,078,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,078,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,999
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$354,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-77,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,475,337
Employer contributions (assets) at end of year2013-12-31$371,326
Employer contributions (assets) at beginning of year2013-12-31$449,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,799,918
Contract administrator fees2013-12-31$147,468
Liabilities. Value of benefit claims payable at end of year2013-12-31$655,800
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$508,700
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$312,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$313,285
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WEYRICH, CRONIN & SORRA, CHARTERED
Accountancy firm EIN2013-12-31521162023
2012 : SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-316
Total unrealized appreciation/depreciation of assets2012-12-31$-316
Total transfer of assets to this plan2012-12-31$616,288
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$543,461
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$504,148
Total income from all sources (including contributions)2012-12-31$5,267,298
Total loss/gain on sale of assets2012-12-31$297
Total of all expenses incurred2012-12-31$4,563,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,248,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,904,015
Value of total assets at end of year2012-12-31$9,271,897
Value of total assets at beginning of year2012-12-31$7,912,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$315,043
Total interest from all sources2012-12-31$1,322
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$151,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$151,601
Administrative expenses professional fees incurred2012-12-31$74,412
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
Contributions received from participants2012-12-31$516,036
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$87,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$154,839
Other income not declared elsewhere2012-12-31$119,628
Administrative expenses (other) incurred2012-12-31$101,874
Liabilities. Value of operating payables at end of year2012-12-31$34,761
Liabilities. Value of operating payables at beginning of year2012-12-31$22,748
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$703,512
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,728,436
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,408,636
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$5,973,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,981,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,761,339
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,298,219
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,298,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,322
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$370,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$90,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,387,979
Employer contributions (assets) at end of year2012-12-31$449,271
Employer contributions (assets) at beginning of year2012-12-31$478,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,878,522
Contract administrator fees2012-12-31$138,757
Liabilities. Value of benefit claims payable at end of year2012-12-31$508,700
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$481,400
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$150,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$149,703
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 NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$504,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$738,847
Total income from all sources (including contributions)2011-12-31$4,737,563
Total of all expenses incurred2011-12-31$3,853,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,546,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,506,988
Value of total assets at end of year2011-12-31$7,912,784
Value of total assets at beginning of year2011-12-31$7,262,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$306,144
Total interest from all sources2011-12-31$137
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$158,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$158,627
Administrative expenses professional fees incurred2011-12-31$75,583
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$517,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$154,839
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$161,778
Other income not declared elsewhere2011-12-31$132,423
Administrative expenses (other) incurred2011-12-31$94,857
Liabilities. Value of operating payables at end of year2011-12-31$22,748
Liabilities. Value of operating payables at beginning of year2011-12-31$19,247
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$884,486
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,408,636
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,524,150
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 in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,981,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,583,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,298,219
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,039,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,039,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$137
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$344,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-60,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,989,343
Employer contributions (assets) at end of year2011-12-31$478,587
Employer contributions (assets) at beginning of year2011-12-31$478,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,202,414
Contract administrator fees2011-12-31$135,704
Liabilities. Value of benefit claims payable at end of year2011-12-31$481,400
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$719,600
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 AND COMPANY, PC
Accountancy firm EIN2011-12-31521857374
2010 : SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$738,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$555,327
Total income from all sources (including contributions)2010-12-31$4,675,318
Total of all expenses incurred2010-12-31$4,093,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,820,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,263,103
Value of total assets at end of year2010-12-31$7,262,997
Value of total assets at beginning of year2010-12-31$6,497,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$272,844
Total interest from all sources2010-12-31$136
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$151,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$151,492
Administrative expenses professional fees incurred2010-12-31$58,187
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$534,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$161,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$171,153
Other income not declared elsewhere2010-12-31$195,609
Administrative expenses (other) incurred2010-12-31$84,173
Liabilities. Value of operating payables at end of year2010-12-31$19,247
Liabilities. Value of operating payables at beginning of year2010-12-31$20,127
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$582,177
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,524,150
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,941,973
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 in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,583,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,166,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,039,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,704,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,704,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$136
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$371,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$64,978
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$3,728,779
Employer contributions (assets) at end of year2010-12-31$478,323
Employer contributions (assets) at beginning of year2010-12-31$455,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,449,289
Contract administrator fees2010-12-31$130,484
Liabilities. Value of benefit claims payable at end of year2010-12-31$719,600
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$535,200
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 AND COMPANY, PC
Accountancy firm EIN2010-12-31521857374

Form 5500 Responses for SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND

2022: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE FUND 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE 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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL NO 100 BALTIMORE AREA HEALTH & WELFARE 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10507
Policy instance 2
Insurance contract or identification numberSL10507
Number of Individuals Covered0
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $31,690
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number66665-3
Policy instance 1
Insurance contract or identification number66665-3
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,082
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10507
Policy instance 2
Insurance contract or identification numberSL10507
Number of Individuals Covered426
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $139,709
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number66665-3
Policy instance 1
Insurance contract or identification number66665-3
Number of Individuals Covered249
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $30,438
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number66665-3
Policy instance 1
Insurance contract or identification number66665-3
Number of Individuals Covered249
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $30,438
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberG1026-2019R14
Policy instance 4
Insurance contract or identification numberG1026-2019R14
Number of Individuals Covered395
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $140,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number07187
Policy instance 3
Insurance contract or identification number07187
Number of Individuals Covered445
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $180,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number66665-3
Policy instance 2
Insurance contract or identification number66665-3
Number of Individuals Covered267
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $15,946
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberG1070-2018R13
Policy instance 1
Insurance contract or identification numberG1070-2018R13
Number of Individuals Covered495
Insurance policy start date2019-01-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $81,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberG1070-2018R13
Policy instance 4
Insurance contract or identification numberG1070-2018R13
Number of Individuals Covered495
Insurance policy start date2018-09-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $40,274
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number07187
Policy instance 3
Insurance contract or identification number07187
Number of Individuals Covered480
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $194,506
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number66665-3
Policy instance 2
Insurance contract or identification number66665-3
Number of Individuals Covered304
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $17,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberG1048-2017R12
Policy instance 1
Insurance contract or identification numberG1048-2017R12
Number of Individuals Covered463
Insurance policy start date2018-01-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $84,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberG1059-2016R11
Policy instance 4
Insurance contract or identification numberG1059-2016R11
Number of Individuals Covered463
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $40,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker nameBOLTON PARTNERS INC.
DELTA DENTAL OF PENNSYLVANIA (National Association of Insurance Commissioners NAIC id number: 54798 )
Policy contract number07187
Policy instance 3
Insurance contract or identification number07187
Number of Individuals Covered482
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $189,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number66665-3
Policy instance 2
Insurance contract or identification number66665-3
Number of Individuals Covered261
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $16,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberG1036-2015R10
Policy instance 1
Insurance contract or identification numberG1036-2015R10
Number of Individuals Covered428
Insurance policy start date2017-01-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $75,555
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker nameBOLTON PARTNERS INC.

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