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SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 401k Plan overview

Plan NameSHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA
Plan identification number 501

SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

SMU UNION HEALTH & WELFARE FUND OF NC has sponsored the creation of one or more 401k plans.

Company Name:SMU UNION HEALTH & WELFARE FUND OF NC
Employer identification number (EIN):561172168
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012020-03-01
5012019-03-01
5012018-03-01
5012017-03-01DOUG IRWIN
5012016-03-01
5012015-03-01
5012014-03-01CHRISTOPHER GRIFFEY
5012013-03-01CHRISTOPHER GRIFFEY
5012012-03-01ROGER RAMSEY
5012011-03-01ROGER RAMSEY CHRISTOPHER GRIFFEY2012-12-17
5012009-03-01ROGER RAMSEY CHRISTOPHER GRIFFEY2010-12-14

Plan Statistics for SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA

401k plan membership statisitcs for SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA

Measure Date Value
2020: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2020 401k membership
Total participants, beginning-of-year2020-03-01277
Total number of active participants reported on line 7a of the Form 55002020-03-010
Number of retired or separated participants receiving benefits2020-03-010
Number of other retired or separated participants entitled to future benefits2020-03-010
Total of all active and inactive participants2020-03-010
Number of employers contributing to the scheme2020-03-0121
2019: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2019 401k membership
Total participants, beginning-of-year2019-03-01251
Total number of active participants reported on line 7a of the Form 55002019-03-01277
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-01277
Number of employers contributing to the scheme2019-03-0119
2018: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2018 401k membership
Total participants, beginning-of-year2018-03-01185
Total number of active participants reported on line 7a of the Form 55002018-03-01251
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-010
Total of all active and inactive participants2018-03-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-010
Total participants2018-03-01251
Number of employers contributing to the scheme2018-03-0119
2017: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2017 401k membership
Total participants, beginning-of-year2017-03-01219
Total number of active participants reported on line 7a of the Form 55002017-03-01185
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-010
Total of all active and inactive participants2017-03-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-01185
Number of employers contributing to the scheme2017-03-0121
2016: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2016 401k membership
Total participants, beginning-of-year2016-03-01170
Total number of active participants reported on line 7a of the Form 55002016-03-01219
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-01219
Number of employers contributing to the scheme2016-03-0127
2015: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2015 401k membership
Total participants, beginning-of-year2015-03-01187
Total number of active participants reported on line 7a of the Form 55002015-03-01170
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-01170
Number of employers contributing to the scheme2015-03-0127
2014: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2014 401k membership
Total participants, beginning-of-year2014-03-01211
Total number of active participants reported on line 7a of the Form 55002014-03-01187
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-01187
Number of employers contributing to the scheme2014-03-0127
2013: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2013 401k membership
Total participants, beginning-of-year2013-03-01188
Total number of active participants reported on line 7a of the Form 55002013-03-01211
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-01211
Number of employers contributing to the scheme2013-03-0122
2012: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2012 401k membership
Total participants, beginning-of-year2012-03-01214
Total number of active participants reported on line 7a of the Form 55002012-03-01188
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-010
Total of all active and inactive participants2012-03-01188
Number of employers contributing to the scheme2012-03-0123
2011: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2011 401k membership
Total participants, beginning-of-year2011-03-01169
Total number of active participants reported on line 7a of the Form 55002011-03-01214
Total of all active and inactive participants2011-03-01214
Number of employers contributing to the scheme2011-03-0123
2009: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2009 401k membership
Total participants, beginning-of-year2009-03-01258
Total number of active participants reported on line 7a of the Form 55002009-03-01197
Total of all active and inactive participants2009-03-01197

Financial Data on SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA

Measure Date Value
2021 : SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2021 401k financial data
Total transfer of assets from this plan2021-02-28$579,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$325,466
Total income from all sources (including contributions)2021-02-28$2,462,723
Total of all expenses incurred2021-02-28$2,958,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$2,720,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$2,098,677
Value of total assets at end of year2021-02-28$0
Value of total assets at beginning of year2021-02-28$1,400,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$238,621
Total interest from all sources2021-02-28$418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-02-28$0
Administrative expenses professional fees incurred2021-02-28$52,040
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$500,000
If this is an individual account plan, was there a blackout period2021-02-28No
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Contributions received from participants2021-02-28$8,887
Participant contributions at beginning of year2021-02-28$619
Assets. Other investments not covered elsewhere at beginning of year2021-02-28$904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-02-28$9,161
Other income not declared elsewhere2021-02-28$363,628
Administrative expenses (other) incurred2021-02-28$120,581
Liabilities. Value of operating payables at beginning of year2021-02-28$43,117
Total non interest bearing cash at beginning of year2021-02-28$269,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$-496,037
Value of net assets at end of year (total assets less liabilities)2021-02-28$0
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$1,075,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-28$909,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-28$909,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-28$418
Expenses. Payments to insurance carriers foe the provision of benefits2021-02-28$161,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28No
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$2,089,790
Employer contributions (assets) at beginning of year2021-02-28$211,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$2,558,916
Contract administrator fees2021-02-28$66,000
Liabilities. Value of benefit claims payable at beginning of year2021-02-28$282,349
Did the plan have assets held for investment2021-02-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28Yes
Opinion of an independent qualified public accountant for this plan2021-02-28Unqualified
Accountancy firm name2021-02-28DANIELS, IRWIN & AYLOR
Accountancy firm EIN2021-02-28621802605
2020 : SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$325,466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$392,757
Total income from all sources (including contributions)2020-02-29$2,454,996
Total of all expenses incurred2020-02-29$2,109,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$1,892,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$2,403,797
Value of total assets at end of year2020-02-29$1,400,585
Value of total assets at beginning of year2020-02-29$1,122,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$217,231
Total interest from all sources2020-02-29$8,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Administrative expenses professional fees incurred2020-02-29$45,937
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$500,000
If this is an individual account plan, was there a blackout period2020-02-29No
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Contributions received from participants2020-02-29$10,530
Participant contributions at end of year2020-02-29$619
Participant contributions at beginning of year2020-02-29$830
Assets. Other investments not covered elsewhere at end of year2020-02-29$904
Assets. Other investments not covered elsewhere at beginning of year2020-02-29$1,305
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-02-29$9,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-02-29$13,833
Other income not declared elsewhere2020-02-29$42,321
Administrative expenses (other) incurred2020-02-29$105,294
Liabilities. Value of operating payables at end of year2020-02-29$43,117
Liabilities. Value of operating payables at beginning of year2020-02-29$150,637
Total non interest bearing cash at end of year2020-02-29$269,154
Total non interest bearing cash at beginning of year2020-02-29$398,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$345,044
Value of net assets at end of year (total assets less liabilities)2020-02-29$1,075,119
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$730,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-02-29$909,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-02-29$500,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-02-29$500,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-02-29$8,878
Expenses. Payments to insurance carriers foe the provision of benefits2020-02-29$155,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29No
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$2,393,267
Employer contributions (assets) at end of year2020-02-29$211,713
Employer contributions (assets) at beginning of year2020-02-29$208,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$1,737,022
Contract administrator fees2020-02-29$66,000
Liabilities. Value of benefit claims payable at end of year2020-02-29$282,349
Liabilities. Value of benefit claims payable at beginning of year2020-02-29$242,120
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29No
Opinion of an independent qualified public accountant for this plan2020-02-29Unqualified
Accountancy firm name2020-02-29DANIELS, IRWIN & AYLOR
Accountancy firm EIN2020-02-29621802605
2018 : SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$353,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$20,165
Total income from all sources (including contributions)2018-02-28$2,029,233
Total loss/gain on sale of assets2018-02-28$-3,839
Total of all expenses incurred2018-02-28$2,330,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$2,143,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$1,557,898
Value of total assets at end of year2018-02-28$1,030,274
Value of total assets at beginning of year2018-02-28$997,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$187,160
Total interest from all sources2018-02-28$977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Administrative expenses professional fees incurred2018-02-28$29,204
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$500,000
If this is an individual account plan, was there a blackout period2018-02-28No
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$23,256
Participant contributions at end of year2018-02-28$7,326
Assets. Other investments not covered elsewhere at end of year2018-02-28$1,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$138,498
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$3,875
Other income not declared elsewhere2018-02-28$474,197
Administrative expenses (other) incurred2018-02-28$91,861
Liabilities. Value of operating payables at end of year2018-02-28$73,272
Liabilities. Value of operating payables at beginning of year2018-02-28$20,165
Total non interest bearing cash at end of year2018-02-28$750,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$-301,149
Value of net assets at end of year (total assets less liabilities)2018-02-28$676,477
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$977,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Investment advisory and management fees2018-02-28$95
Income. Interest from US Government securities2018-02-28$741
Income. Interest from corporate debt instruments2018-02-28$236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$152,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$152,365
Expenses. Payments to insurance carriers foe the provision of benefits2018-02-28$107,790
Asset value of US Government securities at beginning of year2018-02-28$685,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28Yes
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$1,534,642
Employer contributions (assets) at end of year2018-02-28$132,625
Employer contributions (assets) at beginning of year2018-02-28$94,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$2,035,432
Asset. Corporate debt instrument preferred debt at beginning of year2018-02-28$60,617
Contract administrator fees2018-02-28$66,000
Liabilities. Value of benefit claims payable at end of year2018-02-28$280,525
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Aggregate proceeds on sale of assets2018-02-28$777,860
Aggregate carrying amount (costs) on sale of assets2018-02-28$781,699
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28No
Opinion of an independent qualified public accountant for this plan2018-02-28Unqualified
Accountancy firm name2018-02-28DANIELS, IRWIN & AYLOR
Accountancy firm EIN2018-02-28621802605
2017 : SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-02-28$-31,914
Total unrealized appreciation/depreciation of assets2017-02-28$-31,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$20,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$15,272
Total income from all sources (including contributions)2017-02-28$1,379,202
Total loss/gain on sale of assets2017-02-28$7,110
Total of all expenses incurred2017-02-28$1,984,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$1,864,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$1,385,596
Value of total assets at end of year2017-02-28$997,791
Value of total assets at beginning of year2017-02-28$1,598,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$120,010
Total interest from all sources2017-02-28$18,410
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Administrative expenses professional fees incurred2017-02-28$27,492
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$500,000
If this is an individual account plan, was there a blackout period2017-02-28No
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$15,146
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-02-28$76,054
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$3,875
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$6,019
Administrative expenses (other) incurred2017-02-28$22,193
Liabilities. Value of operating payables at end of year2017-02-28$20,165
Liabilities. Value of operating payables at beginning of year2017-02-28$15,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$-605,253
Value of net assets at end of year (total assets less liabilities)2017-02-28$977,626
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$1,582,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Investment advisory and management fees2017-02-28$4,325
Income. Interest from US Government securities2017-02-28$11,304
Income. Interest from corporate debt instruments2017-02-28$7,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-02-28$152,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-02-28$119,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-02-28$119,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-02-28$2
Expenses. Payments to insurance carriers foe the provision of benefits2017-02-28$106,164
Asset value of US Government securities at end of year2017-02-28$685,990
Asset value of US Government securities at beginning of year2017-02-28$1,348,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28No
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$1,370,450
Employer contributions (assets) at end of year2017-02-28$94,944
Employer contributions (assets) at beginning of year2017-02-28$92,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$1,682,227
Asset. Corporate debt instrument debt (other) at end of year2017-02-28$60,617
Asset. Corporate debt instrument debt (other) at beginning of year2017-02-28$31,301
Contract administrator fees2017-02-28$66,000
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Aggregate proceeds on sale of assets2017-02-28$7,110
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28No
Opinion of an independent qualified public accountant for this plan2017-02-28Unqualified
Accountancy firm name2017-02-28CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2017-02-28721396621
2016 : SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-02-29$4,963
Total unrealized appreciation/depreciation of assets2016-02-29$4,963
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$15,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$47,605
Total income from all sources (including contributions)2016-02-29$1,306,425
Total loss/gain on sale of assets2016-02-29$3,523
Total of all expenses incurred2016-02-29$1,395,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$1,257,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$1,275,864
Value of total assets at end of year2016-02-29$1,598,151
Value of total assets at beginning of year2016-02-29$1,719,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$138,536
Total interest from all sources2016-02-29$22,075
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Administrative expenses professional fees incurred2016-02-29$29,193
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$500,000
If this is an individual account plan, was there a blackout period2016-02-29No
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$12,124
Income. Received or receivable in cash from other sources (including rollovers)2016-02-29$947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-02-29$66,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$6,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$7,613
Administrative expenses (other) incurred2016-02-29$37,149
Liabilities. Value of operating payables at end of year2016-02-29$15,272
Liabilities. Value of operating payables at beginning of year2016-02-29$47,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-89,314
Value of net assets at end of year (total assets less liabilities)2016-02-29$1,582,879
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$1,672,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Investment advisory and management fees2016-02-29$5,494
Income. Interest from US Government securities2016-02-29$22,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-02-29$119,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-02-29$332,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-02-29$332,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-02-29$2
Expenses. Payments to insurance carriers foe the provision of benefits2016-02-29$116,540
Asset value of US Government securities at end of year2016-02-29$1,348,729
Asset value of US Government securities at beginning of year2016-02-29$1,248,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$1,262,793
Employer contributions (assets) at end of year2016-02-29$92,500
Employer contributions (assets) at beginning of year2016-02-29$83,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$1,073,710
Asset. Corporate debt instrument debt (other) at end of year2016-02-29$31,301
Asset. Corporate debt instrument debt (other) at beginning of year2016-02-29$47,998
Contract administrator fees2016-02-29$66,700
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Aggregate proceeds on sale of assets2016-02-29$3,523
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29No
Opinion of an independent qualified public accountant for this plan2016-02-29Unqualified
Accountancy firm name2016-02-29AGH, LLC
Accountancy firm EIN2016-02-29582588678
2015 : SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-02-28$-2,667
Total unrealized appreciation/depreciation of assets2015-02-28$-2,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$47,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$14,591
Total income from all sources (including contributions)2015-02-28$1,248,048
Total loss/gain on sale of assets2015-02-28$7,106
Total of all expenses incurred2015-02-28$1,275,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$1,146,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$1,218,698
Value of total assets at end of year2015-02-28$1,719,798
Value of total assets at beginning of year2015-02-28$1,713,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$128,829
Total interest from all sources2015-02-28$24,911
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Administrative expenses professional fees incurred2015-02-28$20,047
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$500,000
If this is an individual account plan, was there a blackout period2015-02-28No
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$28,046
Income. Received or receivable in cash from other sources (including rollovers)2015-02-28$11,121
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-02-28$67,912
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$7,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$7,182
Administrative expenses (other) incurred2015-02-28$39,722
Liabilities. Value of operating payables at end of year2015-02-28$47,605
Liabilities. Value of operating payables at beginning of year2015-02-28$14,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$-26,980
Value of net assets at end of year (total assets less liabilities)2015-02-28$1,672,193
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$1,699,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Investment advisory and management fees2015-02-28$4,060
Income. Interest from US Government securities2015-02-28$22,130
Income. Interest from corporate debt instruments2015-02-28$2,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-02-28$332,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-02-28$283,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-02-28$283,548
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-02-28$500
Expenses. Payments to insurance carriers foe the provision of benefits2015-02-28$101,872
Asset value of US Government securities at end of year2015-02-28$1,248,598
Asset value of US Government securities at beginning of year2015-02-28$1,265,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28No
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$1,179,531
Employer contributions (assets) at end of year2015-02-28$83,428
Employer contributions (assets) at beginning of year2015-02-28$92,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$976,415
Asset. Corporate debt instrument debt (other) at end of year2015-02-28$47,998
Asset. Corporate debt instrument debt (other) at beginning of year2015-02-28$64,995
Contract administrator fees2015-02-28$65,000
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Aggregate proceeds on sale of assets2015-02-28$7,106
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28No
Opinion of an independent qualified public accountant for this plan2015-02-28Unqualified
Accountancy firm name2015-02-28AGH, LLC
Accountancy firm EIN2015-02-28582588678
2014 : SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-02-28$-26,622
Total unrealized appreciation/depreciation of assets2014-02-28$-26,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$14,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$13,906
Total income from all sources (including contributions)2014-02-28$1,304,191
Total loss/gain on sale of assets2014-02-28$-6,563
Total of all expenses incurred2014-02-28$1,216,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$1,113,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$1,310,946
Value of total assets at end of year2014-02-28$1,713,764
Value of total assets at beginning of year2014-02-28$1,624,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$102,387
Total interest from all sources2014-02-28$26,430
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Administrative expenses professional fees incurred2014-02-28$18,805
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$500,000
If this is an individual account plan, was there a blackout period2014-02-28No
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$47,234
Income. Received or receivable in cash from other sources (including rollovers)2014-02-28$8,516
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-02-28$74,144
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-02-28$7,182
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$6,758
Administrative expenses (other) incurred2014-02-28$18,295
Liabilities. Value of operating payables at end of year2014-02-28$14,591
Liabilities. Value of operating payables at beginning of year2014-02-28$13,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$88,101
Value of net assets at end of year (total assets less liabilities)2014-02-28$1,699,173
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$1,611,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Investment advisory and management fees2014-02-28$5,287
Income. Interest from US Government securities2014-02-28$23,514
Income. Interest from corporate debt instruments2014-02-28$2,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-02-28$283,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-02-28$391,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-02-28$391,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-02-28$187
Expenses. Payments to insurance carriers foe the provision of benefits2014-02-28$6,111
Asset value of US Government securities at end of year2014-02-28$1,265,527
Asset value of US Government securities at beginning of year2014-02-28$1,031,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28No
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$1,255,196
Employer contributions (assets) at end of year2014-02-28$92,512
Employer contributions (assets) at beginning of year2014-02-28$106,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$1,033,448
Asset. Corporate debt instrument debt (other) at end of year2014-02-28$64,995
Asset. Corporate debt instrument debt (other) at beginning of year2014-02-28$88,765
Contract administrator fees2014-02-28$60,000
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Aggregate proceeds on sale of assets2014-02-28$334,270
Aggregate carrying amount (costs) on sale of assets2014-02-28$340,833
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28No
Opinion of an independent qualified public accountant for this plan2014-02-28Unqualified
Accountancy firm name2014-02-28AGH, LLC
Accountancy firm EIN2014-02-28582588678
2013 : SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-02-28$-4,539
Total unrealized appreciation/depreciation of assets2013-02-28$-4,539
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$13,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$40,031
Total income from all sources (including contributions)2013-02-28$1,391,650
Total loss/gain on sale of assets2013-02-28$1,220
Total of all expenses incurred2013-02-28$1,280,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$1,176,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$1,366,910
Value of total assets at end of year2013-02-28$1,624,978
Value of total assets at beginning of year2013-02-28$1,539,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$103,953
Total interest from all sources2013-02-28$28,059
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Administrative expenses professional fees incurred2013-02-28$25,608
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$100,000
If this is an individual account plan, was there a blackout period2013-02-28No
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$50,345
Income. Received or receivable in cash from other sources (including rollovers)2013-02-28$99
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-02-28$85,591
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$6,758
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$7,763
Administrative expenses (other) incurred2013-02-28$11,628
Liabilities. Value of operating payables at end of year2013-02-28$13,906
Liabilities. Value of operating payables at beginning of year2013-02-28$40,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$111,562
Value of net assets at end of year (total assets less liabilities)2013-02-28$1,611,072
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$1,499,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Investment advisory and management fees2013-02-28$6,717
Income. Interest from US Government securities2013-02-28$25,027
Income. Interest from corporate debt instruments2013-02-28$2,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-02-28$391,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-02-28$182,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-02-28$182,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-02-28$215
Expenses. Payments to insurance carriers foe the provision of benefits2013-02-28$8,188
Asset value of US Government securities at end of year2013-02-28$1,031,302
Asset value of US Government securities at beginning of year2013-02-28$1,125,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28No
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$1,316,466
Employer contributions (assets) at end of year2013-02-28$106,669
Employer contributions (assets) at beginning of year2013-02-28$146,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$1,082,356
Asset. Corporate debt instrument debt (other) at end of year2013-02-28$88,765
Asset. Corporate debt instrument debt (other) at beginning of year2013-02-28$77,647
Contract administrator fees2013-02-28$60,000
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Aggregate proceeds on sale of assets2013-02-28$391,087
Aggregate carrying amount (costs) on sale of assets2013-02-28$389,867
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28No
Opinion of an independent qualified public accountant for this plan2013-02-28Unqualified
Accountancy firm name2013-02-28CLACK & ASSOCIATES, PC
Accountancy firm EIN2013-02-28263667119
2012 : SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-02-29$18,437
Total unrealized appreciation/depreciation of assets2012-02-29$18,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$40,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$14,975
Total income from all sources (including contributions)2012-02-29$1,658,769
Total loss/gain on sale of assets2012-02-29$25,856
Total of all expenses incurred2012-02-29$1,552,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$1,449,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$1,584,117
Value of total assets at end of year2012-02-29$1,539,541
Value of total assets at beginning of year2012-02-29$1,407,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$102,406
Total interest from all sources2012-02-29$30,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Administrative expenses professional fees incurred2012-02-29$28,092
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$100,000
If this is an individual account plan, was there a blackout period2012-02-29No
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$75,807
Income. Received or receivable in cash from other sources (including rollovers)2012-02-29$13
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-02-29$79,979
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$7,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$7,559
Administrative expenses (other) incurred2012-02-29$9,499
Liabilities. Value of operating payables at end of year2012-02-29$40,031
Liabilities. Value of operating payables at beginning of year2012-02-29$14,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$106,591
Value of net assets at end of year (total assets less liabilities)2012-02-29$1,499,510
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$1,392,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Investment advisory and management fees2012-02-29$4,815
Income. Interest from US Government securities2012-02-29$27,050
Income. Interest from corporate debt instruments2012-02-29$3,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-02-29$182,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-02-29$445,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-02-29$445,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-02-29$233
Expenses. Payments to insurance carriers foe the provision of benefits2012-02-29$7,762
Asset value of US Government securities at end of year2012-02-29$1,125,375
Asset value of US Government securities at beginning of year2012-02-29$772,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29Yes
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$1,508,297
Employer contributions (assets) at end of year2012-02-29$146,237
Employer contributions (assets) at beginning of year2012-02-29$104,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$1,362,031
Asset. Corporate debt instrument debt (other) at end of year2012-02-29$77,647
Asset. Corporate debt instrument debt (other) at beginning of year2012-02-29$76,852
Contract administrator fees2012-02-29$60,000
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Aggregate proceeds on sale of assets2012-02-29$658,715
Aggregate carrying amount (costs) on sale of assets2012-02-29$632,859
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29No
Opinion of an independent qualified public accountant for this plan2012-02-29Unqualified
Accountancy firm name2012-02-29CLACK & ASSOCIATES, PC
Accountancy firm EIN2012-02-29263667119
2011 : SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-02-28$-5,015
Total unrealized appreciation/depreciation of assets2011-02-28$-5,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$14,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$21,872
Total income from all sources (including contributions)2011-02-28$1,427,561
Total loss/gain on sale of assets2011-02-28$12,762
Total of all expenses incurred2011-02-28$1,306,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$1,204,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$1,389,400
Value of total assets at end of year2011-02-28$1,407,894
Value of total assets at beginning of year2011-02-28$1,293,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$101,575
Total interest from all sources2011-02-28$30,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Administrative expenses professional fees incurred2011-02-28$23,807
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$100,000
If this is an individual account plan, was there a blackout period2011-02-28No
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$69,739
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-02-28$78,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$7,559
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$8,442
Administrative expenses (other) incurred2011-02-28$16,363
Liabilities. Value of operating payables at end of year2011-02-28$14,975
Liabilities. Value of operating payables at beginning of year2011-02-28$21,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Income. Non cash contributions2011-02-28$591
Value of net income/loss2011-02-28$121,090
Value of net assets at end of year (total assets less liabilities)2011-02-28$1,392,919
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$1,271,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Investment advisory and management fees2011-02-28$4,205
Income. Interest from US Government securities2011-02-28$26,293
Income. Interest from corporate debt instruments2011-02-28$3,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$445,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$197,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$197,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-02-28$235
Expenses. Payments to insurance carriers foe the provision of benefits2011-02-28$7,894
Asset value of US Government securities at end of year2011-02-28$772,722
Asset value of US Government securities at beginning of year2011-02-28$866,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28No
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$1,319,070
Employer contributions (assets) at end of year2011-02-28$104,871
Employer contributions (assets) at beginning of year2011-02-28$145,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$1,118,299
Asset. Corporate debt instrument debt (other) at end of year2011-02-28$76,852
Asset. Corporate debt instrument debt (other) at beginning of year2011-02-28$75,266
Contract administrator fees2011-02-28$57,200
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Aggregate proceeds on sale of assets2011-02-28$508,977
Aggregate carrying amount (costs) on sale of assets2011-02-28$496,215
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28No
Opinion of an independent qualified public accountant for this plan2011-02-28Unqualified
Accountancy firm name2011-02-28CLACK & ASSOCIATES, PC
Accountancy firm EIN2011-02-28263667119

Form 5500 Responses for SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA

2020: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2020 form 5500 responses
2020-03-01Type of plan entityMulti-employer plan
2020-03-01This submission is the final filingYes
2020-03-01Plan is a collectively bargained planYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2019 form 5500 responses
2019-03-01Type of plan entityMulti-employer plan
2019-03-01Plan is a collectively bargained planYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2018 form 5500 responses
2018-03-01Type of plan entityMulti-employer plan
2018-03-01Plan is a collectively bargained planYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2017 form 5500 responses
2017-03-01Type of plan entityMulti-employer plan
2017-03-01Plan is a collectively bargained planYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2016 form 5500 responses
2016-03-01Type of plan entityMulti-employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2015 form 5500 responses
2015-03-01Type of plan entityMulti-employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2014 form 5500 responses
2014-03-01Type of plan entityMulti-employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2013 form 5500 responses
2013-03-01Type of plan entityMulti-employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2012 form 5500 responses
2012-03-01Type of plan entityMulti-employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2011 form 5500 responses
2011-03-01Type of plan entityMulti-employer plan
2011-03-01Plan is a collectively bargained planYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS' HEALTH AND WELFARE FUND OF NORTH CAROLINA 2009 form 5500 responses
2009-03-01Type of plan entityMulti-employer plan
2009-03-01Plan is a collectively bargained planYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan 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 numberG3149 C4431
Policy instance 1
Insurance contract or identification numberG3149 C4431
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $161,223
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 numberG3149 C4431
Policy instance 1
Insurance contract or identification numberG3149 C4431
Number of Individuals Covered277
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $155,699
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 numberG3149 C4431
Policy instance 1
Insurance contract or identification numberG3149 C4431
Number of Individuals Covered251
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $128,710
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 numberG3149 C4431
Policy instance 1
Insurance contract or identification numberG3149 C4431
Number of Individuals Covered185
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $107,790
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 numberG3149 C4431
Policy instance 1
Insurance contract or identification numberG3149 C4431
Number of Individuals Covered170
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,867
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 numberG3149 C4431
Policy instance 1
Insurance contract or identification numberG3149 C4431
Number of Individuals Covered187
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $101,872
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 numberG3149 C4431
Policy instance 1
Insurance contract or identification numberG3149 C4431
Number of Individuals Covered211
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,111
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 numberG3149 C4431
Policy instance 1
Insurance contract or identification numberG3149 C4431
Number of Individuals Covered188
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,188
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 numberG3149 C4431
Policy instance 1
Insurance contract or identification numberG3149 C4431
Number of Individuals Covered188
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,762
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 numberG3149 C4431
Policy instance 1
Insurance contract or identification numberG3149 C4431
Number of Individuals Covered169
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,894
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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