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PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 401k Plan overview

Plan NamePENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND
Plan identification number 001

PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

TRUSTEES OF SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND
Employer identification number (EIN):596152610
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01DANNY VILLARRUEL2023-04-18 DANNY VILLARRUEL2023-04-18
0012020-07-01DANNY VILLARRUEL2022-04-12 DANNY VILLARRUEL2022-04-12
0012019-07-01ISABEL GOLDBERG2021-04-15 ISABEL GOLDBERG2021-04-15
0012018-07-01ISABEL GOLDBERG2020-07-15 ISABEL GOLDBERG2020-07-15
0012018-07-01ISABEL GOLDBERG2020-07-15 ISABEL GOLDBERG2020-07-15
0012017-07-01
0012016-07-01DANNY VILLARUEL
0012015-07-01DANNY VILLARUEL
0012014-07-01LARRY STEWART
0012013-07-01LARRY STEWART
0012012-07-01LARRY STEWART
0012011-07-01LARRY STEWART
0012010-07-01LARRY STEWART WILLIAM MARVEL2012-03-07
0012009-07-01LARRY STEWART WILLIAM MARVEL2011-04-14

Plan Statistics for PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND

401k plan membership statisitcs for PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND

Measure Date Value
2022: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2022 401k membership
Current value of assets2022-06-3066,759,108
Acturial value of assets for funding standard account2022-06-3058,620,474
Accrued liability for plan using immediate gains methods2022-06-3043,760,504
Accrued liability under unit credit cost method2022-06-3043,760,504
RPA 94 current liability2022-06-3075,423,598
Expected increase in current liability due to benefits accruing during the plan year2022-06-301,520,592
Expected release from RPA 94 current liability for plan year2022-06-303,273,606
Expected plan disbursements for the plan year2022-06-303,342,464
Current value of assets2022-06-3066,759,107
Number of retired participants and beneficiaries receiving payment2022-06-30326
Current liability for retired participants and beneficiaries receiving payment2022-06-3033,625,179
Number of terminated vested participants2022-06-30199
Current liability for terminated vested participants2022-06-3018,078,439
Current liability for active participants non vested benefits2022-06-302,480,532
Current liability for active participants vested benefits2022-06-3021,239,448
Total number of active articipats2022-06-30149
Current liability for active participants2022-06-3023,719,980
Total participant count with liabilities2022-06-30674
Total current liabilitoes for participants with libailities2022-06-3075,423,598
Total employer contributions in plan year2022-06-30911,197
Employer’s normal cost for plan year as of valuation date2022-06-30809,180
Prior year credit balance2022-06-3025,337,704
Amortization credits as of valuation date2022-06-302,640,455
2021: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-07-01664
Total number of active participants reported on line 7a of the Form 55002021-07-01157
Number of retired or separated participants receiving benefits2021-07-01247
Number of other retired or separated participants entitled to future benefits2021-07-01181
Total of all active and inactive participants2021-07-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0167
Total participants2021-07-01652
Number of employers contributing to the scheme2021-07-010
Current value of assets2021-06-3053,828,264
Acturial value of assets for funding standard account2021-06-3054,276,568
Accrued liability for plan using immediate gains methods2021-06-3041,816,401
Accrued liability under unit credit cost method2021-06-3041,816,401
RPA 94 current liability2021-06-3071,039,144
Expected increase in current liability due to benefits accruing during the plan year2021-06-301,683,505
Expected release from RPA 94 current liability for plan year2021-06-303,168,098
Expected plan disbursements for the plan year2021-06-303,029,609
Current value of assets2021-06-3053,828,264
Number of retired participants and beneficiaries receiving payment2021-06-30326
Current liability for retired participants and beneficiaries receiving payment2021-06-3032,442,821
Number of terminated vested participants2021-06-30203
Current liability for terminated vested participants2021-06-3017,197,876
Current liability for active participants non vested benefits2021-06-302,580,021
Current liability for active participants vested benefits2021-06-3018,818,426
Total number of active articipats2021-06-30187
Current liability for active participants2021-06-3021,398,447
Total participant count with liabilities2021-06-30716
Total current liabilitoes for participants with libailities2021-06-3071,039,144
Total employer contributions in plan year2021-06-301,084,342
Employer’s normal cost for plan year as of valuation date2021-06-30885,903
Prior year credit balance2021-06-3023,977,062
Amortization credits as of valuation date2021-06-302,428,959
2020: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-07-01706
Total number of active participants reported on line 7a of the Form 55002020-07-01149
Number of retired or separated participants receiving benefits2020-07-01260
Number of other retired or separated participants entitled to future benefits2020-07-01193
Total of all active and inactive participants2020-07-01602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0162
Total participants2020-07-01664
Number of employers contributing to the scheme2020-07-0115
Current value of assets2020-06-3053,598,275
Acturial value of assets for funding standard account2020-06-3053,024,722
Accrued liability for plan using immediate gains methods2020-06-3041,282,656
Accrued liability under unit credit cost method2020-06-3041,282,656
RPA 94 current liability2020-06-3065,993,116
Expected increase in current liability due to benefits accruing during the plan year2020-06-301,377,638
Expected release from RPA 94 current liability for plan year2020-06-303,214,299
Expected plan disbursements for the plan year2020-06-303,274,613
Current value of assets2020-06-3053,598,274
Number of retired participants and beneficiaries receiving payment2020-06-30326
Current liability for retired participants and beneficiaries receiving payment2020-06-3032,252,950
Number of terminated vested participants2020-06-30195
Current liability for terminated vested participants2020-06-3013,502,977
Current liability for active participants non vested benefits2020-06-302,317,367
Current liability for active participants vested benefits2020-06-3017,919,822
Total number of active articipats2020-06-30188
Current liability for active participants2020-06-3020,237,189
Total participant count with liabilities2020-06-30709
Total current liabilitoes for participants with libailities2020-06-3065,993,116
Total employer contributions in plan year2020-06-301,179,427
Employer’s normal cost for plan year as of valuation date2020-06-30871,936
Prior year credit balance2020-06-3022,944,113
Amortization credits as of valuation date2020-06-302,412,545
2019: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-07-01699
Total number of active participants reported on line 7a of the Form 55002019-07-01186
Number of retired or separated participants receiving benefits2019-07-01268
Number of other retired or separated participants entitled to future benefits2019-07-01195
Total of all active and inactive participants2019-07-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0157
Total participants2019-07-01706
Number of employers contributing to the scheme2019-07-010
Current value of assets2019-06-3053,328,176
Acturial value of assets for funding standard account2019-06-3051,601,104
Accrued liability for plan using immediate gains methods2019-06-3040,371,690
Accrued liability under unit credit cost method2019-06-3040,371,690
RPA 94 current liability2019-06-3065,912,663
Expected increase in current liability due to benefits accruing during the plan year2019-06-301,490,304
Expected release from RPA 94 current liability for plan year2019-06-303,348,255
Expected plan disbursements for the plan year2019-06-303,199,948
Current value of assets2019-06-3053,328,176
Number of retired participants and beneficiaries receiving payment2019-06-30324
Current liability for retired participants and beneficiaries receiving payment2019-06-3032,581,214
Number of terminated vested participants2019-06-30195
Current liability for terminated vested participants2019-06-3013,942,280
Current liability for active participants non vested benefits2019-06-302,121,748
Current liability for active participants vested benefits2019-06-3017,267,421
Total number of active articipats2019-06-30198
Current liability for active participants2019-06-3019,389,169
Total participant count with liabilities2019-06-30717
Total current liabilitoes for participants with libailities2019-06-3065,912,663
Total employer contributions in plan year2019-06-301,145,307
Employer’s normal cost for plan year as of valuation date2019-06-30893,353
Prior year credit balance2019-06-3022,379,833
Amortization credits as of valuation date2019-06-302,401,097
2018: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-07-01711
Total number of active participants reported on line 7a of the Form 55002018-07-01187
Number of retired or separated participants receiving benefits2018-07-01266
Number of other retired or separated participants entitled to future benefits2018-07-01188
Total of all active and inactive participants2018-07-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0158
Total participants2018-07-01699
Number of employers contributing to the scheme2018-07-010
Current value of assets2018-06-3050,372,555
Acturial value of assets for funding standard account2018-06-3050,262,366
Accrued liability for plan using immediate gains methods2018-06-3038,214,205
Accrued liability under unit credit cost method2018-06-3038,214,205
RPA 94 current liability2018-06-3061,096,995
Expected increase in current liability due to benefits accruing during the plan year2018-06-301,351,132
Expected release from RPA 94 current liability for plan year2018-06-302,977,060
Expected plan disbursements for the plan year2018-06-302,840,775
Current value of assets2018-06-3050,366,186
Number of retired participants and beneficiaries receiving payment2018-06-30317
Current liability for retired participants and beneficiaries receiving payment2018-06-3029,323,999
Number of terminated vested participants2018-06-30212
Current liability for terminated vested participants2018-06-3014,704,066
Current liability for active participants non vested benefits2018-06-301,560,687
Current liability for active participants vested benefits2018-06-3015,508,243
Total number of active articipats2018-06-30197
Current liability for active participants2018-06-3017,068,930
Total participant count with liabilities2018-06-30726
Total current liabilitoes for participants with libailities2018-06-3061,096,995
Total employer contributions in plan year2018-06-301,123,061
Employer’s normal cost for plan year as of valuation date2018-06-30778,888
Prior year credit balance2018-06-3020,770,417
Amortization credits as of valuation date2018-06-302,906,368
2017: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01717
Total number of active participants reported on line 7a of the Form 55002017-07-01197
Number of retired or separated participants receiving benefits2017-07-01266
Number of other retired or separated participants entitled to future benefits2017-07-01191
Total of all active and inactive participants2017-07-01654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0157
Total participants2017-07-01711
Number of employers contributing to the scheme2017-07-0121
Current value of assets2017-06-3045,495,482
Acturial value of assets for funding standard account2017-06-3048,669,749
Accrued liability for plan using immediate gains methods2017-06-3037,289,224
Accrued liability under unit credit cost method2017-06-3037,288,224
RPA 94 current liability2017-06-3058,749,801
Expected increase in current liability due to benefits accruing during the plan year2017-06-301,117,132
Expected release from RPA 94 current liability for plan year2017-06-302,927,731
Expected plan disbursements for the plan year2017-06-302,791,679
Current value of assets2017-06-3045,492,481
Number of retired participants and beneficiaries receiving payment2017-06-30312
Current liability for retired participants and beneficiaries receiving payment2017-06-3028,454,556
Number of terminated vested participants2017-06-30223
Current liability for terminated vested participants2017-06-3014,387,168
Current liability for active participants non vested benefits2017-06-301,286,330
Current liability for active participants vested benefits2017-06-3014,621,747
Total number of active articipats2017-06-30173
Current liability for active participants2017-06-3015,908,077
Total participant count with liabilities2017-06-30708
Total current liabilitoes for participants with libailities2017-06-3058,749,801
Total employer contributions in plan year2017-06-301,213,372
Employer’s normal cost for plan year as of valuation date2017-06-30678,832
Prior year credit balance2017-06-3019,299,505
Amortization credits as of valuation date2017-06-302,943,504
2016: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01705
Total number of active participants reported on line 7a of the Form 55002016-07-01196
Number of retired or separated participants receiving benefits2016-07-01257
Number of other retired or separated participants entitled to future benefits2016-07-01208
Total of all active and inactive participants2016-07-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0156
Total participants2016-07-01717
Number of employers contributing to the scheme2016-07-0131
Current value of assets2016-06-3048,036,465
Acturial value of assets for funding standard account2016-06-3048,635,138
Accrued liability for plan using immediate gains methods2016-06-3036,310,805
Accrued liability under unit credit cost method2016-06-3036,310,805
RPA 94 current liability2016-06-3056,102,915
Expected increase in current liability due to benefits accruing during the plan year2016-06-30942,835
Expected release from RPA 94 current liability for plan year2016-06-302,742,104
Expected plan disbursements for the plan year2016-06-302,614,437
Current value of assets2016-06-3048,036,465
Number of retired participants and beneficiaries receiving payment2016-06-30338
Current liability for retired participants and beneficiaries receiving payment2016-06-3027,405,253
Number of terminated vested participants2016-06-30235
Current liability for terminated vested participants2016-06-3014,692,960
Current liability for active participants non vested benefits2016-06-301,113,605
Current liability for active participants vested benefits2016-06-3012,891,097
Total number of active articipats2016-06-30125
Current liability for active participants2016-06-3014,004,702
Total participant count with liabilities2016-06-30698
Total current liabilitoes for participants with libailities2016-06-3056,102,915
Total employer contributions in plan year2016-06-30939,525
Employer’s normal cost for plan year as of valuation date2016-06-30598,780
Prior year credit balance2016-06-3018,092,636
Amortization credits as of valuation date2016-06-302,947,373
2015: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01668
Total number of active participants reported on line 7a of the Form 55002015-07-01172
Number of retired or separated participants receiving benefits2015-07-01257
Number of other retired or separated participants entitled to future benefits2015-07-01223
Total of all active and inactive participants2015-07-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0153
Total participants2015-07-01705
Number of employers contributing to the scheme2015-07-0132
Current value of assets2015-06-3047,222,327
Acturial value of assets for funding standard account2015-06-3047,052,649
Accrued liability for plan using immediate gains methods2015-06-3036,285,217
Accrued liability under unit credit cost method2015-06-3036,285,217
RPA 94 current liability2015-06-3054,009,421
Expected increase in current liability due to benefits accruing during the plan year2015-06-30819,931
Expected release from RPA 94 current liability for plan year2015-06-302,712,764
Expected plan disbursements for the plan year2015-06-302,582,871
Current value of assets2015-06-3047,222,327
Number of retired participants and beneficiaries receiving payment2015-06-30340
Current liability for retired participants and beneficiaries receiving payment2015-06-3027,561,906
Number of terminated vested participants2015-06-30236
Current liability for terminated vested participants2015-06-3012,524,469
Current liability for active participants non vested benefits2015-06-301,026,164
Current liability for active participants vested benefits2015-06-3012,896,882
Total number of active articipats2015-06-30122
Current liability for active participants2015-06-3013,923,046
Total participant count with liabilities2015-06-30698
Total current liabilitoes for participants with libailities2015-06-3054,009,421
Total employer contributions in plan year2015-06-30845,995
Employer’s normal cost for plan year as of valuation date2015-06-30538,712
Prior year credit balance2015-06-3017,173,040
Amortization credits as of valuation date2015-06-302,877,514
2014: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01747
Total number of active participants reported on line 7a of the Form 55002014-07-01124
Number of retired or separated participants receiving benefits2014-07-01259
Number of other retired or separated participants entitled to future benefits2014-07-01235
Total of all active and inactive participants2014-07-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0150
Total participants2014-07-01668
Number of employers contributing to the scheme2014-07-014
Current value of assets2014-06-3042,246,213
Acturial value of assets for funding standard account2014-06-3045,486,413
Accrued liability for plan using immediate gains methods2014-06-3035,627,972
Accrued liability under unit credit cost method2014-06-3035,627,972
RPA 94 current liability2014-06-3053,547,468
Expected increase in current liability due to benefits accruing during the plan year2014-06-301,221,331
Expected release from RPA 94 current liability for plan year2014-06-302,619,939
Expected plan disbursements for the plan year2014-06-302,493,945
Current value of assets2014-06-3042,246,212
Number of retired participants and beneficiaries receiving payment2014-06-30335
Current liability for retired participants and beneficiaries receiving payment2014-06-3025,576,172
Number of terminated vested participants2014-06-30209
Current liability for terminated vested participants2014-06-309,952,296
Current liability for active participants non vested benefits2014-06-30496,050
Current liability for active participants vested benefits2014-06-3017,522,950
Total number of active articipats2014-06-30193
Current liability for active participants2014-06-3018,019,000
Total participant count with liabilities2014-06-30737
Total current liabilitoes for participants with libailities2014-06-3053,547,468
Total employer contributions in plan year2014-06-30723,278
Employer’s normal cost for plan year as of valuation date2014-06-30751,488
Prior year credit balance2014-06-3016,414,211
Amortization credits as of valuation date2014-06-302,850,533
2013: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01804
Total number of active participants reported on line 7a of the Form 55002013-07-01122
Number of retired or separated participants receiving benefits2013-07-01259
Number of other retired or separated participants entitled to future benefits2013-07-01317
Total of all active and inactive participants2013-07-01698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0149
Total participants2013-07-01747
Number of employers contributing to the scheme2013-07-0120
2012: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01849
Total number of active participants reported on line 7a of the Form 55002012-07-01193
Number of retired or separated participants receiving benefits2012-07-01252
Number of other retired or separated participants entitled to future benefits2012-07-01309
Total of all active and inactive participants2012-07-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0150
Total participants2012-07-01804
Number of employers contributing to the scheme2012-07-0120
2011: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01852
Total number of active participants reported on line 7a of the Form 55002011-07-01229
Number of retired or separated participants receiving benefits2011-07-01242
Number of other retired or separated participants entitled to future benefits2011-07-01333
Total of all active and inactive participants2011-07-01804
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0145
Total participants2011-07-01849
Number of employers contributing to the scheme2011-07-0125
2010: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-07-01735
Total number of active participants reported on line 7a of the Form 55002010-07-01240
Number of retired or separated participants receiving benefits2010-07-01235
Number of other retired or separated participants entitled to future benefits2010-07-01335
Total of all active and inactive participants2010-07-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0142
Total participants2010-07-01852
Number of employers contributing to the scheme2010-07-0123
2009: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01980
Total number of active participants reported on line 7a of the Form 55002009-07-01216
Number of retired or separated participants receiving benefits2009-07-01227
Number of other retired or separated participants entitled to future benefits2009-07-01249
Total of all active and inactive participants2009-07-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0143
Total participants2009-07-01735
Number of employers contributing to the scheme2009-07-0139

Financial Data on PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND

Measure Date Value
2022 : PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$1,053,231
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-3,512,005
Total unrealized appreciation/depreciation of assets2022-06-30$-2,458,774
Total income from all sources (including contributions)2022-06-30$-2,765,656
Total loss/gain on sale of assets2022-06-30$6,155,075
Total of all expenses incurred2022-06-30$3,327,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,820,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$911,197
Value of total assets at end of year2022-06-30$60,665,980
Value of total assets at beginning of year2022-06-30$66,759,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$506,486
Total interest from all sources2022-06-30$224,541
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Assets. Real estate other than employer real property at end of year2022-06-30$6,656,185
Assets. Real estate other than employer real property at beginning of year2022-06-30$2,639,353
Administrative expenses professional fees incurred2022-06-30$151,164
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$225,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$210,293
Other income not declared elsewhere2022-06-30$65,099
Administrative expenses (other) incurred2022-06-30$51,916
Total non interest bearing cash at end of year2022-06-30$441,129
Total non interest bearing cash at beginning of year2022-06-30$510,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-6,093,127
Value of net assets at end of year (total assets less liabilities)2022-06-30$60,665,980
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$66,759,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$15,173,083
Assets. partnership/joint venture interests at beginning of year2022-06-30$19,931,804
Investment advisory and management fees2022-06-30$215,018
Value of interest in pooled separate accounts at end of year2022-06-30$5,362,721
Value of interest in pooled separate accounts at beginning of year2022-06-30$8,496,505
Interest earned on other investments2022-06-30$129,505
Income. Interest from US Government securities2022-06-30$95,036
Value of interest in common/collective trusts at end of year2022-06-30$29,389,243
Value of interest in common/collective trusts at beginning of year2022-06-30$29,836,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$214,386
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$530,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$530,377
Asset value of US Government securities at end of year2022-06-30$1,486,978
Asset value of US Government securities at beginning of year2022-06-30$2,406,988
Net investment gain/loss from pooled separate accounts2022-06-30$-2,921,056
Net investment gain or loss from common/collective trusts2022-06-30$-4,741,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$911,197
Employer contributions (assets) at end of year2022-06-30$50,092
Employer contributions (assets) at beginning of year2022-06-30$150,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,820,985
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$1,667,003
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$2,045,306
Contract administrator fees2022-06-30$88,388
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$6,155,075
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30KSDT & CO, LLC.
Accountancy firm EIN2022-06-30260547877
2021 : PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$174,064
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$3,414,242
Total unrealized appreciation/depreciation of assets2021-06-30$3,588,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$4,150
Total income from all sources (including contributions)2021-06-30$16,099,077
Total loss/gain on sale of assets2021-06-30$2,789,272
Total of all expenses incurred2021-06-30$3,168,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,650,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,084,342
Value of total assets at end of year2021-06-30$66,759,107
Value of total assets at beginning of year2021-06-30$53,832,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$517,472
Total interest from all sources2021-06-30$226,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Assets. Real estate other than employer real property at end of year2021-06-30$2,639,353
Assets. Real estate other than employer real property at beginning of year2021-06-30$2,533,437
Administrative expenses professional fees incurred2021-06-30$165,006
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$210,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$213,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$4,150
Other income not declared elsewhere2021-06-30$36,196
Administrative expenses (other) incurred2021-06-30$43,650
Total non interest bearing cash at end of year2021-06-30$510,744
Total non interest bearing cash at beginning of year2021-06-30$852,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$12,930,843
Value of net assets at end of year (total assets less liabilities)2021-06-30$66,759,107
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$53,828,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$19,931,804
Assets. partnership/joint venture interests at beginning of year2021-06-30$15,267,108
Investment advisory and management fees2021-06-30$220,539
Value of interest in pooled separate accounts at end of year2021-06-30$8,496,505
Value of interest in pooled separate accounts at beginning of year2021-06-30$5,947,397
Interest earned on other investments2021-06-30$126,395
Income. Interest from US Government securities2021-06-30$100,475
Value of interest in common/collective trusts at end of year2021-06-30$29,836,814
Value of interest in common/collective trusts at beginning of year2021-06-30$20,112,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$530,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$348,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$348,016
Asset value of US Government securities at end of year2021-06-30$2,406,988
Asset value of US Government securities at beginning of year2021-06-30$1,887,681
Net investment gain/loss from pooled separate accounts2021-06-30$2,576,854
Net investment gain or loss from common/collective trusts2021-06-30$5,797,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,084,342
Employer contributions (assets) at end of year2021-06-30$150,923
Employer contributions (assets) at beginning of year2021-06-30$48,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,650,762
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$2,045,306
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$2,447,870
Contract administrator fees2021-06-30$88,277
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$4,174,278
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$2,789,272
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30KSDT & CO, LLC.
Accountancy firm EIN2021-06-30260547877
2020 : PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$2,795
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-553,928
Total unrealized appreciation/depreciation of assets2020-06-30$-551,133
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$4,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$100,393
Total income from all sources (including contributions)2020-06-30$3,591,264
Total loss/gain on sale of assets2020-06-30$306,815
Total of all expenses incurred2020-06-30$3,361,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,800,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,179,427
Value of total assets at end of year2020-06-30$53,832,414
Value of total assets at beginning of year2020-06-30$53,698,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$560,939
Total interest from all sources2020-06-30$180,857
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$119,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Assets. Real estate other than employer real property at end of year2020-06-30$2,533,437
Assets. Real estate other than employer real property at beginning of year2020-06-30$2,530,633
Administrative expenses professional fees incurred2020-06-30$140,667
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$213,545
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$217,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$4,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$100,393
Other income not declared elsewhere2020-06-30$44,870
Administrative expenses (other) incurred2020-06-30$56,404
Total non interest bearing cash at end of year2020-06-30$852,389
Total non interest bearing cash at beginning of year2020-06-30$397,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$229,990
Value of net assets at end of year (total assets less liabilities)2020-06-30$53,828,264
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$53,598,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$15,267,108
Assets. partnership/joint venture interests at beginning of year2020-06-30$16,283,052
Investment advisory and management fees2020-06-30$275,407
Value of interest in pooled separate accounts at end of year2020-06-30$5,947,397
Value of interest in pooled separate accounts at beginning of year2020-06-30$5,056,769
Interest earned on other investments2020-06-30$57,029
Income. Interest from US Government securities2020-06-30$123,828
Value of interest in common/collective trusts at end of year2020-06-30$20,112,425
Value of interest in common/collective trusts at beginning of year2020-06-30$19,144,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$348,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$606,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$606,348
Asset value of US Government securities at end of year2020-06-30$1,887,681
Asset value of US Government securities at beginning of year2020-06-30$2,370,191
Net investment gain/loss from pooled separate accounts2020-06-30$890,628
Net investment gain or loss from common/collective trusts2020-06-30$1,420,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,179,427
Employer contributions (assets) at end of year2020-06-30$48,268
Employer contributions (assets) at beginning of year2020-06-30$81,842
Income. Dividends from common stock2020-06-30$119,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,800,335
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$2,447,870
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$1,942,628
Contract administrator fees2020-06-30$88,461
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$4,174,278
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$5,066,943
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$306,815
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30KSDT & CO, LLC.
Accountancy firm EIN2020-06-30260547877
2019 : PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$126,920
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$566,107
Total unrealized appreciation/depreciation of assets2019-06-30$693,027
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$100,393
Total income from all sources (including contributions)2019-06-30$3,569,169
Total loss/gain on sale of assets2019-06-30$1,085,271
Total of all expenses incurred2019-06-30$3,299,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,779,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,145,308
Value of total assets at end of year2019-06-30$53,698,667
Value of total assets at beginning of year2019-06-30$53,328,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$519,493
Total interest from all sources2019-06-30$261,997
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$126,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Assets. Real estate other than employer real property at end of year2019-06-30$2,530,633
Administrative expenses professional fees incurred2019-06-30$138,093
Was this plan covered by a fidelity bond2019-06-30No
Value of fidelity bond cover2019-06-30$1,500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$32,055
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$217,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$200,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$100,393
Administrative expenses (other) incurred2019-06-30$54,467
Total non interest bearing cash at end of year2019-06-30$397,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$270,098
Value of net assets at end of year (total assets less liabilities)2019-06-30$53,598,274
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$53,328,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$16,283,052
Assets. partnership/joint venture interests at beginning of year2019-06-30$7,962,124
Investment advisory and management fees2019-06-30$237,662
Value of interest in pooled separate accounts at end of year2019-06-30$5,056,769
Value of interest in pooled separate accounts at beginning of year2019-06-30$7,281,686
Interest earned on other investments2019-06-30$152,365
Income. Interest from US Government securities2019-06-30$49,021
Income. Interest from corporate debt instruments2019-06-30$54,875
Value of interest in common/collective trusts at end of year2019-06-30$19,144,633
Value of interest in common/collective trusts at beginning of year2019-06-30$22,333,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$606,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$868,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$868,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$5,736
Assets. Value of investments in 103.12 investment entities at beginning of year2019-06-30$6,274,297
Asset value of US Government securities at end of year2019-06-30$2,370,191
Asset value of US Government securities at beginning of year2019-06-30$1,502,599
Net investment gain/loss from pooled separate accounts2019-06-30$314,170
Net investment gain or loss from common/collective trusts2019-06-30$-56,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,145,308
Employer contributions (assets) at end of year2019-06-30$81,842
Employer contributions (assets) at beginning of year2019-06-30$108,032
Income. Dividends from common stock2019-06-30$126,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,779,578
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$1,942,628
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$1,297,091
Contract administrator fees2019-06-30$89,271
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$5,066,943
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$5,468,119
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$1,085,271
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30KSDT & CO, LLC.
Accountancy firm EIN2019-06-30260547877
2018 : PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$2,560,889
Total unrealized appreciation/depreciation of assets2018-06-30$2,560,889
Total income from all sources (including contributions)2018-06-30$6,164,512
Total loss/gain on sale of assets2018-06-30$2,118,141
Total of all expenses incurred2018-06-30$3,202,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,654,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,123,061
Value of total assets at end of year2018-06-30$53,328,176
Value of total assets at beginning of year2018-06-30$50,366,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$547,891
Total interest from all sources2018-06-30$140,985
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$221,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Assets. Real estate other than employer real property at end of year2018-06-30$2,534,023
Administrative expenses professional fees incurred2018-06-30$153,543
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$33,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$200,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$230,441
Administrative expenses (other) incurred2018-06-30$52,011
Total non interest bearing cash at end of year2018-06-30$554,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,961,990
Value of net assets at end of year (total assets less liabilities)2018-06-30$53,328,176
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$50,366,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$16,805,428
Assets. partnership/joint venture interests at beginning of year2018-06-30$7,740,075
Investment advisory and management fees2018-06-30$258,337
Value of interest in pooled separate accounts at end of year2018-06-30$4,712,679
Value of interest in pooled separate accounts at beginning of year2018-06-30$7,797,604
Interest earned on other investments2018-06-30$72,399
Income. Interest from US Government securities2018-06-30$28,260
Income. Interest from corporate debt instruments2018-06-30$37,783
Value of interest in common/collective trusts at end of year2018-06-30$19,799,793
Value of interest in common/collective trusts at beginning of year2018-06-30$20,610,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$314,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$577,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$577,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$2,543
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$5,690,278
Asset value of US Government securities at end of year2018-06-30$1,534,654
Asset value of US Government securities at beginning of year2018-06-30$1,244,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,123,061
Employer contributions (assets) at end of year2018-06-30$108,032
Employer contributions (assets) at beginning of year2018-06-30$81,078
Income. Dividends from common stock2018-06-30$221,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,654,631
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$1,297,091
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$1,015,882
Contract administrator fees2018-06-30$84,000
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$5,468,119
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$5,344,600
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$2,118,141
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30KSDT & CO, LLC.
Accountancy firm EIN2018-06-30260547877
2017 : PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$4,267,451
Total unrealized appreciation/depreciation of assets2017-06-30$4,267,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$66,029
Total income from all sources (including contributions)2017-06-30$7,752,879
Total loss/gain on sale of assets2017-06-30$1,917,243
Total of all expenses incurred2017-06-30$2,879,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$2,387,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,213,371
Value of total assets at end of year2017-06-30$50,366,186
Value of total assets at beginning of year2017-06-30$45,558,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$491,590
Total interest from all sources2017-06-30$384,139
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$51,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$145,374
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Assets. Other investments not covered elsewhere at end of year2017-06-30$33,133
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$24,311
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$230,441
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$13,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$66,029
Other income not declared elsewhere2017-06-30$-80,931
Administrative expenses (other) incurred2017-06-30$56,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$4,873,705
Value of net assets at end of year (total assets less liabilities)2017-06-30$50,366,186
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$45,492,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$7,740,075
Assets. partnership/joint venture interests at beginning of year2017-06-30$6,957,031
Investment advisory and management fees2017-06-30$205,688
Value of interest in pooled separate accounts at end of year2017-06-30$7,797,604
Value of interest in pooled separate accounts at beginning of year2017-06-30$14,060,718
Interest earned on other investments2017-06-30$339,867
Income. Interest from corporate debt instruments2017-06-30$44,272
Value of interest in common/collective trusts at end of year2017-06-30$20,610,828
Value of interest in common/collective trusts at beginning of year2017-06-30$9,772,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$577,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,665,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,665,824
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$5,690,278
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$5,900,197
Asset value of US Government securities at end of year2017-06-30$1,244,571
Asset value of US Government securities at beginning of year2017-06-30$792,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,213,371
Employer contributions (assets) at end of year2017-06-30$81,078
Employer contributions (assets) at beginning of year2017-06-30$63,863
Income. Dividends from common stock2017-06-30$51,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$2,387,584
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$1,015,882
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$600,555
Contract administrator fees2017-06-30$84,000
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$5,344,600
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$4,706,985
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$1,917,243
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30KSDT & CO, LLC.
Accountancy firm EIN2017-06-30260547877
2016 : PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-1,346,184
Total unrealized appreciation/depreciation of assets2016-06-30$-1,346,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$66,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$430,946
Total loss/gain on sale of assets2016-06-30$61,453
Total of all expenses incurred2016-06-30$2,974,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,446,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$939,525
Value of total assets at end of year2016-06-30$45,558,510
Value of total assets at beginning of year2016-06-30$48,036,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$528,782
Total interest from all sources2016-06-30$310,519
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$387,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$160,017
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Assets. Other investments not covered elsewhere at end of year2016-06-30$24,311
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$87,370
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$13,818
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$211,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$66,029
Other income not declared elsewhere2016-06-30$78,458
Administrative expenses (other) incurred2016-06-30$49,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-2,543,984
Value of net assets at end of year (total assets less liabilities)2016-06-30$45,492,481
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$48,036,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$6,957,031
Assets. partnership/joint venture interests at beginning of year2016-06-30$6,735,903
Investment advisory and management fees2016-06-30$234,783
Value of interest in pooled separate accounts at end of year2016-06-30$14,060,718
Value of interest in pooled separate accounts at beginning of year2016-06-30$6,585,601
Interest earned on other investments2016-06-30$79,522
Income. Interest from corporate debt instruments2016-06-30$230,997
Value of interest in common/collective trusts at end of year2016-06-30$9,772,853
Value of interest in common/collective trusts at beginning of year2016-06-30$12,402,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,665,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$534,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$534,536
Assets. Value of investments in 103.12 investment entities at end of year2016-06-30$5,900,197
Assets. Value of investments in 103.12 investment entities at beginning of year2016-06-30$6,668,614
Asset value of US Government securities at end of year2016-06-30$792,355
Asset value of US Government securities at beginning of year2016-06-30$3,911,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$939,525
Employer contributions (assets) at end of year2016-06-30$63,863
Employer contributions (assets) at beginning of year2016-06-30$84,093
Income. Dividends from common stock2016-06-30$387,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,446,148
Asset. Corporate debt instrument debt (other) at end of year2016-06-30$600,555
Asset. Corporate debt instrument debt (other) at beginning of year2016-06-30$4,323,435
Contract administrator fees2016-06-30$84,423
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$4,706,985
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$6,490,929
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$61,453
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30KSDT & CO, LLC.
Accountancy firm EIN2016-06-30260547877
2015 : PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$776,932
Total unrealized appreciation/depreciation of assets2015-06-30$776,932
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$79,861
Total income from all sources (including contributions)2015-06-30$3,794,436
Total loss/gain on sale of assets2015-06-30$882,301
Total of all expenses incurred2015-06-30$2,980,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,453,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$846,161
Value of total assets at end of year2015-06-30$48,036,465
Value of total assets at beginning of year2015-06-30$47,302,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$526,379
Total interest from all sources2015-06-30$284,869
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,020,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$172,360
Was this plan covered by a fidelity bond2015-06-30No
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Assets. Other investments not covered elsewhere at end of year2015-06-30$87,370
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$166
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$211,866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$240,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$79,861
Other income not declared elsewhere2015-06-30$-16,316
Administrative expenses (other) incurred2015-06-30$40,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$814,137
Value of net assets at end of year (total assets less liabilities)2015-06-30$48,036,465
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$47,222,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$6,735,903
Assets. partnership/joint venture interests at beginning of year2015-06-30$6,799,814
Investment advisory and management fees2015-06-30$229,845
Value of interest in pooled separate accounts at end of year2015-06-30$6,585,601
Value of interest in pooled separate accounts at beginning of year2015-06-30$5,784,361
Interest earned on other investments2015-06-30$93,522
Income. Interest from corporate debt instruments2015-06-30$191,347
Value of interest in common/collective trusts at end of year2015-06-30$12,402,681
Value of interest in common/collective trusts at beginning of year2015-06-30$12,559,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$534,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$427,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$427,176
Assets. Value of investments in 103.12 investment entities at end of year2015-06-30$6,668,614
Assets. Value of investments in 103.12 investment entities at beginning of year2015-06-30$6,175,161
Asset value of US Government securities at end of year2015-06-30$3,911,437
Asset value of US Government securities at beginning of year2015-06-30$2,993,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$845,995
Employer contributions (assets) at end of year2015-06-30$84,093
Employer contributions (assets) at beginning of year2015-06-30$29,702
Income. Dividends from common stock2015-06-30$1,020,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,453,920
Asset. Corporate debt instrument debt (other) at end of year2015-06-30$4,323,435
Asset. Corporate debt instrument debt (other) at beginning of year2015-06-30$5,344,006
Contract administrator fees2015-06-30$84,000
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$6,490,929
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$6,947,857
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$882,301
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30S I GORDON & COMPANY, PA
Accountancy firm EIN2015-06-30461347290
2014 : PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$583,626
Total unrealized appreciation/depreciation of assets2014-06-30$583,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$79,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$389,931
Total income from all sources (including contributions)2014-06-30$7,767,907
Total loss/gain on sale of assets2014-06-30$983,378
Total of all expenses incurred2014-06-30$2,791,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,309,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$723,278
Value of total assets at end of year2014-06-30$47,302,189
Value of total assets at beginning of year2014-06-30$42,636,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$482,637
Total interest from all sources2014-06-30$718,736
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$183,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$51,834
Administrative expenses professional fees incurred2014-06-30$121,854
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$240,619
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$225,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$79,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$389,931
Administrative expenses (other) incurred2014-06-30$32,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$4,976,116
Value of net assets at end of year (total assets less liabilities)2014-06-30$47,222,328
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$42,246,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$6,799,814
Assets. partnership/joint venture interests at beginning of year2014-06-30$6,304,834
Investment advisory and management fees2014-06-30$244,422
Value of interest in pooled separate accounts at end of year2014-06-30$5,784,361
Value of interest in pooled separate accounts at beginning of year2014-06-30$5,204,761
Interest earned on other investments2014-06-30$535,345
Income. Interest from US Government securities2014-06-30$36,496
Income. Interest from corporate debt instruments2014-06-30$146,895
Value of interest in common/collective trusts at end of year2014-06-30$12,559,885
Value of interest in common/collective trusts at beginning of year2014-06-30$11,797,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$427,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$767,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$767,274
Assets. Value of investments in 103.12 investment entities at end of year2014-06-30$6,175,161
Assets. Value of investments in 103.12 investment entities at beginning of year2014-06-30$5,745,398
Asset value of US Government securities at end of year2014-06-30$2,993,608
Asset value of US Government securities at beginning of year2014-06-30$2,574,393
Net investment gain/loss from pooled separate accounts2014-06-30$579,601
Net investment gain or loss from common/collective trusts2014-06-30$2,969,425
Net gain/loss from 103.12 investment entities2014-06-30$1,026,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$723,278
Employer contributions (assets) at end of year2014-06-30$29,702
Employer contributions (assets) at beginning of year2014-06-30$80,480
Income. Dividends from common stock2014-06-30$131,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,309,154
Asset. Corporate debt instrument debt (other) at end of year2014-06-30$5,344,006
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$3,838,643
Contract administrator fees2014-06-30$84,000
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$6,947,857
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$6,097,396
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$983,378
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30S I GORDON & COMPANY, PA
Accountancy firm EIN2014-06-30461347290
2013 : PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$191,561
Total unrealized appreciation/depreciation of assets2013-06-30$191,561
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$389,931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$36,178
Total income from all sources (including contributions)2013-06-30$6,597,942
Total loss/gain on sale of assets2013-06-30$872,464
Total of all expenses incurred2013-06-30$2,499,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,088,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,406,409
Value of total assets at end of year2013-06-30$42,636,143
Value of total assets at beginning of year2013-06-30$38,184,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$411,239
Total interest from all sources2013-06-30$321,601
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$131,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$107,572
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$225,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$300,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$389,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$36,178
Other income not declared elsewhere2013-06-30$57
Administrative expenses (other) incurred2013-06-30$37,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,098,019
Value of net assets at end of year (total assets less liabilities)2013-06-30$42,246,212
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$38,148,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Assets. partnership/joint venture interests at end of year2013-06-30$6,304,834
Assets. partnership/joint venture interests at beginning of year2013-06-30$5,983,127
Investment advisory and management fees2013-06-30$187,917
Value of interest in pooled separate accounts at end of year2013-06-30$5,204,761
Value of interest in pooled separate accounts at beginning of year2013-06-30$4,620,442
Interest earned on other investments2013-06-30$158,102
Income. Interest from US Government securities2013-06-30$62,122
Income. Interest from corporate debt instruments2013-06-30$101,359
Value of interest in common/collective trusts at end of year2013-06-30$11,797,379
Value of interest in common/collective trusts at beginning of year2013-06-30$10,337,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$767,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$2,140,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$2,140,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$18
Assets. Value of investments in 103.12 investment entities at end of year2013-06-30$5,745,398
Assets. Value of investments in 103.12 investment entities at beginning of year2013-06-30$4,606,256
Asset value of US Government securities at end of year2013-06-30$2,574,393
Asset value of US Government securities at beginning of year2013-06-30$2,053,603
Net investment gain/loss from pooled separate accounts2013-06-30$584,319
Net investment gain or loss from common/collective trusts2013-06-30$1,951,252
Net gain/loss from 103.12 investment entities2013-06-30$1,139,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$1,406,409
Employer contributions (assets) at end of year2013-06-30$80,480
Employer contributions (assets) at beginning of year2013-06-30$110,545
Income. Dividends from common stock2013-06-30$131,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,088,684
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$3,838,643
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$2,655,883
Contract administrator fees2013-06-30$78,500
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$6,097,396
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$5,375,814
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$872,464
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30S I GORDON & COMPANY, PA
Accountancy firm EIN2013-06-30461347290
2012 : PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-1,254,481
Total unrealized appreciation/depreciation of assets2012-06-30$-1,254,481
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$36,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,314,181
Total income from all sources (including contributions)2012-06-30$947,398
Total loss/gain on sale of assets2012-06-30$-42,963
Total of all expenses incurred2012-06-30$2,276,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,766,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,586,878
Value of total assets at end of year2012-06-30$38,184,371
Value of total assets at beginning of year2012-06-30$40,791,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$510,570
Total interest from all sources2012-06-30$150,772
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$244,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$147,959
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$300,008
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$199,942
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$36,178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$1,314,181
Other income not declared elsewhere2012-06-30$1,196
Administrative expenses (other) incurred2012-06-30$47,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-1,329,311
Value of net assets at end of year (total assets less liabilities)2012-06-30$38,148,193
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$39,477,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Assets. partnership/joint venture interests at end of year2012-06-30$5,983,127
Assets. partnership/joint venture interests at beginning of year2012-06-30$955,533
Investment advisory and management fees2012-06-30$237,500
Value of interest in pooled separate accounts at end of year2012-06-30$4,620,442
Value of interest in pooled separate accounts at beginning of year2012-06-30$4,111,702
Income. Interest from US Government securities2012-06-30$64,873
Income. Interest from corporate debt instruments2012-06-30$83,899
Value of interest in common/collective trusts at end of year2012-06-30$10,337,713
Value of interest in common/collective trusts at beginning of year2012-06-30$5,498,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$2,140,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$3,242,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$3,242,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$2,000
Assets. Value of investments in 103.12 investment entities at end of year2012-06-30$4,606,256
Assets. Value of investments in 103.12 investment entities at beginning of year2012-06-30$6,661,318
Asset value of US Government securities at end of year2012-06-30$2,053,603
Asset value of US Government securities at beginning of year2012-06-30$3,551,194
Net investment gain/loss from pooled separate accounts2012-06-30$508,740
Net investment gain or loss from common/collective trusts2012-06-30$-192,645
Net gain/loss from 103.12 investment entities2012-06-30$-54,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,586,878
Employer contributions (assets) at end of year2012-06-30$110,545
Employer contributions (assets) at beginning of year2012-06-30$49,056
Income. Dividends from common stock2012-06-30$244,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$1,766,139
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$2,655,883
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$2,535,409
Contract administrator fees2012-06-30$78,000
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$5,375,814
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$13,986,474
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate carrying amount (costs) on sale of assets2012-06-30$42,963
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30STEVEN I GORDON CPA
Accountancy firm EIN2012-06-30592193307
2011 : PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$-148,921
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$1,609,568
Total unrealized appreciation/depreciation of assets2011-06-30$1,460,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,314,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$764,656
Total income from all sources (including contributions)2011-06-30$8,597,562
Total loss/gain on sale of assets2011-06-30$1,504,516
Total of all expenses incurred2011-06-30$2,193,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,683,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,493,087
Value of total assets at end of year2011-06-30$40,791,685
Value of total assets at beginning of year2011-06-30$33,837,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$509,991
Total interest from all sources2011-06-30$429,332
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$184,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$148,155
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$199,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$338,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$1,314,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$764,656
Other income not declared elsewhere2011-06-30$11,844
Administrative expenses (other) incurred2011-06-30$44,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$6,404,480
Value of net assets at end of year (total assets less liabilities)2011-06-30$39,477,504
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$33,073,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Assets. partnership/joint venture interests at end of year2011-06-30$955,533
Assets. partnership/joint venture interests at beginning of year2011-06-30$1,104,454
Investment advisory and management fees2011-06-30$236,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$9,972,626
Value of interest in pooled separate accounts at end of year2011-06-30$4,111,702
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,437,946
Interest earned on other investments2011-06-30$193,190
Income. Interest from US Government securities2011-06-30$235,378
Value of interest in common/collective trusts at end of year2011-06-30$5,498,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$3,242,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$3,401,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$3,401,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$764
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$6,661,318
Asset value of US Government securities at end of year2011-06-30$3,551,194
Asset value of US Government securities at beginning of year2011-06-30$3,913,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$2,026,944
Net investment gain/loss from pooled separate accounts2011-06-30$589,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,493,087
Employer contributions (assets) at end of year2011-06-30$49,056
Employer contributions (assets) at beginning of year2011-06-30$39,465
Income. Dividends from common stock2011-06-30$184,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,683,091
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$2,535,409
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$2,076,566
Contract administrator fees2011-06-30$80,385
Assets. Corporate common stocks other than exployer securities at end of year2011-06-30$13,986,474
Assets. Corporate common stocks other than exployer securities at beginning of year2011-06-30$11,553,628
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$1,504,516
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30STEVEN I GORDON CPA
Accountancy firm EIN2011-06-30592193307

Form 5500 Responses for PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND

2021: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedYes
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedYes
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedYes
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedYes
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF THE SHEET METAL WORKERS LU NO. 32 PENSION TRUST FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-53223
Policy instance 1
Insurance contract or identification number4-53223
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-53223
Policy instance 1
Insurance contract or identification number4-53223
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-53223
Policy instance 1
Insurance contract or identification number4-53223
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-53223
Policy instance 1
Insurance contract or identification number4-53223
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-53223
Policy instance 1
Insurance contract or identification number4-53223
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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