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SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND
Plan identification number 501

SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND Benefits

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

401k Sponsoring company profile

TRUSTEES - SHEET METAL WORKERS LOCAL NO.177 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES - SHEET METAL WORKERS LOCAL NO.177 HEALTH & WELFARE FUND
Employer identification number (EIN):626109214
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01DOUG IRWIN
5012016-01-01DOUG IRWIN
5012015-01-01DOUG IRWIN
5012014-01-01DOUG IRWIN
5012013-01-01DOUG IRWIN
5012012-01-01DOUG IRWIN
5012011-01-01DOUG IRWIN
5012010-01-01DOUG IRWIN
5012009-01-01DOUG IRWIN
5012009-01-01DOUG IRWIN

Plan Statistics for SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND

Measure Date Value
2022: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01578
Total number of active participants reported on line 7a of the Form 55002022-01-01606
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01606
Number of employers contributing to the scheme2022-01-0135
2021: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01569
Total number of active participants reported on line 7a of the Form 55002021-01-01578
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01578
Number of employers contributing to the scheme2021-01-0135
2020: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01514
Total number of active participants reported on line 7a of the Form 55002020-01-01569
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01569
Number of employers contributing to the scheme2020-01-0127
2019: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01491
Total number of active participants reported on line 7a of the Form 55002019-01-01514
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01514
Number of employers contributing to the scheme2019-01-0125
2018: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01473
Total number of active participants reported on line 7a of the Form 55002018-01-01491
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01491
Number of employers contributing to the scheme2018-01-0123
2017: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01433
Total number of active participants reported on line 7a of the Form 55002017-01-01473
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01473
Number of employers contributing to the scheme2017-01-0125
2016: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01425
Total number of active participants reported on line 7a of the Form 55002016-01-01433
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01433
Number of employers contributing to the scheme2016-01-0123
2015: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01394
Total number of active participants reported on line 7a of the Form 55002015-01-01425
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01425
Number of employers contributing to the scheme2015-01-0125
2014: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01408
Total number of active participants reported on line 7a of the Form 55002014-01-01394
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01394
Number of employers contributing to the scheme2014-01-0124
2013: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01449
Total number of active participants reported on line 7a of the Form 55002013-01-01408
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01408
Number of employers contributing to the scheme2013-01-0127
2012: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01430
Total number of active participants reported on line 7a of the Form 55002012-01-01449
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01449
Number of employers contributing to the scheme2012-01-0131
2011: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01334
Total number of active participants reported on line 7a of the Form 55002011-01-01430
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01430
Number of employers contributing to the scheme2011-01-0127
2010: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01403
Total number of active participants reported on line 7a of the Form 55002010-01-01334
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01334
Number of employers contributing to the scheme2010-01-0122
2009: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01479
Total number of active participants reported on line 7a of the Form 55002009-01-01403
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01403
Number of employers contributing to the scheme2009-01-0119

Financial Data on SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-46,653
Total unrealized appreciation/depreciation of assets2022-12-31$-46,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$874,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,029,277
Total income from all sources (including contributions)2022-12-31$9,578,167
Total loss/gain on sale of assets2022-12-31$-11,630
Total of all expenses incurred2022-12-31$8,634,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,042,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,582,024
Value of total assets at end of year2022-12-31$5,974,219
Value of total assets at beginning of year2022-12-31$5,185,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$591,233
Total interest from all sources2022-12-31$58,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$27,522
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$112,406
Participant contributions at end of year2022-12-31$2,150
Participant contributions at beginning of year2022-12-31$3,488
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,061
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$5,828
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,065,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$231,312
Other income not declared elsewhere2022-12-31$1,995,923
Administrative expenses (other) incurred2022-12-31$392,111
Liabilities. Value of operating payables at end of year2022-12-31$105,536
Liabilities. Value of operating payables at beginning of year2022-12-31$296,903
Total non interest bearing cash at end of year2022-12-31$1,013,495
Total non interest bearing cash at beginning of year2022-12-31$51,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$944,097
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,099,878
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,155,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Income. Interest from US Government securities2022-12-31$6,161
Income. Interest from corporate debt instruments2022-12-31$34,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,267,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,401,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,401,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,143
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$278,161
Asset value of US Government securities at end of year2022-12-31$1,377,861
Asset value of US Government securities at beginning of year2022-12-31$246,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,469,618
Employer contributions (assets) at end of year2022-12-31$678,084
Employer contributions (assets) at beginning of year2022-12-31$662,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,764,676
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$138,625
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$1,581,893
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$425,894
Contract administrator fees2022-12-31$171,600
Liabilities. Value of benefit claims payable at end of year2022-12-31$768,805
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$732,374
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$3,172,944
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,184,574
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2022-12-31621802605
2021 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-38,922
Total unrealized appreciation/depreciation of assets2021-12-31$-38,922
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,029,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$755,484
Total income from all sources (including contributions)2021-12-31$6,699,828
Total loss/gain on sale of assets2021-12-31$-23,477
Total of all expenses incurred2021-12-31$7,064,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,533,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,342,126
Value of total assets at end of year2021-12-31$5,185,058
Value of total assets at beginning of year2021-12-31$5,276,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$531,449
Total interest from all sources2021-12-31$57,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$20,934
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$98,191
Participant contributions at end of year2021-12-31$3,488
Participant contributions at beginning of year2021-12-31$6,399
Assets. Other investments not covered elsewhere at end of year2021-12-31$5,828
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$231,312
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$433,956
Other income not declared elsewhere2021-12-31$362,582
Administrative expenses (other) incurred2021-12-31$351,515
Liabilities. Value of operating payables at end of year2021-12-31$296,903
Liabilities. Value of operating payables at beginning of year2021-12-31$72,757
Total non interest bearing cash at end of year2021-12-31$51,495
Total non interest bearing cash at beginning of year2021-12-31$742,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-365,108
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,155,781
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,520,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Income. Interest from US Government securities2021-12-31$571
Income. Interest from corporate debt instruments2021-12-31$23,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,401,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,993,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,993,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$33,948
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$245,922
Asset value of US Government securities at end of year2021-12-31$246,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,243,935
Employer contributions (assets) at end of year2021-12-31$662,891
Employer contributions (assets) at beginning of year2021-12-31$502,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,287,565
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$1,581,893
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$594,938
Contract administrator fees2021-12-31$159,000
Liabilities. Value of benefit claims payable at end of year2021-12-31$732,374
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$682,727
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,828,347
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,851,824
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2021-12-31621802605
2020 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$34,278
Total unrealized appreciation/depreciation of assets2020-12-31$34,278
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$755,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$749,011
Total income from all sources (including contributions)2020-12-31$6,926,131
Total loss/gain on sale of assets2020-12-31$-12,908
Total of all expenses incurred2020-12-31$6,914,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,414,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,211,677
Value of total assets at end of year2020-12-31$5,276,373
Value of total assets at beginning of year2020-12-31$5,258,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$500,579
Total interest from all sources2020-12-31$82,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$18,102
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$56,718
Participant contributions at end of year2020-12-31$6,399
Participant contributions at beginning of year2020-12-31$896
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,939
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,336
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$433,956
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$204,594
Other income not declared elsewhere2020-12-31$610,102
Administrative expenses (other) incurred2020-12-31$332,477
Liabilities. Value of operating payables at end of year2020-12-31$72,757
Liabilities. Value of operating payables at beginning of year2020-12-31$60,949
Total non interest bearing cash at end of year2020-12-31$742,316
Total non interest bearing cash at beginning of year2020-12-31$359,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,268
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,520,889
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,509,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Income. Interest from US Government securities2020-12-31$1,729
Income. Interest from corporate debt instruments2020-12-31$20,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,993,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,139,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,139,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$60,804
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$244,200
Asset value of US Government securities at beginning of year2020-12-31$149,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,154,959
Employer contributions (assets) at end of year2020-12-31$502,586
Employer contributions (assets) at beginning of year2020-12-31$510,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,170,084
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$594,938
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$889,472
Contract administrator fees2020-12-31$150,000
Liabilities. Value of benefit claims payable at end of year2020-12-31$682,727
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$688,062
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$1,652,251
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,665,159
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2020-12-31621802605
2019 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$35,013
Total unrealized appreciation/depreciation of assets2019-12-31$35,013
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$749,011
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$883,882
Total income from all sources (including contributions)2019-12-31$5,946,357
Total loss/gain on sale of assets2019-12-31$1,190
Total of all expenses incurred2019-12-31$5,096,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,655,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,627,850
Value of total assets at end of year2019-12-31$5,258,632
Value of total assets at beginning of year2019-12-31$4,543,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$440,887
Total interest from all sources2019-12-31$85,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$18,051
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$55,268
Participant contributions at end of year2019-12-31$896
Participant contributions at beginning of year2019-12-31$1,052
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,336
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,745
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$204,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$47,364
Other income not declared elsewhere2019-12-31$197,041
Administrative expenses (other) incurred2019-12-31$272,836
Liabilities. Value of operating payables at end of year2019-12-31$60,949
Liabilities. Value of operating payables at beginning of year2019-12-31$190,693
Total non interest bearing cash at end of year2019-12-31$359,997
Total non interest bearing cash at beginning of year2019-12-31$291,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$849,834
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,509,621
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,659,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Income. Interest from US Government securities2019-12-31$918
Income. Interest from corporate debt instruments2019-12-31$23,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,139,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,893,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,893,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$60,756
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$206,458
Asset value of US Government securities at end of year2019-12-31$149,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,572,582
Employer contributions (assets) at end of year2019-12-31$510,970
Employer contributions (assets) at beginning of year2019-12-31$391,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,449,178
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$889,472
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$914,840
Contract administrator fees2019-12-31$150,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$688,062
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$693,189
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,775,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,773,810
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2019-12-31621802605
2018 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,729
Total unrealized appreciation/depreciation of assets2018-12-31$-4,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$883,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$748,638
Total income from all sources (including contributions)2018-12-31$5,236,587
Total loss/gain on sale of assets2018-12-31$-7,249
Total of all expenses incurred2018-12-31$5,433,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,220,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,132,098
Value of total assets at end of year2018-12-31$4,543,669
Value of total assets at beginning of year2018-12-31$4,605,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$213,735
Total interest from all sources2018-12-31$64,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$16,653
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$91,178
Participant contributions at end of year2018-12-31$1,052
Participant contributions at beginning of year2018-12-31$6,417
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,745
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,905
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$47,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$13,698
Other income not declared elsewhere2018-12-31$51,807
Administrative expenses (other) incurred2018-12-31$47,082
Liabilities. Value of operating payables at end of year2018-12-31$190,693
Liabilities. Value of operating payables at beginning of year2018-12-31$93,680
Total non interest bearing cash at end of year2018-12-31$291,631
Total non interest bearing cash at beginning of year2018-12-31$535,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-197,391
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,659,787
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,857,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Income. Interest from corporate debt instruments2018-12-31$23,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,893,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,841,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,841,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$41,489
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$205,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,040,920
Employer contributions (assets) at end of year2018-12-31$391,129
Employer contributions (assets) at beginning of year2018-12-31$437,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,014,649
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$914,840
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$768,754
Contract administrator fees2018-12-31$150,000
Liabilities. Value of benefit claims payable at end of year2018-12-31$693,189
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$654,958
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,144,000
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,151,249
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2018-12-31621802605
2017 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-18,914
Total unrealized appreciation/depreciation of assets2017-12-31$-18,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$748,638
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,108,682
Total income from all sources (including contributions)2017-12-31$5,367,380
Total loss/gain on sale of assets2017-12-31$876
Total of all expenses incurred2017-12-31$4,691,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,234,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,277,318
Value of total assets at end of year2017-12-31$4,605,816
Value of total assets at beginning of year2017-12-31$4,289,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$456,503
Total interest from all sources2017-12-31$45,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$16,006
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$131,833
Participant contributions at end of year2017-12-31$6,417
Participant contributions at beginning of year2017-12-31$5,240
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,905
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,295
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$13,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$8,722
Other income not declared elsewhere2017-12-31$62,292
Administrative expenses (other) incurred2017-12-31$297,997
Liabilities. Value of operating payables at end of year2017-12-31$93,680
Liabilities. Value of operating payables at beginning of year2017-12-31$297,466
Total non interest bearing cash at end of year2017-12-31$535,198
Total non interest bearing cash at beginning of year2017-12-31$581,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$676,034
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,857,178
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,181,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Income. Interest from corporate debt instruments2017-12-31$16,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,841,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,734,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,734,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$29,763
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$213,433
Asset value of US Government securities at beginning of year2017-12-31$99,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,145,485
Employer contributions (assets) at end of year2017-12-31$437,621
Employer contributions (assets) at beginning of year2017-12-31$404,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,021,410
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$768,754
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$452,115
Contract administrator fees2017-12-31$142,500
Liabilities. Value of benefit claims payable at end of year2017-12-31$654,958
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$811,216
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$584,979
Aggregate carrying amount (costs) on sale of assets2017-12-31$584,103
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2017-12-31621802605
2016 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-12,510
Total unrealized appreciation/depreciation of assets2016-12-31$-12,510
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,108,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$920,278
Total income from all sources (including contributions)2016-12-31$4,672,743
Total loss/gain on sale of assets2016-12-31$1,317
Total of all expenses incurred2016-12-31$4,768,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,382,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,574,209
Value of total assets at end of year2016-12-31$4,289,826
Value of total assets at beginning of year2016-12-31$4,197,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$386,409
Total interest from all sources2016-12-31$29,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$14,600
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$171,537
Participant contributions at end of year2016-12-31$5,240
Participant contributions at beginning of year2016-12-31$4,699
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,295
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$8,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$50,975
Other income not declared elsewhere2016-12-31$80,217
Administrative expenses (other) incurred2016-12-31$239,809
Liabilities. Value of operating payables at end of year2016-12-31$297,466
Liabilities. Value of operating payables at beginning of year2016-12-31$171,005
Total non interest bearing cash at end of year2016-12-31$581,939
Total non interest bearing cash at beginning of year2016-12-31$320,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-96,135
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,181,144
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,277,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Income. Interest from corporate debt instruments2016-12-31$11,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,734,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,356,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,356,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$18,005
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$188,102
Asset value of US Government securities at end of year2016-12-31$99,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,402,672
Employer contributions (assets) at end of year2016-12-31$404,493
Employer contributions (assets) at beginning of year2016-12-31$346,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,194,367
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$452,115
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$114,359
Contract administrator fees2016-12-31$132,000
Liabilities. Value of benefit claims payable at end of year2016-12-31$811,216
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$749,273
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,915,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,913,683
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2016-12-31621802605
2015 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,040
Total unrealized appreciation/depreciation of assets2015-12-31$1,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$920,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$749,435
Total income from all sources (including contributions)2015-12-31$4,556,553
Total loss/gain on sale of assets2015-12-31$733
Total of all expenses incurred2015-12-31$4,645,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,251,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,422,677
Value of total assets at end of year2015-12-31$4,197,557
Value of total assets at beginning of year2015-12-31$4,115,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$394,551
Total interest from all sources2015-12-31$22,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$16,200
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$171,049
Participant contributions at end of year2015-12-31$4,699
Participant contributions at beginning of year2015-12-31$10,135
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,703
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,593
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$50,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$11,247
Other income not declared elsewhere2015-12-31$109,901
Administrative expenses (other) incurred2015-12-31$246,351
Liabilities. Value of operating payables at end of year2015-12-31$171,005
Liabilities. Value of operating payables at beginning of year2015-12-31$155,555
Total non interest bearing cash at end of year2015-12-31$320,775
Total non interest bearing cash at beginning of year2015-12-31$293,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-89,284
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,277,279
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,366,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Income. Interest from US Government securities2015-12-31$1,793
Income. Interest from corporate debt instruments2015-12-31$2,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,356,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,071,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,071,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$18,021
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$181,475
Asset value of US Government securities at beginning of year2015-12-31$299,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,251,628
Employer contributions (assets) at end of year2015-12-31$346,855
Employer contributions (assets) at beginning of year2015-12-31$328,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,069,811
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$114,359
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$100,016
Contract administrator fees2015-12-31$132,000
Liabilities. Value of benefit claims payable at end of year2015-12-31$749,273
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$593,880
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,769,000
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,768,267
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2015-12-31621802605
2014 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-4,886
Total unrealized appreciation/depreciation of assets2014-12-31$-4,886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$749,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$477,249
Total income from all sources (including contributions)2014-12-31$3,885,915
Total loss/gain on sale of assets2014-12-31$557
Total of all expenses incurred2014-12-31$4,538,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,062,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,830,497
Value of total assets at end of year2014-12-31$4,115,998
Value of total assets at beginning of year2014-12-31$4,496,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$476,033
Total interest from all sources2014-12-31$19,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$14,916
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$201,885
Participant contributions at end of year2014-12-31$10,135
Participant contributions at beginning of year2014-12-31$30,107
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,593
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$15,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$11,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,292
Other income not declared elsewhere2014-12-31$40,488
Administrative expenses (other) incurred2014-12-31$329,117
Liabilities. Value of operating payables at end of year2014-12-31$155,555
Liabilities. Value of operating payables at beginning of year2014-12-31$121,924
Total non interest bearing cash at end of year2014-12-31$293,028
Total non interest bearing cash at beginning of year2014-12-31$731,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-652,981
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,366,563
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,019,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Income. Interest from US Government securities2014-12-31$5,244
Income. Interest from corporate debt instruments2014-12-31$3,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,071,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,355,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,355,326
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10,321
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$29,471
Asset value of US Government securities at end of year2014-12-31$299,307
Asset value of US Government securities at beginning of year2014-12-31$974,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,628,612
Employer contributions (assets) at end of year2014-12-31$328,055
Employer contributions (assets) at beginning of year2014-12-31$276,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,033,392
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$100,016
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$101,831
Contract administrator fees2014-12-31$132,000
Liabilities. Value of benefit claims payable at end of year2014-12-31$593,880
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$355,325
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,330,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,329,443
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2014-12-31621802605
2013 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,709
Total unrealized appreciation/depreciation of assets2013-12-31$-1,709
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$477,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,025,866
Total income from all sources (including contributions)2013-12-31$3,693,033
Total loss/gain on sale of assets2013-12-31$-1,239
Total of all expenses incurred2013-12-31$3,268,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,923,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,661,743
Value of total assets at end of year2013-12-31$4,496,793
Value of total assets at beginning of year2013-12-31$4,620,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$344,562
Total interest from all sources2013-12-31$15,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$14,150
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$214,386
Participant contributions at end of year2013-12-31$30,107
Participant contributions at beginning of year2013-12-31$19,933
Assets. Other investments not covered elsewhere at end of year2013-12-31$15,525
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$26,925
Other income not declared elsewhere2013-12-31$19,049
Administrative expenses (other) incurred2013-12-31$198,412
Liabilities. Value of operating payables at end of year2013-12-31$121,924
Liabilities. Value of operating payables at beginning of year2013-12-31$199,917
Total non interest bearing cash at end of year2013-12-31$731,999
Total non interest bearing cash at beginning of year2013-12-31$268,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$424,753
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,019,544
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,594,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Income. Interest from US Government securities2013-12-31$3,410
Income. Interest from corporate debt instruments2013-12-31$3,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,355,326
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,465,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,465,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$8,729
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$31,254
Asset value of US Government securities at end of year2013-12-31$974,734
Asset value of US Government securities at beginning of year2013-12-31$1,199,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,447,357
Employer contributions (assets) at end of year2013-12-31$276,979
Employer contributions (assets) at beginning of year2013-12-31$387,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,892,464
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$101,831
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$250,953
Contract administrator fees2013-12-31$132,000
Liabilities. Value of benefit claims payable at end of year2013-12-31$355,325
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$825,949
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$3,220,983
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,222,222
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2013-12-31621802605
2012 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-4,653
Total unrealized appreciation/depreciation of assets2012-12-31$-4,653
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,025,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$788,928
Total income from all sources (including contributions)2012-12-31$4,294,049
Total of all expenses incurred2012-12-31$4,487,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,132,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,246,747
Value of total assets at end of year2012-12-31$4,620,657
Value of total assets at beginning of year2012-12-31$4,577,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$355,147
Total interest from all sources2012-12-31$9,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$14,262
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$120,520
Participant contributions at end of year2012-12-31$19,933
Participant contributions at beginning of year2012-12-31$2,431
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,332
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$5,527
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$26,925
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$12,892
Other income not declared elsewhere2012-12-31$42,616
Administrative expenses (other) incurred2012-12-31$208,885
Liabilities. Value of operating payables at end of year2012-12-31$199,917
Liabilities. Value of operating payables at beginning of year2012-12-31$306,240
Total non interest bearing cash at end of year2012-12-31$268,149
Total non interest bearing cash at beginning of year2012-12-31$454,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-193,714
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,594,791
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,788,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Income. Interest from US Government securities2012-12-31$1,466
Income. Interest from corporate debt instruments2012-12-31$4,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,465,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,744,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,744,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,942
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$35,799
Asset value of US Government securities at end of year2012-12-31$1,199,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,126,227
Employer contributions (assets) at end of year2012-12-31$387,821
Employer contributions (assets) at beginning of year2012-12-31$357,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,096,817
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$250,953
Contract administrator fees2012-12-31$132,000
Liabilities. Value of benefit claims payable at end of year2012-12-31$825,949
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$482,688
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,290,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,290,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2012-12-31621802605
2011 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$14,907
Total unrealized appreciation/depreciation of assets2011-12-31$14,907
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$788,928
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$542,115
Total income from all sources (including contributions)2011-12-31$3,681,934
Total loss/gain on sale of assets2011-12-31$-21,652
Total of all expenses incurred2011-12-31$3,140,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,839,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,604,407
Value of total assets at end of year2011-12-31$4,577,433
Value of total assets at beginning of year2011-12-31$3,789,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$300,977
Total interest from all sources2011-12-31$7,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$14,417
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$135,100
Participant contributions at end of year2011-12-31$2,431
Participant contributions at beginning of year2011-12-31$15,245
Assets. Other investments not covered elsewhere at end of year2011-12-31$5,527
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,781
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$12,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$33,412
Other income not declared elsewhere2011-12-31$76,868
Administrative expenses (other) incurred2011-12-31$154,560
Liabilities. Value of operating payables at end of year2011-12-31$306,240
Liabilities. Value of operating payables at beginning of year2011-12-31$149,280
Total non interest bearing cash at end of year2011-12-31$454,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$541,151
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,788,505
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,247,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Income. Interest from US Government securities2011-12-31$7,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,744,751
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,662,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,662,844
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$13,904
Asset value of US Government securities at beginning of year2011-12-31$906,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,469,307
Employer contributions (assets) at end of year2011-12-31$357,782
Employer contributions (assets) at beginning of year2011-12-31$167,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,825,902
Contract administrator fees2011-12-31$132,000
Liabilities. Value of benefit claims payable at end of year2011-12-31$482,688
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$392,835
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$900,000
Aggregate carrying amount (costs) on sale of assets2011-12-31$921,652
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2011-12-31621802605
2010 : SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-7,506
Total unrealized appreciation/depreciation of assets2010-12-31$-7,506
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$542,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$687,394
Total income from all sources (including contributions)2010-12-31$2,757,792
Total loss/gain on sale of assets2010-12-31$-2,374
Total of all expenses incurred2010-12-31$2,892,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,592,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,537,727
Value of total assets at end of year2010-12-31$3,789,469
Value of total assets at beginning of year2010-12-31$4,069,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$300,464
Total interest from all sources2010-12-31$40,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$14,145
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$450,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$192,288
Participant contributions at end of year2010-12-31$15,245
Participant contributions at beginning of year2010-12-31$23,343
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,781
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,599
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$33,412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$57,656
Other income not declared elsewhere2010-12-31$189,312
Administrative expenses (other) incurred2010-12-31$154,319
Liabilities. Value of operating payables at end of year2010-12-31$149,280
Liabilities. Value of operating payables at beginning of year2010-12-31$156,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-134,830
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,247,354
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,382,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Income. Interest from US Government securities2010-12-31$40,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,662,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$444,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$444,826
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$6,795
Asset value of US Government securities at end of year2010-12-31$906,745
Asset value of US Government securities at beginning of year2010-12-31$3,316,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,345,439
Employer contributions (assets) at end of year2010-12-31$167,442
Employer contributions (assets) at beginning of year2010-12-31$225,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,585,363
Contract administrator fees2010-12-31$132,000
Liabilities. Value of benefit claims payable at end of year2010-12-31$392,835
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$531,134
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,400,000
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,402,374
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DANIELS, IRWIN & AYLOR, CPAS
Accountancy firm EIN2010-12-31621802605

Form 5500 Responses for SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND

2022: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL NO 177 HEALTH WELFARE FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 2
Number of Individuals Covered606
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $233,918
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number13650
Policy instance 1
Insurance contract or identification number13650
Number of Individuals Covered606
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,243
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 2
Number of Individuals Covered578
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $205,246
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number13650
Policy instance 1
Insurance contract or identification number13650
Number of Individuals Covered578
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 2
Number of Individuals Covered569
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $203,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number13650
Policy instance 1
Insurance contract or identification number13650
Number of Individuals Covered569
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 2
Number of Individuals Covered514
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $171,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number13650
Policy instance 1
Insurance contract or identification number13650
Number of Individuals Covered514
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 2
Number of Individuals Covered491
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $170,347
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number13650
Policy instance 1
Insurance contract or identification number13650
Number of Individuals Covered491
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,247
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 2
Number of Individuals Covered473
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $179,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number13650
Policy instance 1
Insurance contract or identification number13650
Number of Individuals Covered473
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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