BOARD OF TRUSTEES - ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND
401k plan membership statisitcs for ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND
| Measure | Date | Value |
|---|
| 2014: ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 0 |
| Total of all active and inactive participants | 2014-05-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-05-01 | 0 |
| Total participants | 2014-05-01 | 0 |
| Number of employers contributing to the scheme | 2014-05-01 | 0 |
| 2013: ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 0 |
| Total of all active and inactive participants | 2013-05-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-01 | 0 |
| Total participants | 2013-05-01 | 0 |
| Number of employers contributing to the scheme | 2013-05-01 | 0 |
| 2012: ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 28 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 0 |
| Total of all active and inactive participants | 2012-05-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-05-01 | 0 |
| Total participants | 2012-05-01 | 28 |
| Number of employers contributing to the scheme | 2012-05-01 | 5 |
| 2011: ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 27 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 0 |
| Total of all active and inactive participants | 2011-05-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-01 | 0 |
| Total participants | 2011-05-01 | 27 |
| Number of employers contributing to the scheme | 2011-05-01 | 6 |
| 2010: ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-05-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 30 |
| Number of retired or separated participants receiving benefits | 2010-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 0 |
| Total of all active and inactive participants | 2010-05-01 | 30 |
| Number of employers contributing to the scheme | 2010-05-01 | 4 |
| 2009: ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 19 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 0 |
| Total of all active and inactive participants | 2009-05-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-05-01 | 0 |
| Total participants | 2009-05-01 | 19 |
| Number of employers contributing to the scheme | 2009-05-01 | 5 |
| Measure | Date | Value |
|---|
| 2014 : ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $-44,848 |
| Total plan liabilities at beginning of year | 2014-12-31 | $551 |
| Total income from all sources | 2014-12-31 | $5 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $7,712 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $530 |
| Total plan assets at end of year | 2014-12-31 | $0 |
| Total plan assets at beginning of year | 2014-12-31 | $53,106 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,982 |
| Other income received | 2014-12-31 | $5 |
| Net income (gross income less expenses) | 2014-12-31 | $-7,707 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $52,555 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,200 |
| Total plan liabilities at end of year | 2014-04-30 | $551 |
| Total plan liabilities at beginning of year | 2014-04-30 | $19,375 |
| Total income from all sources | 2014-04-30 | $64,753 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $123,864 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $79,420 |
| Total plan assets at end of year | 2014-04-30 | $53,106 |
| Total plan assets at beginning of year | 2014-04-30 | $131,041 |
| Value of fidelity bond covering the plan | 2014-04-30 | $100,000 |
| Total contributions received or receivable from participants | 2014-04-30 | $2,120 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $11,694 |
| Other income received | 2014-04-30 | $1,245 |
| Net income (gross income less expenses) | 2014-04-30 | $-59,111 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $52,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $111,666 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $61,388 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-04-30 | $32,750 |
| 2013 : ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-04-30 | $19,375 |
| Total plan liabilities at beginning of year | 2013-04-30 | $21,109 |
| Total income from all sources | 2013-04-30 | $159,035 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $318,973 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $262,630 |
| Total plan assets at end of year | 2013-04-30 | $131,041 |
| Total plan assets at beginning of year | 2013-04-30 | $292,713 |
| Value of fidelity bond covering the plan | 2013-04-30 | $100,000 |
| Total contributions received or receivable from participants | 2013-04-30 | $7,070 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $13,993 |
| Other income received | 2013-04-30 | $2,095 |
| Net income (gross income less expenses) | 2013-04-30 | $-159,938 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $111,666 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $271,604 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $149,870 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-04-30 | $42,350 |
| 2012 : ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-04-30 | $21,109 |
| Total plan liabilities at beginning of year | 2012-04-30 | $16,054 |
| Total income from all sources | 2012-04-30 | $171,131 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $274,684 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $213,702 |
| Total plan assets at end of year | 2012-04-30 | $292,713 |
| Total plan assets at beginning of year | 2012-04-30 | $391,211 |
| Value of fidelity bond covering the plan | 2012-04-30 | $100,000 |
| Total contributions received or receivable from participants | 2012-04-30 | $5,904 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $18,632 |
| Other income received | 2012-04-30 | $11,799 |
| Net income (gross income less expenses) | 2012-04-30 | $-103,553 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $271,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $375,157 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $153,428 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-04-30 | $42,350 |
| 2011 : ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-04-30 | $16,054 |
| Total plan liabilities at beginning of year | 2011-04-30 | $41,304 |
| Total income from all sources | 2011-04-30 | $179,955 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $159,398 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $98,194 |
| Total plan assets at end of year | 2011-04-30 | $391,211 |
| Total plan assets at beginning of year | 2011-04-30 | $395,904 |
| Value of fidelity bond covering the plan | 2011-04-30 | $100,000 |
| Total contributions received or receivable from participants | 2011-04-30 | $6,241 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $16,854 |
| Other income received | 2011-04-30 | $11,241 |
| Net income (gross income less expenses) | 2011-04-30 | $20,557 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $375,157 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $354,600 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $162,473 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-04-30 | $44,350 |
| 2014: ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Multi-employer plan |
| 2014-05-01 | This submission is the final filing | Yes |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-05-01 | Plan is a collectively bargained plan | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Multi-employer plan |
| 2013-05-01 | Plan is a collectively bargained plan | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Multi-employer plan |
| 2012-05-01 | Plan is a collectively bargained plan | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Multi-employer plan |
| 2011-05-01 | Plan is a collectively bargained plan | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2010 form 5500 responses |
|---|
| 2010-05-01 | Type of plan entity | Multi-employer plan |
| 2010-05-01 | Plan is a collectively bargained plan | Yes |
| 2010-05-01 | Plan funding arrangement – Trust | Yes |
| 2010-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROOFERS LOCAL NO. 176 HEALTH & WELFARE FUND 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Multi-employer plan |
| 2009-05-01 | Plan is a collectively bargained plan | Yes |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
