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INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan NameINSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND
Plan identification number 501

INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

TRUSTEES, INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES, INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND
Employer identification number (EIN):726035885
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012014-07-01KEVIN SMITH
5012013-07-01NEEDLES ASSOC FILING SRVC PRVDR
5012012-07-01NEEDLES ASSOC FILING SRVC PRVDR
5012011-07-01NEEDLES ASSOC FILING SRVC PRVDR NEEDLES ASSOC FILING SRVC PRVDR2013-02-01
5012009-07-01NEEDLES ASSOC FILLING SRVC PRVDR NEEDLES ASSOC FILLING SRVC PRVDR2011-01-28

Plan Statistics for INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND

401k plan membership statisitcs for INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND

Measure Date Value
2014: INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-07-0110
Total number of active participants reported on line 7a of the Form 55002014-07-010
Total of all active and inactive participants2014-07-010
2013: INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-07-019
Total number of active participants reported on line 7a of the Form 55002013-07-0110
Total of all active and inactive participants2013-07-0110
Number of employers contributing to the scheme2013-07-013
2012: INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-07-0127
Total number of active participants reported on line 7a of the Form 55002012-07-019
Total of all active and inactive participants2012-07-019
2011: INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-07-0111
Total number of active participants reported on line 7a of the Form 55002011-07-0127
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-0127
2009: INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-07-019
Total number of active participants reported on line 7a of the Form 55002009-07-0120
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Number of participants with account balances2009-07-010

Financial Data on INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND

Measure Date Value
2014 : INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2014 401k financial data
Transfers to/from the plan2014-09-01$-601,792
Total plan liabilities at end of year2014-09-01$0
Total plan liabilities at beginning of year2014-09-01$73,838
Total income from all sources2014-09-01$21,090
Expenses. Total of all expenses incurred2014-09-01$-44,942
Benefits paid (including direct rollovers)2014-09-01$-46,859
Total plan assets at end of year2014-09-01$0
Total plan assets at beginning of year2014-09-01$609,598
Value of fidelity bond covering the plan2014-09-01$500,000
Expenses. Other expenses not covered elsewhere2014-09-01$1,232
Other income received2014-09-01$7,232
Net income (gross income less expenses)2014-09-01$66,032
Net plan assets at end of year (total assets less liabilities)2014-09-01$0
Net plan assets at beginning of year (total assets less liabilities)2014-09-01$535,760
Total contributions received or receivable from employer(s)2014-09-01$13,858
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-01$685
Total plan liabilities at end of year2014-06-30$73,838
Total plan liabilities at beginning of year2014-06-30$40,162
Total income from all sources2014-06-30$159,582
Expenses. Total of all expenses incurred2014-06-30$106,131
Benefits paid (including direct rollovers)2014-06-30$55,339
Total plan assets at end of year2014-06-30$609,598
Total plan assets at beginning of year2014-06-30$522,471
Value of fidelity bond covering the plan2014-06-30$500,000
Expenses. Other expenses not covered elsewhere2014-06-30$355
Other income received2014-06-30$61,866
Net income (gross income less expenses)2014-06-30$53,451
Net plan assets at end of year (total assets less liabilities)2014-06-30$535,760
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$482,309
Total contributions received or receivable from employer(s)2014-06-30$97,716
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$50,437
2013 : INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2013 401k financial data
Total plan liabilities at end of year2013-06-30$40,162
Total plan liabilities at beginning of year2013-06-30$101,819
Total income from all sources2013-06-30$109,822
Expenses. Total of all expenses incurred2013-06-30$20,297
Benefits paid (including direct rollovers)2013-06-30$-25,439
Total plan assets at end of year2013-06-30$522,471
Total plan assets at beginning of year2013-06-30$494,603
Value of fidelity bond covering the plan2013-06-30$500,000
Expenses. Other expenses not covered elsewhere2013-06-30$15,310
Other income received2013-06-30$41,357
Net income (gross income less expenses)2013-06-30$89,525
Net plan assets at end of year (total assets less liabilities)2013-06-30$482,309
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$392,784
Total contributions received or receivable from employer(s)2013-06-30$68,465
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$30,426
2012 : INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2012 401k financial data
Total plan liabilities at end of year2012-06-30$101,819
Total plan liabilities at beginning of year2012-06-30$33,349
Total income from all sources2012-06-30$158,599
Expenses. Total of all expenses incurred2012-06-30$175,768
Benefits paid (including direct rollovers)2012-06-30$129,678
Total plan assets at end of year2012-06-30$494,603
Total plan assets at beginning of year2012-06-30$443,302
Value of fidelity bond covering the plan2012-06-30$500,000
Expenses. Other expenses not covered elsewhere2012-06-30$14,942
Other income received2012-06-30$29,045
Net income (gross income less expenses)2012-06-30$-17,169
Net plan assets at end of year (total assets less liabilities)2012-06-30$392,784
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$409,953
Total contributions received or receivable from employer(s)2012-06-30$129,554
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$31,148
2011 : INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2011 401k financial data
Total plan liabilities at end of year2011-06-30$33,349
Total plan liabilities at beginning of year2011-06-30$41,224
Total income from all sources2011-06-30$131,016
Expenses. Total of all expenses incurred2011-06-30$119,659
Benefits paid (including direct rollovers)2011-06-30$73,112
Total plan assets at end of year2011-06-30$443,302
Total plan assets at beginning of year2011-06-30$439,820
Value of fidelity bond covering the plan2011-06-30$500,000
Total contributions received or receivable from participants2011-06-30$2,864
Expenses. Other expenses not covered elsewhere2011-06-30$18,199
Noncash contributions received2011-06-30$49,948
Net income (gross income less expenses)2011-06-30$11,357
Net plan assets at end of year (total assets less liabilities)2011-06-30$409,953
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$398,596
Total contributions received or receivable from employer(s)2011-06-30$78,204
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$28,348

Form 5500 Responses for INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND

2014: INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingYes
2014-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: INSULATORS LOCAL 112 HEALTH AND WELFARE TRUST FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

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