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U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 401k Plan overview

Plan NameU.A. LOCAL NO. 447 VACATION BENEFIT PLAN
Plan identification number 502

U.A. LOCAL NO. 447 VACATION BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES, U.A. LOCAL NO. 447 VACATION has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, U.A. LOCAL NO. 447 VACATION
Employer identification number (EIN):941342110
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL NO. 447 VACATION BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01
5022021-01-01
5022020-01-01
5022019-01-01
5022018-01-01
5022017-01-01ROD BARBOUR AARON STOCKWELL2018-10-12
5022016-01-01ROD BARBOUR AARON STOCKWELL2017-09-18
5022015-01-01JOHN OCONNOR AARON STOCKWELL2016-10-17
5022014-01-01JOHN OCONNOR WILLIAM HALEY2015-10-15
5022013-01-01JOHN OCONNOR WILLIAM HALEY2014-10-01
5022012-01-01TOM MCEVILLY HARRY ROTZ2013-10-14
5022011-01-01TOM MCEVILLY HARRY ROTZ2012-10-15
5022009-01-01CHRIS MCDANIEL2010-10-15 TOM MCEVILLY2010-10-15

Plan Statistics for U.A. LOCAL NO. 447 VACATION BENEFIT PLAN

401k plan membership statisitcs for U.A. LOCAL NO. 447 VACATION BENEFIT PLAN

Measure Date Value
2022: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01858
Total number of active participants reported on line 7a of the Form 55002022-01-01893
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 participants2022-01-01893
Total participants2022-01-01893
Number of employers contributing to the scheme2022-01-0175
2021: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01882
Total number of active participants reported on line 7a of the Form 55002021-01-01858
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 participants2021-01-01858
Total participants2021-01-01858
Number of employers contributing to the scheme2021-01-0176
2020: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01900
Total number of active participants reported on line 7a of the Form 55002020-01-01882
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 participants2020-01-01882
Total participants2020-01-01882
Number of employers contributing to the scheme2020-01-0162
2019: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01749
Total number of active participants reported on line 7a of the Form 55002019-01-01900
Total of all active and inactive participants2019-01-01900
Total participants2019-01-01900
Number of employers contributing to the scheme2019-01-0162
2018: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01622
Total number of active participants reported on line 7a of the Form 55002018-01-01749
Total of all active and inactive participants2018-01-01749
Total participants2018-01-01749
Number of employers contributing to the scheme2018-01-0161
2017: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01662
Total number of active participants reported on line 7a of the Form 55002017-01-01622
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 participants2017-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01622
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0159
2016: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01665
Total number of active participants reported on line 7a of the Form 55002016-01-01662
Total of all active and inactive participants2016-01-01662
Total participants2016-01-01662
Number of employers contributing to the scheme2016-01-0160
2015: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01627
Total number of active participants reported on line 7a of the Form 55002015-01-01665
Total of all active and inactive participants2015-01-01665
Total participants2015-01-01665
Number of employers contributing to the scheme2015-01-0162
2014: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01636
Total number of active participants reported on line 7a of the Form 55002014-01-01627
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 participants2014-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01627
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0152
2013: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01676
Total number of active participants reported on line 7a of the Form 55002013-01-01636
Total of all active and inactive participants2013-01-01636
Total participants2013-01-01636
Number of employers contributing to the scheme2013-01-0153
2012: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01740
Total number of active participants reported on line 7a of the Form 55002012-01-01676
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 participants2012-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01676
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0159
2011: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01845
Total number of active participants reported on line 7a of the Form 55002011-01-01738
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 participants2011-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01740
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0150
2009: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,025
Total number of active participants reported on line 7a of the Form 55002009-01-011,052
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 participants2009-01-011,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,054
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on U.A. LOCAL NO. 447 VACATION BENEFIT PLAN

Measure Date Value
2022 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$732,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$729,601
Total income from all sources (including contributions)2022-12-31$5,999,293
Total of all expenses incurred2022-12-31$5,980,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,914,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,980,778
Value of total assets at end of year2022-12-31$956,496
Value of total assets at beginning of year2022-12-31$934,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$65,784
Total interest from all sources2022-12-31$18,515
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$19,197
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,402,628
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,886
Administrative expenses (other) incurred2022-12-31$5,501
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$19,013
Value of net assets at end of year (total assets less liabilities)2022-12-31$223,705
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$204,692
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$216,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$280,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$467,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$467,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$18,515
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$5,980,778
Employer contributions (assets) at end of year2022-12-31$457,047
Employer contributions (assets) at beginning of year2022-12-31$463,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,511,868
Contract administrator fees2022-12-31$41,086
Liabilities. Value of benefit claims payable at end of year2022-12-31$732,791
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$729,601
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$729,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$725,029
Total income from all sources (including contributions)2021-12-31$5,592,088
Total of all expenses incurred2021-12-31$5,606,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,545,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,591,428
Value of total assets at end of year2021-12-31$934,293
Value of total assets at beginning of year2021-12-31$944,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$61,213
Total interest from all sources2021-12-31$660
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$18,032
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$2,334,893
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,991
Administrative expenses (other) incurred2021-12-31$2,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-14,555
Value of net assets at end of year (total assets less liabilities)2021-12-31$204,692
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$219,247
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$435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$467,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$477,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$477,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$5,591,428
Employer contributions (assets) at end of year2021-12-31$463,938
Employer contributions (assets) at beginning of year2021-12-31$463,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,210,537
Contract administrator fees2021-12-31$40,263
Liabilities. Value of benefit claims payable at end of year2021-12-31$729,601
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$725,029
Did the plan have assets held for investment2021-12-31No
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$725,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$725,208
Total income from all sources (including contributions)2020-12-31$5,899,345
Total of all expenses incurred2020-12-31$5,890,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,801,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,894,617
Value of total assets at end of year2020-12-31$944,276
Value of total assets at beginning of year2020-12-31$935,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,681
Total interest from all sources2020-12-31$4,728
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$17,142
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$2,563,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$4,806
Administrative expenses (other) incurred2020-12-31$3,109
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$9,095
Value of net assets at end of year (total assets less liabilities)2020-12-31$219,247
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$210,152
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$2,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$477,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$352,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$352,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,495
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$103,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$5,894,617
Employer contributions (assets) at end of year2020-12-31$463,000
Employer contributions (assets) at beginning of year2020-12-31$474,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,238,217
Contract administrator fees2020-12-31$68,430
Liabilities. Value of benefit claims payable at end of year2020-12-31$725,029
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$725,208
Did the plan have assets held for investment2020-12-31No
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$26
Total unrealized appreciation/depreciation of assets2019-12-31$26
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$725,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$633,643
Total income from all sources (including contributions)2019-12-31$5,465,012
Total of all expenses incurred2019-12-31$5,392,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,343,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,443,936
Value of total assets at end of year2019-12-31$935,360
Value of total assets at beginning of year2019-12-31$771,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,969
Total interest from all sources2019-12-31$21,050
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$12,014
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,387,823
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$4,806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,421
Administrative expenses (other) incurred2019-12-31$755
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$8,287
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$72,570
Value of net assets at end of year (total assets less liabilities)2019-12-31$210,152
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$137,582
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$20,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$352,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$106,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$106,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$148
Asset value of US Government securities at end of year2019-12-31$103,647
Asset value of US Government securities at beginning of year2019-12-31$233,785
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$5,443,936
Employer contributions (assets) at end of year2019-12-31$474,615
Employer contributions (assets) at beginning of year2019-12-31$426,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,955,650
Contract administrator fees2019-12-31$36,200
Liabilities. Value of benefit claims payable at end of year2019-12-31$725,208
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$625,356
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
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 name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$470
Total unrealized appreciation/depreciation of assets2018-12-31$470
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$633,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$502,481
Total income from all sources (including contributions)2018-12-31$4,589,924
Total of all expenses incurred2018-12-31$4,587,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,527,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,575,335
Value of total assets at end of year2018-12-31$771,225
Value of total assets at beginning of year2018-12-31$637,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,330
Total interest from all sources2018-12-31$14,119
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$19,567
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$2,192,507
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,421
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,441
Administrative expenses (other) incurred2018-12-31$2,408
Liabilities. Value of operating payables at end of year2018-12-31$8,287
Liabilities. Value of operating payables at beginning of year2018-12-31$7,286
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$2,611
Value of net assets at end of year (total assets less liabilities)2018-12-31$137,582
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$134,971
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 US Government securities2018-12-31$5,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$106,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$299,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$299,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,446
Asset value of US Government securities at end of year2018-12-31$233,785
Asset value of US Government securities at beginning of year2018-12-31$0
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$4,575,335
Employer contributions (assets) at end of year2018-12-31$426,157
Employer contributions (assets) at beginning of year2018-12-31$333,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,335,476
Contract administrator fees2018-12-31$37,355
Liabilities. Value of benefit claims payable at end of year2018-12-31$625,356
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$495,195
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
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 name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$502,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$427,978
Total income from all sources (including contributions)2017-12-31$3,646,102
Total of all expenses incurred2017-12-31$3,631,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,574,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,641,060
Value of total assets at end of year2017-12-31$637,452
Value of total assets at beginning of year2017-12-31$548,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$57,307
Total interest from all sources2017-12-31$5,042
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$20,864
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,808,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,441
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,253
Administrative expenses (other) incurred2017-12-31$36,443
Liabilities. Value of operating payables at end of year2017-12-31$7,286
Liabilities. Value of operating payables at beginning of year2017-12-31$17,328
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$13
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$14,603
Value of net assets at end of year (total assets less liabilities)2017-12-31$134,971
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$120,368
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$299,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$275,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$275,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,042
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$3,641,060
Employer contributions (assets) at end of year2017-12-31$333,269
Employer contributions (assets) at beginning of year2017-12-31$268,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,765,269
Liabilities. Value of benefit claims payable at end of year2017-12-31$495,195
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$410,650
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
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 name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$427,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$483,715
Total income from all sources (including contributions)2016-12-31$3,494,862
Total of all expenses incurred2016-12-31$3,494,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,434,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,491,278
Value of total assets at end of year2016-12-31$548,346
Value of total assets at beginning of year2016-12-31$603,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$59,566
Total interest from all sources2016-12-31$3,584
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$20,761
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,666,914
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,253
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,240
Administrative expenses (other) incurred2016-12-31$38,805
Liabilities. Value of operating payables at end of year2016-12-31$17,328
Liabilities. Value of operating payables at beginning of year2016-12-31$8,496
Total non interest bearing cash at end of year2016-12-31$13
Total non interest bearing cash at beginning of year2016-12-31$75,000
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$462
Value of net assets at end of year (total assets less liabilities)2016-12-31$120,368
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$119,906
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$275,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$227,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$227,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,584
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$3,491,278
Employer contributions (assets) at end of year2016-12-31$268,449
Employer contributions (assets) at beginning of year2016-12-31$297,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,767,920
Liabilities. Value of benefit claims payable at end of year2016-12-31$410,650
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$475,219
Did the plan have assets held for investment2016-12-31No
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
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 name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$483,715
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$371,941
Total income from all sources (including contributions)2015-12-31$3,823,731
Total of all expenses incurred2015-12-31$3,829,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,769,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,821,900
Value of total assets at end of year2015-12-31$603,621
Value of total assets at beginning of year2015-12-31$497,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$59,613
Total interest from all sources2015-12-31$1,831
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$17,318
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,954,554
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,383
Administrative expenses (other) incurred2015-12-31$42,295
Liabilities. Value of operating payables at end of year2015-12-31$8,496
Liabilities. Value of operating payables at beginning of year2015-12-31$4,578
Total non interest bearing cash at end of year2015-12-31$75,000
Total non interest bearing cash at beginning of year2015-12-31$75,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,377
Value of net assets at end of year (total assets less liabilities)2015-12-31$119,906
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$125,283
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$227,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$171,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$171,304
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,831
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$3,821,900
Employer contributions (assets) at end of year2015-12-31$297,339
Employer contributions (assets) at beginning of year2015-12-31$246,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,814,941
Liabilities. Value of benefit claims payable at end of year2015-12-31$475,219
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$367,363
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
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 name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$371,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$366,227
Total income from all sources (including contributions)2014-12-31$3,072,966
Total of all expenses incurred2014-12-31$3,079,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,022,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,071,521
Value of total assets at end of year2014-12-31$497,224
Value of total assets at beginning of year2014-12-31$497,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$57,104
Total interest from all sources2014-12-31$1,445
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$18,139
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,587,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,403
Administrative expenses (other) incurred2014-12-31$38,965
Liabilities. Value of operating payables at end of year2014-12-31$4,578
Liabilities. Value of operating payables at beginning of year2014-12-31$3,977
Total non interest bearing cash at end of year2014-12-31$75,000
Total non interest bearing cash at beginning of year2014-12-31$100,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-6,289
Value of net assets at end of year (total assets less liabilities)2014-12-31$125,283
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$131,572
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$171,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$150,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$150,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,445
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$3,071,521
Employer contributions (assets) at end of year2014-12-31$246,537
Employer contributions (assets) at beginning of year2014-12-31$242,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,434,971
Liabilities. Value of benefit claims payable at end of year2014-12-31$367,363
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$362,250
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
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 name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$366,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$379,844
Total income from all sources (including contributions)2013-12-31$3,236,536
Total of all expenses incurred2013-12-31$3,227,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,173,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,235,126
Value of total assets at end of year2013-12-31$497,799
Value of total assets at beginning of year2013-12-31$502,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$54,419
Total interest from all sources2013-12-31$1,410
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$15,832
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,709,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,403
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,389
Administrative expenses (other) incurred2013-12-31$38,587
Liabilities. Value of operating payables at end of year2013-12-31$3,977
Liabilities. Value of operating payables at beginning of year2013-12-31$2,363
Total non interest bearing cash at end of year2013-12-31$100,000
Total non interest bearing cash at beginning of year2013-12-31$150,000
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$9,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$131,572
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$122,572
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$150,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$87,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$87,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,410
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$3,235,126
Employer contributions (assets) at end of year2013-12-31$242,403
Employer contributions (assets) at beginning of year2013-12-31$260,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,463,928
Liabilities. Value of benefit claims payable at end of year2013-12-31$362,250
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$377,481
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
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 name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$379,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$394,678
Total income from all sources (including contributions)2012-12-31$3,282,237
Total of all expenses incurred2012-12-31$3,292,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,241,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,280,153
Value of total assets at end of year2012-12-31$502,416
Value of total assets at beginning of year2012-12-31$527,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,344
Total interest from all sources2012-12-31$2,084
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$18,178
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,780,528
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,412
Administrative expenses (other) incurred2012-12-31$33,166
Liabilities. Value of operating payables at end of year2012-12-31$2,363
Liabilities. Value of operating payables at beginning of year2012-12-31$672
Total non interest bearing cash at end of year2012-12-31$150,000
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-10,648
Value of net assets at end of year (total assets less liabilities)2012-12-31$122,572
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$133,220
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$87,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$259,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$259,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,084
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$3,280,153
Employer contributions (assets) at end of year2012-12-31$260,285
Employer contributions (assets) at beginning of year2012-12-31$263,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,461,013
Liabilities. Value of benefit claims payable at end of year2012-12-31$377,481
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$394,006
Did the plan have assets held for investment2012-12-31No
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
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 name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$394,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$408,502
Total income from all sources (including contributions)2011-12-31$3,324,140
Total of all expenses incurred2011-12-31$3,304,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,250,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,322,019
Value of total assets at end of year2011-12-31$527,898
Value of total assets at beginning of year2011-12-31$521,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53,784
Total interest from all sources2011-12-31$2,121
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$16,324
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,797,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,622
Administrative expenses (other) incurred2011-12-31$37,460
Liabilities. Value of operating payables at end of year2011-12-31$672
Liabilities. Value of operating payables at beginning of year2011-12-31$6,315
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$19,866
Value of net assets at end of year (total assets less liabilities)2011-12-31$133,220
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$113,354
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$259,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$238,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$238,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,121
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$3,322,019
Employer contributions (assets) at end of year2011-12-31$263,700
Employer contributions (assets) at beginning of year2011-12-31$279,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,453,068
Liabilities. Value of benefit claims payable at end of year2011-12-31$394,006
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$402,187
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
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 name2011-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2011-12-31952036255
2010 : U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$408,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$512,361
Total income from all sources (including contributions)2010-12-31$3,548,674
Total of all expenses incurred2010-12-31$3,552,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,491,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,546,495
Value of total assets at end of year2010-12-31$521,856
Value of total assets at beginning of year2010-12-31$629,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$61,379
Total interest from all sources2010-12-31$2,179
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$27,929
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,947,470
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,622
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$55,801
Administrative expenses (other) incurred2010-12-31$33,385
Liabilities. Value of operating payables at end of year2010-12-31$6,315
Liabilities. Value of operating payables at beginning of year2010-12-31$12,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-3,837
Value of net assets at end of year (total assets less liabilities)2010-12-31$113,354
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$117,191
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
Investment advisory and management fees2010-12-31$65
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$238,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$213,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$213,071
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,179
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$3,546,495
Employer contributions (assets) at end of year2010-12-31$279,836
Employer contributions (assets) at beginning of year2010-12-31$360,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,543,662
Liabilities. Value of benefit claims payable at end of year2010-12-31$402,187
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$500,280
Did the plan have assets held for investment2010-12-31No
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
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 name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255

Form 5500 Responses for U.A. LOCAL NO. 447 VACATION BENEFIT PLAN

2022: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 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 - TrustYes
2013: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 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 - TrustYes
2012: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 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 - TrustYes
2011: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 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 - TrustYes
2009: U.A. LOCAL NO. 447 VACATION BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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