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HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 401k Plan overview

Plan NameHEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN
Plan identification number 003

HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES HEAT & FROST INSULATORS LOC NO. 33 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES HEAT & FROST INSULATORS LOC NO. 33 ANNUITY FUND
Employer identification number (EIN):061172679
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01DONALD SCOOPO2023-10-16 JOSEPH P. LEO JR.2023-10-12
0032021-01-01DONALD SCOOPO2022-10-12 JOSEPH P. LEO JR.2022-10-17
0032020-01-01DONALD SCOOPO2021-09-13 JOSEPH P. LEO JR.2021-09-13
0032019-01-01DONALD SCOOPO2020-09-11 JOSEPH P. LEO JR.2020-09-12
0032018-01-01STEPHEN G. MORRELL2019-10-11 JOSEPH P. LEO JR.2019-10-11
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01KEVIN CWIKLA
0032013-01-01KEVIN CWIKLA
0032012-01-01KEVIN CWIKLA
0032011-01-01KEVIN CWIKLA
0032009-01-01GERARD FRAME
0032009-01-01GERARD FRAME
0032009-01-01GERARD FRAME
0032009-01-01GERARD FRAME

Plan Statistics for HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN

401k plan membership statisitcs for HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN

Measure Date Value
2022: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01256
Total number of active participants reported on line 7a of the Form 55002022-01-01243
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01260
Total participants2022-01-01260
Number of participants with account balances2022-01-01178
Number of employers contributing to the scheme2022-01-0117
2021: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01264
Total number of active participants reported on line 7a of the Form 55002021-01-01239
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01256
Number of participants with account balances2021-01-01183
Number of employers contributing to the scheme2021-01-0116
2020: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01277
Total number of active participants reported on line 7a of the Form 55002020-01-01248
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01264
Number of participants with account balances2020-01-01205
Number of employers contributing to the scheme2020-01-0113
2019: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01214
Total number of active participants reported on line 7a of the Form 55002019-01-01261
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01277
Total participants2019-01-01277
Number of participants with account balances2019-01-01231
Number of employers contributing to the scheme2019-01-0116
2018: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01221
Total number of active participants reported on line 7a of the Form 55002018-01-01197
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01214
Total participants2018-01-01214
Number of participants with account balances2018-01-01192
Number of employers contributing to the scheme2018-01-0115
2017: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01198
Total number of active participants reported on line 7a of the Form 55002017-01-01219
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01221
Number of participants with account balances2017-01-01206
Number of employers contributing to the scheme2017-01-0115
2016: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01202
Total number of active participants reported on line 7a of the Form 55002016-01-01152
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01198
Number of participants with account balances2016-01-01198
Number of employers contributing to the scheme2016-01-0112
2015: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01225
Total number of active participants reported on line 7a of the Form 55002015-01-01159
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01202
Number of participants with account balances2015-01-01202
Number of employers contributing to the scheme2015-01-0112
2014: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01213
Total number of active participants reported on line 7a of the Form 55002014-01-01176
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01225
Number of participants with account balances2014-01-01225
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 scheme2014-01-0112
2013: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01201
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01213
Number of participants with account balances2013-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0110
2012: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01212
Total number of active participants reported on line 7a of the Form 55002012-01-01159
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01201
Number of participants with account balances2012-01-01201
Number of employers contributing to the scheme2012-01-0110
2011: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01219
Total number of active participants reported on line 7a of the Form 55002011-01-01172
Number of retired or separated participants receiving benefits2011-01-0140
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01212
Number of participants with account balances2011-01-01212
Number of employers contributing to the scheme2011-01-019
2009: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01203
Total number of active participants reported on line 7a of the Form 55002009-01-01193
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01219
Number of participants with account balances2009-01-01219
Number of employers contributing to the scheme2009-01-0116

Financial Data on HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN

Measure Date Value
2022 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-722,141
Total of all expenses incurred2022-12-31$1,608,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,425,784
Expenses. Certain deemed distributions of participant loans2022-12-31$24,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$993,358
Value of total assets at end of year2022-12-31$10,033,554
Value of total assets at beginning of year2022-12-31$12,364,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$158,556
Total interest from all sources2022-12-31$10,517
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$311,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$311,941
Administrative expenses professional fees incurred2022-12-31$35,929
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$509,144
Participant contributions at beginning of year2022-12-31$551,141
Other income not declared elsewhere2022-12-31$780
Administrative expenses (other) incurred2022-12-31$112,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,330,623
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,033,554
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,364,177
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
Investment advisory and management fees2022-12-31$10,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,200,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,941,986
Income. Interest from loans (other than to participants)2022-12-31$10,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$206,555
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$145,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$145,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$996,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$628,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,038,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$993,358
Employer contributions (assets) at end of year2022-12-31$120,380
Employer contributions (assets) at beginning of year2022-12-31$96,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,425,784
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31NOVAK FRANCELLA,LLC
Accountancy firm EIN2022-12-31611436956
2021 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,178,185
Total of all expenses incurred2021-12-31$815,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$642,593
Expenses. Certain deemed distributions of participant loans2021-12-31$29,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$759,840
Value of total assets at end of year2021-12-31$12,364,177
Value of total assets at beginning of year2021-12-31$11,001,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$142,946
Total interest from all sources2021-12-31$52,651
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,278,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,278,245
Administrative expenses professional fees incurred2021-12-31$34,311
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$551,141
Participant contributions at beginning of year2021-12-31$633,766
Other income not declared elsewhere2021-12-31$26,075
Administrative expenses (other) incurred2021-12-31$98,379
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$1,363,101
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,364,177
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,001,076
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
Investment advisory and management fees2021-12-31$10,256
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,941,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,396,038
Income. Interest from loans (other than to participants)2021-12-31$27,386
Interest earned on other investments2021-12-31$25,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$145,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$123,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$123,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$628,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$780,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$61,374
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$759,840
Employer contributions (assets) at end of year2021-12-31$96,910
Employer contributions (assets) at beginning of year2021-12-31$66,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$642,593
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,159,746
Total of all expenses incurred2020-12-31$2,128,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,957,319
Expenses. Certain deemed distributions of participant loans2020-12-31$22,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$845,122
Value of total assets at end of year2020-12-31$11,001,076
Value of total assets at beginning of year2020-12-31$10,970,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$148,971
Total interest from all sources2020-12-31$70,576
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$409,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$409,372
Administrative expenses professional fees incurred2020-12-31$35,526
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$633,766
Participant contributions at beginning of year2020-12-31$566,905
Other income not declared elsewhere2020-12-31$1,970
Administrative expenses (other) incurred2020-12-31$101,712
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$30,794
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,001,076
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,970,282
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
Investment advisory and management fees2020-12-31$11,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,396,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,316,944
Income. Interest from loans (other than to participants)2020-12-31$32,428
Interest earned on other investments2020-12-31$37,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$123,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$97,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$97,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$780,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$858,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$832,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$845,122
Employer contributions (assets) at end of year2020-12-31$66,497
Employer contributions (assets) at beginning of year2020-12-31$130,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,957,319
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,349
Total income from all sources (including contributions)2019-12-31$3,029,596
Total of all expenses incurred2019-12-31$1,643,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,381,485
Expenses. Certain deemed distributions of participant loans2019-12-31$121,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,267,907
Value of total assets at end of year2019-12-31$10,970,282
Value of total assets at beginning of year2019-12-31$9,591,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$140,536
Total interest from all sources2019-12-31$66,730
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$280,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$280,448
Administrative expenses professional fees incurred2019-12-31$22,228
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$566,905
Participant contributions at beginning of year2019-12-31$442,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,728
Other income not declared elsewhere2019-12-31$720
Administrative expenses (other) incurred2019-12-31$110,824
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$3,621
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$1,386,141
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,970,282
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,584,141
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
Investment advisory and management fees2019-12-31$7,484
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,316,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,759,825
Income. Interest from loans (other than to participants)2019-12-31$27,513
Interest earned on other investments2019-12-31$38,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$97,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$34,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$34,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$858,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,245,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,413,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$1,267,907
Employer contributions (assets) at end of year2019-12-31$130,218
Employer contributions (assets) at beginning of year2019-12-31$108,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,381,485
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$43
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 name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
2018 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,349
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$33,654
Total income from all sources (including contributions)2018-12-31$300,366
Total of all expenses incurred2018-12-31$1,433,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,293,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$805,135
Value of total assets at end of year2018-12-31$9,591,490
Value of total assets at beginning of year2018-12-31$10,750,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$139,576
Total interest from all sources2018-12-31$41,926
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$325,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$325,389
Administrative expenses professional fees incurred2018-12-31$23,660
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$442,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,728
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$29,796
Administrative expenses (other) incurred2018-12-31$105,755
Liabilities. Value of operating payables at end of year2018-12-31$3,621
Liabilities. Value of operating payables at beginning of year2018-12-31$3,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,132,698
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,584,141
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,716,839
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
Investment advisory and management fees2018-12-31$10,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,759,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,493,486
Income. Interest from loans (other than to participants)2018-12-31$340
Interest earned on other investments2018-12-31$41,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$34,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$55,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$55,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,245,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,043,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-872,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$805,135
Employer contributions (assets) at end of year2018-12-31$108,382
Employer contributions (assets) at beginning of year2018-12-31$158,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,293,488
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$43
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$83
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 name2018-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-12-31611436956
2017 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,728
Total income from all sources (including contributions)2017-12-31$2,099,074
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$565,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$439,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$879,956
Value of total assets at end of year2017-12-31$10,750,433
Value of total assets at beginning of year2017-12-31$9,193,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$126,275
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$278,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$278,640
Administrative expenses professional fees incurred2017-12-31$74,896
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$29,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,487
Other income not declared elsewhere2017-12-31$23,337
Administrative expenses (other) incurred2017-12-31$31,237
Liabilities. Value of operating payables at end of year2017-12-31$3,858
Liabilities. Value of operating payables at beginning of year2017-12-31$4,241
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$1,533,685
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,716,779
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,183,094
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
Investment advisory and management fees2017-12-31$20,142
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,493,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,306,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$55,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$31,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$31,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,043,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,784,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-79,557
Net investment gain/loss from pooled separate accounts2017-12-31$996,698
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$879,956
Employer contributions (assets) at end of year2017-12-31$158,563
Employer contributions (assets) at beginning of year2017-12-31$71,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$439,114
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$83
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$163
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 name2017-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2017-12-31611436956
2016 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,807
Total income from all sources (including contributions)2016-12-31$1,181,048
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$752,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$638,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$659,132
Value of total assets at end of year2016-12-31$9,193,822
Value of total assets at beginning of year2016-12-31$8,772,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$113,558
Total interest from all sources2016-12-31$20,038
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$24,816
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,600
Other income not declared elsewhere2016-12-31$21,308
Administrative expenses (other) incurred2016-12-31$78,742
Liabilities. Value of operating payables at end of year2016-12-31$4,241
Liabilities. Value of operating payables at beginning of year2016-12-31$4,207
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$428,536
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,183,094
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,754,558
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
Investment advisory and management fees2016-12-31$10,000
Value of interest in pooled separate accounts at end of year2016-12-31$6,306,576
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,965,716
Interest earned on other investments2016-12-31$20,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$31,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,784,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,698,124
Net investment gain/loss from pooled separate accounts2016-12-31$480,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$659,132
Employer contributions (assets) at end of year2016-12-31$71,365
Employer contributions (assets) at beginning of year2016-12-31$102,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$638,954
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$163
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$43
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
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 name2016-12-31BUCKLEY, FRAME, BOUDREAU & CO., PC
Accountancy firm EIN2016-12-31060931761
2015 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,358
Total income from all sources (including contributions)2015-12-31$750,751
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,636,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,507,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$600,696
Value of total assets at end of year2015-12-31$8,772,365
Value of total assets at beginning of year2015-12-31$9,651,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$129,353
Total interest from all sources2015-12-31$25,459
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$48,304
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,440
Other income not declared elsewhere2015-12-31$22,849
Administrative expenses (other) incurred2015-12-31$71,049
Liabilities. Value of operating payables at end of year2015-12-31$4,207
Liabilities. Value of operating payables at beginning of year2015-12-31$4,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-886,225
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,754,558
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,640,783
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
Investment advisory and management fees2015-12-31$10,000
Value of interest in pooled separate accounts at end of year2015-12-31$5,965,716
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,505,049
Interest earned on other investments2015-12-31$25,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$38,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$38,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,698,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,034,590
Net investment gain or loss from common/collective trusts2015-12-31$101,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$600,696
Employer contributions (assets) at end of year2015-12-31$102,482
Employer contributions (assets) at beginning of year2015-12-31$73,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,507,623
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$43
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$202
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 name2015-12-31BUCKLEY, FRAME, BOUDREAU & CO., PC
Accountancy firm EIN2015-12-31060931761
2014 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,117
Total income from all sources (including contributions)2014-12-31$1,024,744
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,088,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$974,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$472,047
Value of total assets at end of year2014-12-31$9,651,141
Value of total assets at beginning of year2014-12-31$9,716,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$114,157
Total interest from all sources2014-12-31$29,023
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$36,689
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,038
Other income not declared elsewhere2014-12-31$24,018
Administrative expenses (other) incurred2014-12-31$67,468
Liabilities. Value of operating payables at end of year2014-12-31$4,918
Liabilities. Value of operating payables at beginning of year2014-12-31$6,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-63,887
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,640,783
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,704,670
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
Investment advisory and management fees2014-12-31$10,000
Value of interest in pooled separate accounts at end of year2014-12-31$6,505,049
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,651,468
Interest earned on other investments2014-12-31$29,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$38,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$71,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$71,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,034,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,917,654
Net investment gain/loss from pooled separate accounts2014-12-31$499,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$472,047
Employer contributions (assets) at end of year2014-12-31$73,108
Employer contributions (assets) at beginning of year2014-12-31$75,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$974,474
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$202
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$327
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 name2014-12-31BUCKLEY, FRAME, BOUDREAU & CO., PC
Accountancy firm EIN2014-12-31060931761
2013 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,059
Total income from all sources (including contributions)2013-12-31$1,868,952
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$938,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$823,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$456,868
Value of total assets at end of year2013-12-31$9,716,787
Value of total assets at beginning of year2013-12-31$8,785,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$115,443
Total interest from all sources2013-12-31$27,345
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$47,841
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,984
Other income not declared elsewhere2013-12-31$21,853
Administrative expenses (other) incurred2013-12-31$57,602
Liabilities. Value of operating payables at end of year2013-12-31$6,079
Liabilities. Value of operating payables at beginning of year2013-12-31$5,075
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$930,147
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,704,670
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,774,523
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
Investment advisory and management fees2013-12-31$10,000
Value of interest in pooled separate accounts at end of year2013-12-31$6,651,468
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,782,190
Interest earned on other investments2013-12-31$27,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$71,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$34,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$34,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,917,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,823,389
Net investment gain/loss from pooled separate accounts2013-12-31$1,362,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$456,868
Employer contributions (assets) at end of year2013-12-31$75,535
Employer contributions (assets) at beginning of year2013-12-31$145,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$823,362
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$327
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$245
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 name2013-12-31BUCKLEY, FRAME, BOUDREAU & CO PC
Accountancy firm EIN2013-12-31060931761
2012 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,059
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,192
Total income from all sources (including contributions)2012-12-31$1,387,443
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,564,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,228,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$499,811
Value of total assets at end of year2012-12-31$8,785,582
Value of total assets at beginning of year2012-12-31$8,961,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$335,600
Total interest from all sources2012-12-31$34,951
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$78,203
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,691
Other income not declared elsewhere2012-12-31$22,317
Administrative expenses (other) incurred2012-12-31$252,397
Liabilities. Value of operating payables at end of year2012-12-31$5,075
Liabilities. Value of operating payables at beginning of year2012-12-31$4,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-177,076
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,774,523
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,951,599
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
Investment advisory and management fees2012-12-31$5,000
Value of interest in pooled separate accounts at end of year2012-12-31$5,782,190
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,864,438
Interest earned on other investments2012-12-31$34,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$34,746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$6,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$6,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,823,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,829,771
Net investment gain/loss from pooled separate accounts2012-12-31$830,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$499,811
Employer contributions (assets) at end of year2012-12-31$145,012
Employer contributions (assets) at beginning of year2012-12-31$260,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,228,919
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$245
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$1,051
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
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 name2012-12-31BUCKLEY, FRAME, BOUDREAU & CO PC
Accountancy firm EIN2012-12-31060931761
2011 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,192
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,475
Total income from all sources (including contributions)2011-12-31$372,198
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,424,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,304,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$414,485
Value of total assets at end of year2011-12-31$8,961,791
Value of total assets at beginning of year2011-12-31$10,013,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$120,696
Total interest from all sources2011-12-31$40,517
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$53,305
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,691
Other income not declared elsewhere2011-12-31$24,102
Administrative expenses (other) incurred2011-12-31$62,391
Liabilities. Value of operating payables at end of year2011-12-31$4,501
Liabilities. Value of operating payables at beginning of year2011-12-31$3,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,052,692
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,951,599
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,004,291
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
Investment advisory and management fees2011-12-31$5,000
Value of interest in pooled separate accounts at end of year2011-12-31$5,864,438
Value of interest in pooled separate accounts at beginning of year2011-12-31$6,686,802
Interest earned on other investments2011-12-31$40,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$6,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$81,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$81,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,829,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,984,289
Net investment gain/loss from pooled separate accounts2011-12-31$-106,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$414,485
Employer contributions (assets) at end of year2011-12-31$260,230
Employer contributions (assets) at beginning of year2011-12-31$261,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,304,194
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$1,051
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$27
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 name2011-12-31BUCKLEY, FRAME, BOUDREAU & CO PC
Accountancy firm EIN2011-12-31060931761
2010 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$17,122
Total income from all sources (including contributions)2010-12-31$1,433,670
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,132,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,024,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$445,959
Value of total assets at end of year2010-12-31$10,013,766
Value of total assets at beginning of year2010-12-31$10,720,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$108,620
Total interest from all sources2010-12-31$38,098
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$40,712
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$5,691
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,473
Other income not declared elsewhere2010-12-31$25,072
Administrative expenses (other) incurred2010-12-31$56,474
Liabilities. Value of operating payables at end of year2010-12-31$3,784
Liabilities. Value of operating payables at beginning of year2010-12-31$11,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-699,068
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,004,291
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,703,359
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$11,434
Value of interest in pooled separate accounts at end of year2010-12-31$6,686,802
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,295,781
Interest earned on other investments2010-12-31$38,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$81,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$47,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$47,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,984,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,081,071
Net investment gain/loss from pooled separate accounts2010-12-31$924,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$445,959
Employer contributions (assets) at end of year2010-12-31$261,642
Employer contributions (assets) at beginning of year2010-12-31$293,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,024,118
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$27
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$2,617
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
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 name2010-12-31BUCKLEY, FRAME, BOUDREAU & CO PC
Accountancy firm EIN2010-12-31060931761
2009 : HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN

2022: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HEAT & FROST INSULATORS LOCAL NO. 33 ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62640-1
Policy instance 1
Insurance contract or identification numberMR62640-1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62640-1
Policy instance 1
Insurance contract or identification numberMR62640-1
Number of Individuals Covered256
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62640-1
Policy instance 1
Insurance contract or identification numberMR62640-1
Number of Individuals Covered264
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62640-1
Policy instance 1
Insurance contract or identification numberMR62640-1
Number of Individuals Covered261
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR62640-1
Policy instance 2
Insurance contract or identification numberMR62640-1
Number of Individuals Covered221
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039880
Policy instance 1
Insurance contract or identification number039880
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039880
Policy instance 1
Insurance contract or identification number039880
Number of Individuals Covered202
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039880
Policy instance 1
Insurance contract or identification number039880
Number of Individuals Covered225
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039880
Policy instance 1
Insurance contract or identification number039880
Number of Individuals Covered213
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039880
Policy instance 1
Insurance contract or identification number039880
Number of Individuals Covered201
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039880
Policy instance 1
Insurance contract or identification number039880
Number of Individuals Covered212
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039880
Policy instance 1
Insurance contract or identification number039880
Number of Individuals Covered220
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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