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SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND
Plan identification number 001

SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

SHEET METAL WORKERS LOCAL NO. 83 ANNUITY has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL WORKERS LOCAL NO. 83 ANNUITY
Employer identification number (EIN):141758410
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK LANDAU
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MARK LANDAU MARK LANDAU2013-10-11
0012011-01-01MARK LANDAU MARK LANDAU2012-10-15
0012010-01-01MARK LANDAU
0012009-01-01MARK B LANDAU MARK B LANDAU2010-10-15

Plan Statistics for SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND

Measure Date Value
2022: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01377
Total number of active participants reported on line 7a of the Form 55002022-01-01334
Number of retired or separated participants receiving benefits2022-01-0131
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01366
Number of participants with account balances2022-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0124
2021: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01371
Total number of active participants reported on line 7a of the Form 55002021-01-01348
Number of retired or separated participants receiving benefits2021-01-0129
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01377
Number of participants with account balances2021-01-01377
Number of employers contributing to the scheme2021-01-0129
2020: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01372
Total number of active participants reported on line 7a of the Form 55002020-01-01343
Number of retired or separated participants receiving benefits2020-01-0126
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01371
Number of participants with account balances2020-01-01371
Number of employers contributing to the scheme2020-01-0131
2019: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01386
Total number of active participants reported on line 7a of the Form 55002019-01-01341
Number of retired or separated participants receiving benefits2019-01-0128
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01372
Number of participants with account balances2019-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0131
2018: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01409
Total number of active participants reported on line 7a of the Form 55002018-01-01353
Number of retired or separated participants receiving benefits2018-01-0132
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01386
Number of participants with account balances2018-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0125
2017: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01415
Total number of active participants reported on line 7a of the Form 55002017-01-01302
Number of retired or separated participants receiving benefits2017-01-0131
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01335
Number of participants with account balances2017-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0147
2016: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01439
Total number of active participants reported on line 7a of the Form 55002016-01-01396
Number of retired or separated participants receiving benefits2016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01415
Number of participants with account balances2016-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0135
2015: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01456
Total number of active participants reported on line 7a of the Form 55002015-01-01427
Number of retired or separated participants receiving benefits2015-01-0111
Total of all active and inactive participants2015-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01439
Number of employers contributing to the scheme2015-01-0127
2014: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01371
Total number of active participants reported on line 7a of the Form 55002014-01-01449
Number of retired or separated participants receiving benefits2014-01-017
Total of all active and inactive participants2014-01-01456
Total participants2014-01-01456
Number of participants with account balances2014-01-01456
Number of employers contributing to the scheme2014-01-0128
2013: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01379
Total number of active participants reported on line 7a of the Form 55002013-01-01360
Number of retired or separated participants receiving benefits2013-01-0111
Total of all active and inactive participants2013-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01371
Number of participants with account balances2013-01-01371
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 scheme2013-01-0129
2012: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01349
Total number of active participants reported on line 7a of the Form 55002012-01-01366
Number of retired or separated participants receiving benefits2012-01-0112
Total of all active and inactive participants2012-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01379
Number of participants with account balances2012-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0128
2011: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01332
Total number of active participants reported on line 7a of the Form 55002011-01-01336
Number of retired or separated participants receiving benefits2011-01-0112
Total of all active and inactive participants2011-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01349
Number of participants with account balances2011-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0128
2010: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01311
Total number of active participants reported on line 7a of the Form 55002010-01-01318
Number of retired or separated participants receiving benefits2010-01-0113
Total of all active and inactive participants2010-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01332
Number of participants with account balances2010-01-01332
Number of employers contributing to the scheme2010-01-0127
2009: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01309
Total number of active participants reported on line 7a of the Form 55002009-01-01289
Number of retired or separated participants receiving benefits2009-01-0120
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01311
Number of participants with account balances2009-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0123

Financial Data on SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,393,622
Total unrealized appreciation/depreciation of assets2022-12-31$-7,393,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,420
Total income from all sources (including contributions)2022-12-31$-5,049,908
Total of all expenses incurred2022-12-31$1,658,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,564,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,218,241
Value of total assets at end of year2022-12-31$33,739,116
Value of total assets at beginning of year2022-12-31$40,454,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$94,325
Total interest from all sources2022-12-31$125,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$54,323
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$287,218
Participant contributions at beginning of year2022-12-31$319,800
Assets. Other investments not covered elsewhere at end of year2022-12-31$26,249,313
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$34,134,104
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,215
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$189
Administrative expenses (other) incurred2022-12-31$40,002
Liabilities. Value of operating payables at end of year2022-12-31$2,211
Liabilities. Value of operating payables at beginning of year2022-12-31$9,420
Total non interest bearing cash at end of year2022-12-31$238,846
Total non interest bearing cash at beginning of year2022-12-31$233,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,708,639
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,736,905
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,445,544
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
Interest on participant loans2022-12-31$13,647
Interest earned on other investments2022-12-31$111,812
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$14
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,772,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,562,905
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$2,212,026
Employer contributions (assets) at end of year2022-12-31$184,505
Employer contributions (assets) at beginning of year2022-12-31$199,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,564,406
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
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$7,090
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$5,640
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 name2022-12-31TEAL, BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2022-12-31141624930
2021 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,082,913
Total unrealized appreciation/depreciation of assets2021-12-31$5,082,913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,212
Total income from all sources (including contributions)2021-12-31$7,616,372
Total of all expenses incurred2021-12-31$1,434,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,352,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,427,815
Value of total assets at end of year2021-12-31$40,454,964
Value of total assets at beginning of year2021-12-31$34,282,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$81,923
Total interest from all sources2021-12-31$105,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$50,481
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$319,800
Participant contributions at beginning of year2021-12-31$335,146
Assets. Other investments not covered elsewhere at end of year2021-12-31$34,134,104
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$28,217,055
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$150,044
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$189
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,400
Administrative expenses (other) incurred2021-12-31$31,442
Liabilities. Value of operating payables at end of year2021-12-31$9,420
Liabilities. Value of operating payables at beginning of year2021-12-31$18,212
Total non interest bearing cash at end of year2021-12-31$233,062
Total non interest bearing cash at beginning of year2021-12-31$234,680
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$6,181,576
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,445,544
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,263,968
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
Interest on participant loans2021-12-31$16,915
Interest earned on other investments2021-12-31$88,703
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,562,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,320,475
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$2,277,771
Employer contributions (assets) at end of year2021-12-31$199,264
Employer contributions (assets) at beginning of year2021-12-31$168,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,352,873
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
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$5,640
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$2,942
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 name2021-12-31TEAL BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2021-12-31141624930
2020 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,735,210
Total unrealized appreciation/depreciation of assets2020-12-31$4,735,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,119
Total income from all sources (including contributions)2020-12-31$7,047,194
Total of all expenses incurred2020-12-31$1,115,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,031,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,207,455
Value of total assets at end of year2020-12-31$34,282,180
Value of total assets at beginning of year2020-12-31$28,348,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$83,424
Total interest from all sources2020-12-31$104,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$55,253
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$335,146
Participant contributions at beginning of year2020-12-31$280,622
Assets. Other investments not covered elsewhere at end of year2020-12-31$28,217,055
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$23,498,875
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,540
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,400
Administrative expenses (other) incurred2020-12-31$28,171
Liabilities. Value of operating payables at end of year2020-12-31$18,212
Liabilities. Value of operating payables at beginning of year2020-12-31$16,119
Total non interest bearing cash at end of year2020-12-31$234,680
Total non interest bearing cash at beginning of year2020-12-31$246,773
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$5,931,790
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,263,968
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,332,178
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
Interest on participant loans2020-12-31$14,186
Interest earned on other investments2020-12-31$90,327
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,320,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,135,767
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$2,203,915
Employer contributions (assets) at end of year2020-12-31$168,482
Employer contributions (assets) at beginning of year2020-12-31$180,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,031,980
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
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$2,942
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$5,268
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TEAL BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2020-12-31141624930
2019 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,986,976
Total unrealized appreciation/depreciation of assets2019-12-31$4,986,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,150
Total income from all sources (including contributions)2019-12-31$7,198,426
Total of all expenses incurred2019-12-31$2,321,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,247,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,118,462
Value of total assets at end of year2019-12-31$28,348,297
Value of total assets at beginning of year2019-12-31$23,484,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,148
Total interest from all sources2019-12-31$92,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$49,099
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$280,622
Participant contributions at beginning of year2019-12-31$366,395
Assets. Other investments not covered elsewhere at end of year2019-12-31$23,498,875
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$19,373,892
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,485
Administrative expenses (other) incurred2019-12-31$25,049
Liabilities. Value of operating payables at end of year2019-12-31$16,119
Liabilities. Value of operating payables at beginning of year2019-12-31$29,150
Total non interest bearing cash at end of year2019-12-31$246,773
Total non interest bearing cash at beginning of year2019-12-31$135,347
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$4,877,013
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,332,178
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,455,165
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
Interest on participant loans2019-12-31$14,803
Interest earned on other investments2019-12-31$78,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$34,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$34,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,135,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,414,607
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$2,114,977
Employer contributions (assets) at end of year2019-12-31$180,992
Employer contributions (assets) at beginning of year2019-12-31$156,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,247,265
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$5,268
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$2,500
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TEAL BECKER & CHIARAMONTE CPAS PC
Accountancy firm EIN2019-12-31141624930
2018 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,577,311
Total unrealized appreciation/depreciation of assets2018-12-31$-1,577,311
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$27,117
Total income from all sources (including contributions)2018-12-31$501,170
Total of all expenses incurred2018-12-31$858,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$771,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,998,890
Value of total assets at end of year2018-12-31$23,484,315
Value of total assets at beginning of year2018-12-31$23,840,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$87,154
Total interest from all sources2018-12-31$79,591
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$57,770
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$366,395
Participant contributions at beginning of year2018-12-31$295,447
Assets. Other investments not covered elsewhere at end of year2018-12-31$19,373,892
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$20,205,388
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,200
Administrative expenses (other) incurred2018-12-31$29,384
Liabilities. Value of operating payables at end of year2018-12-31$29,150
Liabilities. Value of operating payables at beginning of year2018-12-31$27,117
Total non interest bearing cash at end of year2018-12-31$135,347
Total non interest bearing cash at beginning of year2018-12-31$43,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-357,809
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,455,165
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,812,974
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
Interest on participant loans2018-12-31$13,113
Interest earned on other investments2018-12-31$66,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$34,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$41,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$41,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$43
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,414,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,843,839
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$1,994,381
Employer contributions (assets) at end of year2018-12-31$156,738
Employer contributions (assets) at beginning of year2018-12-31$406,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$771,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$2,500
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$2,500
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TEAL, BECKER, AND CHIARAMONTE CPAS
Accountancy firm EIN2018-12-31141624930
2017 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,293,019
Total unrealized appreciation/depreciation of assets2017-12-31$3,293,019
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$27,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$31,127
Total income from all sources (including contributions)2017-12-31$5,685,522
Total of all expenses incurred2017-12-31$1,144,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,073,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,319,695
Value of total assets at end of year2017-12-31$23,840,091
Value of total assets at beginning of year2017-12-31$19,302,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71,036
Total interest from all sources2017-12-31$72,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$48,654
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$2,317,115
Amount contributed by the employer to the plan for this plan year2017-12-31$2,317,115
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$295,447
Participant contributions at beginning of year2017-12-31$206,435
Assets. Other investments not covered elsewhere at end of year2017-12-31$20,205,388
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$15,882,839
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,589
Administrative expenses (other) incurred2017-12-31$22,382
Liabilities. Value of operating payables at end of year2017-12-31$27,117
Liabilities. Value of operating payables at beginning of year2017-12-31$31,127
Total non interest bearing cash at end of year2017-12-31$43,616
Total non interest bearing cash at beginning of year2017-12-31$82,059
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$4,541,329
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,812,974
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,271,645
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
Interest on participant loans2017-12-31$9,953
Interest earned on other investments2017-12-31$62,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$41,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$15,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$15,042
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,843,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,881,244
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$2,317,115
Employer contributions (assets) at end of year2017-12-31$406,034
Employer contributions (assets) at beginning of year2017-12-31$233,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,073,157
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$2,500
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TEAL, BECKER, AND CHIARAMONTE, CPAS
Accountancy firm EIN2017-12-31141624930
2016 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,205,321
Total unrealized appreciation/depreciation of assets2016-12-31$1,205,321
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$31,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,502
Total income from all sources (including contributions)2016-12-31$3,078,780
Total of all expenses incurred2016-12-31$1,846,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,767,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,801,659
Value of total assets at end of year2016-12-31$19,302,772
Value of total assets at beginning of year2016-12-31$18,056,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$79,429
Total interest from all sources2016-12-31$69,304
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$44,940
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,801,659
Amount contributed by the employer to the plan for this plan year2016-12-31$1,801,659
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$206,435
Participant contributions at beginning of year2016-12-31$192,737
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,500
Other income not declared elsewhere2016-12-31$2,496
Administrative expenses (other) incurred2016-12-31$34,489
Liabilities. Value of operating payables at end of year2016-12-31$31,127
Liabilities. Value of operating payables at beginning of year2016-12-31$16,502
Total non interest bearing cash at end of year2016-12-31$82,059
Total non interest bearing cash at beginning of year2016-12-31$68,567
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$1,231,854
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,271,645
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,039,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$15,882,839
Value of interest in pooled separate accounts at beginning of year2016-12-31$14,771,962
Interest on participant loans2016-12-31$7,412
Interest earned on other investments2016-12-31$61,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$15,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$22,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$22,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,881,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,777,103
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$1,801,659
Employer contributions (assets) at end of year2016-12-31$233,564
Employer contributions (assets) at beginning of year2016-12-31$220,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,767,497
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2016-12-31141567343
2015 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$65,394
Total unrealized appreciation/depreciation of assets2015-12-31$65,394
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$67,864
Total income from all sources (including contributions)2015-12-31$2,182,210
Total of all expenses incurred2015-12-31$843,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$762,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,050,387
Value of total assets at end of year2015-12-31$18,056,293
Value of total assets at beginning of year2015-12-31$16,769,249
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$80,989
Total interest from all sources2015-12-31$64,674
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$51,661
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$2,050,387
Amount contributed by the employer to the plan for this plan year2015-12-31$2,050,387
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$192,737
Participant contributions at beginning of year2015-12-31$197,559
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,348
Other income not declared elsewhere2015-12-31$1,755
Administrative expenses (other) incurred2015-12-31$29,328
Liabilities. Value of operating payables at end of year2015-12-31$16,502
Liabilities. Value of operating payables at beginning of year2015-12-31$67,864
Total non interest bearing cash at end of year2015-12-31$68,567
Total non interest bearing cash at beginning of year2015-12-31$5,016
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$1,338,406
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,039,791
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,701,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$14,771,962
Value of interest in pooled separate accounts at beginning of year2015-12-31$14,003,211
Interest on participant loans2015-12-31$7,576
Interest earned on other investments2015-12-31$57,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$22,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$40,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$40,437
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,777,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,157,852
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$2,050,387
Employer contributions (assets) at end of year2015-12-31$220,793
Employer contributions (assets) at beginning of year2015-12-31$360,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$762,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2015-12-31141567343
2014 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$809,946
Total unrealized appreciation/depreciation of assets2014-12-31$809,946
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$67,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,598
Total income from all sources (including contributions)2014-12-31$2,793,740
Total of all expenses incurred2014-12-31$807,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$742,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,928,356
Value of total assets at end of year2014-12-31$16,769,249
Value of total assets at beginning of year2014-12-31$14,729,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,935
Total interest from all sources2014-12-31$51,246
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$43,568
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,927,587
Amount contributed by the employer to the plan for this plan year2014-12-31$1,927,587
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$197,559
Participant contributions at beginning of year2014-12-31$244,308
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$769
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,583
Other income not declared elsewhere2014-12-31$4,192
Administrative expenses (other) incurred2014-12-31$21,367
Liabilities. Value of operating payables at end of year2014-12-31$67,864
Liabilities. Value of operating payables at beginning of year2014-12-31$14,598
Total non interest bearing cash at end of year2014-12-31$5,016
Total non interest bearing cash at beginning of year2014-12-31$38,099
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$1,986,657
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,701,385
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,714,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$14,003,211
Value of interest in pooled separate accounts at beginning of year2014-12-31$12,489,969
Interest on participant loans2014-12-31$9,269
Interest earned on other investments2014-12-31$41,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$40,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$38,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$38,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,157,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,751,487
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$1,927,587
Employer contributions (assets) at end of year2014-12-31$360,826
Employer contributions (assets) at beginning of year2014-12-31$163,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$742,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARVIN AND COMPANY, P.C.
Accountancy firm EIN2014-12-31141567343
2013 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-93,419
Total unrealized appreciation/depreciation of assets2013-12-31$-93,419
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,612
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,536,792
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$880,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$762,271
Expenses. Certain deemed distributions of participant loans2013-12-31$60,280
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,200,648
Value of total assets at end of year2013-12-31$14,729,326
Value of total assets at beginning of year2013-12-31$12,068,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$57,767
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$25,613
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
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$39,636
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,113,294
Amount contributed by the employer to the plan for this plan year2013-12-31$1,113,294
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$244,308
Participant contributions at beginning of year2013-12-31$284,202
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$87,354
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,978
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$2,180
Administrative expenses (other) incurred2013-12-31$18,131
Liabilities. Value of operating payables at end of year2013-12-31$14,598
Liabilities. Value of operating payables at beginning of year2013-12-31$10,612
Total non interest bearing cash at end of year2013-12-31$38,099
Total non interest bearing cash at beginning of year2013-12-31$61,582
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$2,656,474
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,714,728
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,058,254
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$12,489,969
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,667,927
Interest on participant loans2013-12-31$12,440
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$13,047
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$38,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$46,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$46,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$126
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,751,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,830,715
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$2,401,770
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$1,113,294
Employer contributions (assets) at end of year2013-12-31$163,832
Employer contributions (assets) at beginning of year2013-12-31$175,459
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$762,271
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARVIN AND COMPANY
Accountancy firm EIN2013-12-31141567343
2012 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,612
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$38,705
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,514,316
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$435,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$340,086
Expenses. Certain deemed distributions of participant loans2012-12-31$49,681
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,253,923
Value of total assets at end of year2012-12-31$12,068,866
Value of total assets at beginning of year2012-12-31$10,017,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,454
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$11,572
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
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$29,431
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
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
Minimum employer required contribution for this plan year2012-12-31$1,253,923
Amount contributed by the employer to the plan for this plan year2012-12-31$1,253,923
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$284,202
Participant contributions at beginning of year2012-12-31$214,704
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,339
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$2,023
Administrative expenses (other) incurred2012-12-31$16,023
Liabilities. Value of operating payables at end of year2012-12-31$10,612
Liabilities. Value of operating payables at beginning of year2012-12-31$38,705
Total non interest bearing cash at end of year2012-12-31$61,582
Total non interest bearing cash at beginning of year2012-12-31$75,464
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$2,079,095
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,058,254
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,979,159
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$9,667,927
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,792,939
Interest on participant loans2012-12-31$11,517
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$46,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$27,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$27,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$55
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,830,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,740,389
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$1,246,798
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$1,253,923
Employer contributions (assets) at end of year2012-12-31$175,459
Employer contributions (assets) at beginning of year2012-12-31$163,428
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$340,086
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARVIN AND COMPANY
Accountancy firm EIN2012-12-31141567343
2011 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$38,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,793
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$797,439
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$322,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$281,884
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,065,222
Value of total assets at end of year2011-12-31$10,017,864
Value of total assets at beginning of year2011-12-31$9,539,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,592
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$7,683
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
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$26,515
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$1,065,222
Amount contributed by the employer to the plan for this plan year2011-12-31$1,065,222
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$214,704
Participant contributions at beginning of year2011-12-31$182,748
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,148
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$775
Administrative expenses (other) incurred2011-12-31$14,077
Liabilities. Value of operating payables at end of year2011-12-31$38,705
Liabilities. Value of operating payables at beginning of year2011-12-31$35,793
Total non interest bearing cash at end of year2011-12-31$75,464
Total non interest bearing cash at beginning of year2011-12-31$29,732
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$474,963
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,979,159
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,504,196
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$7,792,939
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,564,445
Interest on participant loans2011-12-31$7,032
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$622
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$27,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$29
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,740,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,593,360
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-276,241
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$1,065,222
Employer contributions (assets) at end of year2011-12-31$163,428
Employer contributions (assets) at beginning of year2011-12-31$157,000
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$281,884
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MARVIN AND COMPANY
Accountancy firm EIN2011-12-31141567343
2010 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,141
Total income from all sources (including contributions)2010-12-31$1,786,091
Total of all expenses incurred2010-12-31$624,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$582,307
Expenses. Certain deemed distributions of participant loans2010-12-31$-3,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$850,123
Value of total assets at end of year2010-12-31$9,539,989
Value of total assets at beginning of year2010-12-31$8,350,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,826
Total interest from all sources2010-12-31$12,480
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$28,842
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$850,123
Amount contributed by the employer to the plan for this plan year2010-12-31$850,123
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$182,748
Participant contributions at beginning of year2010-12-31$70,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$338
Other income not declared elsewhere2010-12-31$2,258
Administrative expenses (other) incurred2010-12-31$16,984
Liabilities. Value of operating payables at end of year2010-12-31$35,793
Liabilities. Value of operating payables at beginning of year2010-12-31$8,141
Total non interest bearing cash at end of year2010-12-31$29,732
Total non interest bearing cash at beginning of year2010-12-31$28,584
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$1,161,477
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,504,196
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,342,719
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
Value of interest in pooled separate accounts at end of year2010-12-31$7,564,445
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,522,076
Interest on participant loans2010-12-31$9,505
Interest earned on other investments2010-12-31$2,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$14,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$14,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,593,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,639,088
Net investment gain/loss from pooled separate accounts2010-12-31$921,230
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$850,123
Employer contributions (assets) at end of year2010-12-31$157,000
Employer contributions (assets) at beginning of year2010-12-31$75,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$582,307
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MARVIN AND COMPANY
Accountancy firm EIN2010-12-31141567343
2009 : SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$701,826
Amount contributed by the employer to the plan for this plan year2009-12-31$701,826

Form 5500 Responses for SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND

2022: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL NO. 83 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JL6K
Policy instance 1
Insurance contract or identification numberGAP-CP-JL6K
Number of Individuals Covered366
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,498
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
Commission paid to Insurance BrokerUSD $10,498
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JL6K
Policy instance 1
Insurance contract or identification numberGAP-CP-JL6K
Number of Individuals Covered377
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,589
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
Commission paid to Insurance BrokerUSD $9,589
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JL6K
Policy instance 1
Insurance contract or identification numberGAP-CP-JL6K
Number of Individuals Covered371
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,229
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,229
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JL6K
Policy instance 1
Insurance contract or identification numberGAP-CP-JL6K
Number of Individuals Covered369
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,055
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,055
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JL6K
Policy instance 1
Insurance contract or identification numberGAP-CP-JL6K
Number of Individuals Covered385
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,668
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,668
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JL6K
Policy instance 1
Insurance contract or identification numberGAP-CP-JL6K
Number of Individuals Covered409
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-T672
Policy instance 1
Insurance contract or identification numberGAP-64-T672
Number of Individuals Covered439
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $39,519
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,519
Insurance broker organization code?3
Insurance broker nameNEXT FINANCIAL GROUP, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-7P-FG1U
Policy instance 2
Insurance contract or identification numberGAP-7P-FG1U
Number of Individuals Covered439
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,846
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
Commission paid to Insurance BrokerUSD $6,846
Insurance broker organization code?3
Insurance broker nameNEXT FINANCIAL GROUP, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-T672
Policy instance 1
Insurance contract or identification numberGAP-64-T672
Number of Individuals Covered456
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38,926
Total amount of fees paid to insurance companyUSD $237
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,926
Insurance broker organization code?3
Amount paid for insurance broker fees237
Additional information about fees paid to insurance brokerCONSULTING AND RECORDKEEPING
Insurance broker nameCREATIVE PLAN ADMINISTRATORS
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-7P-FG1U
Policy instance 2
Insurance contract or identification numberGAP-7P-FG1U
Number of Individuals Covered456
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,789
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,789
Insurance broker organization code?3
Insurance broker nameNEXT FINANCIAL GROUP, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-7P-FG1U
Policy instance 3
Insurance contract or identification numberGAP-7P-FG1U
Number of Individuals Covered371
Insurance policy start date2013-01-01
Insurance policy end date2013-01-01
Total amount of commissions paid to insurance brokerUSD $2,693
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
Commission paid to Insurance BrokerUSD $2,693
Insurance broker organization code?3
Insurance broker nameNEXT FINANCIAL GROUP, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-T672
Policy instance 2
Insurance contract or identification numberGAP-64-T672
Number of Individuals Covered371
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $39,591
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,591
Insurance broker organization code?3
Insurance broker nameNEXT FINANCIAL GROUP, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-60-T671
Policy instance 1
Insurance contract or identification numberGAP-60-T671
Number of Individuals Covered371
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,613
Total amount of fees paid to insurance companyUSD $3,655
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
Amount paid for insurance broker fees3655
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $3,613
Insurance broker nameNEXT FINANCIAL GROUP, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-60-T671
Policy instance 1
Insurance contract or identification numberGAP-60-T671
Number of Individuals Covered379
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,553
Total amount of fees paid to insurance companyUSD $7,825
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
Amount paid for insurance broker fees7825
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $6,553
Insurance broker nameNEXT FINANCIAL GROUP, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-T672
Policy instance 2
Insurance contract or identification numberGAP-64-T672
Number of Individuals Covered379
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $31,675
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,675
Insurance broker organization code?3
Insurance broker nameNEXT FINANCIAL GROUP, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-T672
Policy instance 2
Insurance contract or identification numberGAP-64-T672
Number of Individuals Covered349
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $28,099
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-60-T671
Policy instance 1
Insurance contract or identification numberGAP-60-T671
Number of Individuals Covered349
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,848
Total amount of fees paid to insurance companyUSD $6,866
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-64-T672
Policy instance 2
Insurance contract or identification numberGAP-64-T672
Number of Individuals Covered332
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $24,405
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-60-T671
Policy instance 1
Insurance contract or identification numberGAP-60-T671
Number of Individuals Covered332
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,812
Total amount of fees paid to insurance companyUSD $6,015
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

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