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SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE
Plan identification number 501

SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

SMART LOCAL 27 HEALTH AND WELFARE FUND TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:SMART LOCAL 27 HEALTH AND WELFARE FUND TRUSTEES
Employer identification number (EIN):221538529
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01THOMAS J. DE BARTOLO2023-10-11 RICHARD BONNER2023-10-11
5012021-01-01THOMAS J. DE BARTOLO2022-09-20 RICHARD BONNER2022-09-20
5012020-01-01THOMAS J. DE BARTOLO2021-10-12
5012019-01-01ANDREW CACCHOLI2020-07-28
5012018-01-01ANDREW CACCHOLI2019-08-23
5012017-01-01
5012016-01-01
5012015-01-01
5012015-01-01
5012014-01-01ANDREW CACCHOLI DEBBIE SCHMIDT2015-10-15
5012014-01-01
5012013-01-01ANDREW CACCHOLI DEBORAH SCHMIDT2014-07-15
5012012-01-01JOSEPH SYKES DEBORAH SCHMIDT2013-06-24
5012011-01-01JOSEPH SYKES DEBORAH SCHMIDT2012-10-05
5012009-01-01JOSEPH SYKES DEBORAH SCHMIDT2010-10-14

Plan Statistics for SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE

Measure Date Value
2022: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2022 401k membership
Total participants, beginning-of-year2022-01-01356
Total number of active participants reported on line 7a of the Form 55002022-01-01333
Total of all active and inactive participants2022-01-01333
Number of employers contributing to the scheme2022-01-0162
2021: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2021 401k membership
Total participants, beginning-of-year2021-01-01362
Total number of active participants reported on line 7a of the Form 55002021-01-01356
Total of all active and inactive participants2021-01-01356
Number of employers contributing to the scheme2021-01-0172
2020: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2020 401k membership
Total participants, beginning-of-year2020-01-01401
Total number of active participants reported on line 7a of the Form 55002020-01-01362
Total of all active and inactive participants2020-01-01362
Number of employers contributing to the scheme2020-01-0164
2019: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2019 401k membership
Total participants, beginning-of-year2019-01-01439
Total number of active participants reported on line 7a of the Form 55002019-01-01401
Total of all active and inactive participants2019-01-01401
Number of employers contributing to the scheme2019-01-0149
2018: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2018 401k membership
Total participants, beginning-of-year2018-01-01412
Total number of active participants reported on line 7a of the Form 55002018-01-01402
Number of retired or separated participants receiving benefits2018-01-0137
Total of all active and inactive participants2018-01-01439
Number of employers contributing to the scheme2018-01-0148
2017: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2017 401k membership
Total participants, beginning-of-year2017-01-01401
Total number of active participants reported on line 7a of the Form 55002017-01-01373
Number of retired or separated participants receiving benefits2017-01-0139
Total of all active and inactive participants2017-01-01412
Number of employers contributing to the scheme2017-01-0145
2016: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2016 401k membership
Total participants, beginning-of-year2016-01-01380
Total number of active participants reported on line 7a of the Form 55002016-01-01336
Number of retired or separated participants receiving benefits2016-01-0165
Total of all active and inactive participants2016-01-01401
Number of employers contributing to the scheme2016-01-0150
2015: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2015 401k membership
Total participants, beginning-of-year2015-01-01492
Total number of active participants reported on line 7a of the Form 55002015-01-01327
Number of retired or separated participants receiving benefits2015-01-0138
Total of all active and inactive participants2015-01-01365
Number of employers contributing to the scheme2015-01-0150
2014: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2014 401k membership
Total participants, beginning-of-year2014-01-01576
Total number of active participants reported on line 7a of the Form 55002014-01-01308
Number of retired or separated participants receiving benefits2014-01-01184
Total of all active and inactive participants2014-01-01492
Number of employers contributing to the scheme2014-01-0150
2013: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2013 401k membership
Total participants, beginning-of-year2013-01-01737
Total number of active participants reported on line 7a of the Form 55002013-01-01370
Number of retired or separated participants receiving benefits2013-01-01206
Total of all active and inactive participants2013-01-01576
Total participants2013-01-01576
Number of employers contributing to the scheme2013-01-0150
2012: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2012 401k membership
Total participants, beginning-of-year2012-01-01749
Total number of active participants reported on line 7a of the Form 55002012-01-01540
Number of retired or separated participants receiving benefits2012-01-01197
Total of all active and inactive participants2012-01-01737
Total participants2012-01-01737
Number of employers contributing to the scheme2012-01-0160
2011: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2011 401k membership
Total participants, beginning-of-year2011-01-01755
Total number of active participants reported on line 7a of the Form 55002011-01-01569
Number of retired or separated participants receiving benefits2011-01-01180
Total of all active and inactive participants2011-01-01749
Total participants2011-01-01749
Number of employers contributing to the scheme2011-01-0160
2009: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2009 401k membership
Total participants, beginning-of-year2009-01-01782
Total number of active participants reported on line 7a of the Form 55002009-01-01606
Number of retired or separated participants receiving benefits2009-01-01180
Total of all active and inactive participants2009-01-01786
Total participants2009-01-01786
Number of employers contributing to the scheme2009-01-0157

Financial Data on SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$919,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$967,589
Total income from all sources (including contributions)2022-12-31$7,289,655
Total loss/gain on sale of assets2022-12-31$105,820
Total of all expenses incurred2022-12-31$11,015,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,253,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,755,949
Value of total assets at end of year2022-12-31$10,961,042
Value of total assets at beginning of year2022-12-31$14,734,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$761,784
Total interest from all sources2022-12-31$195,165
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$55,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$55,322
Administrative expenses professional fees incurred2022-12-31$94,824
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$343,966
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$38,339
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$288,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$141,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$64,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$115,736
Other income not declared elsewhere2022-12-31$347,435
Administrative expenses (other) incurred2022-12-31$644,181
Liabilities. Value of operating payables at end of year2022-12-31$81,134
Liabilities. Value of operating payables at beginning of year2022-12-31$88,872
Total non interest bearing cash at end of year2022-12-31$409,052
Total non interest bearing cash at beginning of year2022-12-31$339,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,725,665
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,041,644
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,767,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$22,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,910,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,680,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$418,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$36,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$36,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$195,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,170,036
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$8,373,644
Employer contributions (assets) at end of year2022-12-31$934,958
Employer contributions (assets) at beginning of year2022-12-31$525,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,253,536
Liabilities. Value of benefit claims payable at end of year2022-12-31$773,963
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$762,981
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$11,516
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
Aggregate proceeds on sale of assets2022-12-31$3,668,452
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,562,632
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2022-12-31222951202
2021 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$967,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$893,795
Total income from all sources (including contributions)2021-12-31$9,015,246
Total loss/gain on sale of assets2021-12-31$962,776
Total of all expenses incurred2021-12-31$10,309,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,520,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,087,635
Value of total assets at end of year2021-12-31$14,734,898
Value of total assets at beginning of year2021-12-31$15,955,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$788,729
Total interest from all sources2021-12-31$154,164
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$199,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$199,642
Administrative expenses professional fees incurred2021-12-31$117,412
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$300,359
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,376
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$141,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$157,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$115,736
Other income not declared elsewhere2021-12-31$184,999
Administrative expenses (other) incurred2021-12-31$647,172
Liabilities. Value of operating payables at end of year2021-12-31$88,872
Liabilities. Value of operating payables at beginning of year2021-12-31$74,732
Total non interest bearing cash at end of year2021-12-31$339,881
Total non interest bearing cash at beginning of year2021-12-31$391,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,294,292
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,767,309
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,061,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,680,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,710,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$36,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$224,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$224,258
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$154,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-573,970
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$7,769,900
Employer contributions (assets) at end of year2021-12-31$525,310
Employer contributions (assets) at beginning of year2021-12-31$435,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,520,809
Liabilities. Value of benefit claims payable at end of year2021-12-31$762,981
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$819,063
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$11,516
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$36,386
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
Aggregate proceeds on sale of assets2021-12-31$3,601,945
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,639,169
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2021-12-31222951202
2020 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$893,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$719,133
Total income from all sources (including contributions)2020-12-31$8,971,331
Total of all expenses incurred2020-12-31$9,377,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,645,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,111,342
Value of total assets at end of year2020-12-31$15,955,396
Value of total assets at beginning of year2020-12-31$16,186,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$731,817
Total interest from all sources2020-12-31$204,359
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$395,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$395,330
Administrative expenses professional fees incurred2020-12-31$132,515
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$239,463
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$22,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$157,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$140,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$12,496
Other income not declared elsewhere2020-12-31$159,958
Administrative expenses (other) incurred2020-12-31$575,384
Liabilities. Value of operating payables at end of year2020-12-31$74,732
Liabilities. Value of operating payables at beginning of year2020-12-31$93,285
Total non interest bearing cash at end of year2020-12-31$391,215
Total non interest bearing cash at beginning of year2020-12-31$1,003,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-405,746
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,061,601
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,467,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$23,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,710,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,585,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$224,258
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$548,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$548,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$204,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,100,342
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$6,849,658
Employer contributions (assets) at end of year2020-12-31$435,844
Employer contributions (assets) at beginning of year2020-12-31$846,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,645,260
Liabilities. Value of benefit claims payable at end of year2020-12-31$819,063
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$613,352
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$36,386
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$61,255
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2020-12-31222951202
2019 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$719,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$910,892
Total income from all sources (including contributions)2019-12-31$11,473,932
Total loss/gain on sale of assets2019-12-31$346
Total of all expenses incurred2019-12-31$8,118,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,381,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,595,971
Value of total assets at end of year2019-12-31$16,186,480
Value of total assets at beginning of year2019-12-31$13,022,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$736,464
Total interest from all sources2019-12-31$262,414
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$146,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$146,369
Administrative expenses professional fees incurred2019-12-31$134,016
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$439,886
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$140,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$358,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$105,628
Other income not declared elsewhere2019-12-31$165,032
Administrative expenses (other) incurred2019-12-31$579,913
Liabilities. Value of operating payables at end of year2019-12-31$93,285
Liabilities. Value of operating payables at beginning of year2019-12-31$99,310
Total non interest bearing cash at end of year2019-12-31$1,003,764
Total non interest bearing cash at beginning of year2019-12-31$502,409
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$3,355,519
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,467,347
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,111,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,585,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,769,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$548,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$588,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$588,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$262,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,303,800
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$9,144,320
Employer contributions (assets) at end of year2019-12-31$846,660
Employer contributions (assets) at beginning of year2019-12-31$717,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,381,949
Liabilities. Value of benefit claims payable at end of year2019-12-31$613,352
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$705,954
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$61,255
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$86,307
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
Aggregate proceeds on sale of assets2019-12-31$4,616,024
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,615,678
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2019-12-31222951202
2018 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$910,892
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$941,468
Total income from all sources (including contributions)2018-12-31$9,460,833
Total loss/gain on sale of assets2018-12-31$26,685
Total of all expenses incurred2018-12-31$8,372,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,708,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,434,201
Value of total assets at end of year2018-12-31$13,022,720
Value of total assets at beginning of year2018-12-31$11,964,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$664,206
Total interest from all sources2018-12-31$203,047
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$96,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$96,451
Administrative expenses professional fees incurred2018-12-31$116,024
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$453,480
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,995
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$358,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$136,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$105,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$27,762
Other income not declared elsewhere2018-12-31$237,967
Administrative expenses (other) incurred2018-12-31$520,387
Liabilities. Value of operating payables at end of year2018-12-31$99,310
Liabilities. Value of operating payables at beginning of year2018-12-31$212,706
Total non interest bearing cash at end of year2018-12-31$502,409
Total non interest bearing cash at beginning of year2018-12-31$445,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,088,314
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,111,828
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,023,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$27,795
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,769,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,077,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$588,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$576,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$576,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$203,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-537,518
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$8,977,726
Employer contributions (assets) at end of year2018-12-31$717,910
Employer contributions (assets) at beginning of year2018-12-31$617,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,708,313
Liabilities. Value of benefit claims payable at end of year2018-12-31$705,954
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$701,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$86,307
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$111,664
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
Aggregate proceeds on sale of assets2018-12-31$26,685
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2018-12-31222951202
2017 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,327,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,066,209
Total income from all sources (including contributions)2017-12-31$9,432,990
Total of all expenses incurred2017-12-31$7,641,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,727,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,619,863
Value of total assets at end of year2017-12-31$11,964,982
Value of total assets at beginning of year2017-12-31$9,912,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$914,333
Total interest from all sources2017-12-31$152,929
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$74,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$74,859
Administrative expenses professional fees incurred2017-12-31$120,154
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$426,215
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$136,408
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$138,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,414,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,284,680
Other income not declared elsewhere2017-12-31$5,367
Administrative expenses (other) incurred2017-12-31$786,249
Liabilities. Value of operating payables at end of year2017-12-31$212,706
Liabilities. Value of operating payables at beginning of year2017-12-31$128,131
Total non interest bearing cash at end of year2017-12-31$445,599
Total non interest bearing cash at beginning of year2017-12-31$436,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,791,138
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,637,055
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,845,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$7,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,077,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,921,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$576,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$522,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$522,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$152,929
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$574,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$579,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,193,648
Employer contributions (assets) at end of year2017-12-31$617,569
Employer contributions (assets) at beginning of year2017-12-31$857,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,152,828
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
Liabilities. Value of benefit claims payable at end of year2017-12-31$701,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$653,398
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$111,664
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$34,797
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CAPALDI, REYNOLDS & PELOSI PA
Accountancy firm EIN2017-12-31222097516
2016 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,066,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,769,464
Total income from all sources (including contributions)2016-12-31$9,283,460
Total of all expenses incurred2016-12-31$7,079,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,191,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,120,468
Value of total assets at end of year2016-12-31$9,912,126
Value of total assets at beginning of year2016-12-31$7,411,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$887,661
Total interest from all sources2016-12-31$108,159
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$149,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$149,139
Administrative expenses professional fees incurred2016-12-31$114,267
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$559,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$138,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$123,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,284,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,972,800
Other income not declared elsewhere2016-12-31$-128,844
Administrative expenses (other) incurred2016-12-31$763,301
Liabilities. Value of operating payables at end of year2016-12-31$128,131
Liabilities. Value of operating payables at beginning of year2016-12-31$102,056
Total non interest bearing cash at end of year2016-12-31$436,976
Total non interest bearing cash at beginning of year2016-12-31$500,005
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$2,203,923
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,845,917
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,641,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,921,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,457,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$522,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$544,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$544,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$108,159
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$486,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$34,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,561,248
Employer contributions (assets) at end of year2016-12-31$857,333
Employer contributions (assets) at beginning of year2016-12-31$782,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,705,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$653,398
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$694,608
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$34,797
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$3,065
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CAPALDI, REYNOLDS & PELOSI, PA
Accountancy firm EIN2016-12-31222097516
2015 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,687,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,786,594
Total income from all sources (including contributions)2015-12-31$8,443,268
Total of all expenses incurred2015-12-31$6,146,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,271,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,341,054
Value of total assets at end of year2015-12-31$7,411,458
Value of total assets at beginning of year2015-12-31$5,213,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$874,994
Total interest from all sources2015-12-31$67,793
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$121,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$121,950
Administrative expenses professional fees incurred2015-12-31$109,770
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$805,917
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$123,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$191,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,008,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,963,411
Other income not declared elsewhere2015-12-31$123,217
Administrative expenses (other) incurred2015-12-31$751,998
Liabilities. Value of operating payables at end of year2015-12-31$110,270
Liabilities. Value of operating payables at beginning of year2015-12-31$141,183
Total non interest bearing cash at end of year2015-12-31$500,005
Total non interest bearing cash at beginning of year2015-12-31$387,719
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$2,296,944
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,724,210
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,427,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$13,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,457,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,362,298
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$544,707
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$584,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$584,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$67,793
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$434,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-210,746
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$7,535,137
Employer contributions (assets) at end of year2015-12-31$782,148
Employer contributions (assets) at beginning of year2015-12-31$682,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,836,597
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
Liabilities. Value of benefit claims payable at end of year2015-12-31$568,016
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$682,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$3,065
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$4,843
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CAPALDI, REYNOLDS & PELOSI
Accountancy firm EIN2015-12-31222097516
2014 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,786,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,890,711
Total income from all sources (including contributions)2014-12-31$10,497,382
Total of all expenses incurred2014-12-31$8,085,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,024,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,655,565
Value of total assets at end of year2014-12-31$5,213,860
Value of total assets at beginning of year2014-12-31$4,906,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,061,757
Total interest from all sources2014-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$112,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$112,718
Administrative expenses professional fees incurred2014-12-31$105,971
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,099,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$191,806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$344,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,963,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,596,364
Other income not declared elsewhere2014-12-31$2,686,716
Administrative expenses (other) incurred2014-12-31$933,023
Liabilities. Value of operating payables at end of year2014-12-31$141,183
Liabilities. Value of operating payables at beginning of year2014-12-31$53,767
Total non interest bearing cash at end of year2014-12-31$387,719
Total non interest bearing cash at beginning of year2014-12-31$328,383
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$2,411,421
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,427,266
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$22,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,362,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,609,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$584,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$83,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$83,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$334,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$42,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,555,697
Employer contributions (assets) at end of year2014-12-31$682,885
Employer contributions (assets) at beginning of year2014-12-31$534,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,689,889
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
Liabilities. Value of benefit claims payable at end of year2014-12-31$682,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,240,580
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$4,843
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$5,233
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CAPALDI, REYNOLDS & PELOSI, PA
Accountancy firm EIN2014-12-31222097516
2013 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,890,711
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,828,978
Total income from all sources (including contributions)2013-12-31$9,263,565
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$11,248,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,173,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,420,686
Value of total assets at end of year2013-12-31$4,906,556
Value of total assets at beginning of year2013-12-31$7,829,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,074,944
Total interest from all sources2013-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$133,660
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$133,660
Administrative expenses professional fees incurred2013-12-31$93,961
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,677,446
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$344,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$202,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,596,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,381,477
Other income not declared elsewhere2013-12-31$1,362,169
Administrative expenses (other) incurred2013-12-31$963,372
Liabilities. Value of operating payables at end of year2013-12-31$53,767
Liabilities. Value of operating payables at beginning of year2013-12-31$62,446
Total non interest bearing cash at end of year2013-12-31$328,383
Total non interest bearing cash at beginning of year2013-12-31$243,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,984,710
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,845
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,000,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,611
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,609,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,389,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$83,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$267,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$267,626
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$936,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$347,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,743,240
Employer contributions (assets) at end of year2013-12-31$534,852
Employer contributions (assets) at beginning of year2013-12-31$719,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,236,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,240,580
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,385,055
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$5,233
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$6,137
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LAVINSKY, HOROWITZ & POLLARD, LLC
Accountancy firm EIN2013-12-31222831349
2012 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,828,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,482,209
Total income from all sources (including contributions)2012-12-31$10,474,802
Total of all expenses incurred2012-12-31$12,515,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,336,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,698,368
Value of total assets at end of year2012-12-31$7,829,533
Value of total assets at beginning of year2012-12-31$10,523,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,179,653
Total interest from all sources2012-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$368,773
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$368,773
Administrative expenses professional fees incurred2012-12-31$85,376
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,101,785
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$202,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$192,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,381,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,111,422
Other income not declared elsewhere2012-12-31$814,068
Administrative expenses (other) incurred2012-12-31$1,076,995
Liabilities. Value of operating payables at end of year2012-12-31$62,446
Liabilities. Value of operating payables at beginning of year2012-12-31$82,675
Total non interest bearing cash at end of year2012-12-31$243,895
Total non interest bearing cash at beginning of year2012-12-31$622,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,041,109
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,000,555
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,041,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$17,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,389,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,147,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$267,626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$387,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$387,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$947,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$593,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,596,583
Employer contributions (assets) at end of year2012-12-31$719,418
Employer contributions (assets) at beginning of year2012-12-31$1,171,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,389,003
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,385,055
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,288,112
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$6,137
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$3,202
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LAVINSKY, HOROWITZ & POLLARD, LLC
Accountancy firm EIN2012-12-31222831349
2011 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,482,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,987,231
Total income from all sources (including contributions)2011-12-31$12,381,063
Total of all expenses incurred2011-12-31$12,111,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,060,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$11,830,876
Value of total assets at end of year2011-12-31$10,523,873
Value of total assets at beginning of year2011-12-31$9,759,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,051,230
Total interest from all sources2011-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$250,409
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$250,409
Administrative expenses professional fees incurred2011-12-31$98,372
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,152,176
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$447,638
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$192,210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$174,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,111,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$4,625,153
Other income not declared elsewhere2011-12-31$411,239
Administrative expenses (other) incurred2011-12-31$934,566
Liabilities. Value of operating payables at end of year2011-12-31$82,675
Liabilities. Value of operating payables at beginning of year2011-12-31$79,627
Total non interest bearing cash at end of year2011-12-31$622,143
Total non interest bearing cash at beginning of year2011-12-31$241,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$269,550
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,041,664
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,772,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,147,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,191,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$387,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$244,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$244,488
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$926,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-111,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,678,700
Employer contributions (assets) at end of year2011-12-31$1,171,676
Employer contributions (assets) at beginning of year2011-12-31$900,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,685,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,288,112
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,282,451
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$3,202
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$7,575
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LAVINSKY, HOROWITZ & POLLARD, LLC
Accountancy firm EIN2011-12-31222831349
2010 : SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,987,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,164,784
Total income from all sources (including contributions)2010-12-31$10,633,298
Total of all expenses incurred2010-12-31$11,522,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,449,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,865,501
Value of total assets at end of year2010-12-31$9,759,345
Value of total assets at beginning of year2010-12-31$10,825,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,072,522
Total interest from all sources2010-12-31$95
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$471,027
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$471,027
Administrative expenses professional fees incurred2010-12-31$79,521
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,010,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$174,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$222,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,625,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,742,612
Other income not declared elsewhere2010-12-31$872,570
Administrative expenses (other) incurred2010-12-31$969,189
Liabilities. Value of operating payables at end of year2010-12-31$79,627
Liabilities. Value of operating payables at beginning of year2010-12-31$61,420
Total non interest bearing cash at end of year2010-12-31$241,587
Total non interest bearing cash at beginning of year2010-12-31$275,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-889,092
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,772,114
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,661,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$23,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,191,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,301,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$244,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$154,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$154,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$95
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$923,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$424,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,854,751
Employer contributions (assets) at end of year2010-12-31$900,248
Employer contributions (assets) at beginning of year2010-12-31$858,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,526,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,282,451
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,360,752
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$7,575
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$13,435
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LAVINSKY, HOROWITZ & POLLARD, LLC
Accountancy firm EIN2010-12-31222831349

Form 5500 Responses for SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE

2022: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 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. 27 HEALTH & WELFARE 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. 27 HEALTH & WELFARE 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. 27 HEALTH & WELFARE 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. 27 HEALTH & WELFARE 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. 27 HEALTH & WELFARE 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. 27 HEALTH & WELFARE 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. 27 HEALTH & WELFARE 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedYes
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. 27 HEALTH & WELFARE 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. 27 HEALTH & WELFARE 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 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. 27 HEALTH & WELFARE 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
2009: SHEET METAL WORKERS LOCAL NO. 27 HEALTH & WELFARE 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0655768-SL
Policy instance 2
Insurance contract or identification number0655768-SL
Number of Individuals Covered391
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $116,660
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,193,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116,660
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGOOOAVVB
Policy instance 1
Insurance contract or identification numberGOOOAVVB
Number of Individuals Covered614
Insurance policy start date2022-01-01
Insurance policy end date2023-01-01
Total amount of commissions paid to insurance brokerUSD $21,942
Total amount of fees paid to insurance companyUSD $6,696
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $146,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,942
Amount paid for insurance broker fees6696
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberSL0655768
Policy instance 2
Insurance contract or identification numberSL0655768
Number of Individuals Covered391
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $88,283
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $877,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,664
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGOOOAVVB
Policy instance 1
Insurance contract or identification numberGOOOAVVB
Number of Individuals Covered658
Insurance policy start date2021-01-01
Insurance policy end date2022-01-01
Total amount of commissions paid to insurance brokerUSD $22,320
Total amount of fees paid to insurance companyUSD $5,570
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $148,795
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,300
Amount paid for insurance broker fees5570
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGOOOAVVB
Policy instance 1
Insurance contract or identification numberGOOOAVVB
Number of Individuals Covered658
Insurance policy start date2020-01-01
Insurance policy end date2021-01-01
Total amount of commissions paid to insurance brokerUSD $22,493
Total amount of fees paid to insurance companyUSD $9,409
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $149,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,493
Amount paid for insurance broker fees9409
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGOOOAVVB
Policy instance 1
Insurance contract or identification numberGOOOAVVB
Number of Individuals Covered658
Insurance policy start date2019-01-01
Insurance policy end date2020-01-01
Total amount of commissions paid to insurance brokerUSD $22,750
Total amount of fees paid to insurance companyUSD $6,125
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $151,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,750
Amount paid for insurance broker fees6125
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGOOOAVVB
Policy instance 1
Insurance contract or identification numberGOOOAVVB
Number of Individuals Covered675
Insurance policy start date2018-01-01
Insurance policy end date2019-01-01
Total amount of commissions paid to insurance brokerUSD $23,175
Total amount of fees paid to insurance companyUSD $5,537
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $154,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,175
Amount paid for insurance broker fees5537
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGOOOAVVB
Policy instance 1
Insurance contract or identification numberGOOOAVVB
Number of Individuals Covered556
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23,729
Total amount of fees paid to insurance companyUSD $3,164
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $158,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,729
Amount paid for insurance broker fees3164
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGOOOAVVB
Policy instance 1
Insurance contract or identification numberGOOOAVVB
Number of Individuals Covered739
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,573
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $157,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,573
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44398
Policy instance 1
Insurance contract or identification number44398
Number of Individuals Covered492
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,795
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,965
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30380
Policy instance 2
Insurance contract or identification numberHCL30380
Number of Individuals Covered349
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,687
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,086
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30380
Policy instance 3
Insurance contract or identification numberHCL30380
Number of Individuals Covered421
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,385
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $217,319
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,385
Insurance broker organization code?3
Insurance broker nameROBERT BERGMAN
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44398
Policy instance 2
Insurance contract or identification number44398
Number of Individuals Covered576
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $26,665
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $177,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,665
Insurance broker organization code?3
Insurance broker namePROFESSIONAL GROUP PLANS, INC
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number2671
Policy instance 1
Insurance contract or identification number2671
Number of Individuals Covered223
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $71,877
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedMEDICARE SUPPLEMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $481,020
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,645
Insurance broker organization code?5
Insurance broker nameNATIONAL SENIORS COALITION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44398
Policy instance 2
Insurance contract or identification number44398
Number of Individuals Covered737
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $27,258
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $181,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,258
Insurance broker organization code?3
Insurance broker namePROFESSIONAL GROUP PLANS, INC.
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50011
Policy instance 3
Insurance contract or identification numberSE3E50011
Number of Individuals Covered568
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,729
Welfare Benefit Premiums Paid to CarrierUSD $240,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,729
Insurance broker organization code?3
Insurance broker nameROBERT BERGMAN
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number2671
Policy instance 1
Insurance contract or identification number2671
Number of Individuals Covered216
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $78,682
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $445,862
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,209
Insurance broker organization code?3
Insurance broker nameNEBCO
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number800973
Policy instance 3
Insurance contract or identification number800973
Number of Individuals Covered28
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,578
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number2671
Policy instance 1
Insurance contract or identification number2671
Number of Individuals Covered203
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $71,184
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $403,377
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44398
Policy instance 2
Insurance contract or identification number44398
Number of Individuals Covered749
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $26,942
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $179,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50011
Policy instance 4
Insurance contract or identification numberSE3E50011
Number of Individuals Covered620
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,171
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $227,143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number800973
Policy instance 3
Insurance contract or identification number800973
Number of Individuals Covered28
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,976
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number2671
Policy instance 1
Insurance contract or identification number2671
Number of Individuals Covered185
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $63,575
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $360,254
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44398
Policy instance 2
Insurance contract or identification number44398
Number of Individuals Covered755
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $28,637
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $190,911
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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