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WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 401k Plan overview

Plan NameWISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND
Plan identification number 501

WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

WISCONSIN SHEET METAL WORKERS has sponsored the creation of one or more 401k plans.

Company Name:WISCONSIN SHEET METAL WORKERS
Employer identification number (EIN):351638874
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JAMES J. HOPPE2023-10-12
5012021-01-01JAMES J. HOPPE2022-10-14
5012020-01-01JAMES J. HOPPE2021-10-07
5012019-01-01JAMES J. HOPPE2020-10-12
5012018-01-01JAMES J. HOPPE2019-10-08
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01JAMES J. HOPPE
5012011-01-01JAMES J. HOPPE
5012009-01-01DAVID BULTMAN

Plan Statistics for WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND

401k plan membership statisitcs for WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND

Measure Date Value
2022: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,880
Total number of active participants reported on line 7a of the Form 55002022-01-012,257
Number of retired or separated participants receiving benefits2022-01-01649
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012,906
Number of employers contributing to the scheme2022-01-01188
2021: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2021 401k membership
Total participants, beginning-of-year2021-01-012,827
Total number of active participants reported on line 7a of the Form 55002021-01-012,255
Number of retired or separated participants receiving benefits2021-01-01625
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012,880
Number of employers contributing to the scheme2021-01-01198
2020: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2020 401k membership
Total participants, beginning-of-year2020-01-012,854
Total number of active participants reported on line 7a of the Form 55002020-01-012,199
Number of retired or separated participants receiving benefits2020-01-01628
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012,827
Number of employers contributing to the scheme2020-01-01173
2019: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2019 401k membership
Total participants, beginning-of-year2019-01-012,851
Total number of active participants reported on line 7a of the Form 55002019-01-012,247
Number of retired or separated participants receiving benefits2019-01-01607
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012,854
Number of employers contributing to the scheme2019-01-01170
2018: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2018 401k membership
Total participants, beginning-of-year2018-01-012,807
Total number of active participants reported on line 7a of the Form 55002018-01-012,234
Number of retired or separated participants receiving benefits2018-01-01617
Total of all active and inactive participants2018-01-012,851
Number of employers contributing to the scheme2018-01-01199
2017: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,687
Total number of active participants reported on line 7a of the Form 55002017-01-012,210
Number of retired or separated participants receiving benefits2017-01-01597
Total of all active and inactive participants2017-01-012,807
Number of employers contributing to the scheme2017-01-01213
2016: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,629
Total number of active participants reported on line 7a of the Form 55002016-01-012,099
Number of retired or separated participants receiving benefits2016-01-01588
Total of all active and inactive participants2016-01-012,687
Number of employers contributing to the scheme2016-01-01214
2015: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,692
Total number of active participants reported on line 7a of the Form 55002015-01-012,042
Number of retired or separated participants receiving benefits2015-01-01587
Total of all active and inactive participants2015-01-012,629
Number of employers contributing to the scheme2015-01-01219
2014: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2014 401k membership
Total participants, beginning-of-year2014-01-012,612
Total number of active participants reported on line 7a of the Form 55002014-01-012,054
Number of retired or separated participants receiving benefits2014-01-01638
Total of all active and inactive participants2014-01-012,692
Number of employers contributing to the scheme2014-01-01228
2013: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,597
Total number of active participants reported on line 7a of the Form 55002013-01-011,968
Number of retired or separated participants receiving benefits2013-01-01644
Total of all active and inactive participants2013-01-012,612
Number of employers contributing to the scheme2013-01-01237
2012: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,624
Total number of active participants reported on line 7a of the Form 55002012-01-011,921
Number of retired or separated participants receiving benefits2012-01-01676
Total of all active and inactive participants2012-01-012,597
Number of employers contributing to the scheme2012-01-01213
2011: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,770
Total number of active participants reported on line 7a of the Form 55002011-01-011,938
Number of retired or separated participants receiving benefits2011-01-01686
Total of all active and inactive participants2011-01-012,624
Number of employers contributing to the scheme2011-01-01231
2009: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2009 401k membership
Total participants, beginning-of-year2009-01-013,275
Total number of active participants reported on line 7a of the Form 55002009-01-012,358
Number of retired or separated participants receiving benefits2009-01-01688
Total of all active and inactive participants2009-01-013,046
Number of employers contributing to the scheme2009-01-01225

Financial Data on WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND

Measure Date Value
2022 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-1,889,026
Total unrealized appreciation/depreciation of assets2022-12-31$-1,889,026
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$39,001,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$33,857,506
Total income from all sources (including contributions)2022-12-31$41,732,445
Total loss/gain on sale of assets2022-12-31$-216,235
Total of all expenses incurred2022-12-31$48,286,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$46,909,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$44,849,912
Value of total assets at end of year2022-12-31$43,109,176
Value of total assets at beginning of year2022-12-31$44,518,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,376,947
Total interest from all sources2022-12-31$408,571
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$241,553
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$241,553
Administrative expenses professional fees incurred2022-12-31$410,143
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,059,677
Assets. Other investments not covered elsewhere at end of year2022-12-31$475,698
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$547,220
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,989,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,138,907
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$903,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$34,611,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$30,043,724
Other income not declared elsewhere2022-12-31$176,606
Administrative expenses (other) incurred2022-12-31$250,260
Liabilities. Value of operating payables at end of year2022-12-31$135,999
Liabilities. Value of operating payables at beginning of year2022-12-31$139,282
Total non interest bearing cash at end of year2022-12-31$10,944,285
Total non interest bearing cash at beginning of year2022-12-31$8,305,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,553,687
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,107,442
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,661,129
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$90,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,296,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,893,921
Interest earned on other investments2022-12-31$15,183
Income. Interest from US Government securities2022-12-31$120,643
Income. Interest from corporate debt instruments2022-12-31$269,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$115,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$360,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$360,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,657
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,087,681
Asset value of US Government securities at end of year2022-12-31$8,168,775
Asset value of US Government securities at beginning of year2022-12-31$7,845,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,838,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$40,790,235
Employer contributions (assets) at end of year2022-12-31$3,826,578
Employer contributions (assets) at beginning of year2022-12-31$3,204,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$41,832,122
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$10,116,904
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$13,328,846
Contract administrator fees2022-12-31$625,966
Liabilities. Value of benefit claims payable at end of year2022-12-31$4,254,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,674,500
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$26,258
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$129,183
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$7,390,126
Aggregate carrying amount (costs) on sale of assets2022-12-31$7,606,361
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIKICH LLP
Accountancy firm EIN2022-12-31363168081
2021 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,103,143
Total unrealized appreciation/depreciation of assets2021-12-31$-1,103,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$33,857,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$33,432,847
Total income from all sources (including contributions)2021-12-31$42,187,452
Total loss/gain on sale of assets2021-12-31$293,269
Total of all expenses incurred2021-12-31$45,617,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$44,273,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$39,784,731
Value of total assets at end of year2021-12-31$44,518,635
Value of total assets at beginning of year2021-12-31$47,524,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,344,207
Total interest from all sources2021-12-31$487,845
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$346,783
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$346,783
Administrative expenses professional fees incurred2021-12-31$382,790
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,852,494
Assets. Other investments not covered elsewhere at end of year2021-12-31$547,220
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$575,039
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$3,112,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$903,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,668,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$30,043,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$28,426,302
Other income not declared elsewhere2021-12-31$275,415
Administrative expenses (other) incurred2021-12-31$213,494
Liabilities. Value of operating payables at end of year2021-12-31$139,282
Liabilities. Value of operating payables at beginning of year2021-12-31$190,745
Total non interest bearing cash at end of year2021-12-31$8,305,430
Total non interest bearing cash at beginning of year2021-12-31$4,996,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-3,430,025
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,661,129
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,091,154
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$102,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,893,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,944,585
Interest earned on other investments2021-12-31$15,704
Income. Interest from US Government securities2021-12-31$126,976
Income. Interest from corporate debt instruments2021-12-31$345,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$360,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$192,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$192,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$24
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,912,882
Asset value of US Government securities at end of year2021-12-31$7,845,685
Asset value of US Government securities at beginning of year2021-12-31$10,303,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,102,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$35,932,237
Employer contributions (assets) at end of year2021-12-31$3,204,124
Employer contributions (assets) at beginning of year2021-12-31$2,908,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$39,247,517
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$13,328,846
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$13,810,821
Contract administrator fees2021-12-31$645,203
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,674,500
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$4,815,800
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$129,183
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$124,803
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$19,366,490
Aggregate carrying amount (costs) on sale of assets2021-12-31$19,073,221
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SIKICH LLP
Accountancy firm EIN2021-12-31363168081
2020 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,570,845
Total unrealized appreciation/depreciation of assets2020-12-31$1,570,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$33,432,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$31,535,819
Total income from all sources (including contributions)2020-12-31$41,202,184
Total loss/gain on sale of assets2020-12-31$229,318
Total of all expenses incurred2020-12-31$39,748,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$38,397,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$37,747,099
Value of total assets at end of year2020-12-31$47,524,001
Value of total assets at beginning of year2020-12-31$44,173,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,351,636
Total interest from all sources2020-12-31$582,638
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$271,680
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$271,680
Administrative expenses professional fees incurred2020-12-31$407,216
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,229,189
Assets. Other investments not covered elsewhere at end of year2020-12-31$575,039
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$567,280
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,737,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,668,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$201,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$28,426,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$28,005,663
Other income not declared elsewhere2020-12-31$141,202
Administrative expenses (other) incurred2020-12-31$183,588
Liabilities. Value of operating payables at end of year2020-12-31$190,745
Liabilities. Value of operating payables at beginning of year2020-12-31$182,556
Total non interest bearing cash at end of year2020-12-31$4,996,059
Total non interest bearing cash at beginning of year2020-12-31$5,148,742
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$1,453,292
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,091,154
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,637,862
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$108,823
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,944,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,462,989
Interest earned on other investments2020-12-31$16,179
Income. Interest from US Government securities2020-12-31$152,696
Income. Interest from corporate debt instruments2020-12-31$411,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$192,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$267,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$267,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,764
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,549,894
Asset value of US Government securities at end of year2020-12-31$10,303,368
Asset value of US Government securities at beginning of year2020-12-31$9,342,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$659,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$33,517,910
Employer contributions (assets) at end of year2020-12-31$2,908,554
Employer contributions (assets) at beginning of year2020-12-31$2,720,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,110,291
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$13,810,821
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$14,340,056
Contract administrator fees2020-12-31$652,009
Liabilities. Value of benefit claims payable at end of year2020-12-31$4,815,800
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,347,600
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$124,803
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$122,550
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
Aggregate proceeds on sale of assets2020-12-31$15,729,387
Aggregate carrying amount (costs) on sale of assets2020-12-31$15,500,069
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH LLP
Accountancy firm EIN2020-12-31363168081
2019 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,521,428
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,521,428
Total unrealized appreciation/depreciation of assets2019-12-31$1,521,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$31,535,819
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$31,535,819
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,600,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,600,254
Total income from all sources (including contributions)2019-12-31$41,252,769
Total income from all sources (including contributions)2019-12-31$41,252,769
Total loss/gain on sale of assets2019-12-31$153,763
Total of all expenses incurred2019-12-31$42,266,193
Total of all expenses incurred2019-12-31$42,266,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$40,805,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$40,805,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$36,937,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$36,937,524
Value of total assets at end of year2019-12-31$44,173,681
Value of total assets at end of year2019-12-31$44,173,681
Value of total assets at beginning of year2019-12-31$43,251,540
Value of total assets at beginning of year2019-12-31$43,251,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,460,461
Total interest from all sources2019-12-31$685,879
Total interest from all sources2019-12-31$685,879
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$246,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$246,164
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$246,164
Administrative expenses professional fees incurred2019-12-31$487,718
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,759,934
Contributions received from participants2019-12-31$3,759,934
Assets. Other investments not covered elsewhere at end of year2019-12-31$567,280
Assets. Other investments not covered elsewhere at end of year2019-12-31$567,280
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$273,148
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$273,148
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,801,711
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,801,711
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$201,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$201,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$197,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$197,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$28,005,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$28,005,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$26,685,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$26,685,822
Other income not declared elsewhere2019-12-31$158,827
Administrative expenses (other) incurred2019-12-31$198,475
Administrative expenses (other) incurred2019-12-31$198,475
Liabilities. Value of operating payables at end of year2019-12-31$182,556
Liabilities. Value of operating payables at end of year2019-12-31$182,556
Liabilities. Value of operating payables at beginning of year2019-12-31$202,332
Liabilities. Value of operating payables at beginning of year2019-12-31$202,332
Total non interest bearing cash at end of year2019-12-31$5,148,742
Total non interest bearing cash at end of year2019-12-31$5,148,742
Total non interest bearing cash at beginning of year2019-12-31$5,200,479
Total non interest bearing cash at beginning of year2019-12-31$5,200,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,013,424
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,637,862
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,637,862
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,651,286
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,651,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$107,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,462,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,462,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,995,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,995,946
Interest earned on other investments2019-12-31$11,138
Income. Interest from US Government securities2019-12-31$207,085
Income. Interest from US Government securities2019-12-31$207,085
Income. Interest from corporate debt instruments2019-12-31$457,956
Income. Interest from corporate debt instruments2019-12-31$457,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$267,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$267,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$93,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$93,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$93,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$93,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,700
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,971,767
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,971,767
Asset value of US Government securities at end of year2019-12-31$9,342,877
Asset value of US Government securities at end of year2019-12-31$9,342,877
Asset value of US Government securities at beginning of year2019-12-31$10,144,702
Asset value of US Government securities at beginning of year2019-12-31$10,144,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,549,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,549,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$33,177,590
Contributions received in cash from employer2019-12-31$33,177,590
Employer contributions (assets) at end of year2019-12-31$2,720,164
Employer contributions (assets) at beginning of year2019-12-31$2,940,247
Employer contributions (assets) at beginning of year2019-12-31$2,940,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,032,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$36,032,254
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$14,340,056
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$14,340,056
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$14,286,888
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$14,286,888
Contract administrator fees2019-12-31$666,419
Contract administrator fees2019-12-31$666,419
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,347,600
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,712,100
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,712,100
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$122,550
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$122,550
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$119,360
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$119,360
Did the plan have assets held for investment2019-12-31Yes
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
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
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$27,202,814
Aggregate proceeds on sale of assets2019-12-31$27,202,814
Aggregate carrying amount (costs) on sale of assets2019-12-31$27,049,051
Aggregate carrying amount (costs) on sale of assets2019-12-31$27,049,051
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm name2019-12-31SIKICH LLP
Accountancy firm EIN2019-12-31363168081
Accountancy firm EIN2019-12-31363168081
2018 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-381,520
Total unrealized appreciation/depreciation of assets2018-12-31$-381,520
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$28,138,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,216,609
Total income from all sources (including contributions)2018-12-31$36,684,638
Total loss/gain on sale of assets2018-12-31$-86,135
Total of all expenses incurred2018-12-31$42,105,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$39,050,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$36,792,506
Value of total assets at end of year2018-12-31$43,251,540
Value of total assets at beginning of year2018-12-31$45,750,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,055,465
Total interest from all sources2018-12-31$662,011
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$275,267
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$275,267
Administrative expenses professional fees incurred2018-12-31$366,735
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,640,254
Assets. Other investments not covered elsewhere at end of year2018-12-31$273,148
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$161,154
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$197,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$238,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$25,224,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$22,398,119
Other income not declared elsewhere2018-12-31$147,499
Administrative expenses (other) incurred2018-12-31$1,982,893
Liabilities. Value of operating payables at end of year2018-12-31$202,332
Liabilities. Value of operating payables at beginning of year2018-12-31$304,790
Total non interest bearing cash at end of year2018-12-31$5,200,479
Total non interest bearing cash at beginning of year2018-12-31$6,370,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,421,095
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,112,590
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,533,685
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$103,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,995,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,295,671
Interest earned on other investments2018-12-31$7,391
Income. Interest from US Government securities2018-12-31$175,903
Income. Interest from corporate debt instruments2018-12-31$473,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$93,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$303,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$303,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,281
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,224,519
Asset value of US Government securities at end of year2018-12-31$10,144,702
Asset value of US Government securities at beginning of year2018-12-31$10,072,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-724,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$33,152,252
Employer contributions (assets) at end of year2018-12-31$2,940,247
Employer contributions (assets) at beginning of year2018-12-31$2,955,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$35,825,749
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$14,286,888
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$14,232,733
Contract administrator fees2018-12-31$602,117
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,712,100
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,513,700
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$119,360
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$120,474
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$12,000,796
Aggregate carrying amount (costs) on sale of assets2018-12-31$12,086,931
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2018-12-31391531945
2017 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,429
Total unrealized appreciation/depreciation of assets2017-12-31$-1,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$25,216,609
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$24,446,470
Total income from all sources (including contributions)2017-12-31$38,300,098
Total loss/gain on sale of assets2017-12-31$1,321
Total of all expenses incurred2017-12-31$37,830,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$34,931,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$35,478,921
Value of total assets at end of year2017-12-31$45,750,294
Value of total assets at beginning of year2017-12-31$44,510,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,898,347
Total interest from all sources2017-12-31$633,685
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$249,265
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$249,265
Administrative expenses professional fees incurred2017-12-31$329,495
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$3,706,557
Assets. Other investments not covered elsewhere at end of year2017-12-31$161,154
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$160,634
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$238,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$252,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$22,398,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$21,214,731
Other income not declared elsewhere2017-12-31$308,162
Administrative expenses (other) incurred2017-12-31$1,861,631
Liabilities. Value of operating payables at end of year2017-12-31$304,790
Liabilities. Value of operating payables at beginning of year2017-12-31$280,439
Total non interest bearing cash at end of year2017-12-31$6,370,740
Total non interest bearing cash at beginning of year2017-12-31$4,678,390
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$470,094
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,533,685
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,063,591
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$105,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,295,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,266,275
Interest earned on other investments2017-12-31$5,902
Income. Interest from US Government securities2017-12-31$167,559
Income. Interest from corporate debt instruments2017-12-31$456,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$303,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$913,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$913,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,785
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$3,036,665
Asset value of US Government securities at end of year2017-12-31$10,072,156
Asset value of US Government securities at beginning of year2017-12-31$9,888,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,630,173
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$31,772,364
Employer contributions (assets) at end of year2017-12-31$2,955,303
Employer contributions (assets) at beginning of year2017-12-31$2,491,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$31,894,992
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$14,232,733
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$14,827,661
Contract administrator fees2017-12-31$601,843
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$2,513,700
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,951,300
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$120,474
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$31,463
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
Aggregate proceeds on sale of assets2017-12-31$16,208,723
Aggregate carrying amount (costs) on sale of assets2017-12-31$16,207,402
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FREYBERG HINKEL ET AL
Accountancy firm EIN2017-12-31391531945
2016 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-15,904
Total unrealized appreciation/depreciation of assets2016-12-31$-15,904
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,446,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,070,468
Total income from all sources (including contributions)2016-12-31$33,901,598
Total loss/gain on sale of assets2016-12-31$-103,414
Total of all expenses incurred2016-12-31$36,097,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$33,088,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$31,983,303
Value of total assets at end of year2016-12-31$44,510,061
Value of total assets at beginning of year2016-12-31$44,330,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,008,859
Total interest from all sources2016-12-31$666,589
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$261,483
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$261,483
Administrative expenses professional fees incurred2016-12-31$422,813
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,609,519
Assets. Other investments not covered elsewhere at end of year2016-12-31$160,634
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$157,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$252,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$229,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$21,214,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$19,203,953
Other income not declared elsewhere2016-12-31$143,981
Administrative expenses (other) incurred2016-12-31$1,888,149
Liabilities. Value of operating payables at end of year2016-12-31$280,439
Liabilities. Value of operating payables at beginning of year2016-12-31$357,915
Total non interest bearing cash at end of year2016-12-31$4,678,390
Total non interest bearing cash at beginning of year2016-12-31$6,126,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-2,196,107
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,063,591
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,259,698
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$113,648
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,266,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,909,232
Interest earned on other investments2016-12-31$5,902
Income. Interest from US Government securities2016-12-31$177,310
Income. Interest from corporate debt instruments2016-12-31$482,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$913,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$553,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$553,028
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$715
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,774,165
Asset value of US Government securities at end of year2016-12-31$9,888,362
Asset value of US Government securities at beginning of year2016-12-31$8,278,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$965,560
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$28,373,784
Employer contributions (assets) at end of year2016-12-31$2,491,346
Employer contributions (assets) at beginning of year2016-12-31$2,518,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,314,681
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$14,827,661
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$15,374,080
Contract administrator fees2016-12-31$584,249
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$2,951,300
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,508,600
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$31,463
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$183,523
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
Aggregate proceeds on sale of assets2016-12-31$27,939,828
Aggregate carrying amount (costs) on sale of assets2016-12-31$28,043,242
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2016-12-31391531945
2015 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-450,099
Total unrealized appreciation/depreciation of assets2015-12-31$-450,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,070,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,601,499
Total income from all sources (including contributions)2015-12-31$31,371,661
Total loss/gain on sale of assets2015-12-31$102,838
Total of all expenses incurred2015-12-31$34,646,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$31,685,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$31,120,592
Value of total assets at end of year2015-12-31$44,330,166
Value of total assets at beginning of year2015-12-31$46,135,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,960,772
Total interest from all sources2015-12-31$650,049
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$286,552
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$286,552
Administrative expenses professional fees incurred2015-12-31$387,841
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,706,470
Assets. Other investments not covered elsewhere at end of year2015-12-31$157,409
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$229,883
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$193,363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$19,203,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$17,739,573
Other income not declared elsewhere2015-12-31$121,527
Administrative expenses (other) incurred2015-12-31$1,905,374
Liabilities. Value of operating payables at end of year2015-12-31$357,915
Liabilities. Value of operating payables at beginning of year2015-12-31$543,226
Total non interest bearing cash at end of year2015-12-31$6,126,686
Total non interest bearing cash at beginning of year2015-12-31$8,320,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,274,410
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,259,698
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,534,108
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$105,104
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,909,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,079,478
Interest earned on other investments2015-12-31$8,469
Income. Interest from US Government securities2015-12-31$130,954
Income. Interest from corporate debt instruments2015-12-31$510,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$553,028
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$297,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$297,290
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,321,665
Asset value of US Government securities at end of year2015-12-31$8,278,024
Asset value of US Government securities at beginning of year2015-12-31$8,135,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-459,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$27,414,122
Employer contributions (assets) at end of year2015-12-31$2,518,301
Employer contributions (assets) at beginning of year2015-12-31$2,342,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$30,363,634
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$15,374,080
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$15,626,186
Contract administrator fees2015-12-31$562,453
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$2,508,600
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,318,700
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$183,523
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$141,234
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
Aggregate proceeds on sale of assets2015-12-31$18,757,113
Aggregate carrying amount (costs) on sale of assets2015-12-31$18,654,275
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 name2015-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2015-12-31391531945
2014 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$172,806
Total unrealized appreciation/depreciation of assets2014-12-31$172,806
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,601,499
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,800,058
Total income from all sources (including contributions)2014-12-31$33,356,200
Total loss/gain on sale of assets2014-12-31$50,993
Total of all expenses incurred2014-12-31$33,992,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$31,203,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$31,375,323
Value of total assets at end of year2014-12-31$46,135,607
Value of total assets at beginning of year2014-12-31$43,970,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,789,149
Total interest from all sources2014-12-31$685,099
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$314,379
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$314,379
Administrative expenses professional fees incurred2014-12-31$369,774
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,877,111
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$193,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$201,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$17,739,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$15,638,016
Other income not declared elsewhere2014-12-31$136,321
Administrative expenses (other) incurred2014-12-31$1,745,788
Liabilities. Value of operating payables at end of year2014-12-31$543,226
Liabilities. Value of operating payables at beginning of year2014-12-31$243,642
Total non interest bearing cash at end of year2014-12-31$8,320,137
Total non interest bearing cash at beginning of year2014-12-31$6,256,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-636,654
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,534,108
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,170,762
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$103,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,079,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,143,820
Interest earned on other investments2014-12-31$10,088
Income. Interest from US Government securities2014-12-31$132,322
Income. Interest from corporate debt instruments2014-12-31$542,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$297,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,041,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,041,710
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,417,709
Asset value of US Government securities at end of year2014-12-31$8,135,243
Asset value of US Government securities at beginning of year2014-12-31$9,040,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$621,279
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$27,498,212
Employer contributions (assets) at end of year2014-12-31$2,342,676
Employer contributions (assets) at beginning of year2014-12-31$2,163,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$27,785,996
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$15,626,186
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$14,068,530
Contract administrator fees2014-12-31$569,668
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$2,318,700
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,918,400
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$141,234
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$54,839
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
Aggregate proceeds on sale of assets2014-12-31$32,782,340
Aggregate carrying amount (costs) on sale of assets2014-12-31$32,731,347
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2014-12-31391531945
2013 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,259,474
Total unrealized appreciation/depreciation of assets2013-12-31$-1,259,474
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,800,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,031,123
Total income from all sources (including contributions)2013-12-31$31,157,751
Total loss/gain on sale of assets2013-12-31$369,192
Total of all expenses incurred2013-12-31$31,016,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$28,446,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$29,253,453
Value of total assets at end of year2013-12-31$43,970,820
Value of total assets at beginning of year2013-12-31$41,060,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,570,096
Total interest from all sources2013-12-31$726,794
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$313,867
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$313,867
Administrative expenses professional fees incurred2013-12-31$435,499
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,127,392
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$201,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$339,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$15,638,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$12,564,539
Other income not declared elsewhere2013-12-31$149,411
Administrative expenses (other) incurred2013-12-31$1,551,257
Liabilities. Value of operating payables at end of year2013-12-31$243,642
Liabilities. Value of operating payables at beginning of year2013-12-31$290,384
Total non interest bearing cash at end of year2013-12-31$6,256,012
Total non interest bearing cash at beginning of year2013-12-31$4,657,023
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$141,145
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,170,762
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,029,617
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$108,512
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,143,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,325,444
Interest earned on other investments2013-12-31$10,052
Income. Interest from US Government securities2013-12-31$164,575
Income. Interest from corporate debt instruments2013-12-31$552,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,041,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$940,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$940,870
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,812,085
Asset value of US Government securities at end of year2013-12-31$9,040,659
Asset value of US Government securities at beginning of year2013-12-31$12,486,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,604,508
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$25,126,061
Employer contributions (assets) at end of year2013-12-31$2,163,812
Employer contributions (assets) at beginning of year2013-12-31$2,012,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$24,634,425
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$14,068,530
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$17,238,653
Contract administrator fees2013-12-31$474,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,918,400
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,176,200
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$54,839
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$59,944
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$38,668,924
Aggregate carrying amount (costs) on sale of assets2013-12-31$38,299,732
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 name2013-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2013-12-31391531945
2012 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$301,647
Total unrealized appreciation/depreciation of assets2012-12-31$301,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,031,123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,885,668
Total income from all sources (including contributions)2012-12-31$28,663,382
Total loss/gain on sale of assets2012-12-31$514,931
Total of all expenses incurred2012-12-31$30,898,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$28,165,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$26,090,352
Value of total assets at end of year2012-12-31$41,060,740
Value of total assets at beginning of year2012-12-31$43,150,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,732,885
Total interest from all sources2012-12-31$1,063,797
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$42,517
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$42,517
Administrative expenses professional fees incurred2012-12-31$572,116
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,068,056
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$339,780
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$350,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$12,564,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$12,122,095
Other income not declared elsewhere2012-12-31$216,257
Administrative expenses (other) incurred2012-12-31$1,598,102
Liabilities. Value of operating payables at end of year2012-12-31$290,384
Liabilities. Value of operating payables at beginning of year2012-12-31$224,073
Total non interest bearing cash at end of year2012-12-31$4,657,023
Total non interest bearing cash at beginning of year2012-12-31$3,788,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,235,032
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,029,617
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,264,649
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$96,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,325,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,849,046
Interest earned on other investments2012-12-31$22,284
Income. Interest from US Government securities2012-12-31$255,561
Income. Interest from corporate debt instruments2012-12-31$785,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$940,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$327,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$327,531
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,564,998
Asset value of US Government securities at end of year2012-12-31$12,486,751
Asset value of US Government securities at beginning of year2012-12-31$14,441,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$433,881
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$22,022,296
Employer contributions (assets) at end of year2012-12-31$2,012,275
Employer contributions (assets) at beginning of year2012-12-31$1,874,969
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,600,531
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$17,238,653
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$19,476,378
Contract administrator fees2012-12-31$465,922
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$2,176,200
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,539,500
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$59,944
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$41,767
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$34,826,549
Aggregate carrying amount (costs) on sale of assets2012-12-31$34,311,618
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 name2012-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2012-12-31391531945
2011 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$221,393
Total unrealized appreciation/depreciation of assets2011-12-31$221,393
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,885,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,573,156
Total income from all sources (including contributions)2011-12-31$27,278,916
Total loss/gain on sale of assets2011-12-31$378,106
Total of all expenses incurred2011-12-31$29,560,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$27,118,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$24,990,158
Value of total assets at end of year2011-12-31$43,150,317
Value of total assets at beginning of year2011-12-31$47,119,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,442,332
Total interest from all sources2011-12-31$1,263,186
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$47,933
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$47,933
Administrative expenses professional fees incurred2011-12-31$413,260
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,318,351
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$350,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$303,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$12,122,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$13,541,795
Other income not declared elsewhere2011-12-31$376,644
Administrative expenses (other) incurred2011-12-31$1,529,953
Liabilities. Value of operating payables at end of year2011-12-31$224,073
Liabilities. Value of operating payables at beginning of year2011-12-31$437,461
Total non interest bearing cash at end of year2011-12-31$3,788,119
Total non interest bearing cash at beginning of year2011-12-31$8,971,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,281,522
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,264,649
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,546,171
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$88,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,849,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,799,617
Interest earned on other investments2011-12-31$39,920
Income. Interest from US Government securities2011-12-31$321,473
Income. Interest from corporate debt instruments2011-12-31$901,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$327,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$565,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$565,806
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,451,837
Asset value of US Government securities at end of year2011-12-31$14,441,617
Asset value of US Government securities at beginning of year2011-12-31$13,543,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,496
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$20,671,807
Employer contributions (assets) at end of year2011-12-31$1,874,969
Employer contributions (assets) at beginning of year2011-12-31$2,017,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$25,666,269
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$19,476,378
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$18,842,452
Contract administrator fees2011-12-31$410,499
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$2,539,500
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,593,900
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$41,767
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$76,563
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$19,271,117
Aggregate carrying amount (costs) on sale of assets2011-12-31$18,893,011
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2011-12-31391531945
2010 : WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-246,437
Total unrealized appreciation/depreciation of assets2010-12-31$-246,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,573,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,365,310
Total income from all sources (including contributions)2010-12-31$28,875,586
Total loss/gain on sale of assets2010-12-31$912,396
Total of all expenses incurred2010-12-31$29,273,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$26,754,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$26,096,944
Value of total assets at end of year2010-12-31$47,119,327
Value of total assets at beginning of year2010-12-31$47,308,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,518,857
Total interest from all sources2010-12-31$1,397,424
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$42,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$42,013
Administrative expenses professional fees incurred2010-12-31$426,483
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,920,679
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$303,582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$329,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$13,541,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$12,916,894
Other income not declared elsewhere2010-12-31$353,101
Administrative expenses (other) incurred2010-12-31$1,559,412
Liabilities. Value of operating payables at end of year2010-12-31$437,461
Liabilities. Value of operating payables at beginning of year2010-12-31$313,416
Total non interest bearing cash at end of year2010-12-31$8,971,161
Total non interest bearing cash at beginning of year2010-12-31$7,764,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-397,508
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,546,171
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,943,679
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$124,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,799,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,441,077
Income. Interest from US Government securities2010-12-31$342,018
Income. Interest from corporate debt instruments2010-12-31$1,042,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$565,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$865,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$865,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$12,614
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,332,541
Asset value of US Government securities at end of year2010-12-31$13,543,064
Asset value of US Government securities at beginning of year2010-12-31$10,694,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$320,145
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$21,176,265
Employer contributions (assets) at end of year2010-12-31$2,017,082
Employer contributions (assets) at beginning of year2010-12-31$1,920,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$25,421,696
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$18,842,452
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$23,229,252
Contract administrator fees2010-12-31$408,766
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$2,593,900
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$3,135,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$76,563
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$63,535
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
Aggregate proceeds on sale of assets2010-12-31$22,620,346
Aggregate carrying amount (costs) on sale of assets2010-12-31$21,707,950
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 name2010-12-31FREYBERG HINKLE ET AL
Accountancy firm EIN2010-12-31391531945

Form 5500 Responses for WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND

2022: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained 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: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WISCONSIN SHEET METAL WORKERS HEALTH AND BENEFIT FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number51222 00000
Policy instance 2
Insurance contract or identification number51222 00000
Number of Individuals Covered126
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3348 C4611
Policy instance 1
Insurance contract or identification numberG3348 C4611
Number of Individuals Covered3622
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $127,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number54815 00000
Policy instance 2
Insurance contract or identification number54815 00000
Number of Individuals Covered2156
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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 $85,779
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148261
Policy instance 1
Insurance contract or identification number148261
Number of Individuals Covered8326
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $112,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148261
Policy instance 1
Insurance contract or identification number148261
Number of Individuals Covered8158
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $113,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number54815 00000
Policy instance 2
Insurance contract or identification number54815 00000
Number of Individuals Covered2131
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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 $82,394
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number54815 00000
Policy instance 2
Insurance contract or identification number54815 00000
Number of Individuals Covered2138
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
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 $86,605
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148261
Policy instance 1
Insurance contract or identification number148261
Number of Individuals Covered8344
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $114,833
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number54815 00000
Policy instance 2
Insurance contract or identification number54815 00000
Number of Individuals Covered2133
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148261
Policy instance 1
Insurance contract or identification number148261
Number of Individuals Covered2851
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $98,559
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number54815 00000
Policy instance 2
Insurance contract or identification number54815 00000
Number of Individuals Covered2111
Insurance policy start date2016-06-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148261
Policy instance 1
Insurance contract or identification number148261
Number of Individuals Covered2807
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $46,576
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148261
Policy instance 1
Insurance contract or identification number148261
Number of Individuals Covered2629
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $100,764
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number54815 00000
Policy instance 2
Insurance contract or identification number54815 00000
Number of Individuals Covered1963
Insurance policy start date2015-01-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148261
Policy instance 1
Insurance contract or identification number148261
Number of Individuals Covered2648
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $100,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number53111 00000
Policy instance 2
Insurance contract or identification number53111 00000
Number of Individuals Covered1979
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number53111 00000
Policy instance 2
Insurance contract or identification number53111 00000
Number of Individuals Covered1922
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 )
Policy contract number00226652
Policy instance 3
Insurance contract or identification number00226652
Number of Individuals Covered2077
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $129,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148261
Policy instance 1
Insurance contract or identification number148261
Number of Individuals Covered2593
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $92,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148261
Policy instance 1
Insurance contract or identification number148261
Number of Individuals Covered2564
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $0
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 providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $104,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 )
Policy contract number00226652
Policy instance 4
Insurance contract or identification number00226652
Number of Individuals Covered2076
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0744598
Policy instance 3
Insurance contract or identification number0744598
Number of Individuals Covered1077
Insurance policy start date2012-07-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $120,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number53111 00000
Policy instance 2
Insurance contract or identification number53111 00000
Number of Individuals Covered1903
Insurance policy start date2012-08-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number53211 00000
Policy instance 4
Insurance contract or identification number53211 00000
Number of Individuals Covered16
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number148261
Policy instance 2
Insurance contract or identification number148261
Number of Individuals Covered2643
Insurance policy start date2011-11-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $17,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-97678-41
Policy instance 1
Insurance contract or identification number87-97678-41
Number of Individuals Covered2667
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54046 )
Policy contract number53111 00000
Policy instance 3
Insurance contract or identification number53111 00000
Number of Individuals Covered1944
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number87-97678-41
Policy instance 1
Insurance contract or identification number87-97678-41
Number of Individuals Covered2667
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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