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SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND
Plan identification number 501

SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND Benefits

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

401k Sponsoring company profile

TRUSTEES SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE & BENEFIT FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE & BENEFIT FUND
Employer identification number (EIN):356028684
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01JAMES PARKS CHARLES GRAVES2019-07-23
5012017-01-01JAMES PARKS CHARLES GRAVES2018-07-26
5012016-01-01JAMES PARKS CHARLES GRAVES2017-07-26
5012015-01-01JAMES PARKS CHARLES GRAVES2016-07-22
5012014-01-01JAMES PARKS CHARLES GRAVES2015-07-28
5012013-01-01JAMES PARKS CHARLES GRAVES2014-07-24
5012012-01-01JAMES PARKS CHARLES GRAVES2013-07-19
5012011-01-01CHARLES GRAVES JAMES PARKS2012-09-04
5012010-01-01JAMES PARKS2011-10-06
5012009-01-012010-10-08 GARY PIERSON2010-10-08
5012009-01-01CHARLES GRAVES GARY PIERSON2010-10-11

Plan Statistics for SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND

Measure Date Value
2022: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2022 401k membership
Total participants, beginning-of-year2022-01-013,807
Total number of active participants reported on line 7a of the Form 55002022-01-012,616
Number of retired or separated participants receiving benefits2022-01-011,197
Total of all active and inactive participants2022-01-013,813
Number of employers contributing to the scheme2022-01-01172
2021: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2021 401k membership
Total participants, beginning-of-year2021-01-013,843
Total number of active participants reported on line 7a of the Form 55002021-01-012,630
Number of retired or separated participants receiving benefits2021-01-011,177
Total of all active and inactive participants2021-01-013,807
Number of employers contributing to the scheme2021-01-01172
2020: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2020 401k membership
Total participants, beginning-of-year2020-01-013,790
Total number of active participants reported on line 7a of the Form 55002020-01-012,669
Number of retired or separated participants receiving benefits2020-01-011,174
Total of all active and inactive participants2020-01-013,843
Number of employers contributing to the scheme2020-01-01168
2019: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2019 401k membership
Total participants, beginning-of-year2019-01-013,604
Total number of active participants reported on line 7a of the Form 55002019-01-012,631
Number of retired or separated participants receiving benefits2019-01-011,159
Total of all active and inactive participants2019-01-013,790
Number of employers contributing to the scheme2019-01-01167
2018: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2018 401k membership
Total participants, beginning-of-year2018-01-013,718
Total number of active participants reported on line 7a of the Form 55002018-01-012,447
Number of retired or separated participants receiving benefits2018-01-011,157
Total of all active and inactive participants2018-01-013,604
Number of employers contributing to the scheme2018-01-01176
2017: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2017 401k membership
Total participants, beginning-of-year2017-01-013,612
Total number of active participants reported on line 7a of the Form 55002017-01-012,570
Number of retired or separated participants receiving benefits2017-01-011,148
Total of all active and inactive participants2017-01-013,718
Number of employers contributing to the scheme2017-01-01173
2016: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2016 401k membership
Total participants, beginning-of-year2016-01-013,557
Total number of active participants reported on line 7a of the Form 55002016-01-012,465
Number of retired or separated participants receiving benefits2016-01-011,147
Total of all active and inactive participants2016-01-013,612
Number of employers contributing to the scheme2016-01-01178
2015: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2015 401k membership
Total participants, beginning-of-year2015-01-013,439
Total number of active participants reported on line 7a of the Form 55002015-01-012,428
Number of retired or separated participants receiving benefits2015-01-011,129
Total of all active and inactive participants2015-01-013,557
Number of employers contributing to the scheme2015-01-01174
2014: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2014 401k membership
Total participants, beginning-of-year2014-01-013,467
Total number of active participants reported on line 7a of the Form 55002014-01-012,327
Number of retired or separated participants receiving benefits2014-01-011,112
Total of all active and inactive participants2014-01-013,439
Number of employers contributing to the scheme2014-01-01185
2013: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2013 401k membership
Total participants, beginning-of-year2013-01-013,477
Total number of active participants reported on line 7a of the Form 55002013-01-012,366
Number of retired or separated participants receiving benefits2013-01-011,101
Total of all active and inactive participants2013-01-013,467
Number of employers contributing to the scheme2013-01-01182
2012: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2012 401k membership
Total participants, beginning-of-year2012-01-013,556
Total number of active participants reported on line 7a of the Form 55002012-01-012,382
Number of retired or separated participants receiving benefits2012-01-011,095
Total of all active and inactive participants2012-01-013,477
Number of employers contributing to the scheme2012-01-01177
2011: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2011 401k membership
Total participants, beginning-of-year2011-01-013,693
Total number of active participants reported on line 7a of the Form 55002011-01-012,470
Number of retired or separated participants receiving benefits2011-01-011,086
Total of all active and inactive participants2011-01-013,556
Number of employers contributing to the scheme2011-01-01158
2010: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2010 401k membership
Total participants, beginning-of-year2010-01-013,838
Total number of active participants reported on line 7a of the Form 55002010-01-012,384
Number of retired or separated participants receiving benefits2010-01-011,309
Total of all active and inactive participants2010-01-013,693
Total participants2010-01-013,693
Number of employers contributing to the scheme2010-01-01164
2009: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2009 401k membership
Total participants, beginning-of-year2009-01-014,271
Total number of active participants reported on line 7a of the Form 55002009-01-012,554
Number of retired or separated participants receiving benefits2009-01-011,284
Total of all active and inactive participants2009-01-013,838
Number of employers contributing to the scheme2009-01-01170

Financial Data on SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,510,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,945,659
Total income from all sources (including contributions)2022-12-31$38,047,765
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$56,959,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$56,064,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$53,050,681
Value of total assets at end of year2022-12-31$136,847,179
Value of total assets at beginning of year2022-12-31$154,194,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$894,902
Total interest from all sources2022-12-31$14,272
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,866,699
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$3,866,699
Administrative expenses professional fees incurred2022-12-31$303,501
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$6,663,043
Participant contributions at beginning of year2022-12-31$36,420
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,317,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,986,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,437,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$265,561
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$127,632
Other income not declared elsewhere2022-12-31$2,671,682
Administrative expenses (other) incurred2022-12-31$503,649
Liabilities. Value of operating payables at end of year2022-12-31$162,584
Liabilities. Value of operating payables at beginning of year2022-12-31$177,684
Total non interest bearing cash at end of year2022-12-31$5,996,560
Total non interest bearing cash at beginning of year2022-12-31$5,489,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,912,126
Value of net assets at end of year (total assets less liabilities)2022-12-31$129,336,788
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$148,248,914
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$87,752
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$117,459,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$138,052,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,058,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,230,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,230,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$14,272
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$5,431,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,555,569
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$46,387,638
Employer contributions (assets) at end of year2022-12-31$4,330,999
Employer contributions (assets) at beginning of year2022-12-31$3,941,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$48,315,541
Liabilities. Value of benefit claims payable at end of year2022-12-31$7,082,246
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$5,640,343
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$15,229
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$5,379
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$12,533,867
Aggregate carrying amount (costs) on sale of assets2022-12-31$12,533,867
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,945,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,597,135
Total income from all sources (including contributions)2021-12-31$70,143,951
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$57,936,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$57,052,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$53,167,612
Value of total assets at end of year2021-12-31$154,194,573
Value of total assets at beginning of year2021-12-31$143,638,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$884,156
Total interest from all sources2021-12-31$653
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,067,619
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$3,067,619
Administrative expenses professional fees incurred2021-12-31$334,008
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$6,693,788
Participant contributions at end of year2021-12-31$36,420
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,991,421
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,437,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,805,063
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$127,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$204,872
Other income not declared elsewhere2021-12-31$4,033,123
Administrative expenses (other) incurred2021-12-31$453,378
Liabilities. Value of operating payables at end of year2021-12-31$177,684
Liabilities. Value of operating payables at beginning of year2021-12-31$146,276
Total non interest bearing cash at end of year2021-12-31$5,489,837
Total non interest bearing cash at beginning of year2021-12-31$8,264,465
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$12,207,593
Value of net assets at end of year (total assets less liabilities)2021-12-31$148,248,914
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$136,041,321
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$96,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$138,052,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$125,885,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,230,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,484,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,484,907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$653
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$4,660,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,874,944
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$46,473,824
Employer contributions (assets) at end of year2021-12-31$3,941,655
Employer contributions (assets) at beginning of year2021-12-31$4,185,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$50,400,527
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,640,343
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$7,245,987
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$5,379
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$12,573
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$11,307,471
Aggregate carrying amount (costs) on sale of assets2021-12-31$11,307,471
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,597,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,992,435
Total income from all sources (including contributions)2020-12-31$70,854,839
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$53,607,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$52,898,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$52,863,679
Value of total assets at end of year2020-12-31$143,638,456
Value of total assets at beginning of year2020-12-31$123,786,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$709,342
Total interest from all sources2020-12-31$1,756
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,922,828
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$3,922,828
Administrative expenses professional fees incurred2020-12-31$221,475
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,577,235
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$1,979,464
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,805,063
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,648,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$204,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$384,151
Other income not declared elsewhere2020-12-31$3,454,972
Administrative expenses (other) incurred2020-12-31$408,269
Liabilities. Value of operating payables at end of year2020-12-31$146,276
Liabilities. Value of operating payables at beginning of year2020-12-31$149,562
Total non interest bearing cash at end of year2020-12-31$8,264,465
Total non interest bearing cash at beginning of year2020-12-31$6,717,537
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$17,247,307
Value of net assets at end of year (total assets less liabilities)2020-12-31$136,041,321
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$118,794,014
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$79,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$125,885,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$108,214,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,484,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,576,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,576,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,756
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$5,049,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,611,604
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$46,286,444
Employer contributions (assets) at end of year2020-12-31$4,185,565
Employer contributions (assets) at beginning of year2020-12-31$3,608,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$45,868,830
Liabilities. Value of benefit claims payable at end of year2020-12-31$7,245,987
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$4,458,722
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$12,573
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$20,781
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$36,610,467
Aggregate carrying amount (costs) on sale of assets2020-12-31$36,610,467
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,992,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,140,475
Total income from all sources (including contributions)2019-12-31$69,669,680
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$51,069,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$50,383,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$52,096,037
Value of total assets at end of year2019-12-31$123,786,449
Value of total assets at beginning of year2019-12-31$105,334,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$686,690
Total interest from all sources2019-12-31$19,809
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,567,124
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$3,567,124
Administrative expenses professional fees incurred2019-12-31$209,038
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,577,688
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,899,836
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,648,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,471,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$384,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$387,344
Other income not declared elsewhere2019-12-31$2,921,316
Administrative expenses (other) incurred2019-12-31$403,817
Liabilities. Value of operating payables at end of year2019-12-31$149,562
Liabilities. Value of operating payables at beginning of year2019-12-31$118,722
Total non interest bearing cash at end of year2019-12-31$6,717,537
Total non interest bearing cash at beginning of year2019-12-31$5,556,450
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$18,599,740
Value of net assets at end of year (total assets less liabilities)2019-12-31$118,794,014
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$100,194,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$73,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$108,214,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$91,848,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,576,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,795,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,795,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$19,809
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$5,190,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,065,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$45,518,349
Employer contributions (assets) at end of year2019-12-31$3,608,619
Employer contributions (assets) at beginning of year2019-12-31$3,622,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,292,901
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,458,722
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,634,409
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$20,781
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$39,864
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$7,423,543
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,423,543
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,140,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,277,984
Total income from all sources (including contributions)2018-12-31$47,079,690
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$48,362,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$47,683,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$48,108,233
Value of total assets at end of year2018-12-31$105,334,749
Value of total assets at beginning of year2018-12-31$106,755,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$678,933
Total interest from all sources2018-12-31$19,797
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,778,019
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$2,778,019
Administrative expenses professional fees incurred2018-12-31$181,825
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,507,685
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$1,943,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,471,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,282,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$387,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$194,763
Other income not declared elsewhere2018-12-31$2,683,279
Administrative expenses (other) incurred2018-12-31$428,616
Liabilities. Value of operating payables at end of year2018-12-31$118,722
Liabilities. Value of operating payables at beginning of year2018-12-31$186,875
Total non interest bearing cash at end of year2018-12-31$5,556,450
Total non interest bearing cash at beginning of year2018-12-31$2,342,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,282,954
Value of net assets at end of year (total assets less liabilities)2018-12-31$100,194,274
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$101,477,228
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$68,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$91,848,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$97,335,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,795,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,863,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,863,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$19,797
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$5,783,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,509,638
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$41,600,548
Employer contributions (assets) at end of year2018-12-31$3,622,252
Employer contributions (assets) at beginning of year2018-12-31$3,887,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$39,957,517
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,634,409
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,896,346
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$39,864
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$43,922
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$5,344,256
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,344,256
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 name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,277,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,654,490
Total income from all sources (including contributions)2017-12-31$59,285,629
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$53,230,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$52,538,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$46,530,675
Value of total assets at end of year2017-12-31$106,755,212
Value of total assets at beginning of year2017-12-31$102,076,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$692,618
Total interest from all sources2017-12-31$2,638
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,472,847
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$2,472,847
Administrative expenses professional fees incurred2017-12-31$193,574
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,128,994
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$2,092,715
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,282,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$409,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$194,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$180,361
Other income not declared elsewhere2017-12-31$2,396,591
Administrative expenses (other) incurred2017-12-31$430,707
Liabilities. Value of operating payables at end of year2017-12-31$186,875
Liabilities. Value of operating payables at beginning of year2017-12-31$330,931
Total non interest bearing cash at end of year2017-12-31$2,342,730
Total non interest bearing cash at beginning of year2017-12-31$1,606,158
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$6,054,898
Value of net assets at end of year (total assets less liabilities)2017-12-31$101,477,228
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$95,422,330
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$68,337
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$97,335,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$93,828,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,863,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,672,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,672,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,638
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$5,343,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,882,878
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$40,401,681
Employer contributions (assets) at end of year2017-12-31$3,887,286
Employer contributions (assets) at beginning of year2017-12-31$3,492,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$45,102,134
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$4,896,346
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$6,143,198
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$43,922
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$66,763
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$14,461,575
Aggregate carrying amount (costs) on sale of assets2017-12-31$14,461,575
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 name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,654,490
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,265,461
Total income from all sources (including contributions)2016-12-31$51,120,652
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$52,801,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$51,296,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$42,834,125
Value of total assets at end of year2016-12-31$102,076,820
Value of total assets at beginning of year2016-12-31$101,368,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,505,160
Total interest from all sources2016-12-31$643
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,774,775
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$2,774,775
Administrative expenses professional fees incurred2016-12-31$174,958
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$6,032,687
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,376,823
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$409,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$413,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$180,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$166,187
Other income not declared elsewhere2016-12-31$949,997
Administrative expenses (other) incurred2016-12-31$633,182
Liabilities. Value of operating payables at end of year2016-12-31$330,931
Liabilities. Value of operating payables at beginning of year2016-12-31$485,768
Total non interest bearing cash at end of year2016-12-31$1,606,158
Total non interest bearing cash at beginning of year2016-12-31$2,707,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-1,681,007
Value of net assets at end of year (total assets less liabilities)2016-12-31$95,422,330
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$97,103,337
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$67,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$93,828,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$91,856,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,672,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,304,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,304,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$643
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$5,438,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,561,112
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$36,801,438
Employer contributions (assets) at end of year2016-12-31$3,492,685
Employer contributions (assets) at beginning of year2016-12-31$3,023,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$44,480,908
Contract administrator fees2016-12-31$629,792
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$6,143,198
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,613,506
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$66,763
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$63,320
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$10,843,859
Aggregate carrying amount (costs) on sale of assets2016-12-31$10,843,859
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 name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,247,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,831,696
Total income from all sources (including contributions)2015-12-31$40,353,559
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$42,015,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$40,525,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$39,613,315
Value of total assets at end of year2015-12-31$101,368,798
Value of total assets at beginning of year2015-12-31$102,614,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,489,699
Total interest from all sources2015-12-31$601
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,347,568
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$2,347,568
Administrative expenses professional fees incurred2015-12-31$109,427
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$5,796,585
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,308,738
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$413,230
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,917,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$166,187
Other income not declared elsewhere2015-12-31$909,851
Administrative expenses (other) incurred2015-12-31$747,602
Liabilities. Value of operating payables at end of year2015-12-31$485,768
Liabilities. Value of operating payables at beginning of year2015-12-31$579,296
Total non interest bearing cash at end of year2015-12-31$2,707,904
Total non interest bearing cash at beginning of year2015-12-31$2,293,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,661,677
Value of net assets at end of year (total assets less liabilities)2015-12-31$97,121,443
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$98,783,120
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$66,819
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$91,856,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$93,660,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,304,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,973,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,973,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$601
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$4,350,136
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,517,776
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$33,816,730
Employer contributions (assets) at end of year2015-12-31$3,023,220
Employer contributions (assets) at beginning of year2015-12-31$2,674,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$34,866,663
Contract administrator fees2015-12-31$565,851
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$3,595,400
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,252,400
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$63,320
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$96,200
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$14,396,242
Aggregate carrying amount (costs) on sale of assets2015-12-31$14,396,242
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 name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,831,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,833,597
Total income from all sources (including contributions)2014-12-31$45,453,309
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$44,098,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$42,321,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$36,681,875
Value of total assets at end of year2014-12-31$102,614,816
Value of total assets at beginning of year2014-12-31$101,262,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,777,257
Total interest from all sources2014-12-31$1,637
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,175,781
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$2,175,781
Administrative expenses professional fees incurred2014-12-31$246,236
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$6,164,086
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,480,673
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,917,191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,589,363
Other income not declared elsewhere2014-12-31$3,388,331
Administrative expenses (other) incurred2014-12-31$918,299
Liabilities. Value of operating payables at end of year2014-12-31$579,296
Liabilities. Value of operating payables at beginning of year2014-12-31$132,397
Total non interest bearing cash at end of year2014-12-31$2,293,408
Total non interest bearing cash at beginning of year2014-12-31$1,616,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,354,642
Value of net assets at end of year (total assets less liabilities)2014-12-31$98,783,120
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$97,428,478
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$66,729
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$93,660,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$93,249,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,973,096
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,204,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,204,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,637
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,145,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,205,685
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$30,517,789
Employer contributions (assets) at end of year2014-12-31$2,674,343
Employer contributions (assets) at beginning of year2014-12-31$2,529,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$38,694,797
Contract administrator fees2014-12-31$545,993
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$3,252,400
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,701,200
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$96,200
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$73,335
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$44,514,023
Aggregate carrying amount (costs) on sale of assets2014-12-31$44,514,023
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 name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,833,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,437,275
Total income from all sources (including contributions)2013-12-31$45,871,764
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$42,166,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$40,966,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$35,814,935
Value of total assets at end of year2013-12-31$101,262,075
Value of total assets at beginning of year2013-12-31$98,160,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,200,542
Total interest from all sources2013-12-31$1,430
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,822,966
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$2,822,966
Administrative expenses professional fees incurred2013-12-31$130,067
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$5,814,992
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,447,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,589,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$572,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$259,006
Other income not declared elsewhere2013-12-31$3,085,329
Administrative expenses (other) incurred2013-12-31$460,913
Liabilities. Value of operating payables at end of year2013-12-31$132,397
Liabilities. Value of operating payables at beginning of year2013-12-31$145,069
Total non interest bearing cash at end of year2013-12-31$1,616,814
Total non interest bearing cash at beginning of year2013-12-31$1,913,609
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$3,704,915
Value of net assets at end of year (total assets less liabilities)2013-12-31$97,428,478
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$93,723,563
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$65,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$93,249,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$89,770,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,204,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,137,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,137,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,430
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,861,792
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,147,104
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$29,999,943
Employer contributions (assets) at end of year2013-12-31$2,529,259
Employer contributions (assets) at beginning of year2013-12-31$2,686,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$37,657,126
Contract administrator fees2013-12-31$543,779
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$3,701,200
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,033,200
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$73,335
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$79,503
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$32,805,491
Aggregate carrying amount (costs) on sale of assets2013-12-31$32,805,491
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 name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,437,275
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,447,681
Total income from all sources (including contributions)2012-12-31$45,585,161
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$39,061,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$37,609,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$33,454,359
Value of total assets at end of year2012-12-31$98,160,838
Value of total assets at beginning of year2012-12-31$90,647,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,452,270
Total interest from all sources2012-12-31$1,053
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,515,390
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$4,515,390
Administrative expenses professional fees incurred2012-12-31$252,887
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$3,950,929
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,295,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$572,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$886,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$259,006
Other income not declared elsewhere2012-12-31$1,326,225
Administrative expenses (other) incurred2012-12-31$461,033
Liabilities. Value of operating payables at end of year2012-12-31$145,069
Liabilities. Value of operating payables at beginning of year2012-12-31$141,481
Total non interest bearing cash at end of year2012-12-31$1,913,609
Total non interest bearing cash at beginning of year2012-12-31$2,256,363
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$6,523,807
Value of net assets at end of year (total assets less liabilities)2012-12-31$93,723,563
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$87,199,756
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$63,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$89,770,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$82,814,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,137,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,774,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,774,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,288,134
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$29,503,430
Employer contributions (assets) at end of year2012-12-31$2,686,845
Employer contributions (assets) at beginning of year2012-12-31$2,842,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$36,313,582
Contract administrator fees2012-12-31$674,658
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$4,033,200
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$3,306,200
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$79,503
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$72,931
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$12,627,659
Aggregate carrying amount (costs) on sale of assets2012-12-31$12,627,659
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 name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,447,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,292,600
Total income from all sources (including contributions)2011-12-31$37,141,635
Total of all expenses incurred2011-12-31$38,797,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$37,464,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$33,159,741
Value of total assets at end of year2011-12-31$90,647,437
Value of total assets at beginning of year2011-12-31$92,147,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,332,348
Total interest from all sources2011-12-31$2,088
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,017,048
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$3,017,048
Administrative expenses professional fees incurred2011-12-31$238,413
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$3,911,040
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,295,952
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$886,876
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,547,978
Other income not declared elsewhere2011-12-31$1,738,365
Administrative expenses (other) incurred2011-12-31$360,524
Liabilities. Value of operating payables at end of year2011-12-31$141,481
Liabilities. Value of operating payables at beginning of year2011-12-31$112,200
Total non interest bearing cash at end of year2011-12-31$2,256,363
Total non interest bearing cash at beginning of year2011-12-31$1,785,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,655,375
Value of net assets at end of year (total assets less liabilities)2011-12-31$87,199,756
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$88,855,131
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$59,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$82,814,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$81,905,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,774,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,959,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,959,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-775,607
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$29,248,701
Employer contributions (assets) at end of year2011-12-31$2,842,221
Employer contributions (assets) at beginning of year2011-12-31$2,897,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$36,168,710
Contract administrator fees2011-12-31$674,377
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$3,306,200
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,180,400
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$72,931
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$52,433
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,292,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,616,888
Total income from all sources (including contributions)2010-12-31$43,569,813
Total of all expenses incurred2010-12-31$36,885,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$35,577,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$32,124,507
Value of total assets at end of year2010-12-31$92,147,731
Value of total assets at beginning of year2010-12-31$85,787,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,307,879
Total interest from all sources2010-12-31$5,566
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,641,488
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$2,641,488
Administrative expenses professional fees incurred2010-12-31$226,255
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$4,068,132
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,277,311
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,547,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$371,302
Other income not declared elsewhere2010-12-31$3,401,549
Administrative expenses (other) incurred2010-12-31$345,599
Liabilities. Value of operating payables at end of year2010-12-31$112,200
Liabilities. Value of operating payables at beginning of year2010-12-31$151,288
Total non interest bearing cash at end of year2010-12-31$1,785,977
Total non interest bearing cash at beginning of year2010-12-31$-38,060
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$6,684,130
Value of net assets at end of year (total assets less liabilities)2010-12-31$88,855,131
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$82,171,001
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$57,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$81,905,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$75,896,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,959,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,936,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,936,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,396,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$28,056,375
Employer contributions (assets) at end of year2010-12-31$2,897,052
Employer contributions (assets) at beginning of year2010-12-31$2,609,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$34,300,493
Contract administrator fees2010-12-31$678,205
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$3,180,400
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$3,465,600
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$52,433
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$11,765
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599

Form 5500 Responses for SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND

2022: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL UNION NO 20 WELFARE AND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304975
Policy instance 5
Insurance contract or identification number304975
Number of Individuals Covered1215
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $131,300
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,015,744
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $128,100
Insurance broker organization code?5
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number316487
Policy instance 4
Insurance contract or identification number316487
Number of Individuals Covered13
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,400
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,400
Insurance broker organization code?5
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number626017
Policy instance 3
Insurance contract or identification number626017
Number of Individuals Covered1032
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $495,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number626017
Policy instance 2
Insurance contract or identification number626017
Number of Individuals Covered1032
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $118,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPHESYS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88595 )
Policy contract number324149
Policy instance 1
Insurance contract or identification number324149
Number of Individuals Covered250
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $28,500
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $755,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,500
Insurance broker organization code?5
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number316487
Policy instance 1
Insurance contract or identification number316487
Number of Individuals Covered9
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $900
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $900
Insurance broker organization code?5
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number298861
Policy instance 2
Insurance contract or identification number298861
Number of Individuals Covered210
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $23,200
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $569,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,200
Insurance broker organization code?5
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number626017
Policy instance 3
Insurance contract or identification number626017
Number of Individuals Covered1007
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $117,676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304975
Policy instance 4
Insurance contract or identification number304975
Number of Individuals Covered1256
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $137,700
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,452,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $137,700
Insurance broker organization code?5
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number626017
Policy instance 5
Insurance contract or identification number626017
Number of Individuals Covered1007
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $490,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number304975
Policy instance 5
Insurance contract or identification number304975
Number of Individuals Covered1259
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $135,100
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,773,893
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $135,100
Insurance broker organization code?5
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number316487
Policy instance 4
Insurance contract or identification number316487
Number of Individuals Covered15
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,800
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,800
Insurance broker organization code?5
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number626017
Policy instance 3
Insurance contract or identification number626017
Number of Individuals Covered996
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $110,278
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number626017
Policy instance 2
Insurance contract or identification number626017
Number of Individuals Covered996
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $480,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number298861
Policy instance 1
Insurance contract or identification number298861
Number of Individuals Covered203
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $22,700
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $634,013
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,700
Insurance broker organization code?5
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number626017
Policy instance 2
Insurance contract or identification number626017
Number of Individuals Covered984
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $532,796
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number626017
Policy instance 1
Insurance contract or identification number626017
Number of Individuals Covered984
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $99,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number626017
Policy instance 2
Insurance contract or identification number626017
Number of Individuals Covered957
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
Welfare Benefit Premiums Paid to CarrierUSD $431,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number626017
Policy instance 1
Insurance contract or identification number626017
Number of Individuals Covered957
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $91,402
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number626017
Policy instance 2
Insurance contract or identification number626017
Number of Individuals Covered947
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $473,820
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number626017
Policy instance 1
Insurance contract or identification number626017
Number of Individuals Covered947
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $98,565
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number626017
Policy instance 1
Insurance contract or identification number626017
Number of Individuals Covered908
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $504,654
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract numberR6497
Policy instance 1
Insurance contract or identification numberR6497
Number of Individuals Covered976
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $77,550
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 $1,207,568
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77,550
Insurance broker organization code?3
Insurance broker nameTHE SEGAL CO MIDWEST INC
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract numberR6495
Policy instance 2
Insurance contract or identification numberR6495
Number of Individuals Covered10
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number626017
Policy instance 3
Insurance contract or identification number626017
Number of Individuals Covered853
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $335,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract numberR6535
Policy instance 4
Insurance contract or identification numberR6535
Number of Individuals Covered35
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $750
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 $44,871
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $750
Insurance broker organization code?3
Insurance broker nameTHE SEGAL CO MIDWEST INC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract numberR6533
Policy instance 5
Insurance contract or identification numberR6533
Number of Individuals Covered308
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,400
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 $392,254
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,400
Insurance broker organization code?3
Insurance broker nameTHE SEGAL CO MIDWEST INC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract numberR6533
Policy instance 5
Insurance contract or identification numberR6533
Number of Individuals Covered314
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $48,150
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 $411,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,150
Insurance broker organization code?3
Insurance broker nameTHE SEGAL CO MIDWEST INC
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number626017
Policy instance 4
Insurance contract or identification number626017
Number of Individuals Covered825
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $177,851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract numberR6495
Policy instance 3
Insurance contract or identification numberR6495
Number of Individuals Covered27
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,500
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 $36,955
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,500
Insurance broker organization code?3
Insurance broker nameTHE SEGAL CO MIDWEST INC
HUMANA HEALTH INSURANCE COMPANY OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 69671 )
Policy contract numberR6535
Policy instance 2
Insurance contract or identification numberR6535
Number of Individuals Covered23
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,700
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 $25,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,700
Insurance broker organization code?3
Insurance broker nameTHE SEGAL CO MIDWEST INC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract numberR6497
Policy instance 1
Insurance contract or identification numberR6497
Number of Individuals Covered938
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $141,600
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 $1,211,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $141,600
Insurance broker organization code?3
Insurance broker nameSEGAL COMPANY MIDWEST INC

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