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SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL 91 ANNUITY PLAN
Plan identification number 001

SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES SHEETMETAL WORKERS LOCAL 91 ANNUITY PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES SHEETMETAL WORKERS LOCAL 91 ANNUITY PLAN
Employer identification number (EIN):362952946
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA HUNGERFORD2024-08-02 ERIC MEIRHAEGHE2024-08-02
0012022-01-01LISA HUNGERFORD2023-10-04 ERIC MEIRHAEGHE2023-10-04
0012021-01-01LISA HUNGERFORD2022-09-29 ERIC MEIRHAEGHE2022-09-29
0012020-01-01LISA HUNGERFORD2021-10-07
0012019-01-01LISA HUNGERFORD2020-09-18
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01LISA HUNGERFORD
0012014-01-01LISA HUNGERFORD
0012013-01-01LISA HUNGERFORD
0012012-01-01LISA HUNGERFORD
0012011-01-01LISA HUNGERFORD2012-09-25
0012010-01-01LISA HUNGERFORD2011-09-27
0012009-01-01LISA HUNGERFORD

Plan Statistics for SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN

Measure Date Value
2023: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01719
Total number of active participants reported on line 7a of the Form 55002023-01-01638
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-01107
Total of all active and inactive participants2023-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-016
Total participants2023-01-01758
Number of participants with account balances2023-01-01744
Number of employers contributing to the scheme2023-01-0148
2022: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01684
Total number of active participants reported on line 7a of the Form 55002022-01-01674
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0147
Total of all active and inactive participants2022-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01732
Number of participants with account balances2022-01-01719
Number of employers contributing to the scheme2022-01-0151
2021: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01668
Total number of active participants reported on line 7a of the Form 55002021-01-01650
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01694
Number of participants with account balances2021-01-01684
Number of employers contributing to the scheme2021-01-0149
2020: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01594
Total number of active participants reported on line 7a of the Form 55002020-01-01539
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01117
Total of all active and inactive participants2020-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01668
Number of participants with account balances2020-01-01659
Number of employers contributing to the scheme2020-01-0149
2019: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01606
Total number of active participants reported on line 7a of the Form 55002019-01-01486
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0197
Total of all active and inactive participants2019-01-01590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01594
Number of participants with account balances2019-01-01594
Number of employers contributing to the scheme2019-01-0150
2017: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01467
Total number of active participants reported on line 7a of the Form 55002017-01-01470
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-01115
Total of all active and inactive participants2017-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01595
Number of participants with account balances2017-01-01595
2016: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01614
Total number of active participants reported on line 7a of the Form 55002016-01-01459
Number of retired or separated participants receiving benefits2016-01-018
Total of all active and inactive participants2016-01-01467
Total participants2016-01-01467
Number of participants with account balances2016-01-01597
Number of employers contributing to the scheme2016-01-0150
2015: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01605
Total number of active participants reported on line 7a of the Form 55002015-01-01603
Number of retired or separated participants receiving benefits2015-01-0111
Total of all active and inactive participants2015-01-01614
Total participants2015-01-01614
Number of employers contributing to the scheme2015-01-0152
2014: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01642
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-01604
Number of employers contributing to the scheme2014-01-0147
2013: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01680
Total number of active participants reported on line 7a of the Form 55002013-01-01642
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01642
Number of participants with account balances2013-01-01642
Number of employers contributing to the scheme2013-01-0145
2012: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01680
Total number of active participants reported on line 7a of the Form 55002012-01-01680
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01680
Number of participants with account balances2012-01-01680
Number of employers contributing to the scheme2012-01-0155
2011: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01607
Total number of active participants reported on line 7a of the Form 55002011-01-01680
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01680
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01680
Number of participants with account balances2011-01-01680
Number of employers contributing to the scheme2011-01-0156
2010: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01659
Total number of active participants reported on line 7a of the Form 55002010-01-01607
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01607
Number of participants with account balances2010-01-01607
Number of employers contributing to the scheme2010-01-0150
2009: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01657
Total number of active participants reported on line 7a of the Form 55002009-01-01645
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01660
Number of participants with account balances2009-01-01588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0153

Financial Data on SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN

Measure Date Value
2023 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$24,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$16,842
Total income from all sources (including contributions)2023-12-31$28,013,892
Total of all expenses incurred2023-12-31$10,031,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,879,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$7,291,222
Value of total assets at end of year2023-12-31$163,610,686
Value of total assets at beginning of year2023-12-31$145,619,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$151,166
Total interest from all sources2023-12-31$27
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,369,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$6,369,511
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$17,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$19,802
Administrative expenses (other) incurred2023-12-31$34,677
Liabilities. Value of operating payables at end of year2023-12-31$24,727
Liabilities. Value of operating payables at beginning of year2023-12-31$16,842
Total non interest bearing cash at end of year2023-12-31$5,951
Total non interest bearing cash at beginning of year2023-12-31$165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$17,982,858
Value of net assets at end of year (total assets less liabilities)2023-12-31$163,585,959
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$145,603,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$84,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$152,307,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$135,558,715
Value of interest in common/collective trusts at end of year2023-12-31$10,607,178
Value of interest in common/collective trusts at beginning of year2023-12-31$9,442,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$29
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$2
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$27
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$14,098,766
Net investment gain or loss from common/collective trusts2023-12-31$254,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$7,291,222
Employer contributions (assets) at end of year2023-12-31$672,905
Employer contributions (assets) at beginning of year2023-12-31$597,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,879,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$801
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ROMOLO & ASSOCIATES, LLC
Accountancy firm EIN2023-12-31842885766
2022 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,842
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,821
Total income from all sources (including contributions)2022-12-31$-17,555,153
Total of all expenses incurred2022-12-31$8,432,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,284,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,851,014
Value of total assets at end of year2022-12-31$145,619,943
Value of total assets at beginning of year2022-12-31$171,610,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$147,799
Total interest from all sources2022-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,071,311
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$8,071,311
Administrative expenses professional fees incurred2022-12-31$26,967
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$19,802
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,656
Administrative expenses (other) incurred2022-12-31$28,605
Liabilities. Value of operating payables at end of year2022-12-31$16,842
Liabilities. Value of operating payables at beginning of year2022-12-31$19,821
Total non interest bearing cash at end of year2022-12-31$165
Total non interest bearing cash at beginning of year2022-12-31$1,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,987,514
Value of net assets at end of year (total assets less liabilities)2022-12-31$145,603,101
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$171,590,615
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$81,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$135,558,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$162,915,059
Value of interest in common/collective trusts at end of year2022-12-31$9,442,746
Value of interest in common/collective trusts at beginning of year2022-12-31$8,063,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-32,619,660
Net investment gain or loss from common/collective trusts2022-12-31$142,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,851,014
Employer contributions (assets) at end of year2022-12-31$597,712
Employer contributions (assets) at beginning of year2022-12-31$605,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,284,562
Contract administrator fees2022-12-31$10,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$801
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$5,600
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROMOLO & ASSOCIATES, LLC
Accountancy firm EIN2022-12-31842885766
2021 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$19,821
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$33,933
Total income from all sources (including contributions)2021-12-31$25,295,308
Total of all expenses incurred2021-12-31$5,209,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,053,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,417,222
Value of total assets at end of year2021-12-31$171,610,436
Value of total assets at beginning of year2021-12-31$151,538,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$156,003
Total interest from all sources2021-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,864,307
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$10,864,307
Administrative expenses professional fees incurred2021-12-31$36,321
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$6,417,222
Amount contributed by the employer to the plan for this plan year2021-12-31$6,417,222
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$12,241
Administrative expenses (other) incurred2021-12-31$27,883
Liabilities. Value of operating payables at end of year2021-12-31$19,821
Liabilities. Value of operating payables at beginning of year2021-12-31$33,933
Total non interest bearing cash at end of year2021-12-31$1,987
Total non interest bearing cash at beginning of year2021-12-31$151
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$20,086,021
Value of net assets at end of year (total assets less liabilities)2021-12-31$171,590,615
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$151,504,594
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$80,899
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$162,915,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$143,746,908
Value of interest in common/collective trusts at end of year2021-12-31$8,063,316
Value of interest in common/collective trusts at beginning of year2021-12-31$7,248,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,897,091
Net investment gain or loss from common/collective trusts2021-12-31$116,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,417,222
Employer contributions (assets) at end of year2021-12-31$605,817
Employer contributions (assets) at beginning of year2021-12-31$518,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,053,284
Contract administrator fees2021-12-31$10,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$5,600
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$10,399
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ROMOLO & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31842885766
2020 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$33,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$25,322
Total income from all sources (including contributions)2020-12-31$24,651,008
Total of all expenses incurred2020-12-31$7,078,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,930,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,666,843
Value of total assets at end of year2020-12-31$151,538,527
Value of total assets at beginning of year2020-12-31$133,957,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$147,471
Total interest from all sources2020-12-31$49
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,360,800
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$5,360,800
Administrative expenses professional fees incurred2020-12-31$30,785
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$5,666,843
Amount contributed by the employer to the plan for this plan year2020-12-31$5,666,843
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$12,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$23,268
Administrative expenses (other) incurred2020-12-31$27,107
Liabilities. Value of operating payables at end of year2020-12-31$33,933
Liabilities. Value of operating payables at beginning of year2020-12-31$25,322
Total non interest bearing cash at end of year2020-12-31$151
Total non interest bearing cash at beginning of year2020-12-31$830
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$17,572,701
Value of net assets at end of year (total assets less liabilities)2020-12-31$151,504,594
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$133,931,893
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$78,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$143,746,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$128,291,159
Value of interest in common/collective trusts at end of year2020-12-31$7,248,808
Value of interest in common/collective trusts at beginning of year2020-12-31$5,207,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$49
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,483,916
Net investment gain or loss from common/collective trusts2020-12-31$139,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,666,843
Employer contributions (assets) at end of year2020-12-31$518,715
Employer contributions (assets) at beginning of year2020-12-31$429,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,930,836
Contract administrator fees2020-12-31$11,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$10,399
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
2019 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$25,322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,209
Total income from all sources (including contributions)2019-12-31$28,317,746
Total of all expenses incurred2019-12-31$7,027,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,788,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,719,761
Value of total assets at end of year2019-12-31$133,957,215
Value of total assets at beginning of year2019-12-31$112,654,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$238,584
Total interest from all sources2019-12-31$1,006
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,501,487
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$5,501,487
Administrative expenses professional fees incurred2019-12-31$41,084
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 period2019-12-31Yes
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$5,719,761
Amount contributed by the employer to the plan for this plan year2019-12-31$5,719,761
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$23,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$22,393
Administrative expenses (other) incurred2019-12-31$26,700
Liabilities. Value of operating payables at end of year2019-12-31$25,322
Liabilities. Value of operating payables at beginning of year2019-12-31$13,209
Total non interest bearing cash at end of year2019-12-31$830
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$21,290,745
Value of net assets at end of year (total assets less liabilities)2019-12-31$133,931,893
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$112,641,148
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$170,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$128,291,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$84,729,893
Value of interest in common/collective trusts at end of year2019-12-31$5,207,831
Value of interest in common/collective trusts at beginning of year2019-12-31$27,429,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,496,582
Net investment gain or loss from common/collective trusts2019-12-31$2,598,910
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$5,719,761
Employer contributions (assets) at end of year2019-12-31$429,729
Employer contributions (assets) at beginning of year2019-12-31$470,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,788,417
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ROMOLO & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31842885766
2018 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,254
Total income from all sources (including contributions)2018-12-31$922,893
Total of all expenses incurred2018-12-31$6,742,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,493,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,653,853
Value of total assets at end of year2018-12-31$112,654,357
Value of total assets at beginning of year2018-12-31$118,470,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$248,569
Total interest from all sources2018-12-31$1,348
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,918,713
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$6,918,713
Administrative expenses professional fees incurred2018-12-31$36,279
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$5,653,853
Amount contributed by the employer to the plan for this plan year2018-12-31$5,653,853
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$22,393
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$11,895
Administrative expenses (other) incurred2018-12-31$18,861
Liabilities. Value of operating payables at end of year2018-12-31$13,209
Liabilities. Value of operating payables at beginning of year2018-12-31$10,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,819,534
Value of net assets at end of year (total assets less liabilities)2018-12-31$112,641,148
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$118,460,682
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$193,429
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$84,729,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$88,487,453
Value of interest in common/collective trusts at end of year2018-12-31$27,429,987
Value of interest in common/collective trusts at beginning of year2018-12-31$29,503,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,271,908
Net investment gain or loss from common/collective trusts2018-12-31$-1,379,113
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$5,653,853
Employer contributions (assets) at end of year2018-12-31$470,792
Employer contributions (assets) at beginning of year2018-12-31$467,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,493,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ROMOLO & ASSOCIATES
Accountancy firm EIN2018-12-31371077733
2017 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,640
Total income from all sources (including contributions)2017-12-31$20,511,449
Total of all expenses incurred2017-12-31$9,370,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,198,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,197,632
Value of total assets at end of year2017-12-31$118,470,936
Value of total assets at beginning of year2017-12-31$107,324,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$171,708
Total interest from all sources2017-12-31$166
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,155,650
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$2,155,650
Administrative expenses professional fees incurred2017-12-31$22,427
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$5,197,632
Amount contributed by the employer to the plan for this plan year2017-12-31$5,197,632
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$11,895
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10,021
Administrative expenses (other) incurred2017-12-31$17,183
Liabilities. Value of operating payables at end of year2017-12-31$10,254
Liabilities. Value of operating payables at beginning of year2017-12-31$4,640
Total non interest bearing cash at beginning of year2017-12-31$1
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$11,141,260
Value of net assets at end of year (total assets less liabilities)2017-12-31$118,460,682
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$107,319,422
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$132,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$88,487,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$100,117,945
Interest earned on other investments2017-12-31$39
Value of interest in common/collective trusts at end of year2017-12-31$29,503,982
Value of interest in common/collective trusts at beginning of year2017-12-31$6,745,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,283,326
Net investment gain or loss from common/collective trusts2017-12-31$874,675
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$5,197,632
Employer contributions (assets) at end of year2017-12-31$467,087
Employer contributions (assets) at beginning of year2017-12-31$448,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,198,481
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
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ROMOLO & ASSOCIATES
Accountancy firm EIN2017-12-31371077733
2016 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,314
Total income from all sources (including contributions)2016-12-31$12,762,341
Total of all expenses incurred2016-12-31$5,945,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,711,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,834,259
Value of total assets at end of year2016-12-31$107,324,062
Value of total assets at beginning of year2016-12-31$100,511,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$233,405
Total interest from all sources2016-12-31$86
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,323,324
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$2,323,324
Administrative expenses professional fees incurred2016-12-31$25,976
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$4,834,259
Amount contributed by the employer to the plan for this plan year2016-12-31$4,834,259
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10,021
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,954
Administrative expenses (other) incurred2016-12-31$20,049
Liabilities. Value of operating payables at end of year2016-12-31$4,640
Liabilities. Value of operating payables at beginning of year2016-12-31$9,314
Total non interest bearing cash at end of year2016-12-31$1
Total non interest bearing cash at beginning of year2016-12-31$128
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$6,817,133
Value of net assets at end of year (total assets less liabilities)2016-12-31$107,319,422
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$100,502,289
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$187,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$100,117,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$95,243,705
Interest earned on other investments2016-12-31$46
Value of interest in common/collective trusts at end of year2016-12-31$6,745,901
Value of interest in common/collective trusts at beginning of year2016-12-31$4,848,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,957,732
Net investment gain or loss from common/collective trusts2016-12-31$646,940
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$4,834,259
Employer contributions (assets) at end of year2016-12-31$448,588
Employer contributions (assets) at beginning of year2016-12-31$405,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,711,803
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
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ROMOLO & ASSOCIATES, CPA'S
Accountancy firm EIN2016-12-31371077733
2015 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,778
Total income from all sources (including contributions)2015-12-31$4,727,897
Total of all expenses incurred2015-12-31$3,797,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,579,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,556,910
Value of total assets at end of year2015-12-31$100,511,603
Value of total assets at beginning of year2015-12-31$99,586,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$217,500
Total interest from all sources2015-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,244,907
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$2,244,907
Administrative expenses professional fees incurred2015-12-31$17,085
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$4,556,910
Amount contributed by the employer to the plan for this plan year2015-12-31$4,556,910
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,954
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,390
Administrative expenses (other) incurred2015-12-31$18,578
Liabilities. Value of operating payables at end of year2015-12-31$9,314
Liabilities. Value of operating payables at beginning of year2015-12-31$14,778
Total non interest bearing cash at end of year2015-12-31$128
Total non interest bearing cash at beginning of year2015-12-31$127
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$930,729
Value of net assets at end of year (total assets less liabilities)2015-12-31$100,502,289
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$99,571,560
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$181,837
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$95,243,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$97,747,732
Value of interest in common/collective trusts at end of year2015-12-31$4,848,832
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,453,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,453,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,785,582
Net investment gain or loss from common/collective trusts2015-12-31$-288,352
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$4,556,910
Employer contributions (assets) at end of year2015-12-31$405,780
Employer contributions (assets) at beginning of year2015-12-31$379,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,579,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ROMOLO & ASSOCIATES CPA'S
Accountancy firm EIN2015-12-31371077733
2014 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$282,142
Total unrealized appreciation/depreciation of assets2014-12-31$282,142
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,293
Total income from all sources (including contributions)2014-12-31$11,397,541
Total loss/gain on sale of assets2014-12-31$4,416,631
Total of all expenses incurred2014-12-31$6,396,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,263,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,488,673
Value of total assets at end of year2014-12-31$99,586,339
Value of total assets at beginning of year2014-12-31$94,571,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$133,185
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,210,095
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$2,210,095
Administrative expenses professional fees incurred2014-12-31$15,198
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$4,488,673
Amount contributed by the employer to the plan for this plan year2014-12-31$4,488,673
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,391
Administrative expenses (other) incurred2014-12-31$23,789
Liabilities. Value of operating payables at end of year2014-12-31$14,778
Liabilities. Value of operating payables at beginning of year2014-12-31$1,293
Total non interest bearing cash at end of year2014-12-31$128
Total non interest bearing cash at beginning of year2014-12-31$32,493
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$5,001,301
Value of net assets at end of year (total assets less liabilities)2014-12-31$99,571,561
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$94,570,260
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$94,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$99,201,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$94,197,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,488,673
Employer contributions (assets) at end of year2014-12-31$379,697
Employer contributions (assets) at beginning of year2014-12-31$341,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,263,055
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$13,647,211
Aggregate carrying amount (costs) on sale of assets2014-12-31$9,230,580
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 name2014-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2014-12-31421092253
2013 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7,305,876
Total unrealized appreciation/depreciation of assets2013-12-31$7,305,876
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,751
Total income from all sources (including contributions)2013-12-31$17,214,086
Total loss/gain on sale of assets2013-12-31$3,956,533
Total of all expenses incurred2013-12-31$5,668,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,520,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,032,133
Value of total assets at end of year2013-12-31$94,571,553
Value of total assets at beginning of year2013-12-31$83,025,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$147,539
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,919,544
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$1,919,544
Administrative expenses professional fees incurred2013-12-31$11,175
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$4,032,133
Amount contributed by the employer to the plan for this plan year2013-12-31$4,032,133
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$18,244
Administrative expenses (other) incurred2013-12-31$21,884
Liabilities. Value of operating payables at end of year2013-12-31$1,293
Liabilities. Value of operating payables at beginning of year2013-12-31$1,751
Total non interest bearing cash at end of year2013-12-31$32,493
Total non interest bearing cash at beginning of year2013-12-31$4,541
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$11,546,073
Value of net assets at end of year (total assets less liabilities)2013-12-31$94,570,260
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$83,024,187
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$114,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$94,197,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$82,679,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,032,133
Employer contributions (assets) at end of year2013-12-31$341,130
Employer contributions (assets) at beginning of year2013-12-31$323,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,520,474
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$13,905,356
Aggregate carrying amount (costs) on sale of assets2013-12-31$9,948,823
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 name2013-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2013-12-31421092253
2012 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$5,453,426
Total unrealized appreciation/depreciation of assets2012-12-31$5,453,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,751
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,375
Total income from all sources (including contributions)2012-12-31$12,576,501
Total loss/gain on sale of assets2012-12-31$1,186,674
Total of all expenses incurred2012-12-31$3,224,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,091,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,898,633
Value of total assets at end of year2012-12-31$83,025,938
Value of total assets at beginning of year2012-12-31$73,675,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$133,082
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,037,768
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$2,037,768
Administrative expenses professional fees incurred2012-12-31$11,582
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$3,898,633
Amount contributed by the employer to the plan for this plan year2012-12-31$3,898,633
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$18,244
Administrative expenses (other) incurred2012-12-31$22,346
Liabilities. Value of operating payables at end of year2012-12-31$1,751
Liabilities. Value of operating payables at beginning of year2012-12-31$3,375
Total non interest bearing cash at end of year2012-12-31$4,541
Total non interest bearing cash at beginning of year2012-12-31$16,852
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$9,352,194
Value of net assets at end of year (total assets less liabilities)2012-12-31$83,024,187
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$73,671,993
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$99,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$82,679,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$73,344,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,898,633
Employer contributions (assets) at end of year2012-12-31$323,337
Employer contributions (assets) at beginning of year2012-12-31$314,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,091,225
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$7,081,499
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,894,825
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2012-12-31421092253
2011 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,243,676
Total unrealized appreciation/depreciation of assets2011-12-31$-3,243,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,938
Total income from all sources (including contributions)2011-12-31$6,321,712
Total loss/gain on sale of assets2011-12-31$4,234,179
Total of all expenses incurred2011-12-31$5,372,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,213,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,439,481
Value of total assets at end of year2011-12-31$73,675,368
Value of total assets at beginning of year2011-12-31$72,729,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$158,546
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,891,728
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$1,891,728
Administrative expenses professional fees incurred2011-12-31$21,850
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$3,439,481
Amount contributed by the employer to the plan for this plan year2011-12-31$3,439,481
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$18,348
Administrative expenses (other) incurred2011-12-31$29,363
Liabilities. Value of operating payables at end of year2011-12-31$3,375
Liabilities. Value of operating payables at beginning of year2011-12-31$6,938
Total non interest bearing cash at end of year2011-12-31$16,852
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$949,226
Value of net assets at end of year (total assets less liabilities)2011-12-31$73,671,993
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$72,722,767
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$107,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$73,344,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$72,361,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,439,481
Employer contributions (assets) at end of year2011-12-31$314,367
Employer contributions (assets) at beginning of year2011-12-31$349,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,213,940
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$66,591,279
Aggregate carrying amount (costs) on sale of assets2011-12-31$62,357,100
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 name2011-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2011-12-31421092253
2010 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,579,304
Total unrealized appreciation/depreciation of assets2010-12-31$5,579,304
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,135
Total income from all sources (including contributions)2010-12-31$11,240,159
Total loss/gain on sale of assets2010-12-31$552,313
Total of all expenses incurred2010-12-31$3,695,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,488,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,320,425
Value of total assets at end of year2010-12-31$72,729,705
Value of total assets at beginning of year2010-12-31$65,192,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$206,403
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,788,117
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$1,788,117
Administrative expenses professional fees incurred2010-12-31$58,151
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$3,320,426
Amount contributed by the employer to the plan for this plan year2010-12-31$3,320,426
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$18,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4
Administrative expenses (other) incurred2010-12-31$23,942
Liabilities. Value of operating payables at end of year2010-12-31$6,938
Liabilities. Value of operating payables at beginning of year2010-12-31$15,135
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$7,545,045
Value of net assets at end of year (total assets less liabilities)2010-12-31$72,722,767
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$65,177,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$124,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$72,361,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$64,931,048
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$3,320,425
Employer contributions (assets) at end of year2010-12-31$349,616
Employer contributions (assets) at beginning of year2010-12-31$261,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,488,711
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,403,786
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,851,473
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 name2010-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2010-12-31421092253
2009 : SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$3,082,273
Amount contributed by the employer to the plan for this plan year2009-12-31$3,082,273

Form 5500 Responses for SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN

2023: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 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 - TrustYes
2012: SHEET METAL WORKERS LOCAL 91 ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
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 91 ANNUITY PLAN 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 91 ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
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 91 ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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