?>
Logo

INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 401k Plan overview

Plan NameINT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND
Plan identification number 501

INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 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)

401k Sponsoring company profile

TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 WELFARE FD has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 WELFARE FD
Employer identification number (EIN):366600740
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND

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
5012018-01-01
5012017-01-01PETER CASTELLARIN THOMAS MCGRATH2018-10-12
5012016-01-01THOMAS MCGRATH PETER CASTELLARIN2017-10-11
5012015-01-01THOMAS MCGRATH PETER CASTELLARIN2016-09-29
5012014-01-01JOHN CRINION PETER CASTELLARIN2015-10-05
5012013-01-01JOHN CRINION PETER CASTELLARIN2014-10-14
5012012-01-01JOHN CRINION PETER CASTELLARIN2013-10-09
5012011-01-01JOHN CRINION PETER CASTELLARIN2013-09-12
5012009-01-01JOHN CRINION PETER CASTELLARIN2010-12-09
5012009-01-01JOHN CRINION PETER CASTELLARIN2010-10-12

Plan Statistics for INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND

401k plan membership statisitcs for INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND

Measure Date Value
2022: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,392
Total number of active participants reported on line 7a of the Form 55002022-01-01723
Number of retired or separated participants receiving benefits2022-01-01460
Number of other retired or separated participants entitled to future benefits2022-01-01208
Total of all active and inactive participants2022-01-011,391
Number of employers contributing to the scheme2022-01-0164
2021: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,385
Total number of active participants reported on line 7a of the Form 55002021-01-01736
Number of retired or separated participants receiving benefits2021-01-01458
Number of other retired or separated participants entitled to future benefits2021-01-01198
Total of all active and inactive participants2021-01-011,392
Number of employers contributing to the scheme2021-01-0169
2020: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,408
Total number of active participants reported on line 7a of the Form 55002020-01-01745
Number of retired or separated participants receiving benefits2020-01-01462
Number of other retired or separated participants entitled to future benefits2020-01-01178
Total of all active and inactive participants2020-01-011,385
Number of employers contributing to the scheme2020-01-0166
2019: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,435
Total number of active participants reported on line 7a of the Form 55002019-01-01780
Number of retired or separated participants receiving benefits2019-01-01463
Number of other retired or separated participants entitled to future benefits2019-01-01165
Total of all active and inactive participants2019-01-011,408
Number of employers contributing to the scheme2019-01-0172
2018: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,356
Total number of active participants reported on line 7a of the Form 55002018-01-01811
Number of retired or separated participants receiving benefits2018-01-01458
Number of other retired or separated participants entitled to future benefits2018-01-01166
Total of all active and inactive participants2018-01-011,435
Number of employers contributing to the scheme2018-01-0164
2017: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,328
Total number of active participants reported on line 7a of the Form 55002017-01-01868
Number of retired or separated participants receiving benefits2017-01-01436
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-011,356
Number of employers contributing to the scheme2017-01-0162
2016: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,439
Total number of active participants reported on line 7a of the Form 55002016-01-01853
Number of retired or separated participants receiving benefits2016-01-01420
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-011,328
Number of employers contributing to the scheme2016-01-0161
2015: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,439
Total number of active participants reported on line 7a of the Form 55002015-01-01964
Number of retired or separated participants receiving benefits2015-01-01368
Number of other retired or separated participants entitled to future benefits2015-01-01107
Total of all active and inactive participants2015-01-011,439
Number of employers contributing to the scheme2015-01-0164
2014: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,413
Total number of active participants reported on line 7a of the Form 55002014-01-01964
Number of retired or separated participants receiving benefits2014-01-01368
Number of other retired or separated participants entitled to future benefits2014-01-01107
Total of all active and inactive participants2014-01-011,439
Number of employers contributing to the scheme2014-01-0161
2013: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,414
Total number of active participants reported on line 7a of the Form 55002013-01-01989
Number of retired or separated participants receiving benefits2013-01-01335
Number of other retired or separated participants entitled to future benefits2013-01-0189
Total of all active and inactive participants2013-01-011,413
Number of employers contributing to the scheme2013-01-0162
2012: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,595
Total number of active participants reported on line 7a of the Form 55002012-01-01990
Number of retired or separated participants receiving benefits2012-01-01335
Number of other retired or separated participants entitled to future benefits2012-01-0189
Total of all active and inactive participants2012-01-011,414
Number of employers contributing to the scheme2012-01-0169
2011: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,595
Total number of active participants reported on line 7a of the Form 55002011-01-01973
Number of retired or separated participants receiving benefits2011-01-01512
Number of other retired or separated participants entitled to future benefits2011-01-01110
Total of all active and inactive participants2011-01-011,595
Total participants2011-01-011,595
Number of employers contributing to the scheme2011-01-0170
2009: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01985
Total number of active participants reported on line 7a of the Form 55002009-01-01940
Total of all active and inactive participants2009-01-01940
Total participants2009-01-01940
Number of employers contributing to the scheme2009-01-0174

Financial Data on INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND

Measure Date Value
2022 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,557,262
Total unrealized appreciation/depreciation of assets2022-12-31$-2,557,262
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,167,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,915,230
Total income from all sources (including contributions)2022-12-31$15,678,239
Total loss/gain on sale of assets2022-12-31$-1,923,607
Total of all expenses incurred2022-12-31$23,730,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,934,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$21,639,097
Value of total assets at end of year2022-12-31$55,512,237
Value of total assets at beginning of year2022-12-31$63,312,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,796,448
Total interest from all sources2022-12-31$1,076,579
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$216,144
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$216,144
Administrative expenses professional fees incurred2022-12-31$371,858
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$2,182,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,315,518
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,038,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$9,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$9,118
Other income not declared elsewhere2022-12-31$623,586
Administrative expenses (other) incurred2022-12-31$1,273,133
Liabilities. Value of operating payables at end of year2022-12-31$96,396
Liabilities. Value of operating payables at beginning of year2022-12-31$249,859
Total non interest bearing cash at end of year2022-12-31$728,568
Total non interest bearing cash at beginning of year2022-12-31$836,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,052,428
Value of net assets at end of year (total assets less liabilities)2022-12-31$53,344,602
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,397,030
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$151,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,117,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,297,675
Income. Interest from US Government securities2022-12-31$338,317
Income. Interest from corporate debt instruments2022-12-31$731,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,147,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$495,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$495,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,718
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$21,934,219
Asset value of US Government securities at end of year2022-12-31$10,420,787
Asset value of US Government securities at beginning of year2022-12-31$10,017,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,396,298
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$19,457,004
Employer contributions (assets) at end of year2022-12-31$1,634,442
Employer contributions (assets) at beginning of year2022-12-31$1,876,171
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$26,140,582
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$32,727,265
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,061,327
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,656,253
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$7,394
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$23,454
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$44,397,427
Aggregate carrying amount (costs) on sale of assets2022-12-31$46,321,034
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-768,282
Total unrealized appreciation/depreciation of assets2021-12-31$-768,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,915,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,424,467
Total income from all sources (including contributions)2021-12-31$25,141,973
Total loss/gain on sale of assets2021-12-31$-496,090
Total of all expenses incurred2021-12-31$21,697,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,941,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$21,522,587
Value of total assets at end of year2021-12-31$63,312,260
Value of total assets at beginning of year2021-12-31$59,377,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,756,205
Total interest from all sources2021-12-31$1,099,985
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$202,583
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$202,583
Administrative expenses professional fees incurred2021-12-31$452,566
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$2,022,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,038,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,276,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$9,118
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$9,004
Other income not declared elsewhere2021-12-31$210,145
Administrative expenses (other) incurred2021-12-31$1,143,718
Liabilities. Value of operating payables at end of year2021-12-31$249,859
Liabilities. Value of operating payables at beginning of year2021-12-31$71,048
Total non interest bearing cash at end of year2021-12-31$836,303
Total non interest bearing cash at beginning of year2021-12-31$511,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,444,071
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,397,030
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$57,952,959
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$159,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,297,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,824,047
Income. Interest from US Government securities2021-12-31$342,263
Income. Interest from corporate debt instruments2021-12-31$757,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$495,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,006,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,006,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$644
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,492,932
Asset value of US Government securities at end of year2021-12-31$10,017,528
Asset value of US Government securities at beginning of year2021-12-31$12,123,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,371,045
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$19,500,241
Employer contributions (assets) at end of year2021-12-31$1,876,171
Employer contributions (assets) at beginning of year2021-12-31$1,490,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,448,765
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$32,727,265
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$28,066,185
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,656,253
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,344,415
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$23,454
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$78,816
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$51,114,266
Aggregate carrying amount (costs) on sale of assets2021-12-31$51,610,356
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 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$858,548
Total unrealized appreciation/depreciation of assets2020-12-31$858,548
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,424,467
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,653,678
Total income from all sources (including contributions)2020-12-31$24,661,762
Total loss/gain on sale of assets2020-12-31$400,492
Total of all expenses incurred2020-12-31$20,059,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,299,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,309,244
Value of total assets at end of year2020-12-31$59,377,426
Value of total assets at beginning of year2020-12-31$55,004,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,759,735
Total interest from all sources2020-12-31$1,110,947
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$229,537
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$229,537
Administrative expenses professional fees incurred2020-12-31$468,191
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$1,969,699
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,276,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,590,505
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$9,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$8,674
Other income not declared elsewhere2020-12-31$114,679
Administrative expenses (other) incurred2020-12-31$1,142,807
Liabilities. Value of operating payables at end of year2020-12-31$71,048
Liabilities. Value of operating payables at beginning of year2020-12-31$106,235
Total non interest bearing cash at end of year2020-12-31$511,008
Total non interest bearing cash at beginning of year2020-12-31$186,033
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$4,602,313
Value of net assets at end of year (total assets less liabilities)2020-12-31$57,952,959
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$53,350,646
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$148,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,824,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,956,194
Income. Interest from US Government securities2020-12-31$171,209
Income. Interest from corporate debt instruments2020-12-31$930,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,006,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,450,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,450,392
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$9,038
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,795,646
Asset value of US Government securities at end of year2020-12-31$12,123,346
Asset value of US Government securities at beginning of year2020-12-31$8,493,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,638,315
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$17,339,545
Employer contributions (assets) at end of year2020-12-31$1,490,836
Employer contributions (assets) at beginning of year2020-12-31$1,753,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$15,504,068
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$28,066,185
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$27,421,115
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,344,415
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,538,769
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$78,816
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$153,380
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$44,906,390
Aggregate carrying amount (costs) on sale of assets2020-12-31$44,505,898
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 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$748,450
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$748,450
Total unrealized appreciation/depreciation of assets2019-12-31$748,450
Total unrealized appreciation/depreciation of assets2019-12-31$748,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,653,678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,653,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,937,340
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,937,340
Total income from all sources (including contributions)2019-12-31$27,724,209
Total income from all sources (including contributions)2019-12-31$27,724,209
Total loss/gain on sale of assets2019-12-31$594,260
Total loss/gain on sale of assets2019-12-31$594,260
Total of all expenses incurred2019-12-31$22,974,596
Total of all expenses incurred2019-12-31$22,974,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,133,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,133,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,654,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,654,853
Value of total assets at end of year2019-12-31$55,004,324
Value of total assets at end of year2019-12-31$55,004,324
Value of total assets at beginning of year2019-12-31$51,538,373
Value of total assets at beginning of year2019-12-31$51,538,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,841,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,841,537
Total interest from all sources2019-12-31$1,317,357
Total interest from all sources2019-12-31$1,317,357
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$248,991
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$248,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$248,991
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$248,991
Administrative expenses professional fees incurred2019-12-31$452,737
Administrative expenses professional fees incurred2019-12-31$452,737
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$63,588
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$63,588
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,881,517
Contributions received from participants2019-12-31$1,881,517
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,590,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,590,505
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$632,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$632,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$8,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$8,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,492
Other income not declared elsewhere2019-12-31$1,033,245
Administrative expenses (other) incurred2019-12-31$1,244,676
Liabilities. Value of operating payables at end of year2019-12-31$106,235
Liabilities. Value of operating payables at end of year2019-12-31$106,235
Liabilities. Value of operating payables at beginning of year2019-12-31$273,296
Liabilities. Value of operating payables at beginning of year2019-12-31$273,296
Total non interest bearing cash at end of year2019-12-31$186,033
Total non interest bearing cash at end of year2019-12-31$186,033
Total non interest bearing cash at beginning of year2019-12-31$896,529
Total non interest bearing cash at beginning of year2019-12-31$896,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,749,613
Value of net income/loss2019-12-31$4,749,613
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,350,646
Value of net assets at end of year (total assets less liabilities)2019-12-31$53,350,646
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,601,033
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$48,601,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$144,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,956,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,956,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,080,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,080,150
Income. Interest from US Government securities2019-12-31$239,756
Income. Interest from US Government securities2019-12-31$239,756
Income. Interest from corporate debt instruments2019-12-31$1,063,020
Income. Interest from corporate debt instruments2019-12-31$1,063,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,450,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,450,392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$752,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$752,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$752,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$752,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,581
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,553,102
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,553,102
Asset value of US Government securities at end of year2019-12-31$8,493,612
Asset value of US Government securities at end of year2019-12-31$8,493,612
Asset value of US Government securities at beginning of year2019-12-31$8,141,794
Asset value of US Government securities at beginning of year2019-12-31$8,141,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,127,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,127,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$18,773,336
Contributions received in cash from employer2019-12-31$18,773,336
Employer contributions (assets) at end of year2019-12-31$1,753,093
Employer contributions (assets) at end of year2019-12-31$1,753,093
Employer contributions (assets) at beginning of year2019-12-31$1,822,471
Employer contributions (assets) at beginning of year2019-12-31$1,822,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,579,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,579,957
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$27,421,115
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$27,421,115
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$27,918,048
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$27,918,048
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,538,769
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,538,769
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,655,552
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,655,552
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$153,380
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$153,380
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$231,589
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$231,589
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$59,134,050
Aggregate proceeds on sale of assets2019-12-31$59,134,050
Aggregate carrying amount (costs) on sale of assets2019-12-31$58,539,790
Aggregate carrying amount (costs) on sale of assets2019-12-31$58,539,790
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
Accountancy firm EIN2019-12-31320043599
2018 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-239,629
Total unrealized appreciation/depreciation of assets2018-12-31$-239,629
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,937,340
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,944,018
Total income from all sources (including contributions)2018-12-31$21,228,361
Total loss/gain on sale of assets2018-12-31$-918,419
Total of all expenses incurred2018-12-31$25,324,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,388,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,601,782
Value of total assets at end of year2018-12-31$51,538,373
Value of total assets at beginning of year2018-12-31$54,640,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,935,757
Total interest from all sources2018-12-31$1,389,025
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$235,115
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$228,406
Administrative expenses professional fees incurred2018-12-31$503,880
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$63,588
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$70,364
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,912,243
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$632,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$655,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$8,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$53,794
Other income not declared elsewhere2018-12-31$915,892
Administrative expenses (other) incurred2018-12-31$1,289,612
Liabilities. Value of operating payables at end of year2018-12-31$273,296
Liabilities. Value of operating payables at beginning of year2018-12-31$115,453
Total non interest bearing cash at end of year2018-12-31$896,529
Total non interest bearing cash at beginning of year2018-12-31$280,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,095,685
Value of net assets at end of year (total assets less liabilities)2018-12-31$48,601,033
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$52,696,718
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$142,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,080,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,697,149
Income. Interest from US Government securities2018-12-31$424,620
Income. Interest from corporate debt instruments2018-12-31$957,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$752,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$281,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$281,968
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,803
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,787,118
Asset value of US Government securities at end of year2018-12-31$8,141,794
Asset value of US Government securities at beginning of year2018-12-31$9,273,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-755,405
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$18,689,539
Employer contributions (assets) at end of year2018-12-31$1,822,471
Employer contributions (assets) at beginning of year2018-12-31$1,730,839
Income. Dividends from preferred stock2018-12-31$6,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,601,171
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$27,918,048
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$28,334,275
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,655,552
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,774,771
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$231,589
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$316,358
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$66,603,252
Aggregate carrying amount (costs) on sale of assets2018-12-31$67,521,671
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-17,396
Total unrealized appreciation/depreciation of assets2017-12-31$-17,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,944,018
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,169,437
Total income from all sources (including contributions)2017-12-31$25,171,996
Total loss/gain on sale of assets2017-12-31$365,351
Total of all expenses incurred2017-12-31$25,967,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$24,197,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,504,299
Value of total assets at end of year2017-12-31$54,640,736
Value of total assets at beginning of year2017-12-31$55,662,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,770,473
Total interest from all sources2017-12-31$1,396,922
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$257,802
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$254,390
Administrative expenses professional fees incurred2017-12-31$345,246
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$70,364
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,888,254
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$655,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,175,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$53,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,111
Other income not declared elsewhere2017-12-31$258,238
Administrative expenses (other) incurred2017-12-31$1,278,079
Liabilities. Value of operating payables at end of year2017-12-31$115,453
Liabilities. Value of operating payables at beginning of year2017-12-31$130,530
Total non interest bearing cash at end of year2017-12-31$280,398
Total non interest bearing cash at beginning of year2017-12-31$1,429,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-795,962
Value of net assets at end of year (total assets less liabilities)2017-12-31$52,696,718
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,492,680
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$147,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,697,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,335,979
Income. Interest from US Government securities2017-12-31$440,626
Income. Interest from corporate debt instruments2017-12-31$951,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$281,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$816,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$816,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,288
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,321,639
Asset value of US Government securities at end of year2017-12-31$9,273,495
Asset value of US Government securities at beginning of year2017-12-31$9,065,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,406,780
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$18,616,045
Employer contributions (assets) at end of year2017-12-31$1,730,839
Employer contributions (assets) at beginning of year2017-12-31$1,809,289
Income. Dividends from preferred stock2017-12-31$3,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$21,875,846
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$28,334,275
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$27,686,343
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$59,276
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,774,771
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,030,796
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$316,358
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$284,989
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$56,468,292
Aggregate carrying amount (costs) on sale of assets2017-12-31$56,102,941
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-606,075
Total unrealized appreciation/depreciation of assets2016-12-31$-606,075
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,169,437
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,858,214
Total income from all sources (including contributions)2016-12-31$24,178,372
Total loss/gain on sale of assets2016-12-31$465,392
Total of all expenses incurred2016-12-31$23,915,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$21,948,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,691,733
Value of total assets at end of year2016-12-31$55,662,117
Value of total assets at beginning of year2016-12-31$56,087,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,966,906
Total interest from all sources2016-12-31$1,357,250
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$272,197
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$271,202
Administrative expenses professional fees incurred2016-12-31$348,427
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,837,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,175,200
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$942,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$119,226
Other income not declared elsewhere2016-12-31$659,301
Administrative expenses (other) incurred2016-12-31$1,471,487
Liabilities. Value of operating payables at end of year2016-12-31$130,530
Liabilities. Value of operating payables at beginning of year2016-12-31$121,337
Total non interest bearing cash at end of year2016-12-31$1,429,168
Total non interest bearing cash at beginning of year2016-12-31$941,382
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$263,059
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,492,680
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,229,621
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$146,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,335,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,176,204
Income. Interest from US Government securities2016-12-31$369,748
Income. Interest from corporate debt instruments2016-12-31$984,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$816,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$919,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$919,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,132
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$332,460
Asset value of US Government securities at end of year2016-12-31$9,065,363
Asset value of US Government securities at beginning of year2016-12-31$7,563,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,338,574
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$18,854,280
Employer contributions (assets) at end of year2016-12-31$1,809,289
Employer contributions (assets) at beginning of year2016-12-31$1,546,102
Income. Dividends from common stock2016-12-31$995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$21,615,947
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$27,686,343
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$30,734,628
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$59,276
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,030,796
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,617,651
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$284,989
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$265,181
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$67,140,308
Aggregate carrying amount (costs) on sale of assets2016-12-31$66,674,916
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-385,083
Total unrealized appreciation/depreciation of assets2015-12-31$-385,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,858,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,473,971
Total income from all sources (including contributions)2015-12-31$21,608,899
Total loss/gain on sale of assets2015-12-31$-194,914
Total of all expenses incurred2015-12-31$25,099,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,016,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$20,310,003
Value of total assets at end of year2015-12-31$56,087,835
Value of total assets at beginning of year2015-12-31$59,193,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,082,924
Total interest from all sources2015-12-31$1,391,144
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$268,582
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$266,273
Administrative expenses professional fees incurred2015-12-31$482,545
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,685,647
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$942,084
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$917,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$119,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$34,932
Other income not declared elsewhere2015-12-31$406,187
Administrative expenses (other) incurred2015-12-31$1,448,614
Liabilities. Value of operating payables at end of year2015-12-31$121,337
Liabilities. Value of operating payables at beginning of year2015-12-31$199,641
Total non interest bearing cash at end of year2015-12-31$941,382
Total non interest bearing cash at beginning of year2015-12-31$1,412,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,490,227
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,229,621
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$56,719,848
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$151,765
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,176,204
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,996,950
Income. Interest from US Government securities2015-12-31$400,149
Income. Interest from corporate debt instruments2015-12-31$990,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$919,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$456,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$456,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$129
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$324,801
Asset value of US Government securities at end of year2015-12-31$7,563,175
Asset value of US Government securities at beginning of year2015-12-31$8,419,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-187,020
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$18,624,356
Employer contributions (assets) at end of year2015-12-31$1,546,102
Employer contributions (assets) at beginning of year2015-12-31$1,759,470
Income. Dividends from common stock2015-12-31$2,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,691,401
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$30,734,628
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$31,802,589
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$109,403
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,617,651
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,239,398
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$265,181
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$319,585
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$60,168,933
Aggregate carrying amount (costs) on sale of assets2015-12-31$60,363,847
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 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$832,796
Total unrealized appreciation/depreciation of assets2014-12-31$832,796
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,473,971
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,904,137
Total income from all sources (including contributions)2014-12-31$26,756,044
Total loss/gain on sale of assets2014-12-31$850,477
Total of all expenses incurred2014-12-31$25,447,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$23,180,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$21,764,093
Value of total assets at end of year2014-12-31$59,193,819
Value of total assets at beginning of year2014-12-31$58,315,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,266,660
Total interest from all sources2014-12-31$1,453,476
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$242,218
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$236,562
Administrative expenses professional fees incurred2014-12-31$456,129
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$1,553,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$917,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,041,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$34,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$256,072
Other income not declared elsewhere2014-12-31$375,182
Administrative expenses (other) incurred2014-12-31$1,655,526
Liabilities. Value of operating payables at end of year2014-12-31$199,641
Liabilities. Value of operating payables at beginning of year2014-12-31$467,065
Total non interest bearing cash at end of year2014-12-31$1,412,032
Total non interest bearing cash at beginning of year2014-12-31$2,884,575
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$1,308,830
Value of net assets at end of year (total assets less liabilities)2014-12-31$56,719,848
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,411,018
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$155,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,996,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,022,586
Income. Interest from US Government securities2014-12-31$219,790
Income. Interest from corporate debt instruments2014-12-31$1,233,619
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$456,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$806,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$806,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$67
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$106,747
Asset value of US Government securities at end of year2014-12-31$8,419,608
Asset value of US Government securities at beginning of year2014-12-31$8,438,966
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,237,802
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$20,210,513
Employer contributions (assets) at end of year2014-12-31$1,759,470
Employer contributions (assets) at beginning of year2014-12-31$2,192,794
Income. Dividends from common stock2014-12-31$5,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$23,073,807
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$31,802,589
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$30,377,490
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
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$109,403
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$178,337
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,239,398
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,181,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$319,585
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$372,459
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$67,332,588
Aggregate carrying amount (costs) on sale of assets2014-12-31$66,482,111
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-857,675
Total unrealized appreciation/depreciation of assets2013-12-31$-857,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,904,137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,663,636
Total income from all sources (including contributions)2013-12-31$33,186,052
Total loss/gain on sale of assets2013-12-31$-719,817
Total of all expenses incurred2013-12-31$22,449,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,497,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$29,556,394
Value of total assets at end of year2013-12-31$58,315,155
Value of total assets at beginning of year2013-12-31$47,338,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,952,591
Total interest from all sources2013-12-31$1,371,966
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$211,689
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$207,660
Administrative expenses professional fees incurred2013-12-31$363,827
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$1,691,465
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,041,663
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,047,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$256,072
Other income not declared elsewhere2013-12-31$814,724
Administrative expenses (other) incurred2013-12-31$1,452,027
Liabilities. Value of operating payables at end of year2013-12-31$467,065
Liabilities. Value of operating payables at beginning of year2013-12-31$516,636
Total non interest bearing cash at end of year2013-12-31$2,884,575
Total non interest bearing cash at beginning of year2013-12-31$1,720,423
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$10,736,059
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,411,018
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$44,674,959
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$136,737
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,022,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,006,155
Income. Interest from US Government securities2013-12-31$254,141
Income. Interest from corporate debt instruments2013-12-31$1,117,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$806,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$629,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$629,066
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$73
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$87,484
Asset value of US Government securities at end of year2013-12-31$8,438,966
Asset value of US Government securities at beginning of year2013-12-31$7,658,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,808,771
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$27,864,929
Employer contributions (assets) at end of year2013-12-31$2,192,794
Employer contributions (assets) at beginning of year2013-12-31$2,326,991
Income. Dividends from common stock2013-12-31$4,029
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,409,918
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$30,377,490
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$24,480,124
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
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$178,337
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$97,596
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,181,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,147,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$372,459
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$371,287
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$67,776,907
Aggregate carrying amount (costs) on sale of assets2013-12-31$68,496,724
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 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$869,184
Total unrealized appreciation/depreciation of assets2012-12-31$869,184
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,663,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,095,843
Total income from all sources (including contributions)2012-12-31$27,920,499
Total loss/gain on sale of assets2012-12-31$340,483
Total of all expenses incurred2012-12-31$23,001,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$21,066,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$23,741,048
Value of total assets at end of year2012-12-31$47,338,595
Value of total assets at beginning of year2012-12-31$42,851,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,935,030
Total interest from all sources2012-12-31$1,231,796
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$183,301
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$183,153
Administrative expenses professional fees incurred2012-12-31$437,479
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$17,619
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$2,078,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,047,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,260,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$831,914
Other income not declared elsewhere2012-12-31$406,955
Administrative expenses (other) incurred2012-12-31$1,369,043
Liabilities. Value of operating payables at end of year2012-12-31$516,636
Liabilities. Value of operating payables at beginning of year2012-12-31$103,929
Total non interest bearing cash at end of year2012-12-31$1,720,423
Total non interest bearing cash at beginning of year2012-12-31$1,243,085
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$4,919,433
Value of net assets at end of year (total assets less liabilities)2012-12-31$44,674,959
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,755,526
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$128,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,006,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,925,270
Income. Interest from US Government securities2012-12-31$324,246
Income. Interest from corporate debt instruments2012-12-31$907,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$629,066
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,659,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,659,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$118
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$79,811
Asset value of US Government securities at end of year2012-12-31$7,658,969
Asset value of US Government securities at beginning of year2012-12-31$10,006,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,147,732
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$21,662,278
Employer contributions (assets) at end of year2012-12-31$2,326,991
Employer contributions (assets) at beginning of year2012-12-31$1,512,010
Income. Dividends from common stock2012-12-31$148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,986,225
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$24,480,124
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$18,811,423
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
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$97,596
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,147,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$2,160,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$371,287
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$415,738
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$56,047,684
Aggregate carrying amount (costs) on sale of assets2012-12-31$55,707,201
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 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$460,771
Total unrealized appreciation/depreciation of assets2011-12-31$460,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,862,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,108,559
Total income from all sources (including contributions)2011-12-31$22,999,937
Total loss/gain on sale of assets2011-12-31$757,262
Total of all expenses incurred2011-12-31$20,981,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,294,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$19,925,768
Value of total assets at end of year2011-12-31$42,617,932
Value of total assets at beginning of year2011-12-31$39,845,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,687,236
Total interest from all sources2011-12-31$1,281,881
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$153,303
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$152,424
Administrative expenses professional fees incurred2011-12-31$319,594
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$17,619
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$139,556
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$2,055,651
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,260,484
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,025,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$598,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$390,247
Other income not declared elsewhere2011-12-31$471,408
Administrative expenses (other) incurred2011-12-31$1,225,703
Liabilities. Value of operating payables at end of year2011-12-31$103,929
Liabilities. Value of operating payables at beginning of year2011-12-31$101,312
Total non interest bearing cash at end of year2011-12-31$1,243,085
Total non interest bearing cash at beginning of year2011-12-31$1,312,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,018,199
Value of net assets at end of year (total assets less liabilities)2011-12-31$39,755,526
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$37,737,327
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$141,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,925,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,323,302
Income. Interest from US Government securities2011-12-31$413,970
Income. Interest from corporate debt instruments2011-12-31$867,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,659,020
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$880,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$880,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$125
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$462,886
Asset value of US Government securities at end of year2011-12-31$9,773,283
Asset value of US Government securities at beginning of year2011-12-31$8,214,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-50,456
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$17,870,117
Employer contributions (assets) at end of year2011-12-31$1,512,010
Employer contributions (assets) at beginning of year2011-12-31$1,587,523
Income. Dividends from preferred stock2011-12-31$879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,831,616
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$18,811,423
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$18,337,755
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$2,160,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,617,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$415,738
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$24,213
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$55,634,542
Aggregate carrying amount (costs) on sale of assets2011-12-31$54,877,280
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 : INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$294,293
Total unrealized appreciation/depreciation of assets2010-12-31$294,293
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,108,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,406,692
Total income from all sources (including contributions)2010-12-31$23,175,712
Total loss/gain on sale of assets2010-12-31$975,660
Total of all expenses incurred2010-12-31$18,099,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,469,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$18,933,052
Value of total assets at end of year2010-12-31$39,845,886
Value of total assets at beginning of year2010-12-31$36,068,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,629,933
Total interest from all sources2010-12-31$1,189,917
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$152,523
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$143,656
Administrative expenses professional fees incurred2010-12-31$362,217
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$139,556
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$198,408
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$2,002,889
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,025,882
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$897,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$390,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,042,968
Other income not declared elsewhere2010-12-31$562,549
Administrative expenses (other) incurred2010-12-31$1,119,770
Liabilities. Value of operating payables at end of year2010-12-31$101,312
Liabilities. Value of operating payables at beginning of year2010-12-31$80,724
Total non interest bearing cash at end of year2010-12-31$1,312,076
Total non interest bearing cash at beginning of year2010-12-31$201,419
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$5,075,781
Value of net assets at end of year (total assets less liabilities)2010-12-31$37,737,327
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$32,661,546
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$147,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,323,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,771,927
Income. Interest from US Government securities2010-12-31$339,423
Income. Interest from corporate debt instruments2010-12-31$849,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$880,855
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,907,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,907,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$776
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$504,768
Asset value of US Government securities at end of year2010-12-31$8,214,724
Asset value of US Government securities at beginning of year2010-12-31$15,552,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,067,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$16,930,163
Employer contributions (assets) at end of year2010-12-31$1,587,523
Employer contributions (assets) at beginning of year2010-12-31$1,323,395
Income. Dividends from preferred stock2010-12-31$8,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,965,230
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$18,337,755
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$7,186,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,617,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,283,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$24,213
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$28,033
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$57,925,067
Aggregate carrying amount (costs) on sale of assets2010-12-31$56,949,407
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 INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND

2022: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 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: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 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: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 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: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 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: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INT'L ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 WELFARE FUND 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
2009-01-01This 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF013858
Policy instance 2
Insurance contract or identification numberF013858
Number of Individuals Covered717
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $453,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH8634
Policy instance 1
Insurance contract or identification numberH8634
Number of Individuals Covered668
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
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE ADVANTAGE RX DRUG PLAN
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF013858
Policy instance 2
Insurance contract or identification numberF013858
Number of Individuals Covered716
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $415,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH8634
Policy instance 1
Insurance contract or identification numberH8634
Number of Individuals Covered656
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
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE ADVANTAGE RX DRUG PLAN
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF013858
Policy instance 2
Insurance contract or identification numberF013858
Number of Individuals Covered751
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $405,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH8634
Policy instance 1
Insurance contract or identification numberH8634
Number of Individuals Covered640
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
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE ADVANTAGE RX DRUG PLAN
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH8634
Policy instance 2
Insurance contract or identification numberH8634
Number of Individuals Covered628
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
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE ADVANTAGE RX DRUG PLAN
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF013858
Policy instance 1
Insurance contract or identification numberF013858
Number of Individuals Covered768
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $356,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH8634
Policy instance 1
Insurance contract or identification numberH8634
Number of Individuals Covered624
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
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE ADVANTAGE RX DRUG PLAN
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF013858
Policy instance 2
Insurance contract or identification numberF013858
Number of Individuals Covered791
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $354,313
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF013858
Policy instance 1
Insurance contract or identification numberF013858
Number of Individuals Covered824
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $339,568
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH8634
Policy instance 2
Insurance contract or identification numberH8634
Number of Individuals Covered630
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
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE ADVANTAGE RX DRUG PLAN
Welfare Benefit Premiums Paid to CarrierUSD $1,982,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF013858
Policy instance 1
Insurance contract or identification numberF013858
Number of Individuals Covered1415
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $324,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL12
Policy instance 1
Insurance contract or identification number26IL12
Number of Individuals Covered956
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $106,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL12
Policy instance 1
Insurance contract or identification number26IL12
Number of Individuals Covered953
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $87,577
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL12
Policy instance 1
Insurance contract or identification number26IL12
Number of Individuals Covered953
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $79,811
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 )
Policy contract number26IL12
Policy instance 1
Insurance contract or identification number26IL12
Number of Individuals Covered910
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $79,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberAD&D
Policy instance 1
Insurance contract or identification numberAD&D
Number of Individuals Covered920
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK
Policy instance 3
Insurance contract or identification numberEXRK
Number of Individuals Covered1448
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
Welfare Benefit Premiums Paid to CarrierUSD $379,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberLIFE
Policy instance 2
Insurance contract or identification numberLIFE
Number of Individuals Covered920
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $122,001
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3