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SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND
Plan identification number 501

SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND
Employer identification number (EIN):381433000
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01
5012021-04-01
5012020-04-01
5012019-04-01
5012018-04-01
5012017-04-01MIKE ASHER PAUL GUALDONI2019-01-14
5012016-04-01MIKE ASHER PAUL GUALDONI2018-01-15
5012015-04-01ANTHONY ASHER MARK VANAVERY2016-11-03
5012014-04-01ANTHONY ASHER MARK VANAVERY2016-01-15
5012013-04-01MARK VANAVERY ANTHONY ASHER2015-01-14
5012012-04-01BRYAN D. STULZ
5012011-04-01BRYAN STULZ
5012009-04-01BRYAN STULZ

Plan Statistics for SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND

Measure Date Value
2022: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2022 401k membership
Total participants, beginning-of-year2022-04-01714
Total number of active participants reported on line 7a of the Form 55002022-04-01479
Number of retired or separated participants receiving benefits2022-04-01233
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-01712
Number of employers contributing to the scheme2022-04-016
2021: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2021 401k membership
Total participants, beginning-of-year2021-04-01757
Total number of active participants reported on line 7a of the Form 55002021-04-01486
Number of retired or separated participants receiving benefits2021-04-01228
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-01714
Number of employers contributing to the scheme2021-04-016
2020: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2020 401k membership
Total participants, beginning-of-year2020-04-01746
Total number of active participants reported on line 7a of the Form 55002020-04-01541
Number of retired or separated participants receiving benefits2020-04-01216
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-01757
Number of employers contributing to the scheme2020-04-016
2019: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2019 401k membership
Total participants, beginning-of-year2019-04-01607
Total number of active participants reported on line 7a of the Form 55002019-04-01517
Number of retired or separated participants receiving benefits2019-04-01229
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-01746
Number of employers contributing to the scheme2019-04-016
2018: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2018 401k membership
Total participants, beginning-of-year2018-04-01709
Total number of active participants reported on line 7a of the Form 55002018-04-01375
Number of retired or separated participants receiving benefits2018-04-01232
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-01607
Number of employers contributing to the scheme2018-04-0111
2017: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2017 401k membership
Total participants, beginning-of-year2017-04-01661
Total number of active participants reported on line 7a of the Form 55002017-04-01468
Number of retired or separated participants receiving benefits2017-04-01241
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01709
Number of employers contributing to the scheme2017-04-019
2016: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2016 401k membership
Total participants, beginning-of-year2016-04-01671
Total number of active participants reported on line 7a of the Form 55002016-04-01406
Number of retired or separated participants receiving benefits2016-04-01255
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-01661
Number of employers contributing to the scheme2016-04-0110
2015: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2015 401k membership
Total participants, beginning-of-year2015-04-01678
Total number of active participants reported on line 7a of the Form 55002015-04-01441
Number of retired or separated participants receiving benefits2015-04-01230
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-01671
Number of employers contributing to the scheme2015-04-018
2014: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2014 401k membership
Total participants, beginning-of-year2014-04-01688
Total number of active participants reported on line 7a of the Form 55002014-04-01432
Number of retired or separated participants receiving benefits2014-04-01246
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01678
Number of employers contributing to the scheme2014-04-019
2013: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2013 401k membership
Total participants, beginning-of-year2013-04-01732
Total number of active participants reported on line 7a of the Form 55002013-04-01438
Number of retired or separated participants receiving benefits2013-04-01250
Total of all active and inactive participants2013-04-01688
Number of employers contributing to the scheme2013-04-0110
2012: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2012 401k membership
Total participants, beginning-of-year2012-04-01579
Total number of active participants reported on line 7a of the Form 55002012-04-01471
Number of retired or separated participants receiving benefits2012-04-01261
Total of all active and inactive participants2012-04-01732
Number of employers contributing to the scheme2012-04-0112
2011: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2011 401k membership
Total participants, beginning-of-year2011-04-01646
Total number of active participants reported on line 7a of the Form 55002011-04-01297
Number of retired or separated participants receiving benefits2011-04-01282
Total of all active and inactive participants2011-04-01579
Number of employers contributing to the scheme2011-04-018
2009: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2009 401k membership
Total participants, beginning-of-year2009-04-01813
Total number of active participants reported on line 7a of the Form 55002009-04-01236
Number of retired or separated participants receiving benefits2009-04-01305
Total of all active and inactive participants2009-04-01541
Number of employers contributing to the scheme2009-04-019

Financial Data on SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND

Measure Date Value
2023 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-98,821
Total unrealized appreciation/depreciation of assets2023-03-31$-98,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$2,459,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$1,940,263
Total income from all sources (including contributions)2023-03-31$8,872,240
Total loss/gain on sale of assets2023-03-31$-217,738
Total of all expenses incurred2023-03-31$8,645,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$8,264,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$9,199,230
Value of total assets at end of year2023-03-31$14,887,558
Value of total assets at beginning of year2023-03-31$14,141,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$380,653
Total interest from all sources2023-03-31$94,505
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$134,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$83,451
Administrative expenses professional fees incurred2023-03-31$47,170
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$772,582
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-03-31$1,442,747
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$26,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$19,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$2,416,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$1,899,610
Other income not declared elsewhere2023-03-31$1,914
Administrative expenses (other) incurred2023-03-31$33,210
Liabilities. Value of operating payables at end of year2023-03-31$42,978
Liabilities. Value of operating payables at beginning of year2023-03-31$40,653
Total non interest bearing cash at end of year2023-03-31$2,647,451
Total non interest bearing cash at beginning of year2023-03-31$3,189,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$227,029
Value of net assets at end of year (total assets less liabilities)2023-03-31$12,428,271
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$12,201,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$84,648
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$3,078,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$3,186,348
Income. Interest from US Government securities2023-03-31$40,805
Income. Interest from corporate debt instruments2023-03-31$52,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$788,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$183,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$183,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$1,246
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$5,999,743
Asset value of US Government securities at end of year2023-03-31$2,132,909
Asset value of US Government securities at beginning of year2023-03-31$1,703,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-240,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$8,426,648
Employer contributions (assets) at end of year2023-03-31$865,355
Employer contributions (assets) at beginning of year2023-03-31$773,081
Income. Dividends from common stock2023-03-31$50,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$822,068
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$1,509,361
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$1,154,481
Contract administrator fees2023-03-31$215,625
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$3,289,791
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$3,421,201
Assets. Value of buildings and other operty used in plan operation at end of year2023-03-31$550,429
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-03-31$510,015
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$2,160,866
Aggregate carrying amount (costs) on sale of assets2023-03-31$2,378,604
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2023-03-31382284921
2022 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$-287,658
Total unrealized appreciation/depreciation of assets2022-03-31$-287,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$1,940,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$2,368,588
Total income from all sources (including contributions)2022-03-31$9,254,435
Total loss/gain on sale of assets2022-03-31$-33,394
Total of all expenses incurred2022-03-31$7,095,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$6,748,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$9,651,121
Value of total assets at end of year2022-03-31$14,141,505
Value of total assets at beginning of year2022-03-31$12,410,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$346,300
Total interest from all sources2022-03-31$38,512
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$43,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$32,385
Administrative expenses professional fees incurred2022-03-31$51,039
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$635,265
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$853,462
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-03-31$958,469
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$19,590
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$13,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$1,899,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$2,336,000
Other income not declared elsewhere2022-03-31$555
Administrative expenses (other) incurred2022-03-31$49,201
Liabilities. Value of operating payables at end of year2022-03-31$40,653
Liabilities. Value of operating payables at beginning of year2022-03-31$32,588
Total non interest bearing cash at end of year2022-03-31$3,189,831
Total non interest bearing cash at beginning of year2022-03-31$8,853,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$2,159,403
Value of net assets at end of year (total assets less liabilities)2022-03-31$12,201,242
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$10,041,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$35,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$3,186,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$609,932
Income. Interest from US Government securities2022-03-31$941
Income. Interest from corporate debt instruments2022-03-31$37,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$183,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$37,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$37,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$99
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$5,604,523
Asset value of US Government securities at end of year2022-03-31$1,703,017
Asset value of US Government securities at beginning of year2022-03-31$486,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-157,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$9,015,856
Employer contributions (assets) at end of year2022-03-31$773,081
Employer contributions (assets) at beginning of year2022-03-31$971,666
Income. Dividends from common stock2022-03-31$10,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$185,740
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$1,154,481
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$290,000
Contract administrator fees2022-03-31$210,940
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$3,421,201
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$274,525
Assets. Value of buildings and other operty used in plan operation at end of year2022-03-31$510,015
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-03-31$19,974
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$1,651,982
Aggregate carrying amount (costs) on sale of assets2022-03-31$1,685,376
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2022-03-31382284921
2021 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$-649,698
Total unrealized appreciation/depreciation of assets2021-03-31$-649,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$2,368,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$2,631,044
Total income from all sources (including contributions)2021-03-31$12,157,436
Total loss/gain on sale of assets2021-03-31$712,819
Total of all expenses incurred2021-03-31$7,651,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$7,340,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$11,957,160
Value of total assets at end of year2021-03-31$12,410,427
Value of total assets at beginning of year2021-03-31$8,167,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$310,948
Total interest from all sources2021-03-31$49,809
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$16,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$12,772
Administrative expenses professional fees incurred2021-03-31$48,664
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$670,589
Assets. Other investments not covered elsewhere at end of year2021-03-31$853,462
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$707,699
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-03-31$1,198,701
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$13,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$14,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$2,336,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$2,430,000
Other income not declared elsewhere2021-03-31$680
Administrative expenses (other) incurred2021-03-31$31,383
Liabilities. Value of operating payables at end of year2021-03-31$32,588
Liabilities. Value of operating payables at beginning of year2021-03-31$201,044
Total non interest bearing cash at end of year2021-03-31$8,853,291
Total non interest bearing cash at beginning of year2021-03-31$3,927,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$4,505,848
Value of net assets at end of year (total assets less liabilities)2021-03-31$10,041,839
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$5,535,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$26,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$609,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$544,348
Income. Interest from US Government securities2021-03-31$10,358
Income. Interest from corporate debt instruments2021-03-31$39,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$37,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$84,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$84,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$6
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$5,942,170
Asset value of US Government securities at end of year2021-03-31$486,437
Asset value of US Government securities at beginning of year2021-03-31$493,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$69,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$11,286,571
Employer contributions (assets) at end of year2021-03-31$971,666
Employer contributions (assets) at beginning of year2021-03-31$1,373,626
Income. Dividends from common stock2021-03-31$3,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$199,769
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$290,000
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$341,989
Contract administrator fees2021-03-31$204,776
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$274,525
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$181,689
Assets. Value of buildings and other operty used in plan operation at end of year2021-03-31$19,974
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-03-31$498,080
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$712,819
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2021-03-31382284921
2020 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$-48,055
Total unrealized appreciation/depreciation of assets2020-03-31$-48,055
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$2,631,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$2,145,940
Total income from all sources (including contributions)2020-03-31$11,148,570
Total loss/gain on sale of assets2020-03-31$34,525
Total of all expenses incurred2020-03-31$7,222,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$6,928,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$11,110,351
Value of total assets at end of year2020-03-31$8,167,035
Value of total assets at beginning of year2020-03-31$3,756,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$294,221
Total interest from all sources2020-03-31$40,242
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$40,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$38,283
Administrative expenses professional fees incurred2020-03-31$40,575
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$717,226
Assets. Other investments not covered elsewhere at end of year2020-03-31$707,699
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$25,264
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-03-31$1,558,244
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$14,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$2,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$2,430,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$2,100,000
Other income not declared elsewhere2020-03-31$287
Administrative expenses (other) incurred2020-03-31$33,183
Liabilities. Value of operating payables at end of year2020-03-31$201,044
Liabilities. Value of operating payables at beginning of year2020-03-31$45,940
Total non interest bearing cash at end of year2020-03-31$3,927,052
Total non interest bearing cash at beginning of year2020-03-31$1,295,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$3,925,735
Value of net assets at end of year (total assets less liabilities)2020-03-31$5,535,991
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$1,610,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$21,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$544,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$800,236
Income. Interest from US Government securities2020-03-31$11,569
Income. Interest from corporate debt instruments2020-03-31$28,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$84,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$18,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$18,610
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$590
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$5,253,892
Asset value of US Government securities at end of year2020-03-31$493,384
Asset value of US Government securities at beginning of year2020-03-31$264,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-29,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$10,393,125
Employer contributions (assets) at end of year2020-03-31$1,373,626
Employer contributions (assets) at beginning of year2020-03-31$771,267
Income. Dividends from common stock2020-03-31$2,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$116,478
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$341,989
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$225,212
Contract administrator fees2020-03-31$198,809
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$181,689
Assets. Value of buildings and other operty used in plan operation at end of year2020-03-31$498,080
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-03-31$352,907
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$1,548,486
Aggregate carrying amount (costs) on sale of assets2020-03-31$1,513,961
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2020-03-31382284921
2019 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$26,817
Total unrealized appreciation/depreciation of assets2019-03-31$26,817
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$2,145,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$3,410,911
Total income from all sources (including contributions)2019-03-31$6,930,754
Total loss/gain on sale of assets2019-03-31$-20,229
Total of all expenses incurred2019-03-31$6,355,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$6,059,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$6,881,696
Value of total assets at end of year2019-03-31$3,756,196
Value of total assets at beginning of year2019-03-31$4,445,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$295,702
Total interest from all sources2019-03-31$17,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Administrative expenses professional fees incurred2019-03-31$52,338
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$679,011
Assets. Other investments not covered elsewhere at end of year2019-03-31$25,264
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$24,506
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-03-31$1,100,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$2,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$2,100,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$3,352,000
Other income not declared elsewhere2019-03-31$82
Administrative expenses (other) incurred2019-03-31$32,678
Liabilities. Value of operating payables at end of year2019-03-31$45,940
Liabilities. Value of operating payables at beginning of year2019-03-31$58,911
Total non interest bearing cash at end of year2019-03-31$1,295,473
Total non interest bearing cash at beginning of year2019-03-31$1,193,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$575,365
Value of net assets at end of year (total assets less liabilities)2019-03-31$1,610,256
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$1,034,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$13,358
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$800,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$1,378,147
Interest earned on other investments2019-03-31$980
Income. Interest from US Government securities2019-03-31$6,143
Income. Interest from corporate debt instruments2019-03-31$9,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$18,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$32,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$32,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$319
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$4,770,822
Asset value of US Government securities at end of year2019-03-31$264,828
Asset value of US Government securities at beginning of year2019-03-31$518,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$25,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$6,202,685
Employer contributions (assets) at end of year2019-03-31$771,267
Employer contributions (assets) at beginning of year2019-03-31$480,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$188,287
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$225,212
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$345,111
Contract administrator fees2019-03-31$197,328
Assets. Value of buildings and other operty used in plan operation at end of year2019-03-31$352,907
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-03-31$472,618
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$1,673,879
Aggregate carrying amount (costs) on sale of assets2019-03-31$1,694,108
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2019-03-31382284921
2018 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$-15,339
Total unrealized appreciation/depreciation of assets2018-03-31$-15,339
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$3,410,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$2,978,660
Total income from all sources (including contributions)2018-03-31$9,056,331
Total loss/gain on sale of assets2018-03-31$-868
Total of all expenses incurred2018-03-31$8,567,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$8,275,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$9,033,793
Value of total assets at end of year2018-03-31$4,445,802
Value of total assets at beginning of year2018-03-31$3,524,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$292,281
Total interest from all sources2018-03-31$12,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Administrative expenses professional fees incurred2018-03-31$44,700
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$697,822
Assets. Other investments not covered elsewhere at end of year2018-03-31$24,506
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$9,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$3,352,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$2,826,000
Other income not declared elsewhere2018-03-31$840
Administrative expenses (other) incurred2018-03-31$36,962
Liabilities. Value of operating payables at end of year2018-03-31$58,911
Liabilities. Value of operating payables at beginning of year2018-03-31$152,660
Total non interest bearing cash at end of year2018-03-31$1,193,738
Total non interest bearing cash at beginning of year2018-03-31$927,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$488,963
Value of net assets at end of year (total assets less liabilities)2018-03-31$1,034,891
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$545,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$13,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$1,378,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$774,690
Interest earned on other investments2018-03-31$18
Income. Interest from US Government securities2018-03-31$4,968
Income. Interest from corporate debt instruments2018-03-31$6,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$32,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$26,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$26,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$420
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$6,117,290
Asset value of US Government securities at end of year2018-03-31$518,147
Asset value of US Government securities at beginning of year2018-03-31$284,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$25,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$8,335,971
Employer contributions (assets) at end of year2018-03-31$480,668
Employer contributions (assets) at beginning of year2018-03-31$892,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$2,157,797
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$345,111
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$205,307
Contract administrator fees2018-03-31$197,328
Assets. Value of buildings and other operty used in plan operation at end of year2018-03-31$472,618
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-03-31$403,883
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$281,489
Aggregate carrying amount (costs) on sale of assets2018-03-31$282,357
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2018-03-31382284921
2017 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$2,230
Total unrealized appreciation/depreciation of assets2017-03-31$2,230
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$2,978,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$2,800,204
Total income from all sources (including contributions)2017-03-31$7,290,722
Total loss/gain on sale of assets2017-03-31$-15,994
Total of all expenses incurred2017-03-31$7,825,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$7,542,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$7,230,275
Value of total assets at end of year2017-03-31$3,524,588
Value of total assets at beginning of year2017-03-31$3,881,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$282,895
Total interest from all sources2017-03-31$19,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Administrative expenses professional fees incurred2017-03-31$42,638
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$730,824
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$9,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$9,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$2,826,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$2,747,000
Other income not declared elsewhere2017-03-31$782
Administrative expenses (other) incurred2017-03-31$30,035
Liabilities. Value of operating payables at end of year2017-03-31$152,660
Liabilities. Value of operating payables at beginning of year2017-03-31$53,204
Total non interest bearing cash at end of year2017-03-31$927,865
Total non interest bearing cash at beginning of year2017-03-31$638,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$-535,114
Value of net assets at end of year (total assets less liabilities)2017-03-31$545,928
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$1,081,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$12,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$774,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$1,285,877
Income. Interest from US Government securities2017-03-31$10,837
Income. Interest from corporate debt instruments2017-03-31$8,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$26,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$28,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$28,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$263
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$5,429,824
Asset value of US Government securities at end of year2017-03-31$284,084
Asset value of US Government securities at beginning of year2017-03-31$527,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$53,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$6,499,451
Employer contributions (assets) at end of year2017-03-31$892,787
Employer contributions (assets) at beginning of year2017-03-31$617,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$2,113,117
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$205,307
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$302,750
Contract administrator fees2017-03-31$197,328
Assets. Value of buildings and other operty used in plan operation at end of year2017-03-31$403,883
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-03-31$471,348
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$920,500
Aggregate carrying amount (costs) on sale of assets2017-03-31$936,494
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2017-03-31382284921
2016 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-260
Total unrealized appreciation/depreciation of assets2016-03-31$-260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$2,800,204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$3,268,431
Total income from all sources (including contributions)2016-03-31$7,051,202
Total loss/gain on sale of assets2016-03-31$-12,318
Total of all expenses incurred2016-03-31$7,706,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$7,404,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$7,009,893
Value of total assets at end of year2016-03-31$3,881,246
Value of total assets at beginning of year2016-03-31$5,004,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$302,337
Total interest from all sources2016-03-31$23,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Administrative expenses professional fees incurred2016-03-31$35,512
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$731,908
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$9,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$12,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$2,747,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$3,214,000
Other income not declared elsewhere2016-03-31$23,476
Administrative expenses (other) incurred2016-03-31$49,861
Liabilities. Value of operating payables at end of year2016-03-31$53,204
Liabilities. Value of operating payables at beginning of year2016-03-31$54,431
Total non interest bearing cash at end of year2016-03-31$638,943
Total non interest bearing cash at beginning of year2016-03-31$1,160,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-655,180
Value of net assets at end of year (total assets less liabilities)2016-03-31$1,081,042
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$1,736,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$19,636
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$1,285,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$1,635,107
Income. Interest from US Government securities2016-03-31$10,831
Income. Interest from corporate debt instruments2016-03-31$12,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$28,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$49,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$49,716
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$290
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$5,655,472
Asset value of US Government securities at end of year2016-03-31$527,500
Asset value of US Government securities at beginning of year2016-03-31$668,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$6,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$6,277,985
Employer contributions (assets) at end of year2016-03-31$617,415
Employer contributions (assets) at beginning of year2016-03-31$755,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$1,748,573
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$302,750
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$393,065
Contract administrator fees2016-03-31$197,328
Assets. Value of buildings and other operty used in plan operation at end of year2016-03-31$471,348
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-03-31$329,202
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$614,967
Aggregate carrying amount (costs) on sale of assets2016-03-31$627,285
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2016-03-31382284921
2015 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$11,466
Total unrealized appreciation/depreciation of assets2015-03-31$11,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$3,268,431
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$2,561,705
Total income from all sources (including contributions)2015-03-31$6,938,268
Total loss/gain on sale of assets2015-03-31$-19,221
Total of all expenses incurred2015-03-31$7,763,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$7,471,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$6,817,859
Value of total assets at end of year2015-03-31$5,004,653
Value of total assets at beginning of year2015-03-31$5,123,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$291,491
Total interest from all sources2015-03-31$36,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Administrative expenses professional fees incurred2015-03-31$47,176
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$718,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$12,516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$59,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$3,214,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$2,509,000
Other income not declared elsewhere2015-03-31$1,393
Administrative expenses (other) incurred2015-03-31$24,172
Liabilities. Value of operating payables at end of year2015-03-31$54,431
Liabilities. Value of operating payables at beginning of year2015-03-31$52,705
Total non interest bearing cash at end of year2015-03-31$1,160,892
Total non interest bearing cash at beginning of year2015-03-31$630,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$-825,083
Value of net assets at end of year (total assets less liabilities)2015-03-31$1,736,222
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$2,561,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$22,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$1,635,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$2,229,221
Income. Interest from US Government securities2015-03-31$20,192
Income. Interest from corporate debt instruments2015-03-31$16,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$49,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$89,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$89,739
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$201
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$4,952,555
Asset value of US Government securities at end of year2015-03-31$668,413
Asset value of US Government securities at beginning of year2015-03-31$891,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$89,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$6,099,740
Employer contributions (assets) at end of year2015-03-31$755,742
Employer contributions (assets) at beginning of year2015-03-31$471,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$2,519,305
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$393,065
Asset. Corporate debt instrument debt (other) at beginning of year2015-03-31$540,219
Contract administrator fees2015-03-31$197,328
Assets. Value of buildings and other operty used in plan operation at end of year2015-03-31$329,202
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-03-31$210,414
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$870,199
Aggregate carrying amount (costs) on sale of assets2015-03-31$889,420
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2015-03-31382284921
2014 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$-20,751
Total unrealized appreciation/depreciation of assets2014-03-31$-20,751
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$2,561,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$2,536,511
Total income from all sources (including contributions)2014-03-31$7,206,021
Total loss/gain on sale of assets2014-03-31$-18,552
Total of all expenses incurred2014-03-31$6,706,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$6,425,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$7,164,389
Value of total assets at end of year2014-03-31$5,123,010
Value of total assets at beginning of year2014-03-31$4,597,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$280,318
Total interest from all sources2014-03-31$34,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$46,055
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$740,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$59,906
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$4,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$2,509,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$2,452,000
Other income not declared elsewhere2014-03-31$293
Administrative expenses (other) incurred2014-03-31$16,827
Liabilities. Value of operating payables at end of year2014-03-31$52,705
Liabilities. Value of operating payables at beginning of year2014-03-31$84,511
Total non interest bearing cash at end of year2014-03-31$630,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$499,845
Value of net assets at end of year (total assets less liabilities)2014-03-31$2,561,305
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$2,061,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$20,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$2,229,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$591,596
Income. Interest from US Government securities2014-03-31$20,735
Income. Interest from corporate debt instruments2014-03-31$13,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$89,739
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$2,230,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$2,230,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$180
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$4,743,266
Asset value of US Government securities at end of year2014-03-31$891,117
Asset value of US Government securities at beginning of year2014-03-31$590,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$46,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$6,423,873
Employer contributions (assets) at end of year2014-03-31$471,939
Employer contributions (assets) at beginning of year2014-03-31$503,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$1,682,592
Asset. Corporate debt instrument debt (other) at end of year2014-03-31$540,219
Asset. Corporate debt instrument debt (other) at beginning of year2014-03-31$284,174
Contract administrator fees2014-03-31$197,328
Assets. Value of buildings and other operty used in plan operation at end of year2014-03-31$210,414
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-03-31$392,428
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$1,019,587
Aggregate carrying amount (costs) on sale of assets2014-03-31$1,038,139
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2014-03-31382284921
2013 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$2,197
Total unrealized appreciation/depreciation of assets2013-03-31$2,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$2,536,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$1,545,156
Total income from all sources (including contributions)2013-03-31$7,376,419
Total of all expenses incurred2013-03-31$6,457,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$6,187,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$7,364,996
Value of total assets at end of year2013-03-31$4,597,971
Value of total assets at beginning of year2013-03-31$2,688,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$270,545
Total interest from all sources2013-03-31$3,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Administrative expenses professional fees incurred2013-03-31$36,853
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$853,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$4,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$2,452,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$1,501,000
Other income not declared elsewhere2013-03-31$3,981
Administrative expenses (other) incurred2013-03-31$14,236
Liabilities. Value of operating payables at end of year2013-03-31$84,511
Liabilities. Value of operating payables at beginning of year2013-03-31$44,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$918,525
Value of net assets at end of year (total assets less liabilities)2013-03-31$2,061,460
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$1,142,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$3,235
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$591,596
Income. Interest from US Government securities2013-03-31$428
Income. Interest from corporate debt instruments2013-03-31$917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$2,230,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$2,016,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$2,016,912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$2,097
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$4,053,120
Asset value of US Government securities at end of year2013-03-31$590,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$1,803
Net gain/loss from 103.12 investment entities2013-03-31$1,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$6,511,165
Employer contributions (assets) at end of year2013-03-31$503,645
Employer contributions (assets) at beginning of year2013-03-31$384,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$2,134,229
Asset. Corporate debt instrument debt (other) at end of year2013-03-31$284,174
Contract administrator fees2013-03-31$216,221
Assets. Value of buildings and other operty used in plan operation at end of year2013-03-31$392,428
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-03-31$285,623
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2013-03-31382284921
2012 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$-170
Total unrealized appreciation/depreciation of assets2012-03-31$-170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$1,545,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$1,506,158
Total income from all sources (including contributions)2012-03-31$4,203,261
Total of all expenses incurred2012-03-31$4,998,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$4,735,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$4,046,896
Value of total assets at end of year2012-03-31$2,688,091
Value of total assets at beginning of year2012-03-31$3,443,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$262,438
Total interest from all sources2012-03-31$1,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$31,873
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$965,983
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$75,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$1,501,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$1,433,000
Other income not declared elsewhere2012-03-31$154,715
Administrative expenses (other) incurred2012-03-31$11,238
Liabilities. Value of operating payables at end of year2012-03-31$44,156
Liabilities. Value of operating payables at beginning of year2012-03-31$73,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-794,830
Value of net assets at end of year (total assets less liabilities)2012-03-31$1,142,935
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$1,937,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$2,016,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$2,684,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$2,684,059
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$1,820
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$3,716,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$3,080,913
Employer contributions (assets) at end of year2012-03-31$384,749
Employer contributions (assets) at beginning of year2012-03-31$396,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$1,019,444
Contract administrator fees2012-03-31$219,027
Assets. Value of buildings and other operty used in plan operation at end of year2012-03-31$285,623
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-03-31$288,249
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2012-03-31382284921
2011 : SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$227
Total unrealized appreciation/depreciation of assets2011-03-31$227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$1,506,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$1,227,039
Total income from all sources (including contributions)2011-03-31$6,376,316
Total of all expenses incurred2011-03-31$5,141,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$4,850,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$6,225,437
Value of total assets at end of year2011-03-31$3,443,923
Value of total assets at beginning of year2011-03-31$1,930,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$290,900
Total interest from all sources2011-03-31$516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$35,352
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$1,186,078
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$75,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$93,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$1,433,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$1,106,000
Other income not declared elsewhere2011-03-31$150,136
Administrative expenses (other) incurred2011-03-31$26,771
Liabilities. Value of operating payables at end of year2011-03-31$73,158
Liabilities. Value of operating payables at beginning of year2011-03-31$121,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$1,234,758
Value of net assets at end of year (total assets less liabilities)2011-03-31$1,937,765
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$703,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$2,684,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$1,497,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$1,497,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$516
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$18,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$5,039,359
Employer contributions (assets) at end of year2011-03-31$396,112
Employer contributions (assets) at beginning of year2011-03-31$152,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$4,832,423
Contract administrator fees2011-03-31$228,477
Assets. Value of buildings and other operty used in plan operation at end of year2011-03-31$288,249
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$186,770
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31BENDA, GRACE, STULZ & COMPANY, P.C.
Accountancy firm EIN2011-03-31382284921

Form 5500 Responses for SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND

2022: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Submission has been amendedYes
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Submission has been amendedYes
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS LOCAL NO. 292 HEALTH FUND 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number305615
Policy instance 3
Insurance contract or identification number305615
Number of Individuals Covered275
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $30,700
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $855,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,700
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number222638
Policy instance 2
Insurance contract or identification number222638
Number of Individuals Covered1042
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $91,058
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $91,058
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3299 / C4565
Policy instance 1
Insurance contract or identification numberG3299 / C4565
Number of Individuals Covered621
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $9,936
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $99,871
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,936
Additional information about fees paid to insurance brokerCOMMISSIONS PER AGREEMENT
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number305615
Policy instance 3
Insurance contract or identification number305615
Number of Individuals Covered270
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $30,300
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $829,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,300
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number222638
Policy instance 2
Insurance contract or identification number222638
Number of Individuals Covered1037
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $84,775
Total amount of fees paid to insurance companyUSD $16,335
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $84,775
Insurance broker organization code?3
Amount paid for insurance broker fees16335
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3299 / C4565
Policy instance 1
Insurance contract or identification numberG3299 / C4565
Number of Individuals Covered663
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $10,888
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $107,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,888
Additional information about fees paid to insurance brokerCOMMISSIONS PER AGREEMENT
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number305615
Policy instance 3
Insurance contract or identification number305615
Number of Individuals Covered264
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $30,000
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $957,529
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,000
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number222638
Policy instance 2
Insurance contract or identification number222638
Number of Individuals Covered1092
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $44,730
Total amount of fees paid to insurance companyUSD $3,682
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,730
Insurance broker organization code?3
Amount paid for insurance broker fees3682
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3299 / C4565
Policy instance 1
Insurance contract or identification numberG3299 / C4565
Number of Individuals Covered717
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $11,120
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $111,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,120
Additional information about fees paid to insurance brokerCOMMISSIONS PER AGREEMENT
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number305615
Policy instance 3
Insurance contract or identification number305615
Number of Individuals Covered268
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $30,000
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $912,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,000
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number222638
Policy instance 2
Insurance contract or identification number222638
Number of Individuals Covered1098
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $45,780
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,780
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3299 / C4565
Policy instance 1
Insurance contract or identification numberG3299 / C4565
Number of Individuals Covered648
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $8,383
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $83,833
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,383
Additional information about fees paid to insurance brokerCOMMISSIONS PER AGREEMENT
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number305615
Policy instance 3
Insurance contract or identification number305615
Number of Individuals Covered275
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,900
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $883,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,900
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number222638
Policy instance 2
Insurance contract or identification number222638
Number of Individuals Covered923
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $44,586
Total amount of fees paid to insurance companyUSD $6,039
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,632
Amount paid for insurance broker fees6039
Additional information about fees paid to insurance brokerCOMMISSIONS AND OTHER FEES
Insurance broker organization code?3
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3299 / C4565
Policy instance 1
Insurance contract or identification numberG3299 / C4565
Number of Individuals Covered520
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $12,424
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $82,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,424
Additional information about fees paid to insurance brokerCOMMISSIONS PER AGREEMENT
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number298636
Policy instance 3
Insurance contract or identification number298636
Number of Individuals Covered280
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $41,850
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $805,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,850
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameJANELLE M RUTH
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract number222638
Policy instance 2
Insurance contract or identification number222638
Number of Individuals Covered1082
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $48,281
Total amount of fees paid to insurance companyUSD $1,894
Health Insurance Welfare BenefitYes
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,281
Amount paid for insurance broker fees1894
Additional information about fees paid to insurance brokerCOMMISSIONS AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameROBERT G. RUTH
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3299 / C4565
Policy instance 1
Insurance contract or identification numberG3299 / C4565
Number of Individuals Covered665
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $13,455
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $89,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,455
Additional information about fees paid to insurance brokerCOMMISSIONS PER AGREEMENT
Insurance broker organization code?3
Insurance broker nameMACQUEEN & ASSOCIATES LLC

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