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ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND 401k Plan overview

Plan NameROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND
Plan identification number 501

ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND Benefits

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

401k Sponsoring company profile

ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND
Employer identification number (EIN):596259546
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012011-08-01JANKET K SCOTT
5012010-08-01JANET K SCOTT
5012009-08-01JANET K SCOTT

Plan Statistics for ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND

401k plan membership statisitcs for ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND

Measure Date Value
2011: ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-08-010
Total of all active and inactive participants2011-08-010
Total participants2011-08-010
2010: ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-08-016
Total number of active participants reported on line 7a of the Form 55002010-08-010
Total of all active and inactive participants2010-08-010
Total participants2010-08-010
Number of employers contributing to the scheme2010-08-010
2009: ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-08-0110
Total number of active participants reported on line 7a of the Form 55002009-08-016
Total of all active and inactive participants2009-08-016
Total participants2009-08-016
Number of employers contributing to the scheme2009-08-012

Financial Data on ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND

Measure Date Value
2012 : ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND 2012 401k financial data
Total plan liabilities at beginning of year2012-05-31$0
Total income from all sources2012-05-31$973
Expenses. Total of all expenses incurred2012-05-31$19,251
Benefits paid (including direct rollovers)2012-05-31$11,126
Total plan assets at end of year2012-05-31$0
Total plan assets at beginning of year2012-05-31$18,278
Value of fidelity bond covering the plan2012-05-31$35,000
Expenses. Other expenses not covered elsewhere2012-05-31$3,300
Other income received2012-05-31$3
Net income (gross income less expenses)2012-05-31$-18,278
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$18,278
Total contributions received or receivable from employer(s)2012-05-31$970
Expenses. Administrative service providers (salaries,fees and commissions)2012-05-31$4,825
2011 : ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND 2011 401k financial data
Transfers to/from the plan2011-07-31$7,944
Total plan liabilities at beginning of year2011-07-31$0
Total income from all sources2011-07-31$20,137
Expenses. Total of all expenses incurred2011-07-31$68,919
Benefits paid (including direct rollovers)2011-07-31$46,069
Total plan assets at end of year2011-07-31$18,278
Total plan assets at beginning of year2011-07-31$59,116
Value of fidelity bond covering the plan2011-07-31$35,000
Total contributions received or receivable from participants2011-07-31$2,157
Expenses. Other expenses not covered elsewhere2011-07-31$10,036
Other income received2011-07-31$989
Net income (gross income less expenses)2011-07-31$-48,782
Net plan assets at end of year (total assets less liabilities)2011-07-31$18,278
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$59,116
Total contributions received or receivable from employer(s)2011-07-31$16,991
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$12,814

Form 5500 Responses for ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND

2011: ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND 2011 form 5500 responses
2011-08-01Type of plan entityMulti-employer plan
2011-08-01This submission is the final filingYes
2011-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-08-01Plan is a collectively bargained planYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2010: ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND 2010 form 5500 responses
2010-08-01Type of plan entityMulti-employer plan
2010-08-01Plan is a collectively bargained planYes
2010-08-01Plan funding arrangement – TrustYes
2010-08-01Plan benefit arrangement - TrustYes
2009: ROOFERS LOCAL NO. 181 HEALTH AND WELFARE FUND 2009 form 5500 responses
2009-08-01Type of plan entityMulti-employer plan
2009-08-01Plan is a collectively bargained planYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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