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ROOFER'S LOCAL NO. 176 VACATION FUND 401k Plan overview

Plan NameROOFER'S LOCAL NO. 176 VACATION FUND
Plan identification number 502

ROOFER'S LOCAL NO. 176 VACATION FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES - ROOFER'S LOCAL NO. 176 VACATION FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES - ROOFER'S LOCAL NO. 176 VACATION FUND
Employer identification number (EIN):620960257
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROOFER'S LOCAL NO. 176 VACATION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022014-05-01DOUG IRWIN
5022013-05-01DOUG IRWIN
5022012-05-01DOUG IRWIN
5022011-05-01DOUG IRWIN
5022010-05-01DOUG IRWIN
5022009-05-01DOUG IRWIN

Plan Statistics for ROOFER'S LOCAL NO. 176 VACATION FUND

401k plan membership statisitcs for ROOFER'S LOCAL NO. 176 VACATION FUND

Measure Date Value
2014: ROOFER'S LOCAL NO. 176 VACATION FUND 2014 401k membership
Total participants, beginning-of-year2014-05-010
Total number of active participants reported on line 7a of the Form 55002014-05-010
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-010
Number of employers contributing to the scheme2014-05-010
2013: ROOFER'S LOCAL NO. 176 VACATION FUND 2013 401k membership
Total participants, beginning-of-year2013-05-0135
Total number of active participants reported on line 7a of the Form 55002013-05-010
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-010
Number of employers contributing to the scheme2013-05-010
2012: ROOFER'S LOCAL NO. 176 VACATION FUND 2012 401k membership
Total participants, beginning-of-year2012-05-0146
Total number of active participants reported on line 7a of the Form 55002012-05-0135
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-010
Total participants2012-05-0135
Number of employers contributing to the scheme2012-05-013
2011: ROOFER'S LOCAL NO. 176 VACATION FUND 2011 401k membership
Total participants, beginning-of-year2011-05-0150
Total number of active participants reported on line 7a of the Form 55002011-05-0146
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-0146
Number of employers contributing to the scheme2011-05-015
2010: ROOFER'S LOCAL NO. 176 VACATION FUND 2010 401k membership
Total participants, beginning-of-year2010-05-0151
Total number of active participants reported on line 7a of the Form 55002010-05-0150
Number of retired or separated participants receiving benefits2010-05-010
Number of other retired or separated participants entitled to future benefits2010-05-010
Total of all active and inactive participants2010-05-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-010
Total participants2010-05-0150
Number of employers contributing to the scheme2010-05-013
2009: ROOFER'S LOCAL NO. 176 VACATION FUND 2009 401k membership
Total participants, beginning-of-year2009-05-0167
Total number of active participants reported on line 7a of the Form 55002009-05-0151
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-0151
Number of employers contributing to the scheme2009-05-014

Financial Data on ROOFER'S LOCAL NO. 176 VACATION FUND

Measure Date Value
2014 : ROOFER'S LOCAL NO. 176 VACATION FUND 2014 401k financial data
Transfers to/from the plan2014-12-31$-14,923
Total income from all sources2014-12-31$4
Expenses. Total of all expenses incurred2014-12-31$1,294
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$16,213
Value of fidelity bond covering the plan2014-12-31$50,000
Expenses. Other expenses not covered elsewhere2014-12-31$494
Other income received2014-12-31$4
Net income (gross income less expenses)2014-12-31$-1,290
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$16,213
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$800
Total plan liabilities at beginning of year2014-04-30$23,923
Total income from all sources2014-04-30$21,234
Expenses. Total of all expenses incurred2014-04-30$18,095
Benefits paid (including direct rollovers)2014-04-30$16,607
Total plan assets at end of year2014-04-30$16,213
Total plan assets at beginning of year2014-04-30$36,997
Value of fidelity bond covering the plan2014-04-30$50,000
Expenses. Other expenses not covered elsewhere2014-04-30$338
Other income received2014-04-30$15
Net income (gross income less expenses)2014-04-30$3,139
Net plan assets at end of year (total assets less liabilities)2014-04-30$16,213
Net plan assets at beginning of year (total assets less liabilities)2014-04-30$13,074
Total contributions received or receivable from employer(s)2014-04-30$21,219
Expenses. Administrative service providers (salaries,fees and commissions)2014-04-30$1,150
2013 : ROOFER'S LOCAL NO. 176 VACATION FUND 2013 401k financial data
Total plan liabilities at end of year2013-04-30$23,923
Total plan liabilities at beginning of year2013-04-30$20,768
Total income from all sources2013-04-30$47,816
Expenses. Total of all expenses incurred2013-04-30$47,991
Benefits paid (including direct rollovers)2013-04-30$46,228
Total plan assets at end of year2013-04-30$36,997
Total plan assets at beginning of year2013-04-30$34,017
Value of fidelity bond covering the plan2013-04-30$50,000
Expenses. Other expenses not covered elsewhere2013-04-30$463
Other income received2013-04-30$14
Net income (gross income less expenses)2013-04-30$-175
Net plan assets at end of year (total assets less liabilities)2013-04-30$13,074
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$13,249
Total contributions received or receivable from employer(s)2013-04-30$47,802
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-30$1,300
2012 : ROOFER'S LOCAL NO. 176 VACATION FUND 2012 401k financial data
Total plan liabilities at end of year2012-04-30$20,768
Total plan liabilities at beginning of year2012-04-30$22,775
Total income from all sources2012-04-30$47,261
Expenses. Total of all expenses incurred2012-04-30$42,316
Benefits paid (including direct rollovers)2012-04-30$40,307
Total plan assets at end of year2012-04-30$34,017
Total plan assets at beginning of year2012-04-30$31,079
Value of fidelity bond covering the plan2012-04-30$50,000
Expenses. Other expenses not covered elsewhere2012-04-30$709
Other income received2012-04-30$89
Net income (gross income less expenses)2012-04-30$4,945
Net plan assets at end of year (total assets less liabilities)2012-04-30$13,249
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$8,304
Total contributions received or receivable from employer(s)2012-04-30$47,172
Expenses. Administrative service providers (salaries,fees and commissions)2012-04-30$1,300
2011 : ROOFER'S LOCAL NO. 176 VACATION FUND 2011 401k financial data
Total plan liabilities at end of year2011-04-30$22,775
Total plan liabilities at beginning of year2011-04-30$19,832
Total income from all sources2011-04-30$60,624
Expenses. Total of all expenses incurred2011-04-30$54,553
Benefits paid (including direct rollovers)2011-04-30$51,176
Total plan assets at end of year2011-04-30$31,079
Total plan assets at beginning of year2011-04-30$22,065
Value of fidelity bond covering the plan2011-04-30$50,000
Expenses. Other expenses not covered elsewhere2011-04-30$727
Other income received2011-04-30$175
Net income (gross income less expenses)2011-04-30$6,071
Net plan assets at end of year (total assets less liabilities)2011-04-30$8,304
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$2,233
Total contributions received or receivable from employer(s)2011-04-30$60,449
Expenses. Administrative service providers (salaries,fees and commissions)2011-04-30$2,650

Form 5500 Responses for ROOFER'S LOCAL NO. 176 VACATION FUND

2014: ROOFER'S LOCAL NO. 176 VACATION FUND 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01This submission is the final filingYes
2014-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: ROOFER'S LOCAL NO. 176 VACATION FUND 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: ROOFER'S LOCAL NO. 176 VACATION FUND 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: ROOFER'S LOCAL NO. 176 VACATION FUND 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2010: ROOFER'S LOCAL NO. 176 VACATION FUND 2010 form 5500 responses
2010-05-01Type of plan entityMulti-employer plan
2010-05-01Plan is a collectively bargained planYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement - TrustYes
2009: ROOFER'S LOCAL NO. 176 VACATION FUND 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

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